Overview
This role involves providing valuation services for financial assets and liabilities within the financial services industry, including banking, insurance, fintech, and asset management.
Responsibilities include performing detailed cash flow modeling, analyzing large datasets, and supporting fair value measurements for financial reporting, transactions, and strategic decisions.
The position requires managing engagement scope, overseeing project quality, and maintaining client relationships, while mentoring staff and collaborating across teams.
For senior roles, responsibilities extend to managing engagement risk, business development, practice management, and leading complex portfolio valuations.
Qualifications include a minimum of five years' experience in financial advisory or valuation, a relevant bachelor’s degree, progress toward ABV credential, and expertise in credit and loan portfolio analytics.
Strong communication, analytical, and financial modeling skills are essential, along with familiarity with industry standards like CECL and experience with data analytics tools.
Additional senior-level requirements include extensive experience in financial services valuation, team leadership, and mentoring.
Our benefits package includes comprehensive health coverage, retirement plans, and well-being benefits, supporting professional growth and personal needs.