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 

Senior Valuation Manager (NYC)

Responsibilities:
 
  • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
  • Manage managers and staff in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space.
  •  Participate in business development and origination activities
  • Work with financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models.
  • Perform analyses on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis.
  • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
 
Qualifications:
  •  Bachelor’s Degree In finance or Similar. MBA Preferred.
  • CFA / CPA / ABV / CMA preferred.
  • A minimum of eight 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
  • Advanced finance, financial modeling, accounting, and analytical abilities
  •  Excellent written and verbal communication skills and the ability to work well in a team environment and/or independently
  • Strong work ethic, ability to multitask, presentation, organizational and problem-solving skills, and attention to detail

Location: NYC

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Manager / Director of Business Development (NYC)

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: NYC

Salary: $100-$115K range  plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

Manager, International Financial Services Taxation (NYC)

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Our client’s New York office is seeking a Manager of Financial Services Taxation. This role will be responsible for all aspects of financial services tax engagements with emphasis on International tax issues

Required Skills:

Ability to deal with high level technical and compliance issues, tax policies and procedures

Recent Federal & State developments, and current tax accounting standards

Provide financial services expertise involving tax research and application of specialized industry knowledge and accounting principles

Supervise junior tax professionals on financial services engagements, which includes broker dealers, hedge funds, private equity investment funds and investment advisors

Interact with high level client personnel, firm audit and tax directors and partners

Responsible for handling taxing authority audits of client tax returns and related records

Required Experience:

B.A. or B.S. in Accounting

6+ Years of public accounting experience

Exposure to International issues

CPA or Masters in Taxation

Knowledge of Microsoft Office suite and GoSystem

Strong communication skills

Location: New York, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Manager, Financial Services Taxation (NYC)

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Our client’s New York office is seeking a Tax Manager, Financial Services. This role will be responsible for all aspects of financial services tax engagements. You will have expertise in tax research, tax compliance and supervision of staff members on financial services engagements such as broker dealers, hedge funds, private equity and investment advisors.

Required Skills:

Responsible for all aspects of financial services tax engagements

Ability to deal with high level technical and compliance issues, tax policies and procedures

Recent Federal & State developments, and current tax accounting standards

Provide financial services expertise involving tax research and application of specialized industry knowledge and accounting principles

Supervise junior tax professionals on financial services engagements, which includes broker dealers, hedge funds, private equity investment funds and investment advisors

Interact with high level client personnel, firm audit and tax senior managers, directors and partners

Responsible for handling taxing authority audits of client tax returns and related records

Required Experience:

B.A. or B.S. in Accounting

6+ Years of public accounting experience

CPA or Masters in Taxation

Knowledge of Microsoft Office suite, Excel, Adobe and GoSystem

Strong communication skills

Location: New York, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move