Manager, Financial Services Disputes & Valuation

secretariatadvisorsllc; Washington (District of Columbia); On-site; USD 120,000 - 190,000; Full time

Job summary

Secretariat Advisors LLC in Washington, DC is seeking a Manager level professional to join the Business Valuation & Damages team. You will work on complex disputes involving asset misappropriation, financial services, securities, and M&A related matters, integrating finance, economics, accounting, and legal principles from day one.

The role emphasizes developing models, calculating damages, and preparing expert reports while collaborating with clients and counsel in a fast-paced, global practice.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or similar.
• 4+ years in disputes consulting, litigation or arbitration support.
• Experience with financial services disputes or valuation matters preferred.
• CFA, CPA or CAIA credentials are a plus.
• Strong expert report writing skills.
• Able to assimilate information quickly and develop creative solutions.

Responsibilities

• Structure and conduct financial, economic, valuation, and industry analyses.
• Analyze investment products, fund and portfolio performance, valuation methodologies, financial transactions, and market data.
• Develop or review financial models, damages calculations, valuation analyses, scenario or sensitivity analyses.
• Identify key analytical issues and develop supportable approaches.
• Assist with drafting expert reports, critiques, presentations, and other client deliverables.
• Communicate with clients and counsel.
• Assist with preparation for hearings, trials, arbitrations, and mediations.
• Manage the day-to-day requirements of multiple engagements.
• Review and supervise the work of junior team members, providing clear direction and quality control.

Skills

Analytical skills

Quantitative training

Communication skills

Creative problem solving

Financial analysis

Disputes consulting experience

Report writing

Client communication

Education

Bachelor's degree in Accounting or Finance

Job description

Chart Your Journey at Secretariat

From a collaborative culture to teammates who will always be by your side, find a career that will grow with you. Deliver your impact at Secretariat.

ABOUT THE FIRM

Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world.

When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one - working with the world's most renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial, economic, and strategic business decisions.

Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and - most importantly - you.

ABOUT Our Business Valuation & Damages team

Successful candidates will join a highly regarded and growing domestic and international business valuation and damages quantification practice. Our Washington, DC-based group works on large, complex commercial and investor-state damages disputes involving asset misappropriation, financial services, securities and investment-related disputes, M&A related disputes, and a wide range of other domestic and international disputes across sectors.

Successful candidates for this role can expect to work on matters involving investment products, asset and fund management, portfolio valuation, financial market dynamics, emerging markets, and the assessment of complex financial transactions. Engagements may arise in litigation, arbitration, or related advisory contexts and often require integrating finance, economics, accounting, and legal principles. These cases will give successful candidates exposure to unique, complex, and interesting issues globally.

RESPONSIBILITIES

Exceptional analytical skills, solid quantitative training, remarkable communication skills, and creativity are the foundation for successful Managers at Secretariat. Successful candidates will join a well-established (and growing) domestic and international business valuation and damages quantification practice. Our Washington, DC-based group works on large, complex commercial and investor-state damages matters (litigation, arbitration, and advisory work) involving asset misappropriation, financial services, securities and investment-related disputes, M&A related disputes, and a wide range of other domestic and international disputes across sectors. These cases will give the successful candidate exposure to unique, complex, and interesting issues that often integrate finance, accounting, economics, and legal principles. A substantial portion of the team's work involves disputes in Emerging Markets and/or financial services or securities-related disputes globally.

Structure and conduct financial, economic, valuation, and industry analyses in connection with disputes and advisory engagements.

Analyze investment products, fund and portfolio performance, valuation methodologies, financial transactions, and relevant market data.

Develop and/or review financial models, damages calculations, valuation analyses, and scenario or sensitivity analyses.

Assist the team with identifying key analytical issues, challenging assumptions, and developing supportable approaches to complex financial questions.

Assist with drafting substantive sections of expert reports, critique reports, presentations, and other client deliverables.

Communicate with clients and counsel.

Assist with preparation for hearings, trials, arbitrations, and mediations.

Manage the day-to-day requirements of multiple engagements.

Review and supervise the work of junior team members, providing clear direction and quality control.

QUALIFICATIONS

Requisite professional designations and work experience:

Bachelor's degree in Accounting, Finance, Economics, or similar, from an accredited university or college.

4+ years of prior relevant experience in disputes consulting, litigation or arbitration support, expert advisory, valuation advisory, or a closely related consulting environment.

Ideally, demonstrated experience working on financial services-related disputes, investigations, or valuation matters.

Prior experience with or a strong understanding of one or more of the following would be an asset: investment banking, asset management, portfolio valuation, securities markets, investment banking, private equity, or financial market dynamics.

Holder of or pursuing CFA, CPA or CAIA credentials is a plus.

Strong expert report writing skills to complement analytics.

Able to quickly assimilate relevant information in unfamiliar situations and develop creative approaches and solutions necessary to resolve complex problems.

The ability to manage and prioritize you