Private Equity Archives - Careers on the Move

VP Financial Reporting (Dallas, TX)

February 26, 2025 by Systems Administrator

Responsibilities:

Perform accurate valuations of companies, securities and intangible assets across a wide range of industries by using relevant information gathered through client interaction and market research, utilizing proprietary quantitative valuation models.
Conducting research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates.
Management of valuation engagements from the planning stage to presentation of a client-ready deliverable
Supervision of junior staff concerning technical judgment and project execution and analysis.
Build and maintain ongoing client relationships

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. MBA preferred. CFA track a plus.
Minimum 5-7 years experience, preferably at a valuation or accounting firm. Must have background in financial reporting, accounting and valuation issues, as well as financial modeling.

Direct current experience in ASC 350/805 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

U.S. Citizenship or green card required.

Location: Dallas, TX

Base salary: $130K-$170K + Generous Quarterly Bonus and Year-End Bonus

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Filed Under: Accounting, California, Featured Jobs, Valuation Tagged With: Accounting, Advisory, Advisory Services, Analysis, Audit, Business Valuation, Capital Markets, CFA, Complex Securities, CPA, Derivatives, Fairness Opinions, Finance, Financial Modeling, Financial Services, Goodwill Impairment, MBA, Private Equity, Purchase Price Allocation, Valuation

Sr. Associate – Alternative Investments (NYC)

February 8, 2025 by Systems Administrator

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

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Filed Under: Accounting, Featured Jobs, Job Alerts, New York, Valuation Tagged With: Accounting, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Private Equity, Quantitative Analysis, Valuation

VP – Portfolio Valuation – Real Estate Securities (Bucks County, PA / Hybrid)

February 7, 2025 by Systems Administrator

Responsibilities:

Manage and work with analysts and associates to conduct relevant research to support valuations, including market cap rates, valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends
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
Manage and assist analysts and associates with valuation analyses on companies and their securities across the subsectors of the real estate sector, including but not limited to, commercial, residential, and multi-use using relevant qualitative information gathered, through the application of proprietary quantitative valuation models and subscribed database and judgments to conclude fair value of relevant businesses and securities
Prepare and review reports, and communicate results to clients

Requirements:

5 – 7 years of real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities
Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation or securities analysis is a plus
CFA or CAIA designation : track a plus
Experience with creating discounted cash flow models from scratch and whole loan portfolios is preferred
Working/Advanced knowledge of Excel, Word, and PowerPoint
Working experience with Bloomberg, Intex, CoStar, Argus, Compass Analytics and/or REIC is a plus
Strong oral and written communication skills
Superior analytical capabilities
Self-starter temperament with the ability to master new tasks quickly
Experience working with diverse teams
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements
Strong work ethic and ability to work flexible hours around critical due dates

Green card and/or US Citizenship is required

Location: Bucks County, PA / Hybrid

Salary: $150K – $170K plus profit-share & bonus

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Filed Under: Job Alerts, Pennsylvania, Valuation Tagged With: Debt Securities, Discounted Cash Flow, Fixed Income, Private Equity, Real Estate, real estate valuation, Valuation

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

July 25, 2023 by Systems Administrator

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: Business Development, CFA, CPA, Debt Securities, Derivatives, Hedge Funds, Investment, Investment Banking, Loans, Private Equity, remote, Structrured Products

Senior Valuation Manager (NYC)

February 17, 2021 by Systems Administrator

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

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Filed Under: Featured Jobs, Job Alerts, New York, Valuation Tagged With: ABV, Accounting, Capital Markets, CFA, CPA, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Quantitative Analysis, Valuation

Business Development Manager / Sr. Manager – Private Equity (Boston, MA)

October 31, 2020 by

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory 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. They are seeking Business Development professionals for two locations. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience. Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena. Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

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 or CPA is a plus.
Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
Experience in Private Equity required
Excellent Prospecting skills
Long hours and insight and desire to keep up with the M&A service advisors

Location: Boston, MA

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

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, Job Alerts, Massachusetts, New England, Valuation Tagged With: Broker Dealer, Busines Development Manager, Business Development, Business Valuation, Client Prospecting, Financial Advisor, new client, Private Equity, Revenue, Sales, sales hunter, Travel, Valuation, Wall Street

Manager / Sr. Manager Matrimonial Litigation / Forensic Accounting- (Remote – Northeast / Mid Atlantic)

September 10, 2020 by

Our client is a top financial advisory firm is looking to grow their litigation consulting practice, which is small yet growing.

Key Responsibilities:

Manage multiple complex matrimonial litigation projects.
Perform advanced financial analysis including asset tracing, lifestyle analysis, business valuation, cash flow analysis, income available for support, and settlement structuring .
Communicate and review results with clients in a timely and efficient manner .
Maintain and develop positive, productive, and professional relationships with clients and colleagues

Qualifications:

Minimum Bachelor’s degree in Accounting or Finance.
Advanced degrees including MBA or JD highly desired.
Preferred certifications: CPA; ASA/CVA/ABV; CFF; and CDFA
Training in divorce mediation and collaborative law highly desired
Five plus years’ experience in litigation and matrimonial forensics highly desired
Excellent written and verbal communication skills
Open to forensic accountants who have asset tracing experience with openness to applying this skill to matrimonial litigation

Location: Remote but must reside within driving distance to Central NJ

Salary: Competitive Base + Bonus Package

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Filed Under: Financial Services, New Jersey, New York, Valuation Tagged With: Business Valuation, Capital Markets, Cash Flow, CFA, chicago, Commercial Litigation, Comparable Analysis, estate and gift tax, Finance, Forensic Accounting, M&A, Manager, matrimonial dissolution, MBA, Mergers & Acquisitions, Private Equity, Recapitalization, Sales, shareholder disputes, SVP, Tax Reporting, Valuation

Senior Vice President / Sr. Manager Valuation – Chicago, IL

November 6, 2019 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.

Excellent opportunity to work on top deals, gain and develop key industry contacts, and be responsible for revenue generation. This senior leadership position is that of a Doer /Seller, and manage valuation engagements while being instrumental in business development activities.

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:

* 10-12 years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

Location: Chicago, IL

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, Illinois, Job Alerts, Valuation Tagged With: Capital Markets, Cash Flow, CFA, chicago, Comparable Analysis, Finance, M&A, Manager, MBA, Mergers & Acquisitions, Private Equity, Recapitalization, Sales, SVP, Tax Reporting, Valuation

Vice President / Valuation Manager – Dallas, TX

October 5, 2019 by