Directors

Lead other A&M professionals on a diverse range of complex client engagements involving investment valuation across a variety of securities such as non-performing and performing loans, preferred and common equity, and convertible debt. Evaluate and analyze client business processes, investment strategies, and operational frameworks to identify trends, inefficiencies, and opportunities for process improvement within investment and portfolio management functions. Manage all aspects of client engagements including resource requirements, project workflow, and budgeting.

Identify and mitigate engagement risks including conducting conflict checks and ensuring compliance with risk policies. Lead engagement communications to facilitate collaboration between stakeholders and cross-functional teams. Optimize resource allocation across engagements to ensure efficiency and margin management. Lead engagement life cycles including delivery of valuation schedules and narrative reports to clients. Conduct quality control review of reports and other client deliverables to ensure the accuracy of financial models and valuation analyses.

Identify and evaluate key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. Valuate assets inside equity and credit investment portfolios to provide advisory insights on regulatory compliance for investment, financial, and accounting reporting or auditing purposes. Address complex valuation challenges from critical investment, regulatory and strategic perspectives to assess value at the fund, portfolio, and investment level.

Develop, update, and implement financial models for discounted cash flow, guideline market multiples, market transactions, and options valuations to support business process evaluation, performance analysis, and strategic planning initiatives. Build strong client relationships through exceptional day-to-day project management, coordination, and execution. Present findings to client and committees at the fund, portfolio, and investment level. Support alternative asset managers with various valuation services.

Assist Managing Directors with practice management and business development efforts including pitches, proposals, and initiatives to refine processes and enhance valuation methodology. Coach, train, mentor, and support the professional development of junior team members.

• Master’s degree or foreign equivalent in Finance, Accounting, Economics, or a related field and minimum 2 years of consulting experience involving valuation and financial modelling.
• Must have experience working with: financial statement analysis and valuation methodologies including DCF, guideline public company, market transaction, and options pricing methodologies; building and refining financial models for valuations covering securities including performing and non-performing loans, preferred and common equity, and convertible debt; conducting financial analysis and financial modelling for investment valuation projects; developing valuation reports, schedules, and presentations using Excel, Word, PowerPoint, Adobe;
  
  utilizing Capital IQ; and creating and working with custom user-generated functions and automated processes using VBA and Macros in Excel.