Current jobs related to Senior Complex Securities Valuation Professional - San Francisco, California - DNA Diversity Executive Search
-
Senior Complex Securities Valuation Professional
1 month ago
San Francisco, California, United States DNA Diversity Executive Search Full timeAbout the CompanyWe are a global valuation firm that specializes in providing valuation and advisory services to clients across various industries. Our team of experts has extensive experience in conducting valuations of complex securities, including financial derivatives, and providing financial reporting, tax, and regulatory compliance services.About this...
-
Senior Complex Securities Valuation Professional
4 weeks ago
San Francisco, California, United States DNA Diversity Executive Search Full timeAbout the CompanyAt DNA Diversity Executive Search, we are a leading executive search firm that specializes in placing top talent in the financial services industry. Our team of experts has a deep understanding of the complex securities valuation space and is dedicated to helping our clients find the best candidates for their needs.About this RoleWe are...
-
Senior Complex Securities Valuation Expert
2 weeks ago
San Francisco, California, United States DNA Diversity Executive Search Full timeAbout the CompanyWe are a global valuation firm that specializes in providing expert valuation and advisory services to clients worldwide. Our team of experienced professionals has a proven track record of delivering high-quality valuations and financial opinions to support business decisions.About this RoleWe are seeking a senior-level complex securities...
-
Valuation Expert
5 days ago
San Francisco, California, United States Cornerstone Research Full timeJob SummaryCornerstone Research is seeking a highly skilled Valuation Expert to join our team in the M&A, valuation, and bankruptcy practice. As a Manager of Valuation Services, you will be responsible for conducting valuations utilizing various methodologies, including discounted cash flow models, comparable company/precedent transaction methodologies,...
-
Senior Valuation Strategist
4 weeks ago
San Francisco, California, United States Partner Engineering and Science Full timeAbout UsPartner Valuation Advisors (PVA) is a leading provider of valuation services, dedicated to delivering exceptional results to our clients. We are actively seeking a highly skilled and experienced professional to join our team as a Senior Valuation Strategist.Job SummaryThis role is responsible for developing and executing valuation strategies that...
-
Valuation Manager
1 month ago
San Francisco, California, United States Cornerstone Research Full timeValuation Manager Job DescriptionCornerstone Research is seeking a highly skilled Valuation Manager to join our team. As a Valuation Manager, you will be responsible for conducting valuations utilizing various methodologies, including discounted cash flow models, comparable company/precedent transaction methodologies, option pricing, and other advanced...
-
Valuation Manager
2 weeks ago
San Francisco, California, United States Cornerstone Research Full timeAbout Cornerstone ResearchCornerstone Research is a leading economics consulting firm that provides expert testimony and economic and financial consulting services in complex disputes and regulatory investigations.We work with an extensive network of internal experts, prominent academics, and industry practitioners to identify the best-qualified expert for...
-
Valuation Manager
2 weeks ago
San Francisco, California, United States Cornerstone Research Full timeJoin Cornerstone Research as a Valuation ManagerCornerstone Research is a leading economics consulting firm seeking an experienced Valuation Manager to join our M&A, valuation, and bankruptcy practice. As a key member of our team, you will be responsible for conducting valuations, devising innovative analytical approaches, and managing junior staff.About the...
-
San Francisco, California, United States DNA Diversity Executive Search Full timeAbout DNA Diversity Executive Search We are a premier, independent global search firm specializing in identifying and placing top-tier talent in valuation and advisory services. Since our inception, we have been dedicated to providing expert valuation and financial opinions for complex transactions and the financial reporting needs of leading corporations,...
-
Valuation Expert
2 weeks ago
San Francisco, California, United States Cornerstone Research Full timeAbout Cornerstone ResearchCornerstone Research is a leading economic and financial consulting firm that provides expert testimony in complex disputes and regulatory investigations. With a reputation for high-quality and effectiveness, the firm has consistently delivered rigorous, state-of-the-art analysis since 1989.Job SummaryWe are seeking a highly skilled...
-
Senior Valuation Consultant, Real Estate
2 months ago
San Ramon, California, United States Armanino Full time**About the Role**At Armanino, we're seeking a highly skilled Real Estate Senior Consultant to join our Valuation Advisory Services (VAS) Practice. As a key member of our team, you'll be responsible for delivering high-quality real estate valuation and appraisal projects to our clients.**Key Responsibilities**Lead and deliver complex real estate valuation...
-
San Francisco, California, United States Cornerstone Research Full timeAbout Cornerstone ResearchCornerstone Research is a leading economic and financial consulting firm that provides expert testimony in complex disputes and regulatory investigations. Our team of specialists in highly technical areas of economics, finance, behavioral science, and technology offers clients cutting-edge analysis and greater efficiency by applying...
-
Valuation Expert
4 weeks ago
San Francisco, California, United States Cornerstone Research Full timeAbout Cornerstone ResearchCornerstone Research is a leading economic and financial consulting firm that provides expert testimony and analysis in complex disputes and regulatory investigations. With a reputation for high-quality and effectiveness, the firm has consistently delivered rigorous, state-of-the-art analysis since 1989.Job SummaryWe are seeking a...
-
San Francisco, California, United States Wedbush Securities Full timeAt Wedbush Securities, we are seeking an experienced Managing Director to take on a key leadership role in transaction origination within our Technology Investment Banking group.The ideal candidate will have an entrepreneurial spirit and a track record of revenue generation, with a strong background in the Technology sector.This is a unique opportunity to...
-
Managing Director, Technology Investment Banking
1 month ago
San Francisco, California, United States Wedbush Securities Full timeJob Title: Managing Director, Technology Investment BankingWedbush Securities is a leading investment bank and securities firm seeking an experienced Managing Director to lead our Technology Investment Banking group. As a key member of our team, you will be responsible for originating and executing M&A mandates throughout the Technology...
-
Managing Director, Technology Investment Banking
4 weeks ago
San Francisco, California, United States Wedbush Securities Full timeJob Title: Managing Director, Technology Investment BankingWedbush Securities is a leading securities firm and investment bank in the nation, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. With over 100 offices and more than 80 correspondent offices, the...
-
Real Estate Senior Consultant, Valuations Expert
2 weeks ago
San Ramon, California, United States Armanino Full timeJoin Our Valuation TeamAt Armanino, we empower our professionals to chart their own career paths, allowing them to pursue challenges that ignite their passion and align with their values. As a Senior Consultant in our Valuation Advisory Services (VAS) Practice, you will be part of a dynamic team that assists start-ups, private and public companies, estates,...
-
Valuation Expert, Applied Research Center
2 weeks ago
San Francisco, California, United States Cornerstone Research Full timeAbout Cornerstone ResearchCornerstone Research is a leading economic and financial consulting firm that provides expert testimony and analysis in complex disputes and regulatory investigations. With a reputation for high-quality and effectiveness, the firm has consistently delivered rigorous, state-of-the-art analysis since 1989.Job OverviewWe are seeking a...
-
San Francisco, California, United States Wedbush Securities Full timeAt Wedbush Securities, we're seeking an experienced Managing Director to lead our Technology Investment Banking group in San Francisco. As a Managing Director, you'll play a key leadership role in transaction origination, building on our firm's strong reputation in the industry. With a proven track record of revenue generation and an entrepreneurial spirit,...
-
Executive Director, Technology Investment Banking
2 months ago
San Francisco, California, United States Wedbush Securities Full timeJob SummaryWe are seeking an experienced Executive Director to join our Technology Investment Banking team at Wedbush Securities. As a key member of our team, you will be responsible for originating and executing M&A mandates throughout the Technology sector.Key ResponsibilitiesInitiate new client relationships with technology companies and engage in...
Senior Complex Securities Valuation Professional
2 months ago
We are a leading global valuation firm that specializes in providing expert valuation and advisory services to clients across various industries.
With over 45 years of experience, we have established ourselves as a trusted partner for Fortune 500 companies, private equity firms, and their portfolio companies, delivering high-quality valuation and financial opinions for M&A transactions and financial reporting requirements.
We are committed to delivering exceptional service and expertise to our clients, and we welcome you to learn more about our company.
About this RoleOur Portfolio Valuation practice is seeking a senior-level complex securities valuation professional to join our team.
The successful candidate will conduct valuations of various financial derivatives and other complex securities for financial reporting, tax and regulatory compliance, transaction support, and corporate strategy support.
The role requires a deep understanding of financial modeling, valuation techniques, and regulatory requirements, as well as excellent communication and analytical skills.
Key Responsibilities- Manage and work with analysts and associates to conduct research and analysis to support valuations, including analysis of subject company valuation drivers, research on private equity and private credit cost of capital, and comparative analyses.
- Conduct research on clients, competitors, industry, and capital markets, including market multiples, comparable ratios, credit spreads, volatility, and other pertinent data.
- Manage analysts and associates in reviewing relevant original investment documentation, term sheets, legal documents, agreements, and other relevant data and information with respect to the deal structure and thesis, ownership structure, investment terms, historical and projected financial performance, and operation data relating to the complex securities.
- Develop, modify, and utilize quantitative financial models, including working algorithms, to value and analyze the various nuances and intricacies of the complex securities, as well as discounted cash flow, guideline market multiple, market transaction, and option valuations.
- Manage and assist analysts and associates to perform valuation analyses on derivatives and complex securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models as well as general knowledge of calculus and differential equations.
- Prepare and review reports and communicate and substantiate assumptions utilized in analyses, not only to fellow team members, but also to client's senior management and executives, auditors, and regulators.
- Complete engagements independently under the pressure of tight transaction deadlines; maintain and enhance knowledge of quantitative modeling trends and analytical experience to assist in business development opportunities.
- Generally 7+ years experience in financial services, including experience conducting a valuation of various financial derivatives and other complex securities for financial reporting, tax and regulatory compliance, transaction support, and corporate strategy support.
- Undergraduate BS in Mathematics, Statistics, Economics, or Finance, or a Master's degree in Mathematics, Statistics, Economics, or Finance.
- CFA and or CQF designation preferred. CAIA and FRM designations are also a plus.
- Proven technical, analytical, and problem-solving skills.
- Demonstrated oral and written communication skills; experience working in a team setting and having interactions with clients.
- Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.
- Strong work ethic and ability to work flexible hours around critical client due dates.
- Applicants must have unrestricted authorization to work for any employer in the U.S.
- Base salary plus bonus (quarterly and year-end merit)
- Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
- Generous time off
- Growth - We are growing, and so can your career
- Reimbursement for admission fees and study materials for CFA
