Director, Complex Financial Instruments
Core
Lead valuation analysis for complex financial instruments, equity compensation, and capital structures for private equity and financial services clients.
Role type
Director, Complex Financial Instruments Valuation
Builds
Client-facing valuation reports and due diligence opinions
Domain
Financial Services / Valuation
Deliverable
client delivery
Required skills
complex financial instruments valuation, equity compensation valuation, convertible debt valuation, earnout valuation, financial modeling, project management, team leadership, client presentation, due diligence methodology, narrative report development
Preferred skills
None stated
Technologies
None stated
Responsibilities
End-to-end project management and execution of valuation projects, Overseeing financial analysis on complex securities, Leading, training, and managing Senior Associates and Associates, Serving as point of contact for clients on valuation engagements, Determining methodologies for due diligence, Presenting valuation conclusions to clients
Seniority
Director, hands-on IC with management responsibilities