Vice President of Valuations, Complex Financial ...

Vice President of Valuations, Complex Financial Instruments About the Company Dynamic investment banking & business advisory firm Industry Management Consulting Type Privately Held, Private Equity-backed Founded 2016 Employees 51-200 Specialties transaction advisory services transaction execution services office of the cfo performance improvement interim management investment banking operational turnaround financial restructuring and valuations About the Role The Company is seeking a Vice President for Complex Financial Instruments within its Valuations team. The successful candidate will be instrumental in expanding the team's experience and capabilities, with a focus on managing and executing complex securities valuations. This role is pivotal in delivering comprehensive valuation solutions across a wide range of illiquid investments, industries, and geographies. The Vice President will be responsible for designing and implementing financial models, including those used for valuing a variety of financial instruments such as contingent consideration, management incentive plans, fixed income securities, swaps, exotic options, and convertible debt. Additionally, the role involves supporting senior leaders in cross-functional engagements, developing and maintaining client relationships, and contributing to the firm's high-performance, inclusive, and values-driven culture. Applicants for the Vice President position should have a Bachelor's or Master's degree in a relevant field from a top program, with a preference for CFA, FRM, or PRM certification. A minimum of 6 years' experience in constructing and reviewing valuation and financial models is required, along with proficiency in programming languages such as R, Python, MATLAB, C, or Cystal Ball. The role demands a candidate with a proven track record of success in high-pressure, client-facing environments, and a commitment to a team-based, collaborative culture. Superior communication skills, attention to detail, and an ownership mindset are essential. The Vice President will also be involved in business development, talent acquisition, and firm-building initiatives, and must be prepared to work in a fast-moving, high-performance environment. Hiring Manager Title Director Travel Percent Less than 10% Functions Finance

Created: 2026-03-13