Manager/Senior Manager Valuations
Job Title: Valuation Manager/Senior Manager Location: Woodland Hills, CA , Orange County, CA , Chicago, IL , Boston, MA , Alexandria, VA , Las Vegas, NV , and Houston, TX Position Overview: Our client is seeking a highly skilled and motivated Valuation Manager or Senior Manager to join their growing Valuation Services team. As a Senior Manager, you will play a key role in managing complex valuation engagements, leading a team of professionals, and providing strategic valuation insights to clients. You will work closely with partners and senior leadership to support business growth, ensure quality control, and foster client relationships. Key Responsibilities: Lead Valuation Engagements: Manage and oversee the execution of business valuation projects for clients across various industries, including financial reporting, M&A transactions, litigation support, and tax-related matters. Ensure accurate and thorough valuation analyses and reporting. Client Relationship Management: Build and maintain strong relationships with clients by providing expert valuation advice and demonstrating an understanding of their business needs. Serve as the primary contact for clients throughout the valuation process. Team Leadership & Development: Supervise and mentor a team of junior valuation professionals, providing guidance on project execution, technical aspects of valuation, and career development. Foster a collaborative and growth-oriented team environment. Technical Expertise & Analysis: Conduct detailed financial analysis, business assessments, and apply appropriate valuation methodologies (market, income, and asset-based approaches). Ensure that all valuation reports meet the highest standards of quality and accuracy. Quality Control & Compliance: Review and approve valuation reports, ensuring that they comply with professional standards, regulatory guidelines, and firm policies. Maintain a focus on risk management and ensure that all deliverables are thoroughly vetted and meet client expectations Thought Leadership & Industry Awareness: Stay current on valuation trends, regulatory changes, and industry developments. Contribute to firm-wide knowledge-sharing initiatives and help position the firm as a leader in the valuation field. Internal Collaboration: Work closely with other service lines, such as tax, audit, and consulting, to offer integrated solutions to clients and contribute to cross-functional projects. Qualifications: Education: Bachelor's degree in Accounting, Finance, Economics, or a related field. An advanced degree (MBA, MS in Finance, etc.) is preferred. Certifications: Professional designation such as ASA (Accredited Senior Appraiser), CFA (Chartered Financial Analyst), CVA (Certified Valuation Analyst), or CPA (Certified Public Accountant) is heavily desired. Experience: A minimum of 7 years of experience in business valuation, financial analysis, or related advisory services, with at least 3 years in a management or leadership role. Experience with a variety of industries and valuation types is highly desirable. Technical Expertise: Strong knowledge of valuation methodologies, financial modeling, and familiarity with valuation software tools. Experience with M&A transactions, financial reporting, and litigation support is a plus. Leadership Skills: Demonstrated ability to manage, develop, and lead teams effectively. Strong mentoring and coaching skills are essential. Client-Focused: Excellent communication skills, with the ability to present complex valuation concepts to clients clearly and professionally. Ability to manage client relationships and work effectively in a client-facing role. Problem-Solving: Strong analytical and critical thinking skills, with the ability to identify issues and implement solutions in a fast-paced environment. Additional Requirements: Ability to manage multiple priorities and meet deadlines while maintaining attention to detail and quality. Strong organizational skills and a proactive approach to managing projects. A collaborative mindset with the ability to work well across teams and departments. Why Join? Growth Opportunities: We are committed to fostering the professional development of our team members. As a Senior Manager, you will have the opportunity to take on significant leadership responsibilities and contribute to the firm's growth. Dynamic Culture: Work with a talented team in a supportive, collaborative environment that encourages innovation and continuous learning. Competitive Compensation: Competitive salary, benefits, and performance-based incentives, along with opportunities for career advancement. Expected Compensation: Base Salary: $160,000 - $180,000 Bonus: $10,000 - $30,000
US$160000 - US$180000 per annum
California
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Valuations Parter
Job Title: Valuation Partner Locations: Woodland Hills, CA , Orange County, CA , Chicago, IL , Boston, MA , Houston, TX , Alexandria, VA , and Las Vegas, NV Position Overview: Our client is seeking a highly experienced and dynamic Valuation Partner to lead their Valuation Services department. This is a senior leadership role that offers the opportunity to make a significant impact on the growth and strategic direction of the firm. The ideal candidate will possess deep technical expertise in business valuations, financial modeling, and the ability to provide strategic guidance on complex valuation matters. As a partner, you will play an integral role in client relationship management, business development, and mentoring a team of valuation professionals. Candidates need to have a transferable book of business of $500k+. Key Responsibilities: Lead Valuation Services: Oversee and manage the firm's valuation practice, ensuring high-quality deliverables in business valuations, financial reporting, litigation support, and M&A advisory. Client Relationship Management: Develop and maintain strong relationships with existing and prospective clients. Serve as the primary point of contact for complex valuation engagements, ensuring client satisfaction and long-term partnerships. Business Development: Drive the growth of the valuation practice by identifying new business opportunities, expanding the firm's client base, and increasing revenue streams. Participate in marketing initiatives and represent the firm at industry events, conferences, and networking opportunities. Technical Expertise & Advisory: Provide expert guidance and technical advice to clients on business valuations, including intangible asset valuations, fairness opinions, purchase price allocations, and dispute resolution. Team Leadership & Development: Mentor and develop a team of valuation professionals, ensuring continuous learning, career growth, and adherence to the firm's high standards of excellence. Foster a collaborative environment to encourage knowledge sharing and best practices. Quality Control & Risk Management: Ensure all valuation reports and analyses comply with relevant professional standards and regulatory requirements. Conduct quality reviews of valuation reports to ensure accuracy, consistency, and thoroughness. Thought Leadership & Industry Knowledge: Stay up to date on industry trends, changes in regulations, and market conditions that could impact business valuations. Contribute to the development of white papers, articles, or presentations to position the firm as a thought leader in the valuation space. Qualifications: Education: Bachelor's degree in Accounting, Finance, Economics, or a related field. Advanced degree (MBA, MS in Finance, etc.) is highly preferred. Certifications: Professional valuation designation such as ASA (Accredited Senior Appraiser), CFA (Chartered Financial Analyst), or CVA (Certified Valuation Analyst) is heavily desired. CPA designation may also be considered. Experience: A minimum of 10-15 years of experience in business valuation, financial analysis, or related advisory services, with at least 5 years in a leadership role at a professional services firm. Technical Expertise: In-depth knowledge of valuation methodologies, financial modeling, and experience with a variety of industries and valuation types (e.g., M&A, financial reporting, litigation). Leadership Skills: Proven track record of managing teams, fostering collaboration, and driving firm-wide initiatives that align with business goals. Business Acumen: Strong business development and client relationship skills, with an entrepreneurial mindset and the ability to identify and capitalize on growth opportunities. Communication: Excellent verbal and written communication skills, with the ability to present complex valuation concepts to clients and stakeholders in a clear, concise, and actionable manner. Additional Requirements: Strong attention to detail and a commitment to delivering high-quality work under tight deadlines. Ability to manage multiple, simultaneous projects and prioritize effectively. A passion for mentoring and developing talent within the firm. Why Join? Collaborative Culture: Work alongside a team of passionate, highly skilled professionals in a supportive environment that encourages growth and collaboration. Leadership Opportunity: As a Partner, you will have a significant influence on the firm's direction and strategic priorities. Competitive Compensation: Competitive salary and profit-sharing opportunities, with the potential for continued growth and career advancement. Expected Compensation: Base: $200,000 - $250,000 5%-10% Realization on business originated Bonus: $10,000 - $30,000
US$200000 - US$250000 per annum
California
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Investment Banking Vice President - ECM
Job Title: Vice President / Director, Equity Capital Markets (ECM) - Private Placements & PIPEs Location: Atlanta, Georgia (on-site) Position Type: Full-time Overview: Our client is seeking an experienced Vice President or Director with expertise in Equity Capital Markets (ECM), specializing in private placements and PIPE transactions. This role will lead ECM engagements for middle-market clients, focusing on industries such as healthcare, technology, media, communications, power, and energy. Key Responsibilities: Lead and manage private placements and PIPE transactions from origination to execution. Supervise and mentor a team of analysts, ensuring professional growth and high performance. Build and maintain client and investor relationships, providing strategic ECM advisory. Conduct market research and financial analysis to identify capital market trends and investor appetite. Prepare financial models, presentations, and transaction documentation. Contribute to business development efforts and new client acquisition. Qualifications: 7-10 years of ECM experience with a focus on private placements and PIPEs. Strong industry knowledge in healthcare, technology, media, communications, power, energy, or related industries. Proven leadership in managing teams and executing complex transactions. Excellent financial modeling, valuation, and communication skills. Bachelor's degree in Finance, Economics, or related field (MBA preferred). Compensation: Competitive salary with significant upside opportunities based on performance.
Up to US$150000 per year
Atlanta
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Relationship Manager, Business Banking
Role: Develop and maintain strong relationships with SME and MME clients to understand their financial needs and provide customised solutions. Manage and grow the liabilities portfolio, including deposits, cash management, and other liability products. Identify and pursue new business opportunities to expand the client base and increase deposits within the SME and MME segments. Conduct regular reviews of client accounts to ensure optimal product usage and client satisfaction. Collaborate with internal teams to deliver comprehensive banking solutions and ensure seamless service delivery. Stay updated on industry trends, market conditions, and competitor activities in Hong Kong and China to provide strategic insights and recommendations. Ensure compliance with all regulatory requirements and internal policies specific to the regions of Hong Kong and China. Requirements: Bachelor's degree in Business, Finance, or a related field. Minimum of 5 years of experience in business banking, with a focus on liabilities for SMEs and MMEs. Proven track record of managing and growing a liabilities portfolio. Strong understanding of financial products and services, including deposits and cash management, tailored to SMEs and MMEs. Excellent communication, negotiation, and relationship-building skills. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in Microsoft Office Suite and banking software. Fluency in English and Mandarin; Cantonese is a plus.
Negotiable
Hong Kong
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Investment banking Analyst
Title: Investment Banking Analyst Company Summary: We are working with a top tier Investment Banking team in the Denver, CO area looking to add an Investment Banking Analyst to their growing Healthcare M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing experience with a lean deal team. The Investment Banking Analyst will be responsible for: Preparing and delivering presentations throughout the deal execution period. Assist in the coordination of internal and external resources in the due diligence process for M&A transactions. Assisting in the execution of M&A transactions, mostly on buy-side M&A. Conducting extensive industry, market, and company-specific research. Building and maintaining client relations with established and prospective clients. The Investment Banking Analyst should have the following qualifications: 1+ years within Investment Banking. Bachelors in Finance, Economics, Business or related fields. Strong closed M&A deal experience. If you are interested in the Investment Banking Analyst role, then please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat.
US$90000 - US$105000 per year
Denver
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Investment Banking Managing Director
Title: Investment Banking Managing Director Location: REMOTE or Houston, TX Company Summary: We are currently partnered with an award winning, rapidly growing, specialty boutique investment bank focused on the Diversified Industrials sector. As the firm continues to grow, they are looking to add a Managing Director to their team to act as a partner in the expansion of the firm. This individual will enjoy the opportunity of having white space to build out an industry coverage sector at the firm and build out a team underneath them. The Investment Banking Managing Director will be responsible for: Leveraging industry and market knowledge to assess client objectives and deliver expert strategic advice. Develop and maintain an active network of company and financial sponsor relationships within targeted industry verticals for new business development opportunities. Source and execute M&A and capital raise transactions that align with the firm's client base to support Investment Banking and M&A team and revenue objectives, targeting $3M+ in fee generation. Lead and manage the execution of M&A transactions, including buyer/seller identification, negotiation, and closing. Provide thought leadership around the creation and delivery of proprietary ideas, marketing collateral and investment banking presentation materials. Be a collaborative partner and proactively seek to deepen client relationships and position the bank's full-service capabilities. Stay abreast of industry trends, market conditions, and regulatory developments. Engage in the training, mentoring, and retaining of junior investment banking talent. The Investment Banking Managing Director should have: At least 10 years of Investment Banking/M&A experience Proven experience in middle market M&A and/or capital markets transactions, with a built out network in your area of focus Experience originating transactions in the Building Products, Construction, Engineering, ADG, or Diversified Industrials sectors Excellent communication and relationship building skills This role is moving quickly, so if you're interested in this opportunity please do not hesitate to apply in directly below!
US$200000 - US$500000 per year
Houston
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Vice President Valuations
Vice President of Valuations will be responsible for: Leading the valuation process for mergers, acquisitions, divestitures, and other strategic initiatives within the Insurance and Wealth Management Sector. Conducting comprehensive valuations of businesses, assets, and securities using various methodologies including DCF, market comparables, and precedent transactions. Collaborating with senior leadership to provide data-driven insights and recommendations on valuation-related matters. Ensuring compliance with relevant valuation standards and regulatory requirements. Vice President of Valuations should have the following qualifications: 5-7+ years of experience in valuations, investment banking, corporate finance, or a related field. Strong analytical skills with the ability to interpret complex data and provide actionable insights. Proficiency in financial modeling, valuation techniques, and data analysis tools. Experience in the Insurance and Wealth Management space is preferred. If you are interested in the Vice President of Valuations role, please don't hesitate to apply.
Up to US$160000 per year
Dallas
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