Location: New York, NY or Miami, FL
What You'll Do
Prepare purchase price allocation (PPA) analyses, schedules, and supporting documentation for acquisitions.
Review purchase agreements and organize key transaction information, including consideration and other relevant deal terms.
Build, maintain, and run valuation models to assess acquired intangible assets and other valuation-related items.
Partner closely with the M&A team to gather transaction details and with the accounting team to support the appropriate accounting treatment.
Prepare valuation analyses and documentation for review by accounting leadership and incorporate feedback as needed.
Help manage the valuation process across multiple acquisitions simultaneously, adapting the approach to the specific circumstances and complexities of each transaction.
What We’re Looking For
Ideally 4+ years of relevant professional experience, although we are open to strong candidates with somewhat more or less experience.
Experience or exposure to valuation, ideally at least one year, or closely related financial analysis experience.
A background in accounting, finance, valuation, or a related field, with strong analytical and problem-solving skills.
Strong financial modeling skills and proficiency with Excel.
A genuine interest in developing deeper expertise in valuation and acquisition accounting as a long-term area of focus.
Strong attention to detail and the ability to manage multiple transactions and priorities in a fast-paced acquisition environment.
Helpful, but Not Required
Experience with purchase price accounting or purchase price allocations (PPA).
Familiarity with ASC 805 and business combination accounting.
Public accounting or Big Four experience.
In-house valuation or transaction-related experience.
Familiarity with US GAAP, IFRS, or related financial reporting requirements. Candidates are not expected to have expertise in every applicable accounting standard, and relevant technical knowledge can be further developed on the job.
Depending on experience, the position may be titled Senior Associate or Valuation Manager. This is currently an individual contributor role and is not intended to have direct people-management responsibilities.
Pay Information (New York, NY)
This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $130,000-$150,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
