Principal
Principal - Valuation (Complex Securities & Derivatives)
Salt Lake City Metro, UT
Overview
A leading valuation and advisory firm is seeking an experienced Principal to join its Valuation Services team. This role focuses on complex securities and derivatives, leading technical engagements, managing client relationships, and overseeing multiple project teams. Ideal candidates bring deep expertise in structured products and illiquid investments, along with strong leadership and client-facing experience.
Key Responsibilities
- Lead valuation engagements involving derivatives, structured products, private credit, and Level III assets
- Serve as primary contact for clients, auditors, and other stakeholders on technical matters
- Apply advanced valuation techniques (e.g., Monte Carlo, lattice models, option pricing)
- Review complex financial models and valuation analyses
- Manage multiple projects, ensuring quality and timely delivery
- Mentor junior staff and support team development
- Contribute to internal methodologies and best practices
- Support business development and client relationship growth
- Prepare and review valuation reports and presentations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (advanced degree preferred)
- 8+ years of relevant experience in valuation, advisory, or investment banking
- Strong expertise in complex securities and derivative valuation
- Knowledge of relevant accounting standards (e.g., ASC 820, 815, 718)
- Proven leadership and project management experience
- Exceptional financial modeling and analytical skills
- Strong communication skills across technical and non-technical audiences
- Proficiency in Excel and presentation tools; programming experience is a plus
- Professional certification required (e.g., CFA, ASA, CVA)
Compensation
Competitive salary, performance bonus, and comprehensive benefits.
About the Firm
The firm provides independent valuation and advisory services across financial reporting, tax, transactions, and litigation. It emphasizes technical excellence, client service, and a high-performance culture with opportunities for advancement.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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