Manager, Financial Services Disputes & Valuation

Secretariat•Columbia, WA

About The Position

The Manager will join Secretariat’s Washington, DC-based Business Valuation & Damages team, a growing domestic and international practice working on complex commercial and investor-state damages matters. The practice handles disputes involving asset misappropriation, financial services, securities and investment-related matters, M&A, and other disputes across sectors. Engagements may involve litigation, arbitration, or advisory work and often integrate finance, economics, accounting, and legal principles. A substantial portion of the team’s work concerns emerging markets and/or financial services or securities-related disputes globally. The role involves conducting financial, economic, valuation, and industry analyses; examining investment products, fund and portfolio performance, valuation methodologies, financial transactions, and market data; developing and reviewing models and damages analyses; and contributing to expert reports and other client deliverables. The Manager also communicates with clients and counsel, supports hearings and other proceedings, manages multiple engagements, and reviews and supervises junior team members. The position calls for strong analytical, quantitative, communication, and problem-solving abilities, along with experience in disputes consulting or a related field. Secretariat states that compensation is based on factors including experience, skills, and location, with a listed pay range of $130,000–$160,000 USD.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or a similar field from an accredited university or college.
At least 4 years of relevant experience in disputes consulting, litigation or arbitration support, expert advisory, valuation advisory, or a closely related consulting environment.
Strong expert report writing skills.
Ability to quickly assimilate information in unfamiliar situations and develop creative approaches to complex problems.
Ability to manage and prioritize time and manage team members and external stakeholders.
Excellent analytical and problem-resolution abilities.
Excellent listening, verbal, written, technical, and presentation skills.
High proficiency with Microsoft Office products, including Excel and PowerPoint.

Nice To Haves

Demonstrated experience working on financial services-related disputes, investigations, or valuation matters.
Experience with or a strong understanding of investment banking, asset management, portfolio valuation, securities markets, private equity, or financial market dynamics.
Holder of or pursuing CFA, CPA, or CAIA credentials.
Familiarity with Bloomberg or Refinitiv Eikon/LSEG.
Working proficiency in a second non-English language.

Responsibilities

Structure and conduct financial, economic, valuation, and industry analyses for 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.
Help identify key analytical issues, challenge assumptions, and develop supportable approaches to complex financial questions.
Assist in 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 junior team members’ work, providing direction and quality control.
Manage and prioritize personal and team time amid potentially competing deadlines.
Work independently while identifying issues and risks to highlight to senior staff, ideally with viable suggested solutions.