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

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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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FINANCIAL ANALYST

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 best of breed technology, including Bloomberg, Intex, SNL Financial, ZM Financial Systems, Inc., and our proprietary cash flow engines.


Position Requirements

Experience:       

December 2017 or June 2018 graduate

Education:        

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.

The successful candidate will have the following personal characteristics:

  • Solid analytical and problem-solving skills
  • Excellent oral and written communication skills
  • Advanced Excel skills
  • Detail-oriented
  • Excellent organizational, research, and time-management skills
  • Ability to work under pressure in a fast-paced environment, manage multiple projects, and negotiate competing priorities
  • Ability to work independently and be self-motivated, as well as work collaboratively as part of a team

Position offers competitive salary and benefits, including health insurance, 401(k) plan, and paid time off.

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