Senior Manager, Valuation - Complex Financial Instruments

Job Summary:

The Senior Manager, Valuation & Capital Markets Analytics – Complex Financial Instruments is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion. This role is actively engaged in the management of valuation assignments and managing staff in the development of such assignments. In addition, this role will be charged with assisting with business development activities and appraisal reviews.

Job Duties:

• Manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, and other business purposes
• Oversees client engagement from beginning to end, including but not limited to, project set up and other administrative items, manages associates and senior associates, communications, and presentations with the client.    
• Experience with mathematical and statistical financial models for valuations of multiple asset classes including complex securities, options, derivatives, and credit instruments, including but not limited to, Monte Carlo simulations and Lattice Models  
• Experience valuing structured products such as collateralized debt obligations including building cash flow waterfalls and experience with the use of industry data bases 
• Critically reviews model functionality, evaluates, and documents the methodology employed, assumptions used, and conclusions reached
• Ensures quality controls and risk management procedures are adhered to in association with all client communication and work products 
• Participates in internal and external client meetings 
• Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables 
• Other duties as required

Qualifications, Knowledge, Skills and Abilities:
Education:

• Bachelor’s degree, required
• Focus in Accounting, Finance, Financial Engineering, Actuarial Science, Risk Management, , Mathematics, Computer Science, Statistics or Economics, preferred
• Master’s in Business Administration (MBA), Financial Engineering, Mathematics, Statistics, or other relevant field, preferred

Experience:

• Six (6) or more years of experience within an accounting firms, independent advisory firm, bank or other financial services firm, preferred
• Experience with valuation of complex financial instruments (complex securities) or derivatives, required
• Experience in financial reporting valuation and appraisal review, required
• Experience in business valuation and intangible assets, preferred

License/Certifications:

• CPA, CFA, AM, ASA or other valuation industry credentials, preferred 

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
• Prior experience with Capital IQ and Bloomberg, preferred
• Prior experience with Intex, Moody’s Analytics, Crystal Ball, R, Python, and other industry software, preferred

Other Knowledge, Skills & Abilities:

• Superior verbal and written communication skills
• Superior analytical and research skills 
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously 
• Capable of effectively managing a team of valuation professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel 
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Ability for intermittent travel within the US and internationally required