Principal, Complex Securities Valuation & Client Leadership

Selby Jennings; Draper (UT); On-site; USD 180,000 - 250,000; Full time

Job summary

Selby Jennings in Salt Lake City Metro (UT) and Dallas, TX seeks a Principal to lead valuation engagements in complex securities and derivatives, manage client relationships, and oversee multiple project teams. The role focuses on illiquid assets and advanced modeling.

You will mentor junior staff, contribute to methodologies, and support business development while ensuring timely delivery. Candidates should have 8+ years of experience and CFA/ASA/CVA certification.

Qualifications

• 8+ years of valuation/advisory or investment banking experience.
• Bachelor's degree in Finance, Accounting, Economics (advanced degree preferred).
• Professional certification such as CFA, ASA, or CVA preferred.

Responsibilities

• Lead valuation engagements involving derivatives, structured products, private credit, and Level III assets.
• Serve as primary contact for clients, auditors, and stakeholders on technical matters.
• Apply advanced valuation techniques (e.g., Monte Carlo, lattice models, option pricing).
• Review complex financial models and valuation analyses.
• Manage multiple projects, ensuring quality and timely delivery.
• Mentor junior staff and support team development.
• Contribute to internal methodologies and best practices.
• Support business development and client relationship growth.
• Prepare and review valuation reports and presentations.

Skills

Leadership

Client-facing

Financial modeling

Valuation techniques

Excel

Communication

Education

Bachelor's degree (Finance/Accounting/Economics)

Advanced degree preferred

CFA/ASA/CVA certification preferred

Tools

Excel

PowerPoint

Valuation software

ASC guidance knowledge

Job description

Selby Jennings in Salt Lake City Metro (UT) and Dallas, TX seeks a Principal to lead valuation engagements in complex securities and derivatives, manage client relationships, and oversee multiple project teams. The role focuses on illiquid assets and advanced modeling.

You will mentor junior staff, contribute to methodologies, and support business development while ensuring timely delivery. Candidates should have 8+ years of experience and CFA/ASA/CVA certification.