Manager, Financial Services Disputes & Valuation

The role

The Manager will structure and conduct financial, economic, valuation, and industry analyses for disputes and advisory engagements. This role involves analyzing investment products, developing financial models, and assisting with expert reports and client communications.

What you will do

• Structure and conduct financial, economic, valuation, and industry analyses.
• Analyze investment products, fund and portfolio performance, valuation methodologies, financial transactions, and market data.
• Develop and review financial models, damages calculations, valuation analyses, and scenario or sensitivity analyses.
• Identify key analytical issues, challenge assumptions, and develop supportable approaches.
• Assist with drafting substantive sections of expert reports, presentations, and client deliverables.
• Communicate with clients and counsel.
• Assist with preparation for hearings, trials, arbitrations, and mediations.
• Manage the day-to-day requirements of multiple engagements.
• Review and supervise the work of junior team members.

Required qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or similar, from an accredited university or college.
• 4+ years of prior relevant experience in disputes consulting, litigation or arbitration support, expert advisory, valuation advisory, or a closely related consulting environment.
• Strong expert report writing skills.
• Able to quickly assimilate relevant information and develop creative approaches to resolve complex problems.
• Ability to manage and prioritize time for yourself and your team.
• Ability to manage team members, both junior and senior, as well as external stakeholders.
• Ability to work independently and highlight issues and risks to senior staff.
• Excellent analytical and problem resolution abilities.
• Excellent listening, verbal, written, technical, and presentation skills.
• Highly proficient with Microsoft Office products, including Excel and PowerPoint.

Nice to have

• Demonstrated experience working on financial services-related disputes, investigations, or valuation matters.
• Prior experience with or a strong understanding of investment banking, asset management, portfolio valuation, securities markets, private equity, or financial market dynamics.
• Holder of or pursuing CFA, CPA or CAIA credentials.
• Familiarity with Bloomberg or Refinitiv Eikon/LSEG.
• Working proficiency in a second non-English language.

About the company

Secretariat professionals are trusted in high-stakes legal, risk, and regulatory matters around the world. The firm works with renowned law firms, leading corporations, and influential institutions.