JOB ALERT

VP – Portfolio Valuation – Real Estate Securities (Philadelphia Metro / Hybrid)

June 10, 2025 by

 

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: Philadelphia Metro/ Hybrid

Salary: $150K – $175K plus profit-share & bonus

 

Contact a Recruiter at Careers On The Move 

 

Filed Under: Job Alerts, Pennsylvania, Valuation Tagged With: , , , , , ,

It’s March Madness at Careers On The Move!

March 23, 2025 by

It’s March Madness at Careers on the Move! Our clients are seeking talent across the board this spring.  Check out our newsletter highlighting some amazing opportunities below.

 

Careers On The Move March Madness Newsletter

Filed Under: Hot Spot, News Tagged With: , , , , , , , , ,

Director / Managing Director (Any Major U.S. City)

February 28, 2025 by

Our Client, is seeking seasoned professionals to further expand it’s market presence in the stock-based compensation and complex securities advisory services arena. Core responsibilities will consist of expanding the volume and variety of engagements and well as building a team of professionals to meet client service needs.

Company practice areas include complex financial reporting, valuation, corporate finance, dispute resolution, enterprise risk, outsourcing, process and technology, reserve engineering and geosciences, restructuring, strategy and organization, and tax.

Requirements:

  • Bachelors Degree in Finance or Accounting (MBA a plus)
  • 8-12+ years relevant experience preferably with Big 4 expertise.
  • CFA / CPA Certification preferred

 

Location: Any Major U.S. City 

Base salary: $200-$275K plus bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, California, Colorado, Connecticut, Delaware, Featured Jobs, Florida, Georgia, Louisiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, United States, Utah, Valuation, Virginia, Washington DC, West Virginia, Wisconsin Tagged With: , , , ,

Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)

February 28, 2025 by

Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.

The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.

Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public 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.

 

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
  • Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
  • Assist in report preparation, proposals and executive presentations
  • Research comparable publicly-traded companies
  • Gather and document pertinent data obtained through client interaction. .
  • 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:

1-3 years work experience at a valuation firm or public accounting firm.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance from top college. Any coursework in valuation or securities analysis a plus.

Must have CFA or be in the process of obtaining it.

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: Milwaukee, WI

Salary: Very Competitive + Bonus package

 

 

Contact a Recruiter at Careers on The Move

 

Filed Under: Accounting, Financial Services, Job Alerts, Valuation, Wisconsin Tagged With: , , , , , , , , , , , , ,

Sr. Associate – Alternative Investments (NYC)

February 8, 2025 by

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 

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

VP / AVP / Valuation Manager – Financial Reporting (Bucks County, PA / East Coast Hybrid)

January 22, 2025 by

Our client, a leading valuation practice is looking for a Vice President to enhance their Financial Reporting team. The VP will be responsible for performing valuation analyses using income, market and transaction approach and / or option-pricing models. Assignments will consist primarily of valuations performed for financial and tax reporting, including goodwill impairment studies and purchase price allocations, 409A, stock-compensation expense, business enterprise and common stock valuations.

This position will report to the Professional Services Manager and the Engagement Manager specific to current engagements.

Ideal Candidate will have strong financial reporting valuation experience (i.e. – purchase price allocation (ASC 805), goodwill impairment (ASC 350), 409A, and stock compensation expense (ASC 718) from a Top 8 accounting or valuation firm.

 

RESPONSIBILITIES:

    • Lead and / or execute engagements; manage analysts.
    • Review engagement reports for accuracy, consistency, and completeness.
    • Conduct company, economic and industry research.
    • Client meeting and conference call participation.
    • Coordinate engagements with personal and real property teams.
    • Gathering and analyzing data, building financial models; and writing narrative reports.

 

REQUIREMENTS:

    • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus.
    • 5-8 years of work experience in valuation, finance or accounting
    • Advanced working knowledge of Excel and Word
    • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: Bucks County, PA / East Coast Hybrid

Salary: $150K base  + Generous Bonus package.

 

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Featured Jobs, Financial Services, Valuation Tagged With: , , , , , , , , , , , , , , ,

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

January 5, 2025 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 / Remote

Salary: $180K  plus bonus

Contact a Recruiter at Careers On The Move 

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

VP / Sr. Associate – Corporate Tax Valuation (NYC /Bucks County PA Hybrid)

December 28, 2024 by

Ideal Candidate will have Private Equity experience from a top tier Accounting firm.

 

 Must be skilled in:

  • Corporate Tax, Fair Market Value, Corporate Transfer Pricing, Intangibles, Debt Assets, Financial Analysis, Financial Modeling

REQUIREMENTS:

  • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus
  • 6+ years of work experience at top tier accounting firm
  • Advanced working knowledge of Excel and Word
  • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: NYC /Bucks County, PA with Hybrid Option

Salary: $100K-$150K + Generous Bonus & profit-share plan

 

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Featured Jobs, Job Alerts, Pennsylvania, Remote Position, Remote Positions Tagged With: , , , , , ,

Careers on the Move CEO, Richelle Konian honored as Female CEO of the year

December 28, 2024 by

 

We are pleased to announce that Careers On The Move has been awarded

“Finance Executive Search CEO of the Year 2024 (New York): Richelle Konian”

by CEO Monthly

Filed Under: Hot Spot, News Tagged With: , , , , , , , ,

Analyst – Real Estate Securities Valuation (Bucks County, PA)

August 6, 2024 by

Our Client is seeking an entry or mid-level real estate securities valuation professional. The position integrates the application of fundamental real estate valuation concepts with complex real estate securities analysis.

 

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including market cap rates, valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends
  • Prepare market research reports to be used for internal analysis and presentation to clients
  • 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 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
  • Assist with preparing and presenting the results of our analysis in a clear and concise manner

Requirements:

  • 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(s) is a plus
  • 0 to 5 years of real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities
  • Exposure to creating discounted cash flow models from scratch, particularly 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
  • Current authorization to work in the United States without the need for visa sponsorship now or in the future

 

Location: Bucks County, PA

Salary: $70K  range plus generous profit-share & bonus

Contact a Recruiter at Careers On The Move

Filed Under: Featured Jobs, Pennsylvania, Remote Position, Valuation Tagged With: , , , , , ,
Careers on the Move