Associate, Valuation Services Alternative Investment Services

About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action‑and results‑oriented professionals. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M. Description Associate, Valuation Services (AIS) The Team A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real‑estate portfolios. This has resulted in our Valuation practice growing steadily year over year and becoming one of the most respected in the industry. How You Will Contribute You will be identifying and evaluating the key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. You will address complex valuation challenges from critical investment, regulatory and strategic perspectives to assess value at the fund, portfolio, and investment level. As part of a select, highly skilled, and entrepreneurial team, you will have the opportunity to service alternative asset managers with an array of valuation services. You will be valuing assets inside equity and credit investment portfolios for a variety of circumstances, including regulatory compliance for investment, financial, and accounting reporting, and you will get involved in sophisticated valuation engagements covering a variety of securities such as non‑performing and performing loans, preferred and common equity. Responsibilities Conduct relevant research on securities, industry, market, and competitors Build and update financial models using discounted cash flow analyses, guideline company and precedent transaction approaches, options pricing models, and yield analyses Review and ensure the accuracy of financial models and valuation analyses through quality control reviews Conduct due diligence and maintain client documentation for model building and deliverables Build and maintain control processes to monitor and track changes to the assumptions of valuation models Prepare, create, and review reports and other deliverables for clients Build strong relationships with clients through exceptional day‑to‑day project management, coordination, and execution Proactively communicate efficiently and effectively to all levels of the engagement team Qualifications Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field Professional qualification such as CFA, ASA, or CPA preferred 1+ years experience in financial analysis and financial modelling Proficient Microsoft Excel skills Strong writing skills and experience developing presentations and reports using PowerPoint and Word Excellent oral and written communication skills Effective project management and organizational skills Ambitious, results‑driven, self‑starter with a desire to thrive in an entrepreneurial culture Authorized to work in the US without the need for employment‑based sponsorship now or in the future Your journey at A&M We prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career. We prioritize your well‑being, providing benefits and resources to support you on your personal journey. The possibilities are endless for high‑performing and passionate professionals. Compensation Statement The salary range is $80,000–$105,000 annually, dependent on education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance. Please ask your recruiter for details. Benefits Summary Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, which include healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time, and a 401(k) retirement savings plan. Employees also receive a discretionary contribution to their 401(k) plan from A&M. Eligibility for paid time off—including vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave—varies by tenure and role type. Inclusive Diversity A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. Inclusive Diversity means we embrace diversity, foster inclusiveness, and encourage everyone to bring their whole selves to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. Equal Opportunity Employer It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and applicants can find A&M policy statements and additional information by region here. Unsolicited Resumes from Third‑Party Recruiters As per A&M policy, we do not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting agency, person or entity. #J-18808-Ljbffr Alvarez & Marsal , LLP