JOB ALERT

Business Development Associate – Atlanta, GA

June 19, 2024 by

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. Excellent opportunity to work on top deals, gain and develop key industry contacts.

This is a fantastic place to work, and the management team is very professional and great to work with.   Really nice, supportive environment.

Responsibilities:

• Conduct market research to identify target companies and key individuals at those companies
• Initiate communications with companies and conduct ongoing follow up
• Monitor M&A activity and trends in the territory and track M&A activity at target companies
• Provide research support for meetings
• Develop marketing collateral, presentations and meeting materials
• Attend networking and other professional events

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 1–3 years of business development experience
  •  Strong verbal, written communication, listening and interpersonal skills
  • Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
  • Strong work ethic and capacity to work flexible hours around critical due dates
  • A broad knowledge of finance
  • Comfort and experience dealing with private equity firms and corporate finance and accounting staff
  • Experience with private equity and/or investment banking a plus
  • General understanding of valuation and/or financial reporting also a plus

 

Location: Atlanta, GA

Salary:  Competitive Base Salary + Bonus

Contact a Recruiter at Careers On The Move

 

Filed Under: Banking, Brokerage, Financial Services, Job Alerts, Massachusetts, New England, New Jersey, New York, Sales, Valuation Tagged With: , , , , , , , , , , , , , ,

Vice President – Portfolio Valuation (Bucks County, PA / NYC / San Francisco, CA)

May 14, 2024 by

Our client is a top rated independent valuation practice seeking an experienced portfolio valuation associate to join their NYC office at the VP level. The Vice President will be in charge of conducting valuations of various securities for investment companies (hedge funds, BDCs, etc.). These assignments will consist of but not be limited to illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products.

Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public companies. 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.

Responsibilities:

  • Managing  and working with analysts and associates to conduct relevant research to support valuations, including analyses of subject company valuation drivers, research on private equity and private credit cost of capital, research and analysis of relevant industries and end markets, and comparable analyses.
  • Valuation of illiquid securities for hedge funds, private equity funds and business development companies.
  • Gather and document pertinent data obtained through client interaction.
  • Create and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations.
  • Manage and assist analysts and associates with valuation analyses and judgments to conclude fair value of relevant businesses and securities.
  • Prepare and review reports, and  relayresults to clients.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  •  7-15 years’ experience in financial services
  • Extensive experience with debt instruments and credit analysis
  • Proven technical, analytical and problem solving skills
  • Demonstrated oral and written communication skills; experience working in a team setting and having interactions with clients.
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

 

 

Green card and/or US Citizenship is required

 

 

Location: Bucks County, PA / NYC / San Francisco, CA

Salary: Highly Competitive Base + Quarterly & Year-end Bonuses

Contact a Recruiter at Careers On The Move 

 

Filed Under: Featured Jobs, Financial Services, Job Alerts, New York, Valuation

VP / AVP / Valuation Manager – Financial Reporting (Bucks County, PA / East Coast Remote)

September 22, 2023 by

Our client, a leading valuation practice is looking for a Vice President to enhance their Financial Reporting team. The VP will be responsible for performing valuation analyses using income, market and transaction approach and / or option-pricing models. Assignments will consist primarily of valuations performed for financial and tax reporting, including goodwill impairment studies and purchase price allocations, 409A, stock-compensation expense, business enterprise and common stock valuations.

This position will report to the Professional Services Manager and the Engagement Manager specific to current engagements.

Ideal Candidate will have strong financial reporting valuation experience (i.e. – purchase price allocation (ASC 805), goodwill impairment (ASC 350), 409A, and stock compensation expense (ASC 718) from a Top 8 accounting or valuation firm.

 

RESPONSIBILITIES:

    • Lead and / or execute engagements; manage analysts.
    • Review engagement reports for accuracy, consistency, and completeness.
    • Conduct company, economic and industry research.
    • Client meeting and conference call participation.
    • Coordinate engagements with personal and real property teams.
    • Gathering and analyzing data, building financial models; and writing narrative reports.

 

REQUIREMENTS:

    • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus.
    • 5-8 years of work experience in valuation, finance or accounting
    • Advanced working knowledge of Excel and Word
    • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: Bucks County, PA / East Coast Remote

Salary: $150K base  + Generous Bonus package.

 

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Featured Jobs, Financial Services, Valuation Tagged With: , , , , , , , , , , , , , , ,

Manager / Director of Business Development ( NY / NJ / IL / FL)

July 25, 2023 by

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: NY / NJ / IL / FL (other areas will be considered)

Salary: $120K-$150K range  plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Financial Services, Human Resources, Job Alerts, New York, Remote Position, Sales, Valuation Tagged With: , , , , , , , , , , ,

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

July 24, 2023 by

Our client is a top rated independent valuation practice seeking an analysts for immediate start to join their portfolio securities 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.

2-5 years experience required. CFA / CPA a plus

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: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

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

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

July 1, 2023 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: , , , , , , , ,

Valuation Analyst – Chicago, IL

May 24, 2023 by

Our client is a leading financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, financial reporting, restructurings, tangible/intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

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).

The Valuation Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

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.

Minimum 1-2 years  experience, preferably at a valuation or accounting firm, or a minimum 1 – 2 years working experience within an investment banking, asset management or economic/financial consulting firm.  Candidates working in Audit or performing financial analysis planning and analysis will be considered.

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

Direct current experience in ASC 718 & 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

Location:  Chicago, IL

Base salary: $70K-$80K Base + Bonus package

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Financial Services, Illinois, Job Alerts, Valuation Tagged With: , , , , , , , , , , ,

Valuation Manager – Portfolio Investments (NYC / NJ / Philadelphia / Chicago)

March 27, 2023 by

Our client is an independent valuation firm with a 30 year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

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.

The Valuation Manager – Portfolio Investment will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms, et al, perform necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income and market approaches, option pricing, waterfall, et al), investment research, financial modeling, financial statement analysis, reporting writing and Fair Value Accounting as well as strong experience with fairness/solvency opinions.

Sample Transaction:
– A solvency opinion for $1.9 Billon recapitalization of one of the world`s top financial advisory and asset management firms

Responsibilities:
§ Providing 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;
§ Rendering financial opinions with respect to valuation, fairness and solvency;
§ Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
§ Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis;
§ Constructing and maintaining sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing;
§ Continually monitoring certain economic, industry, capital market and company trends and developments;
§ Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;
§ Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;
§ Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;
§ Developing and maintaining relationships with existing clients through periodic conversations and meetings;
§ 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.

Requirements:
* At least five years of relevant experience.
* Prior Management experience required
* A broad, in-depth knowledge of Portfolio Investment Valuations
* A thorough understanding of valuation theory and practice.
* CFA required

Location: NYC / NJ / Philadelphia / Chicago, IL

Salary: 140,000 – $180,000 plus Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Brokerage, Financial Services, New Jersey, Valuation Tagged With: , , , , , ,

Business Development Manager – Valuation (Tampa, FL or Miami, FL)

January 26, 2023 by

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, real estate, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. Excellent opportunity to work on top deals, gain and develop key industry contacts.

This candidate should have concentrated Business Development experience in the Valuation Industry.  Must have experience with Financial Statements and some entrepreneurial or start up experience is a plus.

MBA preferred.

 

Responsibilities:

WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.

Responsible for managing client relationships and business development within the financial, corporate and asset management communities

Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;

Continually monitoring certain economic, industry, capital market and company trends and developments;

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.

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;

Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
  • Experience in Valuation field required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

Location: Tampa, FL / Miami, FL

Salary: $100K -$150K range plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Florida, Sales, Valuation Tagged With: , , , , , , , ,

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