EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Director

EY • Chicago, IL

2h • $121,600 - $253,300 • Onsite

About The Position

EY-Parthenon’s Corporate Finance Business Valuation Financial Services practice advises asset managers, private equity firms, private credit funds, hedge funds, business development companies, institutional investors and other financial-services clients on the fair value of complex, illiquid and hard-to-value investments. Its work supports financial reporting, fund governance, investor reporting and transaction decision-making across private equity, private credit, structured products, convertible and preferred securities, and other alternative investments.

As a Director, you will lead and oversee corporate finance and valuation engagements for financial-services clients, including portfolio and business valuations, strategic initiatives, M&A and value optimization. You will manage assignments from scoping through delivery, oversee engagement economics, staffing, quality, risk and deadlines, advise clients, build relationships and business opportunities, and mentor team members. The role is expected to be performed in person at a client site or EY office at least 60% of the time, or an average of three days per week over an engagement, project or performance year. The role is based in New York or Chicago, and the employee must live within commuting distance of the selected office. Travel and work beyond standard hours may be required to meet client and project needs.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business or a related field and at least 5 years of related business valuation work experience, or a graduate degree and at least 4 years of related business valuation work experience.
• Significant experience leading portfolio valuation, business valuation or financial advisory engagements involving private or illiquid investments.
• Advanced knowledge of private equity, private credit and complex investment structures, including debt, preferred equity and convertible instruments.
• Ability to select and apply appropriate valuation methodologies and independently review complex financial models.
• Proven success managing client relationships, engagement teams, competing priorities and challenging technical matters.
• Demonstrated expertise in commercial, valuation, corporate finance, regulatory and accounting matters specific to financial services.
• Comprehensive understanding of corporate finance principles, business analysis and valuation methodologies and techniques.
• Advanced analytical, quantitative and financial-modeling skills, including the ability to evaluate complex capital structures and investment terms.
• Ability to synthesize company, industry, market and transaction information into clear, well-supported valuation conclusions.
• Strong written, verbal and presentation skills, including the ability to communicate technical valuation matters clearly to clients and review teams.
• Commitment to quality, professional skepticism, collaboration, integrity and exceptional client service.
• Must reside within commuting distance of the office location.
• Ability and willingness to travel and work in excess of standard hours when necessary.
• Expected to work in person at a client site or EY office at least 60% of the time, or an average of three days a week over the course of an engagement, project or performance year.

Nice To Haves

• Prior valuation and corporate finance experience in a professional services or Big 4 environment.
• Extensive background in the financial services industry.
• Advanced financial-modeling expertise, including scenario, sensitivity, waterfall, option and yield analyses.
• Progress toward or completion of the CFA designation.
• Experience advising valuation committees, boards, fund finance teams and auditors on fair value matters and valuation governance.
• Knowledge of how to use firm-approved AI tools in a business setting, including Microsoft Copilot.

Responsibilities

• Lead portfolio valuation assignments from scoping through final delivery, managing engagement economics, staffing, quality, risk and deadlines.
• Collaborate with client management and internal audit teams to support financial reporting, transaction analysis and strategic initiatives.
• Advise management on improving business performance and maximizing value.
• Lead business valuations for M&A, financial reporting, tax purposes and strategic advisory.
• Manage valuations of intangible assets, including brand names, deposit intangibles, customer relationships, licenses, patents and technology.
• Establish and cultivate client relationships, identify business opportunities, and contribute to expanding the firm’s service capabilities.
• Identify opportunities to expand portfolio valuation services and contribute to proposals, thought leadership and market initiatives.
• Mentor, develop and supervise team members while promoting consistent methodology, efficient execution and continuous learning.

Benefits

• Medical and dental coverage.
• Pension and 401(k) plans.
• Flexible vacation policy.
• Paid holidays.
• Winter and summer breaks.
• Personal and family care time off.
• Other leaves of absence to support physical, financial and emotional well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Director