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Associate, Valuation Services – Alternative Investment Services

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Location: Chicago, IL, United States
Date Posted: Feb 20, 2024

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Associate, Valuation Services – Alternative Investment Services

Alvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services. The powerful combination of our valuation experience and A&M’s operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies address valuation issues efficiently and effectively.  

A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. This has resulted in our Valuation practice growing steadily year over year and becoming one of the most respected in the industry. 

What will you be doing?

You will be identifying and evaluating the key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. You will address complex valuation challenges from critical investment, regulatory and strategic perspectives to assessing value at the fund, portfolio, and investment level.

As part of a select, highly skilled, and entrepreneurial team, you will have the opportunity to service alternative asset managers with an array of valuation services. You will be valuing assets inside equity and credit investment portfolios for a variety of circumstances including regulatory compliance for investment, financial, and accounting reporting. You will have the opportunity to get involved in sophisticated valuation engagements covering a variety of securities such as non-performing and performing loans, preferred and common equity.

Some of the main responsibilities are:

  • Conducting relevant research on securities, industry, market, and competitors
  • Building and updating financial models using discounted cash flow analyses, guideline company and guideline precedent transactions approaches. Additional modeling through options pricing models and yield analyses
  • Reviewing and ensuring the accuracy of financial models and valuation analyses through exercising quality control reviews
  • Conducting due diligence and maintaining client documentation for use in model building and deliverables
  • Building and maintaining effective control processes to monitor and track changes to the assumptions of valuation models
  • Contributing to the preparation, creation, and review of reports and other deliverables for clients
  • Building strong relationships with clients through exceptional day-to-day project management, coordination, and execution
  • Proactively communicating efficiently and effectively to all levels of the engagement team

Who will you be working with? 

At A&M you will have the opportunity to work with a diverse entrepreneurial team of supportive and motivated professionals that love to share their knowledge and depth of industry experience with others. Our culture is characterized by openness and entrepreneurial thinking, with a foundation of mutual respect and high-quality standards for our work. We strive to remove bureaucracy in favor of recognizing effort and results through advancement opportunities and a motivating performance-based reward structure. Our Valuation team works with a variety of large-cap and mid-cap PE houses, corporate clients and financial institutions providing you with broad industry exposure.

How will you grow and be supported? 

As a Valuations Associate, you will have the opportunity to take your career to the next level by working in several different areas of Valuation while gaining invaluable experience across different industries and sectors. Utilizing your critical thinking and research skills, you will have the opportunity to apply your analysis skills in complex, ambiguous situations. You will be working closely with a team with experienced professionals who will provide you with developmental feedback and growth opportunities.   

We offer competitive benefits and opportunities to support your personal and professional development. Click to learn about A&M’s benefits. A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized and on the job training. Learn more about why A&M is a great place to work.  

Core Qualifications: 

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field
  • Qualified or studying for a professional qualification such as CFA/ASA/CPA preferred
  • Experience in Financial Analysis and Financial Modelling
  • Proficient Microsoft Excel skills
  • Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word
  • Excellent oral and written communication skills
  • Effective project management and organizational skills
  • Ambitious, results driven, self-starter with a desire to thrive in an entrepreneurial culture

The annual base salary range is $75-$83k, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details.

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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