CONFIDENTIAL CLIENT Our client, a mid-market international investment banking and advisory firm is a team of highly talented investment bankers and advisors supporting private equity firms, public and private companies around the world.
Advisory services include M&A, debt advisory, growth equity and restructuring.
The firm is regularly recognized as one of the Top Places to Work in the local market.
Director of Valuations – San Francisco Our client is an industry leader in the valuation of alternative and illiquid investments for investment funds, including business development companies (BDCs), hedge funds, and private equity groups.
The group also advises on valuation matters for corporate transactions, including acquisitions and divestitures, leveraged buyouts, restructurings, recapitalizations, related party transactions, and for general tax, accounting, litigation, and regulatory purposes.
Our client provides an entrepreneurial atmosphere where self-motivated individuals contribute to a dynamic and growing platform.
A strong candidate will be an assertive, motivated self-starter with the desire and potential to succeed in a fast-paced, entrepreneurial environment.
Prior investment banking and/or transaction experience is preferred, but not required.
What You’ll Do Lead project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations Provide quality control oversight to engagement teams Manage, train and develop associates and analysts at the firm Proactively calling on potential new clients including alternative investment managers (private equity, private credit, BDCs, etc.), financial institutions, privately held business owners and publicly traded companies Identify and communicate potential engagements to management and writing business proposals and engagement letters Your Qualifications Minimum of five years’ experience in performing business valuations, valuations of illiquid and complex securities, and fairness / solvency opinions Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products and intangible assets Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks Strong verbal and written communication skills Working knowledge of credit and M&A markets Experience with successfully managing teams of associates and analysts Understanding of authoritative guidance related to valuations ASC-820 and IFRS 13, valuation industry best practices, and emerging issues Ability to act as a primary point of contact with clients Ability to effectively multi-task, managing multiple client engagements simultaneously Confidently and credibly connect with potential new clients and lead client meetings Excellence in MS Word, Excel and PowerPoint Bachelor’s or Master’s degree in Finance, Accounting or Economics or MBA; strong academic record (both undergraduate and graduate) Active CPA, ASA and/or CFA preferred but not required Candidate must be authorized to work in the United States without sponsorship from client.
Our client is an Equal Employment Opportunity Employer