CFO & Financial Management

Director, Valuation Services - Complex Financial Instruments

Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. Our combination of valuation expertise and operational heritage enables private equity, hedge funds, business development companies, banks and other financial services clients to address valuation issues efficiently and effectively.

In response to increasing demand, we have built a global team of valuation experts offering a full suite of services in financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support.

As part of a select, highly skilled Complex Financial Instruments Valuation team, you will assist in valuing equity compensation, complex capital structures, earnouts, convertible debt, and various other complex assets and liabilities. You will lead a team of Associates and Senior Associates, determine appropriate methodologies, oversee project execution, develop reports, and serve as the primary client contact.

End-to-end project management and execution of valuation projects (planning, resourcing, organizing, reviewing)

Oversee financial analysis on the valuation of complex securities and financial instruments

Lead, train, and manage Senior Associates and Associates on the financial and tax reporting valuation team

The culture values openness, entrepreneurial thinking, mutual respect, and high-quality standards, with recognition of effort and results through advancement opportunities and performance-based rewards. The Financial & Tax Reporting team serves a broad range of large-cap and mid-cap private equity firms, corporate clients, and financial institutions.

As a Complex Financial Instruments Valuation Director, you will gain experience across various industries and company sizes, from middle market to multi-billion-dollar public entities. Working closely with experienced professionals, you will receive developmental feedback and growth opportunities, and collaborate with Managing Directors on practice and business development activities. Competitive benefits and support for personal and professional development are offered, alongside formalized and on-the-job training resources.

7+ years of valuations and modeling experience at a Big 4, investment bank, or independent valuation firm

Experience conducting financial analyses and modeling specifically for complex financial instruments and securities

Strong educational background and academic record (Bachelor’s or Master’s in Finance, Quantitative Finance, Economics, or Mathematics)

Advanced knowledge of financial statements and valuation methodologies (Monte Carlo simulations, lattice models, statistical analysis, etc.)

Previous project team management experience

Proficiency with Octave, Python, MATLAB, or similar financial programming tools

Advanced Microsoft Excel skills

Strong writing and presentation skills using PowerPoint and Microsoft Word

Effective project management and organizational skills

Ability to work flexibly in a hybrid environment (partial remote, partial office)

A&M offers a discretionary bonus program based on individual and firm performance.