Valuation Services - Director (Complex Securities) at Riveron

Chicago, Illinois, United States

Riveron Logo
$200,000 – $303,000Compensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Advisory, ConsultingIndustries

Requirements

  • Bachelor’s and master’s degree in accounting, finance, economics, applied mathematics, financial engineering, or other related field
  • CFA, FRM, or PRM certified
  • 10+ years of experience in valuations, leveraged finance, banking or risk management in a consulting/advisory role, preferably Big 4
  • Experience building and utilizing mathematical models for valuing complex financial instruments, including option pricing, Monte Carlo simulations and lattice models
  • Extensive knowledge of private investments and capital markets
  • Proven ability to manage project workflows and deliver in a timely manner
  • Experience preparing and/or coordinating complex written and verbal materials
  • Experience with supervising diverse teams, seeking diverse views to encourage improvement and innovation while developing trust
  • Experience with coaching staff, providing meaningful written and verbal feedback
  • Strong commitment to identifying and addressing client needs and building, maintaining, and utilizing client networks and community involvement

Responsibilities

  • Perform valuations of financial instruments such as debentures with embedded derivatives, SAFE notes, structured products, contingent considerations, management equity plans and other complex securities
  • Prepare valuation reports in support of financial and tax reporting, disputes, taxation, corporate planning, mergers and acquisitions (M&A), and corporate governance
  • Lead valuations teams, coaching and supporting team development and sharing technical knowledge across the Riveron network
  • Establish credibility with existing clients by demonstrating subject matter expertise
  • Contribute to pursuit teams and proposal development including innovative approaches and methodologies tailored to address specific client requirements
  • Lead business development efforts to grow and expand Riveron’s Valuation Practice on a national scale
  • Proactively take ownership of tasks and assignments, accepting responsibility for outcomes
  • Conduct the majority of day-to-day project management activities on all engagements, including project plan development, reviewing staff work for quality, status updates to clients and internal management, and mentoring of staff and senior consultants

Skills

Valuation Analysis
Financial Modeling
Option Pricing
Monte Carlo Simulations
Lattice Models
CFA
FRM
PRM
Leveraged Finance
Risk Management
Private Investments
Capital Markets
Project Management

Riveron

Consulting firm for performance improvement and advisory

About Riveron

Riveron enhances business performance and explores new opportunities across various industries, including aerospace, healthcare, and technology. They provide tailored advisory services such as tax advisory, financial restructuring, and strategic consulting, acting as an extension of their clients' management teams. Riveron differentiates itself through a hands-on approach and a unified brand strategy that integrates multiple consulting firms, allowing for comprehensive solutions. Their goal is to help businesses navigate complex challenges and achieve strategic objectives.

Dallas, TexasHeadquarters
2006Year Founded
$5.2MTotal Funding
BUYOUTCompany Stage
Consulting, Government & Public Sector, Financial ServicesIndustries
201-500Employees

Benefits

Flexible Work Hours
Professional Development Budget
Hybrid Work Options

Risks

Integration challenges with Yantra may disrupt operations if not managed effectively.
South Florida expansion could strain resources if market growth expectations aren't met.
Technological integration issues with Numeric partnership may impact service delivery.

Differentiation

Riveron combines consulting, public accounting, and industry expertise for tailored business solutions.
The firm partners with private equity, corporations, and lenders for strategic transformations.
Riveron's integration of Conway MacKenzie, Winter Harbor, and GBI Consulting enhances service offerings.

Upsides

Riveron's acquisition of Yantra strengthens technology support for CFOs in tech-enabled sectors.
Expansion into South Florida taps into a fast-growing hub for private equity.
Partnership with Numeric offers AI-driven financial management solutions for improved financial clarity.

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