Director, Complex Financial Instruments

Director, Valuation Services – Complex Financial Instruments

Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in turnaround management, restructuring, performance improvement and corporate advisory services. The firm’s valuation expertise supports private equity, hedge funds, business development companies, banks and other financial services organizations in addressing complex valuation issues using sophisticated techniques.

What will you be doing?

As part of the Complex Financial Instruments Valuation team, you will lead the valuation of equity compensation, complex capital structures, earnouts, convertible debt and other complex assets and liabilities. You will decide on appropriate methodologies, oversee project execution and report development, and build consultative relationships with clients. You will also review and supervise the work of Senior Associates and Associates.

• End‑to‑end project management and execution of valuation projects (planning, resourcing, organizing, reviewing)
• Oversee financial analysis of complex securities and financial instruments
• Develop narrative reports describing methodologies, key assumptions and findings
• Lead, train, and manage Senior Associates and/or Associates on the valuation team
• Serve as point of contact on valuation engagements for clients and internal staff
• Determine methodologies/approach to due diligence with Managing Directors and/or Senior Directors
• Present and communicate valuation conclusions with clients, addressing issues or assumptions
• Lead client meetings and presentations, including due diligence calls
• Provide coaching and feedback and facilitate learning and development for Associates
• Maintain positive, productive, professional relationships with colleagues and clients
• Work with Managing Directors on practice management and business development efforts

Who will you be working with?

You will collaborate with a diverse entrepreneurial team of supportive, motivated professionals in the Financial & Tax Reporting group, working with large‑cap and mid‑cap private equity firms, corporate clients, and financial institutions. The culture values openness, entrepreneurial thinking, and a performance‑based reward structure.

How will you grow and be supported?

As a Valuation Director, you will gain high‑level experience across industries and learn from experienced professionals who provide developmental feedback. Working closely with Managing Directors, you will influence practice growth and business development. Competitive benefits support your professional development.

Core Qualifications

• 7+ years of valuations and modeling experience at a Big 4, investment bank, or independent valuation firm
• Experience conducting financial analyses and modeling for complex financial instruments and securities
• Bachelor’s or Master’s Degree in Finance, Quantitative Finance, Economics, or Mathematics
• Advanced understanding of financial statements and valuation methodologies (Monte Carlo, lattice models, statistical analysis)
• Demonstrated ability to manage client relationships
• Previous project team management experience
• Experience with Octave, Python, MATLAB, or similar financial programming tools
• Experience with Capital IQ
• Advanced Microsoft Excel skills
• Strong writing and presentation skills using PowerPoint and Word
• Excellent written and oral communication skills
• Effective project management and organizational skills
• Ambitious, results‑driven self‑starter with a collaborative entrepreneurial mindset
• Ability to work in a flexible, hybrid environment

Compensation Statement

The salary range is $160,000–$180,000 annually, dependent on education, experience, skills, and geography. A discretionary bonus programme is available based on individual and firm performance.

Inclusive Diversity

A&M celebrates independent thinkers, fosters inclusiveness, and encourages all employees to bring their whole selves to work. Inclusive Diversity is integral to recruiting, developing, and supporting employees and clients.

Equal Opportunity Employer

Alvarez & Marsal provides and promotes equal opportunity in employment, compensation, and other terms of employment without discrimination on any protected characteristic. Employees and applicants can find A&M policy statements and additional information by region here.