Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
The Opportunity
As part of the US-Trust Solutions-Financial Markets & Real Estate-Manager-PE Valuations team you are expected to perform valuation analysis of financial instruments and structured products, and create independent financial models utilizing income or market approaches to estimate or assess the worth of a business and the securities within its capital structure. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding standards, enhancing your leadership style, and motivating, developing, and inspiring others to deliver quality.
Responsibilities
- Perform valuation analysis of financial instruments and structured products
- Create independent financial models using income or market approaches
- Lead and manage client accounts focusing on valuations
- Mentor and develop junior staff members
- Secure project success and maintain rigorous standards
- Implement strategic planning for client engagements
- Inspire and motivate team members to deliver quality
- Cultivate meaningful client relationships
What You Must Have
- Bachelor's Degree
- 5 years of experience
- One or more of the following credentials or certifications is required: CPA License in work office state; Levels 1 & 2 of the CFA exam; JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality; State Licensed Appraiser, Member Appraisal Institute (MAI), or completion of requirements for CCIM designation; CHA; or Project Management Professional (PMP).
What Sets You Apart
- Accounting, Accounting & Finance, Engineering, Engineering and Business, Finance, Management Information Systems, Mathematics, Real Estate preferred
- Broad abilities and success in managerial roles involving financial issues, capital markets, and product life cycle
- Understanding of financial products and issues that both issuers and investors face
- Fundamental understanding of valuation methodologies and equity allocation methodologies
- Assessing validity of valuations and financial models prepared by others
- Applying accounting, tax, and regulatory standards to complex financial instruments
- Performing valuation analysis of financial instruments and structured products
- Creating independent financial models utilizing income or market approaches
- Communicating effectively within a professional services business environment
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