Director, Complex Financial Instrument Valuations

Alvarez & Marsal; New York (NY); Hybrid; USD 160,000 - 180,000; Full time

Job summary

Alvarez & Marsal (A&M) is seeking a Director for Valuation Services – Complex Financial Instruments in the United States. You will lead a skilled team, determine methodologies, oversee project execution, and serve as the primary client contact on engagements.

The role emphasizes collaboration with Managing Directors, development of narrative valuation reports, and growth within a private equity and financial services client base.

Qualifications

• 7+ years of valuations and modeling experience at a Big 4, investment bank, or independent valuation firm.
• Experience conducting financial analyses and modeling for complex financial instruments and securities.
• Bachelor’s or Master’s in Finance, Quantitative Finance, Economics, or Mathematics.
• Advanced knowledge of financial statements and valuation methodologies (Monte Carlo, lattice models, statistics).
• Demonstrated client relationship management skills.
• Previous project team management experience.
• Proficiency with Octave, Python, MATLAB, or similar tools.
• Experience with Capital IQ.
• Advanced Microsoft Excel skills.
• Strong writing and presentation skills using PowerPoint and Word.
• Excellent oral and written communication skills.
• Ability to work flexibly in a hybrid environment.

Responsibilities

• End-to-end project management and execution of valuation projects (planning, resourcing, organizing, reviewing).
• Oversee financial analysis on the valuation of complex securities and financial instruments.
• Develop narrative reports describing methodologies used, key assumptions, rationale, and findings.
• Lead, train, and manage Senior Associates and Associates on the valuation team.
• Act as point of contact on valuation engagements for clients and internal staff.
• Determine methodologies/approach to due diligence with Managing Directors and Senior Directors.
• Present valuation conclusions with clients, addressing issues or assumptions.
• Lead client meetings and presentations, including due diligence calls.
• Create a learning environment with coaching and feedback for staff.
• Cultivate and maintain positive relationships with colleagues and clients.
• Collaborate with Managing Directors on practice management and business development.

Skills

Valuation modeling

Client relationship management

Project management

Team leadership

Communication skills

Education

Bachelor’s or Master’s in Finance/Quantitative Finance/Economics/Mathematics

Tools

Python

MATLAB

Octave

Capital IQ

Excel

PowerPoint

Word

Job description

Alvarez & Marsal (A&M) is seeking a Director for Valuation Services – Complex Financial Instruments in the United States. You will lead a skilled team, determine methodologies, oversee project execution, and serve as the primary client contact on engagements.

The role emphasizes collaboration with Managing Directors, development of narrative valuation reports, and growth within a private equity and financial services client base.