Manager, Portfolio Valuation

Alvarez & Marsal • New York, NY

109d • $130,000 - $140,000

About The Position

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.

Requirements

• 5-7 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

Responsibilities

• 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
• 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
• Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients

Benefits

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages
• 401(k) retirement savings plan with annual discretionary contribution
• Paid time off including vacation, personal days, sick time, federal holidays, floating holiday, and parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees