Valuations Associate Director

What will you be doing? Our Valuations team delivers a broad spectrum of valuation services for commercial, financial reporting, and tax purposes, supporting both contentious and non-contentious matters. With a strong focus on business and share valuations, we also prepare valuations of intangible assets (for IP structuring or post-acquisition) and incentive scheme awards (e.g., share options and management share plans). This is an exciting opportunity to be part of a dynamic and expanding team. We’re open to locations across the UK, offering the ability to contribute to high-impact work in a collaborative environment.

Your responsibilities will include:

• Overall responsibility for delivering a large number of valuation products and providing excellent client service at all times.
• Strong technical expertise in certain valuation fields (tax, accounting, commercial) or industries (FS, Consumer Product, TMT, etc.).
• Building and cultivating relationships with clients and potential clients of the group.
• Encouraging and developing managers and other junior staff members.
• Contributing to training sessions of your department and/or office if relevant.
• Ensuring your clients’ requirements are serviced by members of your team of appropriate seniority, experience and technical ability.
• Acting for your clients in a professional manner that provides a role model for your team and department.
• Assisting your Head of Department (HoD) or other partners/directors with proposals, marketing and business development activities for your field of expertise.
• Quality control, compliance and risk management.
• Maintaining personal technical competence and developing technical skillsets.
• Reporting complaints and potential PI issues for your team/direct reports in line with the group’s complaints procedures.
• Proactively managing teams and understanding client expectations.
• Supervising the performance and workload of the team.

This role requires the individual to have demonstrated exposure to a wide variety of valuation work, clients and sectors. In addition to the diversity of projects, the individual must have led a large number of valuation assignments.

Qualifications:

• Significant experience of valuations across all purposes (commercial, accounting and tax).
• Advanced knowledge of valuation methodologies and modelling and first-class valuation technical skills.
• History of providing these for different valuation purposes (e.g., accounting, tax and commercial purposes) and various contexts such as purchase price allocations, IP valuations, share options, derivatives and growth shares.
• Up-to-date working knowledge of key valuation methodologies and best practice modelling.
• Experience of managing a team of valuers working simultaneously on different projects.
• Customer focus – core to your role is to provide an excellent service to clients.
• Judgement – the firm relies on your judgement in the services supplied to clients.
• Technical expertise – strong technical leadership and maintaining your technical competence is critical to ensuring clients receive an excellent service.
• Communication – you communicate both verbally and in writing in an engaging and purposeful manner.

Professional Qualifications and Education:

• MBA or similar master degree in finance.
• Educated to degree level or equivalent and completion or working towards a relevant professional qualification (e.g., CFA or Chartered Accountant ACA / CA / ACCA - or international equivalent).