Director, Complex Financial Instruments

Alvarez & Marsal; San Francisco (CA); Hybrid; USD 160,000 - 180,000; Full time

Job summary

Alvarez & Marsal, a premier global professional services firm, invites applications for the Director, Valuation Services – Complex Financial Instruments in San Francisco. You will lead a team of Associates and Senior Associates, oversee end-to-end valuation projects, select methodologies, and prepare client-facing reports.

The role requires 7+ years in valuations, strong financial modeling, client-relations skills, and the ability to mentor staff in a hybrid work environment.

Qualifications

• 7+ years in valuations and modeling at a Big 4, investment bank, or independent valuation firm.
• Experience conducting financial analyses and modeling for complex instruments and securities.
• Strong education in Finance, Quantitative Finance, Economics or Mathematics.
• Advanced knowledge of financial statements and valuation methodologies.
• Demonstrated client relationship management and project leadership.
• Proficiency with financial programming tools and Capital IQ.
• Excellent writing and presentation skills; strong communication.
• Ability to work flexibly in a hybrid environment.

Responsibilities

• End-to-end project management and execution of valuation projects (planning, resourcing, organizing).
• Oversee financial analysis on the valuation of complex securities and instruments.
• Develop narrative reports describing methodologies, assumptions, and findings.
• Lead, train, and manage Associates and Senior Associates on valuation work.
• Act as client contact on engagements and coordinate with staff.
• Determine methodologies with Managing Directors for due diligence.
• Present valuation conclusions to clients and address questions.
• Lead client meetings and due diligence calls.
• Provide coaching and feedback to junior staff.
• Cultivate relationships with colleagues and clients.
• Collaborate with Managing Directors on practice management and business development.

Skills

Project management

Client relationship management

Leadership

Financial analysis

Valuation modeling

Excellent communication

Hybrid work adaptability

Education

Bachelor's degree in Finance or quantitative field

Master's degree in Finance/Economics/Mathematics

Tools

Octave

Python

MATLAB

Capital IQ

Excel

PowerPoint

Word

Job description

Description

A&M; Valuation Services

Director, Valuation Services – Complex Financial Instruments

https://www.alvarezandmarsal.com/complex-financial-instruments

Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. Our combination of valuation expertise and operational heritage enables private equity, hedge funds, business development companies, banks and other financial services clients to address valuation issues efficiently and effectively.

A&M is known for analyzing and resolving complex situations that require sophisticated valuation techniques. In response to increasing demand, we have built a global team of valuation experts offering a full suite of services in financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support.

What will you be doing?

As part of a select, highly skilled Complex Financial Instruments Valuation team, you will assist in valuing equity compensation, complex capital structures, earnouts, convertible debt, and various other complex assets and liabilities. You will lead a team of Associates and Senior Associates, determine appropriate methodologies, oversee project execution, develop reports, and serve as the primary client contact.

Some Of The Primary Responsibilities Are

• 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 financial and tax reporting valuation team
• Act as point of contact on valuation engagements for clients and internal staff
• Determine methodologies/approach to due diligence in conjunction with Managing Directors and Senior Directors
• Present and communicate valuation conclusions with clients, addressing and clarifying issues or assumptions
• Lead client meetings and presentations, including due diligence calls
• Create a learning environment with coaching and feedback, facilitating development for Senior Associates and Associates
• Cultivate and maintain positive, productive, professional relationships with colleagues and clients
• Collaborate with Managing Directors on practice management and business development efforts

Who will you be working with?

You will work with a diverse, entrepreneurial team of supportive and motivated professionals who share knowledge and experience. The culture values openness, entrepreneurial thinking, mutual respect, and high-quality standards, with recognition of effort and results through advancement opportunities and performance-based rewards. The Financial & Tax Reporting team serves a broad range of large-cap and mid-cap private equity firms, corporate clients, and financial institutions.

How will you grow and be supported?

As a Complex Financial Instruments Valuation Director, you will gain experience across various industries and company sizes, from middle market to multi-billion-dollar public entities. Working closely with experienced professionals, you will receive developmental feedback and growth opportunities, and collaborate with Managing Directors on practice and business development activities. Competitive benefits and support for personal and professional development are offered, alongside formalized and on-the-job training resources.

Core Qualifications

• 7+ years of valuations and modeling experience at a Big 4, investment bank, or independent valuation firm
• Experience conducting financial analyses and modeling specifically for complex financial instruments and securities
• Strong educational background and academic record (Bachelor’s or Master’s in Finance, Quantitative Finance, Economics, or Mathematics)
• Advanced knowledge of financial statements and valuation methodologies (Monte Carlo simulations, lattice models, statistical analysis, etc.)
• Demonstrated client relationship management skills
• Previous project team management experience
• Proficiency with Octave, Python, MATLAB, or similar financial programming tools
• Experience with Capital IQ
• Advanced Microsoft Excel skills
• Strong writing and presentation skills using PowerPoint and Microsoft Word
• Excellent oral and written communication skills
• Effective project management and organizational skills
• Ambitious, results-driven, self-starter with a desire to thrive in a collaborative entrepreneurial culture
• Ability to work flexibly in a hybrid environment (partial remote, partial office)

Compensation Statement

The salary range is $160–$180k annually, dependent on factors such as education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. For details, contact the recruiter.