- Leading 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
- Providing quality control oversight to engagement teams
- Managing, training and developing associates and analysts at the firm
- Proactive 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
- Identifying and communicating potential engagements to management and writing business proposals and engagement letters
- 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 analytic 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