Director, Complex Financial Instruments
Core
Lead valuation of equity compensation, complex capital structures, earnouts, convertible debt, and other complex assets/liabilities for private equity, hedge funds, and financial institutions.
Role type
Director, Complex Financial Instruments Valuation
Builds
Valuation reports and opinions for transaction due diligence, financial reporting, and tax compliance
Domain
Financial Services / Valuation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
complex financial instrument valuation, financial modeling, project management, team leadership, client relationship management, methodology selection, report development, due diligence, business 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 and training Associates and Senior Associates, serving as key client contact, determining valuation methodologies, presenting valuation conclusions to clients, cultivating client relationships, working on practice management and business development
Seniority
Director, hands-on IC with management responsibilities