Senior Vice President, Valuations & Complex Financial Instruments

Senior Vice President, Valuations & Complex Financial Instruments

About the Company

Dynamic investment banking & business advisory firm

Industry

Management Consulting

Type

Privately Held, Private Equity-backed

Founded

2016

Employees

51-200

Specialties

• transaction advisory services
• transaction execution services
• office of the cfo
• performance improvement
• interim management
• investment banking
• operational turnaround
• financial restructuring
• and valuations

About the Role

The Company is seeking a Senior Vice President for Complex Financial Instruments within its Valuations team. This role is pivotal in expanding the team's experience and providing a full suite of valuation services to clients. The successful candidate will be responsible for managing and executing complex securities valuations, as well as supporting the team in other corporate and portfolio valuation engagements. Key responsibilities include developing comprehensive valuation solutions, performing valuation analysis on a variety of illiquid investments, designing financial models for complex instruments, and supporting senior leaders in cross-functional engagements. The role also involves client interaction, maintaining strong client relationships, and contributing to a high-performing, inclusive, and values-driven culture. Applicants for the Senior Vice President position should have a Bachelor's or Master's degree in a relevant field from a top program, with a preference for CFA, FRM, or PRM certification. Proficiency in financial modeling and a minimum of 8 years' experience in constructing and reviewing valuation and financial models are required. The ideal candidate will have a strong background in option pricing models, Monte Carlo simulation, and other financial instrument models, and be adept at using programming languages such as R, Python, MATLAB, C, or Cystal Ball. A commitment to a team-based culture, superior communication skills, and a proven track record of success in high-pressure, client-facing environments are essential. The role demands a high level of attention to detail, a proactive and ownership mindset, and the ability to thrive in a fast-moving, high-performance setting.

Hiring Manager Title

VAL Practice Line Leader

Travel Percent

Less than 10%

Functions