Senior Leader, Financial Services Disputes & Valuation

Secretariat; Washington (District of Columbia); On-site; USD 130,000 - 160,000; Full time

Job summary

Secretariat’s Washington, DC-based Business Valuation & Damages team is seeking Managers to join a growing practice handling complex domestic and international disputes across sectors. You will integrate finance, economics, accounting, and legal principles on matters involving asset misappropriation, financial services, and M&A-related disputes.

The role emphasizes analytical rigor, report writing, and collaboration with clients and counsel, with opportunities in litigation, arbitration, and

Qualifications

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

Responsibilities

• 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.

Skills

Analytical skills

Communication

Report writing

Client communication

Education

Bachelor's degree in Accounting/Finance/Economics

Tools

Excel

PowerPoint

Bloomberg / Refinitiv Eikon

Job description

Secretariat’s Washington, DC-based Business Valuation & Damages team is seeking Managers to join a growing practice handling complex domestic and international disputes across sectors. You will integrate finance, economics, accounting, and legal principles on matters involving asset misappropriation, financial services, and M&A-related disputes.

The role emphasizes analytical rigor, report writing, and collaboration with clients and counsel, with opportunities in litigation, arbitration, and