Associate

About the Role

Associate, Valuation Services

Start Season & Year: Summer 2027 or Fall 2027

Earliest Graduation Date: Spring 2027

Latest Graduation Date: Summer 2027

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry.

The Team

A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Our Valuation practice provides 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.

How You Will Contribute

• Identify and evaluate key financial and operational drivers to ensure a robust valuation partnership with managers and investors.
• Address complex valuation challenges from critical investment, regulatory, and strategic perspectives to assess value at the fund, portfolio, and investment level.
• Service alternative asset managers with an array of valuation services.
• Value assets inside equity and credit investment portfolios for regulatory compliance for investment, financial, and accounting reporting.
• Engage in sophisticated valuation engagements covering a variety of securities such as non-performing and performing loans, preferred and common equity.

Key Responsibilities

• Conduct relevant research on securities, industry, market, and competitors.
• Build and update financial models using discounted cash flow analyses, guideline company and guideline precedent transactions approaches.
• Perform additional modeling through options pricing models and yield analyses.
• Review and ensure the accuracy of financial models and valuation analyses through quality control reviews.
• Conduct due diligence and maintain client documentation for use in model building and deliverables.
• Build and maintain effective control processes to monitor and track changes to the assumptions of valuation models.
• Contribute to the preparation, creation, and review of reports and other deliverables for clients.
• Build strong relationships with clients through exceptional day-to-day project management, coordination, and execution.
• Proactively communicate efficiently and effectively to all levels of the engagement team.

Qualifications & Tech Stack

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field.
• 0-1 year of related experience.
• 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.
• Authorized to work in the US without the need for employment-based sponsorship now or in the future.