Wilary Winn - Estimation of Fair Value, Asset Liability Management (ALM), and Valuation of Illiquid Financial Instruments

Advice to Strengthen Financial Institutions

Career Opportunities

Wilary Winn continues to grow rapidly and the firm offers our financial analysts the opportunity to work on engagements that are at the forefront of issues in the financial services industry, including mergers and acquisitions, valuation of illiquid financial instruments and asset liability management.

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Wilary Winn LLC is a nationally recognized provider of fair value estimates for financial institutions.  Founded in 2003, the firm has grown rapidly and now has more than 425 clients in 49 states.  Our clients include 47 publicly traded banks and 30 of the nation’s top 100 credit unions. 


Position Description

The Financial Analyst will work with our Senior Analysts, Managers, and Directors to:

  • Perform Asset Liability Management, including quarterly measurement and reporting, capital stress testing, and concentration risk analysis
  • Determine the fair value of assets, liabilities, equity and goodwill in financial institution mergers and acquisitions
  • Estimate expected lifetime credit losses for loans and investments in full accordance with the current expected credit loss (“CECL”) model
  • Estimate the fair value of illiquid financial instruments including mortgage servicing rights 
  • Research and analyze historical data
  • Draft and present reports to our clients 

The Financial Analyst will work with Bloomberg, Intex, SNL Financial, ZM Financial Systems, Inc., and our proprietary cash flow engines.

Position Requirements


  • December 2017 graduate to 2 years of experience in a financial institution or related consulting firm.


  • Bachelor’s Degree in Finance, Accounting, Mathematics, or another related field.  An MBA, statistical or ALM background, and/or previous internship experience is a plus.

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