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.

What will you be doing?

• Assist in the valuation of equity compensation, complex capital structures, earnouts, convertible debt, and various other complex assets and liabilities.
• Lead a highly skilled and entrepreneurial team of Associates and Senior Associates.
• Decide on the appropriate methodologies and the rationale for certain assumptions in the valuation analysis.
• Oversee the project execution and management from end to end, as well as the report development.
• Serve as a key point of contact for clients, building consultative relationships with them.
• Review and supervise the work product of Senior Associates and Associates.
• Determine methodologies/approach to due diligence in conjunction with Managing Directors and/or Senior Directors.
• Present and communicate valuation conclusions with clients, addressing and clarifying any issues or assumptions.
• Create client meeting and presentation materials, including due diligence calls.
• Cultivate and maintain positive, productive, and professional relationships with colleagues and clients.
• Work with Managing Directors on practice management and business development efforts.

Who will you be working with?

You will be working with a diverse entrepreneurial team of supportive and motivated professionals at A&M. The team provides a high-level view of how to assist management teams in understanding value, applying analytical skills in a variety of valuation projects, and growing the practice through practice and business development activities.

How will you grow and be supported?

• Take your career to the next level by gaining valuable experience across different industries, sectors, and companies on a variety of interesting and critical projects.
• Gain a unique high-level view of how to assist management teams in understanding value through middle market to multi-billion-dollar public company engagements.
• Utilize critical thinking and research skills to apply analytical skills in a variety of valuation projects.
• Work closely with experienced professionals who will provide developmental feedback and growth opportunities.
• Grow the practice through practice and business development activities.

Core 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.
• A strong educational background and academic record, including a Bachelor’s or Master’s Degree in Finance, Quantitative Finance, Economics, or Mathematics.
• An excellent analytic foundation with 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.
• Excellent oral and written communication skills.
• 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).

Compensation Statement

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 a number of factors, including individual and firm performance. Please ask your recruiter for details.