This role involves providing valuation services for financial assets and liabilities within the financial services industry, including banking, insurance, fintech, and asset management sectors.
Key responsibilities include performing cash flow modeling, analyzing large loan datasets, designing engagement scopes, overseeing project activities, ensuring quality control, and supporting fair value measurements for financial reporting and transaction purposes.
The position requires building and maintaining client relationships, collaborating with cross-functional teams, and mentoring staff.
For senior roles, additional duties include managing engagement risks and finances, driving practice growth, and leading initiatives in methodology and quality improvement.
Qualifications include a minimum of five years’ experience in financial advisory or valuation, a relevant degree, and progress towards ABV certification.
Expertise in credit/loan portfolio analytics, financial instrument valuation, and familiarity with regulatory standards like CECL are preferred.
The role demands strong analytical, communication, and leadership skills, with experience managing multiple engagements and client relationships.
Advanced experience in data analytics tools and deep industry knowledge enhance suitability.
Additional senior qualifications include at least eight years of relevant experience and proven leadership in complex valuation projects.