Valuation Services Manager - Complex Financial Instruments at RSM: Role Overview

Are you a seasoned valuation professional with a passion for complex financial instruments? Do you thrive in a dynamic environment where you can leverage your analytical skills and contribute to impactful client solutions? If so, RSM is seeking a Valuation Services Manager to join our Complex Financial Instrument (CFI) team. As a key member of our Valuation Services Consulting group, you will play a vital role in performing multiple business valuation and financial advisory engagements. This role offers the opportunity to work on a diverse range of challenging projects, providing exposure to portfolio valuation, financial analysis, business and financial modeling, and forecasting. You will be at the forefront of valuing complex securities, supporting clients through critical transactions and strategic decisions.

A Day in the Life of a Valuation Services Manager

Imagine yourself as a Valuation Services Manager at RSM. Your day begins with a review of project timelines and client deliverables. You might start by leading a client call to discuss valuation inputs for a convertible note issuance or collaborating with the engagement team on the valuation of embedded derivatives for a recent acquisition. A significant portion of your day will be dedicated to financial modeling, where you'll leverage your expertise in Monte Carlo simulations, lattice models, and other sophisticated techniques to develop robust valuation analyses. You’ll oversee the work of junior team members, providing guidance and mentorship to ensure high-quality deliverables. In the afternoon, you might focus on business development activities, such as preparing proposals for new engagements or participating in networking events to connect with potential clients. Throughout the day, you will collaborate closely with RSM's assurance and tax teams to support their valuation needs, ensuring seamless service delivery across the firm.

Why [City, State]? A Hub for Valuation Expertise

[Select a relevant location and use in the below example and tailor to other locations as well.] Choosing to pursue your career as a Valuation Services Manager in Cleveland, Ohio, offers unique advantages. Cleveland's growing economy and vibrant business community create a fertile ground for valuation professionals. The city is home to a diverse range of industries, from healthcare and manufacturing to financial services and technology, providing ample opportunities to work on a variety of valuation engagements. RSM’s Cleveland office is strategically located to serve clients throughout the Midwest, offering you the chance to build a strong regional network. Moreover, Cleveland's affordability and quality of life make it an attractive place to live and work, allowing you to achieve a healthy work-life balance while advancing your career. In addition, Chicago, San Francisco, Los Angeles, Denver, New York, Charlotte and Boston offer unique advantages to grow as a valuation expert.

Charting Your Career Path at RSM

At RSM, we are committed to fostering the growth and development of our people. As a Valuation Services Manager, you will have access to a wealth of resources and opportunities to advance your career. You can participate in specialized training programs focused on valuation techniques, financial modeling, and leadership development. RSM's mentorship program will connect you with experienced professionals who can provide guidance and support as you navigate your career journey. The firm's commitment to internal promotion means that high-performing managers have the potential to advance to senior manager, director, and even partner roles. RSM also encourages its employees to pursue professional certifications, such as the CFA or FRM, and provides financial support for these endeavors. By investing in your growth, RSM empowers you to reach your full potential and build a rewarding long-term career.

Compensation, Benefits, and Perks

RSM offers a competitive compensation and benefits package designed to attract and retain top talent. The salary for a Valuation Services Manager in Complex Financial Instruments typically ranges from $110,000 to $170,000 per year, depending on experience and location. In addition to base salary, RSM provides a comprehensive benefits package that includes health, dental, and vision insurance, life insurance, disability insurance, and a 401(k) plan with a generous company match. Employees also receive paid time off for vacation, holidays, and sick leave. RSM is committed to work-life balance, offering flexible work arrangements and a supportive culture that values employee well-being. Other perks include professional development opportunities, tuition reimbursement, and employee discounts on various services.

RSM Culture: Where You Thrive

RSM's culture is built on a foundation of respect, integrity, teamwork, and excellence. We believe that our people are our greatest asset, and we are committed to creating an environment where everyone can thrive. RSM fosters a collaborative and inclusive workplace where employees feel valued, respected, and empowered to contribute their unique perspectives. The firm's commitment to diversity and inclusion is reflected in its various employee resource groups, which provide support and networking opportunities for individuals from diverse backgrounds. RSM also encourages its employees to give back to the community through volunteer activities and charitable donations. Our culture emphasizes continuous learning and professional development, ensuring that our people have the skills and knowledge they need to succeed. At RSM, you will find a supportive and engaging environment where you can grow both personally and professionally.

Ready to Take the Next Step? How to Apply

If you are a highly motivated valuation professional with a passion for complex financial instruments, we encourage you to apply for the Valuation Services Manager position at RSM. To apply, please visit our careers website and search for the job posting in your preferred location (Cleveland, Chicago, San Francisco, Los Angeles, Denver, New York, Charlotte or Boston). Be sure to submit your resume and a cover letter highlighting your relevant experience, skills, and qualifications. The application process typically involves an initial screening by our recruiting team, followed by interviews with the hiring manager and other members of the valuation services team. We are looking for candidates who have a strong analytical background, excellent communication skills, and a proven track record of success in valuation engagements. If you are ready to take the next step in your career and join a dynamic and growing firm, we encourage you to apply today!

Frequently Asked Questions (FAQs)

1. What type of valuation experience is most relevant for this role?

   Experience in valuing complex financial instruments such as convertible securities, derivatives, and private debt is highly relevant. Familiarity with valuation techniques such as discounted cash flow analysis, option pricing models, and Monte Carlo simulations is also important.

2. What are the key technical skills required for this position?

   Proficiency in financial modeling using MS Excel is essential. Experience with Monte Carlo simulation software (e.g., @Risk, Crystal Ball) and coding skills in languages like Python or VBA are highly desirable.

3. What are the opportunities for professional development at RSM?

   RSM offers a variety of professional development opportunities, including specialized training programs, mentorship programs, and financial support for professional certifications.

4. What is the work-life balance like at RSM?

   RSM is committed to work-life balance and offers flexible work arrangements to help employees manage their personal and professional lives.

5. What is the career path for a Valuation Services Manager at RSM?

   High-performing managers have the potential to advance to senior manager, director, and even partner roles within the firm.

6. What is RSM's approach to diversity and inclusion?

   RSM is committed to creating a diverse and inclusive workplace where all employees feel valued, respected, and empowered to contribute their unique perspectives.

7. What kind of support is there for obtaining professional certifications?

   RSM provides financial support and study resources for employees pursuing professional certifications such as the CFA or FRM.

8. How does RSM encourage giving back to the community?

   RSM encourages employees to participate in volunteer activities and charitable donations through various firm-sponsored initiatives.

9. What are the opportunities to work with different industries?

   RSM's diverse client base provides opportunities to work on valuation engagements across a wide range of industries, including healthcare, manufacturing, and financial services.

10. What kind of projects will I be working on as a Valuation Services Manager?

    You will be working on a variety of projects including portfolio valuation, financial analysis, business and financial modeling, and valuations of complex financial instruments for mergers, acquisitions, venture financing, and financial reporting.