Complex Securities Expert

6 days ago

San Francisco, California, United States DNA Diversity Executive Search Full time
About the Company

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 Role

Our 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 to value and analyze the various nuances and intricacies of the complex securities, including 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.
  • Prepare and review reports and communicate and substantiate assumptions utilized in analyses to fellow team members, 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.
Requirements
  • Generally 7+ years experience in financial services, including experience conducting valuations 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.
What We Offer
  • 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

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