Director, Structured Corporate Credit Valuation

Job Summary :

The Director, Valuation & Capital Markets Analysis – Complex Financial Instruments is responsible for leading, executing, and delivering valuation and advisory solutions by participating in all aspects of projects, from the initial proposal through project completion. This role is actively engaged in the management of valuation and advisory assignments and managing staff in the development of such assignments. In addition, this role will be charged with the business development activities associated with this service offering.

Candidates must have experience providing corporate CLO (cash and synthetic) debt, equity, and collateral valuations and support, for all financial reporting, regulatory, risk, transactional and other applications. Service offerings would include collateral valuation or verification work for loan pool transfers or deal collapses, warehouse valuations, manager fee stream valuations, and other instruments or risk positions attendant to the CLO space.

Given the business development component of this role (internal cross-selling and external), candidates must be familiar with and have relationships with investors, CLO managers, collateral originators, BDCs, and other members of the CLO industry. Relationships with bank capital markets desks and trading desks are highly preferred.

Job Duties :

• Executes office business development plans in conjunction with the Valuation team
• Builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
• Leads and manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, and other business purposes
• Oversees client engagement from beginning to end, including but not limited to project set up and other administrative items, management of associates and senior associates, communications, and presentations with the client
• Values structured products including building cash flow waterfalls and experience with the use of industry data bases
• Critically reviews model functionality, evaluates, and documents the methodology employed, assumptions used, and conclusions reached
• Ensures quality controls and risk management procedures are adhered to in association with all client communication and work products
• Participates in internal and external client meetings
• Other duties as required

Supervisory Responsibilities :

Supervises the day-to-day workload of staff on assigned engagements and reviews work product

Ensures staff are trained on all relevant valuation databases and models

Evaluates the performance of staff and assists in the development of goals and objectives to enhance professional development

Delivers periodic performance feedback and completes performance evaluations for staff

Acts as Career Advisor to staff, as appropriate

Qualifications, Knowledge, Skills, and Abilities :

Education :

Bachelor’s degree, required; focus in Accounting, Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, or Economics, preferred

Master’s in Business Administration (MBA), Financial Engineering, Mathematics, Statistics, preferred

Experience :

Experience with valuation of complex financial instruments (complex securities) or derivatives, required

Experience in financial reporting valuation and appraisal review, required

Eight (8) or more years of experience within an accounting firms, independent advisory firm, bank, or other financial services firm providing relevant subject matter exposure, preferred

Experience in business valuation and intangible assets, preferred

License / Certifications :

CPA, CFA, AM, ASA or other valuation industry credentials, preferred

Software :

Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required

Prior experience with Capital IQ, Bloomberg, Intex, Moody’s Analytics, Crystal Ball, R, Python, and other industry software, preferred

Language :

N / A

Other Knowledge, Skills, & Abilities :

Superior verbal and written communication skills

Superior analytical and research skills

Solid organizational skills, especially the ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Ability to work in a deadline-driven environment and handle multiple projects simultaneously

Ability to effectively manage a team of valuation professionals and delegate work assignments as needed

Capacity to build and maintain strong relationships with internal and client personnel

Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel

Executive presence and ability to act as primary contact on assigned engagements

Ability to successfully interact with professionals at all levels

Ability for intermittent travel within the US and internationally required

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. California Range : $175,000 - $250,000 Colorado Range : $175,000 - $250,000 NYC / Long Island / Westchester Range : $175,000 - $250,000 Washington Range : $175,000 - $250,000