Managing Director, Complex Securities Valuation

Job description

Job Summary:

The Director, Valuation & Capital Markets Analytics - Complex Financial Instruments is responsible for leading, executing, and the delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion. This role is actively engaged in the management of valuation assignments and managing staff in the development of such assignments. In addition, this role is responsible for contributing to the strategic growth and development of the VCMA practice, including business development, key account relationships, solution development, cross-functional collaboration, talent development, and appraisal reviews. The Managing Director is expected to demonstrate executive-level leadership, technical expertise, and commercial judgment while helping expand the firm's presence in complex financial instruments and related valuation and advisory services.

Job Duties:

Executes office business development plan in conjunction with the Valuation team

Builds and maintains relationships with key executives and stakeholders in support of the growth of the office business lines and industries

Identifies opportunities to broaden the firm's services across existing and prospective accounts

Provides leadership in developing market strategy, go-to-market initiatives, proposals, pricing, and pursuit strategies for significant client opportunities

Supports broader practice management initiatives, including strategic planning, resource management, recruiting, training, and development of future practice leaders

Leads and manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, strategic planning, 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 team members, communications, and presentations with the client

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

Contributes to the development of new methodologies, technology-enabled solutions, intellectual capital, and market-facing thought leadership related to complex financial instruments and emerging valuation issues

Participates in internal and external client meetings

Other duties as required

Supervisory Responsibilities:

Coaches and develops Directors, Senior Managers, Managers, and other professionals, with particular emphasis on developing technical leaders, client relationship skills, and future practice leadership

Participates in recruiting, retention, promotion, and other talent-management activities within the practice

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

Ensures VCMA Staff are trained on all relevant valuation databases and models

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

Delivers periodic performance feedback and completes performance evaluations for VCMA Staff

Acts as Career Advisor to VCMA Staff, as appropriate

Qualifications, Knowledge, Skills, and Abilities:

Education:

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

Master's in 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

Twelve (12) or more years of experience within an accounting firms, independent advisory firm, bank, or other financial services firm, preferred

Experience in business valuation and intangible assets, preferred

Experience with earnouts, convertible debt, warrants, Total Shareholder Return (TSR) and Employee Stock Option (ESO) grants, private company equity securities, hybrid instruments, or structured products, preferred

License/Certifications:

CFA, FRM, QRM, 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 and Bloomberg, preferred

Prior experience with Macro/VBA, R, Python, Intex, Moody's Analytics, 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

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.

National Range: $240,000 - $361,000

Maryland Range: $240,000 - $361,000

NYC/Long Island/Westchester Range: $240,000 - $361,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

*Benefits may be subject to eligibility.

Equal Opportunity Employer, including disability/vets

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Who can apply

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