Financial Services Valuation Expert

1 week ago


Nashville, Tennessee, United States Ankura Full time
Job Title: Financial Services Valuation Expert

Ankura is a team of excellence founded on innovation and growth. Our Financial Services professionals are experienced in many facets of valuation and are skilled at providing expert testimony, as well as defending our valuation before various regulatory bodies and the Internal Revenue Service.

Role Overview:

Our professionals are experienced in utilizing a variety of valuation standards, approaches and methodologies including:

  • Standards of value including fair market value, fair value, intrinsic value, and investment value
  • Responsible for managing and developing a staff
  • Oversight of ongoing projects and client relationships
  • Premises of value including going concern, fair market, and liquidation
Valuation Approaches and Methodologies:

We utilize the following approaches and methodologies:

  • Market approach: guideline company method, merger and acquisition (transaction) method, market pricing for services, compensation
  • Sales comparison approach: utilizes recent transactions, selection of appropriate units of comparison
  • Income approach: discounted cash flow method, capitalization of earnings method, etc.
  • Asset approach: discrete/collective revaluation of assets and liabilities
  • Cost approach: estimation of costs to replicate a service or asset
Requirements:

Minimum of 5 years of experience with direct experience in performing bank valuations for financial reporting purposes. This experience will include valuing loan portfolios, core deposit intangibles and customer relationship intangibles.

Undergraduate degree required, emphasis in Finance, Accounting or Economics preferred.

Valuation experience in other segments of financial services such as: insurance brokerage, specialty finance and mortgage banking a plus.

Progress towards achievement of ASA, CVA, CPA, and/or CFA designation is a plus.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Senior Associate/Director level will be determined throughout the evaluation process.


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