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

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 

 

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

Our Client, an advisory firm with locations across the U.S is seeking a Manager / Sr. 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: $130K-$180 range Plus Bonus

Contact a Recruiter at Careers On The Move 

 

Valuation Associate – Private Equity (Chicago, IL)

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: Chicago, IL

Salary: $110K-$125K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Sr. Associate / Manager – Portfolio Valuation / Alternative Investments (NYC)

Our Client, a global Consultancy Firm is seeking Sr. Associates & Managers for their Alternative Investment Services division.

 

Responsibilities:

  • Provide support to the team of Managing Directors, Senior Directors, Directors and Managers, primarily with project execution
  • Conduct research, synthesize information and develop reports
  • Use a variety of tools to conduct extensive data analyses and modeling

Qualifications:

  • Bachelor’s degree required, in a business-related major (accounting/finance preferred)
  • 2+ years of work experience, or relevant internship experience
  • Experience gained at a prestigious accounting or consulting firm, investment bank or independent valuation firm, or coursework/training in financial valuation preferred
  • Proficiency in Excel and PowerPoint
  • Excellent oral and written communications skills
  • Self-starter; desire to succeed in an entrepreneurial culture

 

Location: NYC

Salary: $80K-$110K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Real Estate Appraiser – REITs & Valuation (West Palm Beach, FL)

Our Client, a public company  institutional lender is seeking a Real Estate appraiser for the coastal FL office. Specialization will be in REITs & Valuation.

3+ years of relevant experience required.

Relocation package available.

 

Location: West Palm Beach, FL

Salary: Highly Competitive

Contact a Recruiter at Careers On The Move 

VP – Business Development (NY Capital Region)

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 range + Bonus up to 100%

 

Contact a Recruiter at Careers On The Move 

Tax Manager / Senior Manager (Suffolk County, NY)

Our client, a leading advisory firm is seeking experienced Tax Mangers to join their Long Island team.

This position is ideal for an experienced Tax professional with strong interpersonal and supervisory skills.

Requirements:

  •  Bachelors Degree in Finance or similar, Master’s Degree in Taxation is preferred
  •  CPA required
  • 7 – 15 years of experience specifically handling real estate partnerships with some experience handling REITS and corporate structures involving real estate
  • Strong Subchapter K (partnership) skills
  • Excellent communication skills (both verbal and written)
  • The ability to manage client relationships
  • The ability to plan for and oversee the timely completion of engagements
  • The candidate should be presentable, personable and demonstrate partner potential
  • Very good training skills and the ability to supervise large engagements
  • Excellent judgement and the ability to work independently
  • Past experience should demonstrate career stability

 

H-1B applicants welcome.

 

Location: Suffolk County, NY

Salary: $115K – $150k range

Contact a Recruiter at Careers On The Move

Sr. Associate – Alternative Investments (NYC)

Responsibilities:

  • Assist in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space
  • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
  • Build new and update existing financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
  • Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis
  • Prepare valuation and other types of reports and presentations
  • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers

Qualifications:

 

  • Bachelor’s degree in finance, accounting, economics, or business from an accredited college/university
  • A minimum of three years of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
  • Possess advanced finance, financial modeling, accounting, and analytical abilities
  • Strong work ethic, ability to multitask, presentation, problem solving and organizational skills, and attention to detail
  • Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently

 

 

Location: NYC

Salary: $80K-$110K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Valuation Manager – Intangible Assets (NYC)

Responsibilities:

  • Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, corporate services and management planning purposes
  • Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
  • Build, maintain, and enhance client relationships
  • Perform reviews of third party appraisals for audit support purposes
  • Supervise and mentor staff; provide timely and effective performance feedback and training
  • Assist in business development efforts; collaborate with other branches to build cross-functional relationships

Qualifications:

  • Bachelor’s degree in accounting, finance, economics, or business from an accredited college/university;
  • A minimum of five years of financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax and advisory firm with a strong finance and/or accounting background
  • ABV credentials a plus
  • Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long lived asset impairment, supporting a company’s value for bidding or asking price plans, litigation support, and financial analysis and research
  • Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment and a commitment to mentoring and developing staff
  • Demonstrated ability to oversee multiple valuation engagements and manage client relationships

 

Location: NYC

Salary: $115K range * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Valuation Associate (NYC)

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.

 

This is a mixed position that will assist in both Complex Assets & Financial Reporting Valuation

Required Experience:

  • Bachelors degree in Finance, Economics or related field with a demonstrated aptitude in quantitative and qualitative analysis. MBA preferred.
  • 2-3 years  valuation experience in Complex Securities and/or Financial Reporting
  • Experience in
    • ASC 718
    • 409A
    • Goodwill Impairment
    • Options and warrants
    • PPAs
    • Tax / Financial Reporting Valuations
  • Ability to work on multiple engagements
  • Experience working at a valuation firm or at an accounting firm in a valuation practice
  • Strong writing and presentation skills
  • 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
  • Positive attitude and a strong work ethic
  • Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)

Location: New York City, NY

Salary: $75K-90K range

Contact a Recruiter at Careers On The Move