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← Cfgi

Complex Securities - Managing Director

Cfgi
Location
United States
Posted
12 days ago
Department
Valuation
What they actually want (must-haves)
  • 10+ years of experience in valuation, financial advisory, transaction advisory, consulting, investment banking, or another professional environment involving the valuation of complex financial instruments or securities.
  • Significant experience leading client-facing complex securities valuation engagements involving financial instruments, equity-linked securities, derivatives, stock-based compensation, or similar complex valuation matters.
  • Experience serving as a senior relationship owner or trusted advisor to executive-level client stakeholders while overseeing complex engagements and multidisciplinary teams.
Nice to have
  • Bachelor's or advanced degree in Finance, Accounting, Economics, Mathematics, Financial Engineering, or a related field preferred.
  • CFA, ASA, CPA, or another relevant professional designation preferred.
  • Big 4, national valuation firm, investment bank, or other major professional-services experience is a plus.
  • Experience with valuations involving SPAC warrants, preferred equity, structured securities, or other highly complex or emerging financial instruments is a plus.
  • Experience supporting public-company, private-equity-backed, high-growth, IPO, or capital-markets environments is preferred.
What the job really is

The Managing Director for Complex Securities at CFGI will lead and expand the Complex Securities Valuation practice, advising clients on the valuation of sophisticated financial instruments. This role involves serving as a senior trusted advisor to executives and stakeholders, overseeing complex valuation engagements, and driving business development while mentoring junior professionals. The position requires a strong focus on client relationships, technical guidance, and contributing to the growth of the valuation practice.

Things to weigh
  • No salary listed.
  • The role involves significant responsibility and client interaction, which may require extensive travel or long hours.
  • The position demands a high level of technical expertise and experience with complex financial instruments, which may limit the candidate pool.
  • The emphasis on business development suggests a need for strong networking skills and a proactive approach to client engagement.
Job score3.2/5
Benefits1/5
Freshness5/5
Career value5/5
Role clarity5/5
Pay transparency0/5

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