Closely Held Asset Manager

Merrill

(5)

Multiple Locations

Why you should apply for a job to Merrill:

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After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.

Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.

Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.

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Position summary

ocused on the management of closely held assets held in fiduciary accounts. This entails reviewing the performance, value and risks of such holdings. The candidate will be working with assigned assets and be responsible for review of financial statements, perform equity analysis of value of privately held companies. Candidate will also review the work of colleagues and assist department leadership in coaching other associates.

Job requirements

Candidate must have a bachelors degree in a finance related field.
Must have a minimum of 5 years directly related experience.
Must have a strong understanding of business valuation and a demonstrated ability to review valuation work product and determine its credibility.
Demonstrated history in managing closely held assets with an understanding of the fiduciary and economic impacts of investment decisions.
Senior accredited business valuation certification strongly preferred. ASA or ABV designation strongly preferred.

Shift:
1st shift (United States of America)

Hours Per Week:
40