Manager, Financial Services Disputes & Valuation

Secretariat•Washington, DC

1d•$120,000 - $180,000

About The Position

Secretariat is hiring a Manager to join its growing Business Valuation & Damages team, based in Washington, DC. The team works on complex domestic and international commercial and investor-state disputes and advisory engagements, including matters involving asset misappropriation, financial services, securities and investment-related disputes, M&A, and other disputes across sectors. Much of its work involves emerging markets and financial services or securities-related disputes. The role focuses on financial, economic, valuation, and industry analysis related to disputes and advisory work. Matters may concern investment products, asset and fund management, portfolio valuation, financial market dynamics, emerging markets, and complex financial transactions. Engagements may arise in litigation, arbitration, or advisory contexts and often involve integrating finance, economics, accounting, and legal principles. The Manager will oversee multiple engagements, contribute to client deliverables, communicate with clients and counsel, and review and supervise junior team members’ work.

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 alongside analytical skills.
Ability to quickly assimilate information in unfamiliar situations and develop creative approaches to complex problems.
Ability to manage and prioritize personal and team workloads, including competing deadlines.
Ability to manage team members and external stakeholders.
Ability to work independently and identify issues and risks that should be raised with senior staff.
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 with 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 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.
Manage team members and external stakeholders, prioritize competing deadlines, and work independently while escalating relevant issues and risks to senior staff.