Manager/Director, Valuation Services - Alternative Investment Services
Apply NowCompany: Alvarez & Marsal Europe
Location: Houston, TX 77084
Description:
Description
Manager/Director, Valuation Services - Alternative Investment Services
Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies address valuation issues efficiently and effectively. By combining unique industry knowledge across the firm with deep experience in the audit, technological, legal and compliance, regulatory and limited partner communities, A&M is uniquely positioned to assist clients in navigating the industry's perpetual crosscurrents.
A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial and tax reporting, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. This has resulted in our Valuation practice growing steadily year over year and becoming one of the most respected in the industry .
What will you be doing?
You will lead a team to identify and evaluate the key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. You will address complex valuation challenges from critical investment, regulatory and strategic perspectives to assessing value at the fund, portfolio, and investment level.
You will have the opportunity to lead a highly skilled, and entrepreneurial team to service alternative asset managers with an array of different valuation services. Typical projects include valuating assets inside equity and credit investment portfolios for a variety of circumstances including regulatory compliance for investment, financial, and accounting reporting or auditing purposes. You will have the opportunity to get involved in multiple sophisticated valuation engagements covering a variety of securities such as non-performing and performing loans, preferred and common equity; Some of the main responsibilities are:
Responsible for all aspects of client engagements including resource requirements, project workflow and budgeting
Developing, updating, and implementing financial models for discounted cash flow, guideline market multiples, market transactions and options valuations
Conducting detailed reviews and ensuring the accuracy of financial models and valuation analyses
Leading an engagement lifecycle, which follows process, timelines, and delivery of valuation schedules and narrative reports to clients.
Building strong relationships with clients through exceptional day-to-day project management, coordination, and execution
Proactively communicating efficiently and effectively to all levels of the engagement team
Conducting the final quality control review of reports and other client deliverables
Clearly and articulately presenting findings to clients/Committees and other interested parties
Creating a learning environment by providing meaningful coaching to staff, leading pointed training sessions, and providing feedback to team members, while also facilitating the learning and development and growth opportunities of direct reports
Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients
Working with Managing Directors on practice management and business development efforts
Who will you be working with?
At A&M you will have the opportunity to work with a diverse team of supportive and motivated professionals that love to share their knowledge and depth of industry experience with others. We have an inclusive developmental environment where everyone has the opportunity to learn and grow. Our culture is characterized by openness and entrepreneurial thinking, with a foundation of mutual respect and high-quality standards for our work. We strive to remove bureaucracy in favor of recognizing effort and results through advancement opportunities and a motivating performance-based reward structure. Our Valuation team works with a variety of large-cap and mid-cap PE houses, corporate clients and financial institutions providing you with broad industry exposure.
How will you grow and be supported?
As a Valuation Director, you will have the opportunity to take your career to the next level by working in several different areas of Valuation while gaining invaluable experience across different industries and sectors., Utilizing your critical thinking and research skills, you will have the opportunity to apply and advance your technical and analysis skills in complex, ambiguous situations. You will be working closely as a team with experienced professionals who will provide you with developmental feedback and growth opportunities.
We offer competitive benefits and opportunities to support your personal and professional development. Click to learn about A&M's benefits. A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized and on the job training. Learn more about why A&M is a great place to work.
Core Qualifications:
Manager/Director, Valuation Services - Alternative Investment Services
Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies address valuation issues efficiently and effectively. By combining unique industry knowledge across the firm with deep experience in the audit, technological, legal and compliance, regulatory and limited partner communities, A&M is uniquely positioned to assist clients in navigating the industry's perpetual crosscurrents.
A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial and tax reporting, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. This has resulted in our Valuation practice growing steadily year over year and becoming one of the most respected in the industry .
What will you be doing?
You will lead a team to identify and evaluate the key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. You will address complex valuation challenges from critical investment, regulatory and strategic perspectives to assessing value at the fund, portfolio, and investment level.
You will have the opportunity to lead a highly skilled, and entrepreneurial team to service alternative asset managers with an array of different valuation services. Typical projects include valuating assets inside equity and credit investment portfolios for a variety of circumstances including regulatory compliance for investment, financial, and accounting reporting or auditing purposes. You will have the opportunity to get involved in multiple sophisticated valuation engagements covering a variety of securities such as non-performing and performing loans, preferred and common equity; Some of the main responsibilities are:
Responsible for all aspects of client engagements including resource requirements, project workflow and budgeting
Developing, updating, and implementing financial models for discounted cash flow, guideline market multiples, market transactions and options valuations
Conducting detailed reviews and ensuring the accuracy of financial models and valuation analyses
Leading an engagement lifecycle, which follows process, timelines, and delivery of valuation schedules and narrative reports to clients.
Building strong relationships with clients through exceptional day-to-day project management, coordination, and execution
Proactively communicating efficiently and effectively to all levels of the engagement team
Conducting the final quality control review of reports and other client deliverables
Clearly and articulately presenting findings to clients/Committees and other interested parties
Creating a learning environment by providing meaningful coaching to staff, leading pointed training sessions, and providing feedback to team members, while also facilitating the learning and development and growth opportunities of direct reports
Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients
Working with Managing Directors on practice management and business development efforts
Who will you be working with?
At A&M you will have the opportunity to work with a diverse team of supportive and motivated professionals that love to share their knowledge and depth of industry experience with others. We have an inclusive developmental environment where everyone has the opportunity to learn and grow. Our culture is characterized by openness and entrepreneurial thinking, with a foundation of mutual respect and high-quality standards for our work. We strive to remove bureaucracy in favor of recognizing effort and results through advancement opportunities and a motivating performance-based reward structure. Our Valuation team works with a variety of large-cap and mid-cap PE houses, corporate clients and financial institutions providing you with broad industry exposure.
How will you grow and be supported?
As a Valuation Director, you will have the opportunity to take your career to the next level by working in several different areas of Valuation while gaining invaluable experience across different industries and sectors., Utilizing your critical thinking and research skills, you will have the opportunity to apply and advance your technical and analysis skills in complex, ambiguous situations. You will be working closely as a team with experienced professionals who will provide you with developmental feedback and growth opportunities.
We offer competitive benefits and opportunities to support your personal and professional development. Click to learn about A&M's benefits. A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized and on the job training. Learn more about why A&M is a great place to work.
Core Qualifications:
- 7+ years of valuation and modelling experience gained at a Big 4 or other reputable consulting firm,
- investment bank or independent valuation firm
- Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field
- Qualified or studying for a professional qualification such as CFA/ASA/CPA preferred
- Experience conducting Financial Analysis and Financial Modelling
- Experience with Capital IQ
- Advanced Microsoft Excel skills required; VBA, Macros, etc. a plus
- Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word
- Excellent oral and written communication skills
- Effective project management and organizational skills
- Ambitious, results driven, self-starter with the ability to thrive in an entrepreneurial culture