Fund Manager – Investor Relations Director REITs (Fresno, CA)

Our client has been in business for 15+ years, but just recently launched its first “Mortgage Fund” for capital raise in connection with its lending activities.

 

Responsibilities:
  • Experience in Fund and/or REIT capital raise with emphasis and understanding of 506 Regulation D fund exemption with accredited investors,
  • Develop the infancy stages of the fund and raise capital in connection with developing investor confidence and belief in the company’s vision and strategy for delivering shareholder value.
  • Develop a robust investor relations strategy and framework.
  • Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties.
  • Manage equity research and investor relationships.
  • Provide insights on market activity and present them to the leadership team.
  • Analyze and present financial trends, competitor behavior, shareholder issues, and anything else that could impact the business.
  • Responsible for overseeing and managing quarterly earnings, conference calls and monthly performance newsletter 
  • Work with legal counsel to ensure compliance on regulatory matters

 

QUALIFICATIONS: 

  •  Bachelor’s degree in business, accounting or finance preferred.
  •      5+ years experience dealing with investors and a strong proven track record raising capital,  creating positive relations with the investor community and Equity Research Analysts.
  • Strong understanding of SEC laws and securities disclosure requirements, as well as filing requirements.
  • Deep knowledge and understanding of the capital markets, as well as a thorough understanding of key metrics for companies in the industry.
  • Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors.
  • strong understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends
  •  Entrepreneurial, client-minded focus,
  • Must be able to perform in a high-pressure environment, and be able to meet tight deadlines and mandatory monthly capital raise metrics,
  • Superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring employees and investors .
  • Excellent verbal and written communication and interpersonal skills.
  • Ability to construct and draft comprehensive correspondence.

 

 

Location: Fresno, CA

Salary: $155K -$180K plus commission (on target $50K)

 

(relocation package available)

Contact a Recruiter at Careers On The Move 

 

 

 

Valuation Associate – Financial Reporting (Boston, MA)

Our client is a top rated independent valuation practice seeking an analyst to join their Boston team .This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions.  This would include Equity valuations, Purchase price allocations, Goodwill impairments, Solvency opinions, and Equity Allocations (Option Pricing Models).

 

Responsibilities:

  • Build, modify and utilize financial models for business enterprise (DCF, market multiples, ) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.)
  • Value complex securities and contingent consideration using option pricing and Monte Carlo simulation models
  • Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables

 

Requirements: 

  • BS or BA, major in Finance a plus. Any coursework in valuation or securities analysis is a
  • CFA designation or be in the process of obtaining
  • 2 to 5 years work experience at a valuation firm or a valuation group within a public accounting firm, preferably with some financial reporting experience.
  • Advanced knowledge of Excel
  • Effective communication skills, strong attention to detail, and analytical capabilities are essential
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team
  • Strong work ethic and ability to work flexible hours around critical due
  • Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: Boston, MA (remote start)

Salary: Competitive Base * Plus Quarterly & Year End Bonus

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Manager / Director of Business Development (NYC)

Our client is seeking Business Development professionals for their NYC location. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts.

These candidates should have concentrated Business Development experience.

Candidates can come from financial software or a broker dealer. Private Equity experience required.

 

Responsibilities:

  • WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
  • Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events.
  • Responsible for managing client relationships and business development within the financial, corporate and asset management communities.
  • Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys.
  • Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
  • Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes.
  • Selling financial opinions with respect to valuation, fairness and solvency.
  • Continually monitoring certain economic, industry, capital market and company trends and developments.

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA preferred.
  •  8+ years of successful Private Equity / Business Development experience selling to businesses and institutions.
  • Must have contacts in Private Equity, Hedge Funds, Corporations, CPAs, and Attorneys.
  • Experience in Valuation field required.
  • Excellent Prospecting skills.
  • Long hours and insight and desire to keep up with the M&A service advisors.

 

Location: NYC

Salary: $100-$115K range  plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

Sr. Valuation Manager – Corporate Financial Reporting (Remote – Northeast – MidAtlantic)

 Responsibilities:

• Manage all aspects of active client engagements from start to finish including information gathering, due diligence, financial modeling, and preparation of self-contained appraisal reports.

• Communicate and review valuation results with clients.

• Maintain and develop positive, productive, and professional relationships with colleagues and clients.

• Work closely with the Partner-in-Charge and other team members performing financial reporting and other corporate valuation assignments.

• Identify and close new business opportunities; assist Partners on proposals and new business opportunities.

• Build and maintain relationships with current and prospective clients  

 

Qualifications and Experience:

• Minimum Bachelor’s degree in Finance and/or other business degrees.

• Minimum 7 years of experience in business valuation especially purchase price allocations and valuations for other financial reporting and corporate purposes.

• Experience with complex capital structures highly desired.

• Demonstrated ability to work independently to organize data, analyze financial information, effectively manage engagements, and handle client communications.

• Proficient in financial modeling including experience building models from scratch in MS Excel and related software.

• Proficient in preparing written reports suitable with relevant standards.

• Certifications relevant to the discipline of business valuation including CFA, CVA, CBA, ABV, ASA

• Experience with hiring, coaching and developing a team.

• Ability to manage multiple projects and priorities under strict deadlines.

• Experience presenting findings to clients, legal counsel, and other third parties.

• Skilled at networking and building referral relationships with CPAs, CFOs and Accounting Staff.

 

Location: Remote but must reside within driving distance to Central NJ

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

 

Assurance Manager / Sr. Manager (NYC)

Responsibilities

  • Coordinate various planning phases of engagements and ensure work in on schedule
  • Generate budgets
  • Maintain profitable realization rates
  • Review and evaluate work papers, and determine compliance with professional standards and firm policy
  • Review reports and financial statements
  • Review with the engagement partner significant findings that raise questions involving auditing standards and firm policy
  • Manage risk and ensure quality control procedures are being executed
  • Be involved in practice development and supervision of multiple engagements
  • Assume responsibility for billing and collections when circumstances permit
  • Develop and maintain positive working relationships with client management
  • Provide on-the-job training to subordinates
  • Generate new business annually for new and existing clients
  • Represent the firm by presenting on areas of expertise at 3rd party events
  • Effectively manage employee and client expectations
  • Complete performance evaluations constructively and timely, and also provide ongoing performance feedback to employees
  • Maintain required annual CPEs

Qualifications

  • MBS/BS/MS in Accounting, Finance,or similar.
  • CPA required
  • 7+  years of relevant experience.
  • Advanced knowledge of generally Accepted Accounting Principles (GAAP)/Tax Law Knowledge

 

Location: NYC

Base salary: Highly Competitive  based upon experience +Generous Bonus Package

 

Contact a Recruiter at Careers on The Move 

Real Estate Tax Manager (NYC)

Responsibilities

  • Review real estate partnership/corporate returns.
  • Manage compliance engagements, from budgeting to scheduling to managing staff.
  • Experience in working with REITs.
  • Perform research and draft memoranda on real estate issues.
  • Train and supervise staff, review and evaluate their work.
  • Make suggestions to help improve efficiencies, within department and on engagements.
  • Build new and existing client relationships and demonstrate interest and knowledge of clients’ businesses.

Qualifications

  • BS and/or Masters in Accounting, Finance, or similar.
  • CPA / JD required
  • 7+ years solid experience in Real Estate Tax.
  • Superb communications skills (written and verbal).
  • Ability to multi-task in a fast paced, deadline driven environment.
  • Excellent organizational and analytical skills.
  • Able to problem solve and think both creatively and logically.
  • Strong tax research skills.
  • Strong accounting and analytical skills.
  • Thorough understanding of complex technical issues.
  • Decisively executes solutions to problems.

 

 

Location: NYC

Base salary: Highly Competitive  based upon experience +Generous Bonus Package

 

Contact a Recruiter at Careers on The Move 

Senior Real Estate Tax Manager (NYC)

Responsibilities

  • Review real estate partnership/corporate returns.
  • Manage compliance engagements, from budgeting to scheduling to managing staff.
  • Experience in working with REITs.
  • Perform research and draft memoranda on real estate issues.
  • Train and supervise staff, review and evaluate their work.
  • Make suggestions to help improve efficiencies, within department and on engagements.
  • Build new and existing client relationships and demonstrate interest and knowledge of client’s business.

Qualifications

  • Bachelors Degree in Finance, Accounting, or similar. Masters degree in Taxation is preferred.
  • CPA required.
  • 10-15 years of experience specifically handling real estate partnerships with some experience handling REITs and corporate structures involving real estate.
  • Candidate should be able to demonstrate strong Subchapter K (partnership) skills.
  • Excellent communication skills (both verbal and written).
  • Ability to manage client relationships.
  • Ability to plan for and oversee the timely completion of engagements.
  • Very good training skills and the ability to supervise large engagements.
  • Excellent judgment and the ability to work independently.

 

Location: NYC 

Base salary: Highly Competitive  based upon experience +Generous Bonus Package

 

Contact a Recruiter at Careers on The Move 

Real Estate Tax Supervisor (NYC)

Responsibilities

  • Prepare and review real estate partnership/corporate returns.
  • Manage compliance engagements, from budgeting to scheduling to managing staff.
  • Experience in working with REITs.
  • Perform research and draft memoranda on real estate issues.
  • Train and supervise staff, review and evaluate their work.
  • Make suggestions to help improve efficiencies, within department and on engagements.
  • Build new and existing client relationships and demonstrate interest and knowledge of clients’ businesses.

Qualifications

  • Bachelor’s degree in Finance or similar, CPA preferred.
  • 3-5 years of experience specifically handling real estate partnerships with some experience handling individual and trust tax returns
  • Good communication skills (both verbal and writing skills) and the ability to communicate effectively with clients, managers and partners
  • Good judgement and the ability to work independently

Location: NYC

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

Real Estate Assurance Manager (NYC)

Responsibilities

  • Coordinate various planning phases of engagements and ensure work is on schedule.
  • Generate budgets.
  • Maintain profitable realization rates.
  • Review and evaluate work papers, and determine compliance with professional standards and firm policy.
  • Review reports and financial statements.
  • Review with the engagement partner significant findings that raise questions involving auditing standards and firm policy.
  • Manage risk and ensure quality control procedures are being executed.
  • Be involved in practice development and supervision of multiple engagements.
  • Assume responsibility for billing and collections when circumstances permit.
  • Develop and maintain positive working relationships with client management.
  • Provide on-the-job training to subordinates.
  • Generate new business annually for new and existing clients.
  • Represent the firm by presenting on areas of expertise at 3rd party events.
  • Effectively manage employee and client expectations.
  • Complete performance evaluations constructively and timely, and also provide ongoing performance feedback to employees.
  • Maintain required annual CPEs.

Qualifications

  • BBA/BS/MS in Accounting, Finance, or similar.
  • CPA required.
  • 6-10 years of relevant experience.
  • Advanced knowledge of generally Accepted Accounting Principles (GAAP)/Tax law knowledge.
  • Ability to articulately communicate professional/technical knowledge.
  • Effective business advisory skills.
  • Decisively identify and execute solutions to problems.
  • Thorough understanding of complex technical issues.
  • Ability to meet deadlines with accuracy.

 

Location: NYC

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

AVP / Sr. Associate – Corporate Reporting (Multiple Locations)

Our client is a financial advisory firm looking for an AVP / Sr. Associate for their Corporate Reporting sector. This position is open in multiple North East Cities (NYC, Boston, Philadelphia) as well as in the Midwest region (Chicago, St. Louis, Milwaukee)

Candidate must be familiar and proficient in:

  • Employee Stock Ownership Plans (ESOPs)
  • Corporate conversions/status changes
  • Other corporate valuation consulting
  • Purchases of private company stock
  • Reorganization/restructuring transactions
  • Section 409a compliance
  • Transfers of intangible assets

 

Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• 6+ years valuation experience focusing in Financial Reporting.
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.

Location: Northeast & Midwest
Salary: Highly Competitive Plus Bonus

Contact a Recruiter at Careers on The Move