Seeking Managers, Portfolio Valuation (Finance)

Description

About Alvarez & Marsal

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 powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies address valuation issues efficiently and effectively. By combining unique industry knowledge across the firm with deep experience in the audit, technological, legal and compliance, regulatory and limited partner communities, A&M is uniquely positioned to assist clients in navigating the industry's perpetual crosscurrents.

A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial and tax reporting, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. This has resulted in our Valuation practice growing steadily year over year and becoming one of the most respected in the industry.

How you will contribute

You will lead a team to identify and evaluate the key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. You will address complex valuation challenges from critical investment, regulatory and strategic perspectives to assessing value at the fund, portfolio, and investment level. You will have the opportunity to lead a highly skilled, and entrepreneurial team to service alternative asset managers with an array of different valuation services. Typical projects include valuating assets inside equity and credit investment portfolios for a variety of circumstances including regulatory compliance for investment, financial, and accounting reporting or auditing purposes. You will have the opportunity to get involved in multiple sophisticated valuation engagements covering a variety of securities such as non-performing and performing loans, preferred and common equity.

Some of the main responsibilities are:

• Developing, updating, and implementing financial models for discounted cash flow, guideline market multiples, market transactions and options valuations

• Conducting detailed reviews and ensuring the accuracy of financial models and valuation analyses

• Leading an engagement lifecycle, which follows process, timelines, and delivery of valuation schedules and narrative reports to clients.

• Proactively communicating efficiently and effectively to all levels of the engagement team

• Conducting the final quality control review of reports and other client deliverables

• Clearly and articulately presenting findings to clients/Committees and other interested parties

• Creating a learning environment by providing meaningful coaching to staff, leading pointed training sessions, and providing feedback to team members, while also facilitating the learning and development and growth opportunities of direct reports

• Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients

Who will you be working with?

At A&M you will have the opportunity to work with a diverse team of supportive and motivated professionals that love to share their knowledge and depth of industry experience with others. We have an inclusive developmental environment where everyone has the opportunity to learn and grow. Our culture is characterized by openness and entrepreneurial thinking, with a foundation of mutual respect and high-quality standards for our work. We strive to remove bureaucracy in favor of recognizing effort and results through advancement opportunities and a motivating performance-based reward structure. Our Valuation team works with a variety of large-cap and mid-cap PE houses, corporate clients and financial institutions providing you with broad industry exposure.

How will you grow and be supported?

As a Manager, you will have the opportunity to take your career to the next level by working in several different areas of Valuation while gaining invaluable experience across different industries and sectors., Utilizing your critical thinking and research skills, you will have the opportunity to apply and advance your technical and analysis skills in complex, ambiguous situations. You will be working closely as a team with experienced professionals who will provide you with developmental feedback and growth opportunities.

We offer competitive benefits and opportunities to support your personal and professional development. Click to learn about A&M's benefits. A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized and on the job training. Learn more about why A&M is a great place to work.

Core Qualifications:

• 5-7 years of valuation and modelling experience gained at a Big 4 or other reputable consulting firm, investment bank or independent valuation firm

• Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field

• Qualified or studying for a professional qualification such as CFA/ASA/CPA preferred

• Experience conducting Financial Analysis and Financial Modelling

• Experience with Capital IQ

• Advanced Microsoft Excel skills required; VBA, Macros, etc. a plus

• 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 the ability to thrive in an entrepreneurial culture

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs

The salary range is $130,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

#LI-NS1