Directors
Core
Lead professionals on complex client engagements involving investment valuation across securities like loans, equity, and convertible debt, while managing project workflows, budgets, and quality control.
Role type
Senior IC valuation director
Builds
Valuation schedules, narrative reports, and financial models for clients
Domain
Financial services / Investment valuation
Required skills
Investment valuation, financial statement analysis, DCF modeling, guideline public company multiples, market transaction analysis, options pricing, financial modeling, Excel (VBA/Macros), Capital IQ, project management, stakeholder communication, team mentorship
Preferred skills
None stated
Technologies
Excel, Word, PowerPoint, Adobe, Capital IQ
Responsibilities
Lead engagement lifecycles and resource allocation, conduct quality control reviews of valuation reports, present findings to client committees, assist with business development pitches, coach and mentor junior team members
Seniority
Senior, hands-on IC
