Job highlights
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Qualifications
Experience with valuation of complex financial instruments (complex securities) or derivatives, required
Experience in financial reporting valuation and appraisal review, required
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
N/A
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
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Benefits
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
Maryland Range: $175,000 - $250,000
New York City/ Valhalla Range: $175,000 - $250,000
Washington Range: $175,000 - $250,000
Washington DC Range: $175,000 - $250,000
A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings
BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
Benefits may be subject to eligibility requirements
Responsibilities
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
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
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
Job description
Job Summary

JOB DESCRIPTION

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

Education

Qualifications, Knowledge, Skills, and Abilities:
• 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

Maryland Range: $175,000 - $250,000

New York City/ Valhalla Range: $175,000 - $250,000

Washington Range: $175,000 - $250,000

Washington DC Range: $175,000 - $250,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"