JOB ALERT

VP – Business Development (NY Capital Region)

January 24, 2023 by

Our Client is seeking a veteran salesperson to join our growing team of investment professionals in the Capital Region. Ideal candidate will have proven sales ability and regional contacts who would benefit from asset management capabilities.  This role will enhance the individual’s career path plus work hand-in-hand with Sales to support the firm’s overall business development.

Responsibilities: 

• Effectively identify, qualify, and track progress of prospects to become new relationships for the firm.​
o Primary Focus – High net worth individuals
o Secondary Focus – Regional entities, small businesses, endowments, foundations & associations​
• Develop leads list with to show potential for $50-100M of new business; 1st year production target commensurate to experience
• Utilize Salesforce for pipeline and new business development reporting​​
• Understand and effectively communicate investment philosophy, process and solutions.​
• Provide recommendations for active market engagement and product positioning.

Qualifications & Experience:​

• Proven success in high net worth sales and/or investment management, preferably within the financial services industry
• Experience, knowledge and relationship management within the Capital Region
• Series 7 & 66 securities licenses (must be acquired within first 3 months of hire).
• Bachelor’s Degree.  Master’s a plus.
• Excellent communications and presentation skills
• Must be an entrepreneurial, self-starter as well as a team player.
• Position is onsite yet requires extensive regional travel

Location: NY Capital Region

Salary: $125K-$150K base + Bonus up to 100%

 

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Featured Jobs, Financial Services, Job Alerts, New York, Uncategorized, Valuation Tagged With: , , , , ,

Careers On The Move CEO, Richelle Konian interviewed by Bloomberg News.

January 23, 2023 by

Careers On The Move CEO, Richelle Konian interviewed by Bloomberg News to provide career insight on credibility and protocols in the hiring process. What went wrong? Would Wall St. get it better?

 

https://www.yahoo.com/now/george-santos-says-everyone-lies-150131174.html

Filed Under: Hot Spot, News Tagged With: , , , ,

Valuation Analyst – Financial Reporting Valuation (Bucks County, PA / Boston, MA)

January 11, 2023 by

Our client is a top rated independent valuation practice.

This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions.  This would include Tax valuation, Litigations, Equity valuations, Purchase price allocations, Goodwill impairments, Solvency opinions, and Equity Allocations (Option Pricing Models).

The Valuation Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele.

This is a flat organization with great visibility.  Management is very responsive to their employees, and  has created an ideal  platform for upward mobility.  Superior working environment.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.

2 to 5 years  experience, preferably at a valuation or accounting firm, Big 4 experience is a strong plus.

Must have background/exposure with financial reporting, accounting and valuation issues, as well as  financial modeling.

Direct current experience in ASC 350/805  (Goodwill Impairment) a must.

Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.

Strong writing and presentation skills; experience preparing and reviewing valuation reports.

Strong technical skills including MS Excel, Word and PowerPoint skills

Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis

 

** Us Citizenship or Permanent Residency required

 

Location:  Bucks County, PA / Boston, MA

Base salary: $60-80k  plus bonus & profit-share

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Job Alerts, Pennsylvania, Valuation

Junior Complex Securities Associate (NYC)

January 8, 2023 by

Our client is a top rated independent valuation practice seeking associates to join their team. Ideal candidates will have a Quant background.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or similar. CFA, ASA, and/or CPA certification / track a plus.

Recent grads -2 years experience required , preferably within Big 4 or Valuation Firm

Quant background preferred

Advanced, working knowledge of Excel and Word.

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

 

* * Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: New York, NY

Salary: $55K-$70K Plus Quarterly & Year End Bonus

Filed Under: Featured Jobs, Hot Spot, Job Alerts, New York Tagged With: , ,

Junior Analyst – Portfolio Valuation (Bucks County PA / NYC)

November 14, 2022 by

Our client is a top rated independent valuation practice seeking an analyst to join their team . This role will primarily perform valuations of various investment securities for hedge funds and other investment companies. Such securities consist of illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products and other unique securities.

Responsibilities:

Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.

Gather and document pertinent data obtained through client interaction.

Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations.

Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.

Assist in preparing formal client reports.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis a plus.

Recent Grad – 3 years experience dependent on relevant work experience and education. (3.4 GPA or higher required)

Advanced, working knowledge of Excel and Word.

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: Bucks County PA / NYC

Salary: $55K-$70K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Featured Jobs, Job Alerts, Massachusetts, Pennsylvania, Valuation Tagged With: , ,

Sr. Associate – Private Equity (NYC / Chicago / Hybrid Remote option)

November 14, 2022 by

Our Client, a Venture Capital and Private Equity Firm is looking for a Valuation Associate to work on a small team that will support the finance team and focus on activities related to financial reporting and valuation across the fund’s credit and equity investments.

 

Responsibilities:

  • Quarterly valuations of illiquid securities across a variety of asset classes including senior debt, warrants, common equity and preferred equity.
  • Experience utilizing a variety of valuation approaches including discounted cash flow, market multiples, market transaction and option pricing analyses.
  • Complete activities surrounding the year end valuation audits, third party valuation reviews, and other various audit inquiries regarding processes and conclusions.
  • Assist with the preparation of valuation materials for presentation to valuation and audit committees
  • Manage and work directly with third-party valuation consultants who assist with the quarterly valuation process.
  • Assist with the maintenance and support of the firm’s iLevel cloud-based reporting platform.
  • Provide additional analysis or support as needed.

 

Requirements:

  • Bachelor’s degree in Finance or similar with strong record of academic performance.
  • 2-4 years of valuation experience within a consulting organization, public accounting firm or an alternative investment firm.
  • Sound understanding of valuation principles and basic credit risk metrics
  • Strong knowledge of all Microsoft Office products is required
  • Experience with CapitalIQ and Pitchbook strongly preferred.

Location: NYC or Chicago, IL (Hybrid Remote)

Salary: $120K-$140K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Featured Jobs, Illinois, Job Alerts, Remote Position, Remote Positions, Valuation Tagged With: , , , , , , , , , ,

VP  / AVP – Gift & Estate Tax (NYC / Central NJ/ Remote)

October 6, 2022 by

Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax to their Private Client Appraisal Group. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
  • Minimum 7+ years valuation experience required.
  • Minimum seven  years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Must be comfortable and experienced interfacing with and handling clients.
  • Must be able to manage and oversee junior staff.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Location: New York, NY or Central NJ
Salary: $120K – 160K + Bonus

 

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Accounting, Financial Services, New York Tagged With: , , , , , , , ,

Careers On The Move CEO, Richelle Konian enjoys a Day at The Races with UAlbany

July 18, 2022 by

Careers On The Move CEO, Richelle Konian spends the day at the Saratoga Race Course with her alma mater University at Albany, SUNY where she serves as Past President of the Alumni Association Board of Directors. The Alumni Association Board of Directors meeting was held Friday, July 15, 2022 at SUNY Empire State College in Saratoga Springs.

Filed Under: Hot Spot, News Tagged With: , , , ,

M&A Professional (Remote Position)

July 7, 2022 by

Our Client, a Global Acquisition Firm is seeking a M&A professional in the US with a successful track record of completing deals within the country. The intention is to acquire & invest in companies in the US and are looking for a skilled, motivated, and experienced individual within the M&A sector to work with us in creating successful opportunities and completing deals.

 

Requirements:

Bachelors Degree in Finance, Business, or similar

CPA a plus

Big 4 accounting firm experience preferred

Familiarity with the M&A market in the US

5 years+ in an M&A business (Buy side)

 

*** Must have U.S citizenship or permanent residency

 

Location: Nationwide

Salary: $100K-150K range  and up depending upon experience

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Featured Jobs, Remote Position, Remote Positions, Valuation Tagged With: , , , ,

Sr. Associate / Manager – Valuation (Northeast / Mid-Atlantic / Remote Option)

June 21, 2022 by

Our Client, an advisory firm with locations across the U.S is seeking a Sr. Associate / Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.

 

Responsibilities:

  • Serve as the lead on engagements and interact directly with all internal and external stakeholders.
  • Assist in the training, development, and mentoring of junior staff.
  • Perform in-depth company, industry, market, economic, and competitor research.
  • Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
  • Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
  • Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.

 

Requirements:

  • Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
  • 4-7 years of relevant experience.
  • ASA, CPA, CFA, MBA a plus, but not required.
  • A solid understanding of financial valuation theory, methodologies, and applications.
  • Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
  • Strong analytical abilities paired with excellent verbal and written communication skills.
  • Exceptional work ethic with the ability to master new tasks quickly.
  • Strong knowledge of Microsoft Office, specifically Excel and Word.
  • 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.

 

 

Location: Northeast / Mid-Atlantic / Remote Option

Salary: $90K-$150 range Plus Bonus

Contact a Recruiter at Careers On The Move 

 

Filed Under: Accounting, Delaware, Featured Jobs, Job Alerts, Long Island, Massachusetts, New England, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Remote Position, Remote Positions, Rhode Island, Valuation, Virginia, Washington DC Tagged With: , , , , , , , ,
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