Director, Complex Financial Instruments

Description

Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. The firm is known for its expertise in analyzing and resolving complex situations, particularly those involving sophisticated valuation techniques.

About the role

This role is within A&M's Complex Financial Instruments Valuation team, which provides a full suite of valuation services in areas such as financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support.

Responsibilities

• End-to-end project management and execution of valuation projects (planning, resourcing, organizing, reviewing)
• Overseeing financial analysis on the valuation of various types of complex securities and financial instruments
• Overseeing the development of narrative reports describing the methodologies used, key assumptions and rationale, and findings
• Leading, training, and managing Senior Associates and Associates on the financial and tax reporting valuation team
• Serving as point of contact on valuation engagements for clients and internal staff
• Determining methodologies/approach to due diligence in conjunction with Managing Directors and/or Senior Directors
• Presenting and communicating valuation conclusions with clients, addressing and clarifying any issues or assumptions
• Leading client meetings and presentations, including due diligence calls
• Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients
• Working with Managing Directors on practice management and business development efforts

Qualifications

• 7+ years valuations and modeling experience gained at a Big 4 or other reputable consulting firm, investment bank or independent valuation firm
• Experience conducting a variety of financial analyses and financial modeling specifically for complex financial instruments and complex securities
• Strong educational background and academic record, including a Bachelor’s or Master’s Degree in Finance, Quantitative Finance, Economics and/or Mathematics
• Advanced understanding of financial statements and various valuation methodologies (Monte Carlo Simulations, Lattice Models, Statistical Analysis, etc.)
• Demonstrated ability to manage client relationships
• Previous project team management experience
• Experience with Octave, Python, MatLab, or other similar financial programming tools
• Advanced Microsoft Excel skills
• Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word
• Effective project management and organizational skills
• Ambitious, results-driven, self-starter with a desire to thrive in a collaborative entrepreneurial culture
• Ability to work in a flexible, hybrid work environment (i.e., team members partially working at home and partially working in the office)

Benefits

A&M offers competitive benefits and opportunities to support personal and professional development. Click to learn more about A&M’s benefits.

Pay

The salary range is $160,000 - $180,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program based on individual and firm performance. Please ask your recruiter for details.

Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing.