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Alvarez & Marsal · 2 days ago

Manager, Portfolio Valuation

New York, NY

Full-time

Onsite

Mid, Senior Level

$130K/yr - $140K/yr

5+ years exp

Alvarez & Marsal (A&M) is a global consulting firm known for its expertise in valuation services. The Manager, Portfolio Valuation will lead a team to evaluate financial and operational drivers, addressing complex valuation challenges and providing valuation services to alternative asset managers.

ConsultingProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Developing, updating, and implementing financial models for discounted cash flow, guideline market multiples, market transactions and options valuations

Conducting detailed reviews and ensuring the accuracy of financial models and valuation analyses

Leading an engagement lifecycle, which follows process, timelines, and delivery of valuation schedules and narrative reports to clients

Proactively communicating efficiently and effectively to all levels of the engagement team

Conducting the final quality control review of reports and other client deliverables

Clearly and articulately presenting findings to clients/Committees and other interested parties

Creating a learning environment by providing meaningful coaching to staff, leading pointed training sessions, and providing feedback to team members, while also facilitating the learning and development and growth opportunities of direct reports

Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients

Qualification

Valuation experienceFinancial modelingFinancial analysisCFA/ASA/CPA qualificationCapital IQAdvanced ExcelPowerPointMicrosoft WordCoachingEntrepreneurial mindsetOral communicationWritten communicationProject managementOrganizational skills

Required

5-7 years of valuation and modelling experience gained at a Big 4 or other reputable consulting firm, investment bank or independent valuation firm

Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)

Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field

Experience conducting Financial Analysis and Financial Modelling

Experience with Capital IQ

Advanced Microsoft Excel skills required; VBA, Macros, etc. a plus

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 the ability to thrive in an entrepreneurial culture

Preferred

Qualified or studying for a professional qualification such as CFA/ASA/CPA preferred

Benefits

Healthcare plans

Flexible spending and savings accounts

Life

AD&D

Disability coverages

401(k) retirement savings plan

Paid time off including vacation

Personal days

Seventy-two (72) hours of sick time

Ten federal holidays

One floating holiday

Parental leave

Company

Alvarez & Marsal

Glassdoor4.1

Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.

Founded in 2003

New York, New York, USA

10001+ employees

http://www.alvarezandmarsal.com/

H1B Sponsorship

Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (3)

2022 (2)