JOB ALERT

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: , , , , , , , , , , ,

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

May 23, 2022 by

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 

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

VP Financial Reporting (San Francisco, CA)

February 15, 2021 by

 

VP 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 (MBA) and/or CFA Designation (or CFA candidate) preferred.
  • Minimum 7-10  years  experience, preferably at a valuation or accounting firm. 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.  Prior ASC 718 experience is ideal, as the majority of the work will be working on these engagements.
  • 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:  San Francisco, CA

Base salary: Competitive Base Salary + Generous Quarterly Bonus  and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Accounting, California, Featured Jobs, Valuation Tagged With: , , , , , , , , , , , , , , , , , , ,

Portfolio Securities Associate / Senior Associate (NYC / Princeton Metro)

January 25, 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.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820.
  • 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.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum 1-5 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.

Salary: Competitive plus Generous Quarterly Profit Sharing & Year-end Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Banking, Brokerage, New York, Valuation Tagged With: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Portfolio Securities Valuation Manager (Central NJ)

December 29, 2017 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.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820
  • 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.
  • 5 years experience, and prior experience managing small teams of analysts.
  • 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: Central NJ

Salary: Very Competitive

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: New Jersey, Valuation Tagged With: , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Manager/Senior Manager – Structured Products (NYC)

August 12, 2015 by

Our client is a top rated independent valuation practice. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide. The ideal candidate should have concentrated valuation experience and strong experience with complex financial instruments.

 Responsibilities:

Our client is seeking a candidate with heavy quantitative skills.. The role has two needs; The first is a background in Stock Compensation. The second  is strong prior experience with CLO’s. The candidate will be responsible for supporting valuation services: specifically complex financial instruments. They will perform analysis and review model functionality, evaluate, and document the methodology employed, assumptions used and conclusions reached. The ideal candidate will have experience valuing structured products as well. They will have exceptional communication skills. They will be responsible for presenting valuation concepts to institutional clients which consist of hedge funds, private equity, pensions and endowments and financial institutions.

Qualifications:

5 years plus experience with options/derivatives valuations

Bachelor’s degree in math, physics or engineering from an accredited college/university

Experience in stock compensation

Exposure to structured credit asset classes like CMBS or CLOs and/or CDOs

Experience with RMBS analysis is a plus

Modeling experience with Intex

Some familiarity with other market data applications such as Bloomberg is essential

Some entrepreneurial experience

Strong verbal and written communication skills

Location: New York City, NY

Salary: $125,000 – $150,000 Plus Bonus and Quarterly Profit Sharing

Contact a Recruiter at Careers On The Move 

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