JOB ALERT

Risk Solutions Sales Specialist – NYC

September 8, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a Counterparty Risk Sales Specialist in NYC. Candidate will be required to develop business strategies and execute growth oriented sales plans.

Position will include working closely with Sales Directors to build a consistent sales approach for Counterparty Risk Solution products for existing customers. As well as, with the Product team to ensure the company’s value proposition is well crafted and connected for sales opportunities of new products.

Ideal position for a strategic thinking self-starter who strives on generating ideas and demonstrating initiative.

 

*** Role requires 30% travel.

 

Responsibilities:

  • Sales Strategy creation and execution, which may include collaborating with internal stakeholders.
  • Driving new business sales through direct client interaction
  • Identifying new prospects, initial engagement and sales negotiations.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • 8+ years experience in risk management sales/business development experience within financial services.
  • Proven track record of solution sales, business development, and revenue growth.
  • Extensive knowledge of risk analysis and modelling.
  • Excellent communication skills, both written and verbal.

 

 

Location: NYC

Salary: $130K -140K Base (OTE approx. $225K)

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, New York, Risk Management, Sales Tagged With: , , , , , ,

Debt Markets Solutions Sales Specialist – NYC

August 29, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a Debt Market Solutions Sales Specialist in NYC. Candidate will be required to develop business strategies and execute growth oriented sales plans.

Position will include working closely with Sales Directors to build a consistent sales approach for Counterparty Risk Solution products for existing customers. As well as, with the Product team to ensure the company’s value proposition is well crafted and connected for sales opportunities of new products.

Ideal position for a strategic thinking self-starter who strives on generating ideas and demonstrating initiative.

 

*** Role requires 30% travel.

 

Responsibilities:

  • Sales Strategy creation and execution, which may include collaborating with internal stakeholders.
  • Driving new business sales through direct client interaction
  • Identifying new prospects, initial engagement and sales negotiations.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • 5-6 years experience in capital markets /business development experience within financial services.
  • Proven track record of sales, business development, and revenue growth.
  • Multi-level selling skills and experience dealing across global financial institutions required.
  • Excellent communication skills, both written and verbal.

Location: NYC

Salary: $130K -140K Base (OTE approx. $225K)

Contact a Recruiter at Careers On The Move 

 

 

 

Filed Under: Financial Services, Job Alerts, New York, Sales Tagged With: , , , , , ,

Sales Specialist – FinTech – NYC

August 28, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a high-profile Sales Specialist in NYC. Candidate will serve as a leader for the sales team during pre-sales qualification, trials, demo’s, and provide support throughout client acquisition.  As well as, assist the product team to ensure the company’s value proposition is well crafted and connected for sales opportunities of new products.

*** Role Requires 30% travel.

 

Responsibilities:

  • Closing and acquiring new Clients. (which may include outbound calls, demonstrations, meetings, and conferences)
  • Execute new business sales through direct client engagement.
  • Execute sales strategies and sales campaigns
  • Consistently reach / exceed sales and activity goals on a monthly basis
  • Organize, manage, and report sales progression and performance.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • Macro Analysis knowledge.
  • 4-6 years relevant sales experience required.
  • Proven Sales track record a must.
  • Deep understanding of international business and world affairs, across a range of sectors and industries, including but not limited to Banking & Finance, Commodities, Risk, and Energy

 

Location: NYC

Salary: $100K Base (OTE approx. $160K)

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, New York, Sales Tagged With: , , , ,

Senior Accountant – Private Equity (NYC)

August 14, 2018 by

Our Client, a Multi-Billion dollar investment advisory is seeking a Private Equity Accountant to join their team.

 

Responsibilities:

  • Review accounting and reporting for various funds and other entities which may include but no limited to journal entries, waterfall calculations, loan repayment, capital statements, etc.
  • Preparation of Capital Calls, Distributions, Capital Statements and Financial Statements
  • Filing ADV and PF and organize information as necessary for SEC examinations
  • Monitoring cash activity which includes review of daily cash need
  • Prepare quarterly and annual valuations as well as various investment reports
  • Assisting with process control narratives
  • Prepare/review payment of various invoices and allocations
  • Preparation of year-end audits and response to requests in a timely fashion
  • Assisting with management company accounting, cash management, invoicing, quarterly reporting, and journal entries
  • Prepare supporting schedules for annual tax returns

 

Liaising with auditors, tax preparers, custodians, banks, investors, and general partners’ finance team is important.

 

Sr. Accountant may also need to assist with any other special projects that may arise. You will also need to be proactive in streamlining current processes.

 

Requirements:

Bachelors Degree in Accounting or Finance
3-5 years related experience in public/fund accounting preferably within a Private Equity setting
Strong knowledge of financial reporting
Proven ability to work as part of a team
Ability to work in a fast paced environment
Strong organizational skills
Must be able to interact with others at various levels
Detail oriented with a strong work ethic

 

*Knowledge of Alta Return a plus

 

 

Location: New York, NY

Salary: $90 – $125K + 30-40% Bonus

 

Contact a Recruiter at Careers On The Move 

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

Vice President – Trust, Estates, and Gift Tax Valuation (Central NJ)

July 19, 2018 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 team. 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 10+ years valuation experience required.
  • Minimum 10 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.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Stable job history is mandatory.

 

For exceptional candidates a H-1B transfer or relocation assistance would be considered.

Location: Central NJ

Salary: $130K – $160K plus bonus

Filed Under: Financial Services, Job Alerts, New Jersey, New York, Valuation Tagged With: , , , , , , , , , ,

Sales, Field Engineer – Market Data (NYC)

June 28, 2018 by

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Filed Under: Market Data, New York, Sales Tagged With: , , , , , , , , , , , , , ,

Valuation Analyst/Senior Analyst/Assistant Vice President (Princeton Metro / NYC)

March 12, 2018 by

Our client is a financial advisory firm hiring a team to include: Valuation Analyst, Senior Analyst and Assistant Vice President in their Princeton, NJ or NYC location.

The three openings for Valuation Analyst/Senior Analyst/Assistant Vice President roles are within any of the below departments:
1. Trust, Estates and Gift Tax
2. Broker Dealer and M&A
3. Litigation
4. Financial Reporting
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• Minimum 2+ years valuation experience required. Dependent upon department of interest, must have applicable valuation background within that area (Trust, Estates and Gift Tax OR Mergers & Acquisitions OR Litigation Support OR Financial Reporting).
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
• Minimum two years working with trust and estates.
• Working experience with Excel modeling required.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: Central NJ or NYC
Salary: $65K-$120K Plus Bonus

 

Contact a Recruiter at Careers on The Move 

 

 

Filed Under: Job Alerts, New Jersey, New York, Valuation Tagged With: , , , , , , , , , , ,

Portfolio Securities Valuation Roles – Analyst up to Director Level Open (NYC / PA)

March 7, 2018 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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs 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/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

Responsibilities:

  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum three to ten years of relevant experience.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Location: Princeton Metro area

Salary: $65,000 – $140,000 with Quarterly Profit Sharing & Year-end Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, New York, Pennsylvania, Valuation Tagged With: , , , , ,

Junior Valuation Analyst (NYC or Central NJ)

February 23, 2018 by

Excellent opportunity to work on top deals and gain key industry contacts. 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.

Our client is a top rated independent valuation practice.

The Junior Analyst will primarily perform valuations of privately-held companies, including debt and equity securities and intangible assets in privately-held companies, as well as purchase price allocation work, for tax and financial reporting purposes. The position is ideal for someone interested in gaining a wide introduction to a variety of industries and valuation methodology as well as pursuing a CFA designation.

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:

Recent graduate to 3 years dependent on relevant work experience and education.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis 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: NYC, Central NJ and San Francisco, CA

Salary: $50K-$60K Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Job Alerts, New Jersey, New York, Valuation Tagged With: , , , , ,
Careers on the Move