Bank of Hawaii · 11 hours ago
Senior Associate/Associate Business Interests & Valuation
130 Merchant St, Honolulu, HI, 96813, US
Full-time
Onsite
Mid, Senior Level
$61K/yr - $149K/yr
3+ years expBank of Hawaii is a financial institution seeking a Senior Associate/Associate for Business Interests & Valuation. This role involves the administration of closely held business assets and provides business valuation, financial analysis, and advisory services for clients.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Assists with generating revenue for the Bank by providing fiduciary and non-fiduciary bank and non-bank clients with business valuation and business exit planning/ advisory special services for a fee. Provides gift, estate, business succession and exit planning advice for business owner clients. Assists with business development, client meetings, proposals, and engagement work product and flow
Assists with the administration of the three primary areas of portfolio management including asset acceptance, annual investment (asset) reviews, and business valuation/financial analysis. Assists with the day-to-day operations of the closely held business interests in fiduciary accounts. Oversees services provided for these assets by outside vendors such as attorneys and other consultants
Responsible for the administration of closely held business interests in fiduciary accounts in accordance with governing trust documents and in compliance with applicable Bank of Hawaii policies and procedures and external regulatory authorities. May also assist with oversight and administration of real estate interests held in fiduciary accounts. Acts as the subject matter expert for the division
Assists with business valuations, financial analysis, and business interest transactions (i.e. sale, redemption, acquisition) which may include transaction analysis, business valuation, marketing, negotiation, and document preparation
Performs all other miscellaneous responsibilities and duties as assigned
Qualification
Required
Bachelor's degree with a relevant major (ie: finance, accounting) from an accredited institution and interest in pursuing a business valuation certification (e.g. ASA, ABV, CFA)
Associate Level: Minimum 3 to 5 years of related work experience
Proficient in financial analysis & modeling, and has knowledge of valuation approaches, methodologies, and procedures for various business sectors for various purposes
General knowledge of corporate and partnership income taxation, as well as closely held corporations
Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access, PowerPoint and SharePoint) or similar software
Excellent verbal and written communication and interpersonal skills
Strong analytical and organizational skill with attention to detail and good memory
Interested in all aspects of closely held business interests and business valuation
Able to work flexible hours including weekends and evenings as needed or assigned
Preferred
CPA, JD, or MBA degree(s)
Senior Associate Level: Minimum 5 to 6 years of related work experience
General knowledge of corporate and partnership income taxation, as well as closely held corporations
Company
Bank of Hawaii
Bank of Hawaii Corporation is a bank holding company that provides a wide range of banking services.
1001-5000 employees
H1B Sponsorship
Bank of Hawaii 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 (1)
2022 (1)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
$162M2024-06-18Post Ipo Equity· $162M
1978-01-13IPO
Leadership Team
James C. Polk
Vice Chair and Chief Banking Officer
Matt Emerson
Vice Chair - Chief Retail Banking Officer
Recent News
2025-11-11
MarketScreener
2025-10-27
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