or apply directly on Cfgi's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 8 days Cfgi's roles stay open a median of 44 days
- Reposted
- No
- Salary listed
- No 12% of Cfgi's roles list one
- Ghost-job risk at Cfgi
- low 0 stale, 1 reposted of 81 open
- Hiring momentum
- 94 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Cfgi's own lever board since 2026-08-04. Full hiring picture for Cfgi.
About this role
The Managing Director for Complex Securities at CFGI will lead and expand the Complex Securities Valuation practice, advising clients on the valuation of sophisticated financial instruments. This role involves serving as a senior trusted advisor to executives and stakeholders, overseeing complex valuation engagements, and driving business development while mentoring junior professionals. The position requires a strong focus on client relationships, technical guidance, and contributing to the growth of the valuation practice.
- benefits
- 1/5
- freshness
- 5/5
- career value
- 5/5
- role clarity
- 5/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Cfgi as an employer.
What you need
- 10+ years of experience in valuation, financial advisory, transaction advisory, consulting, investment banking, or another professional environment involving the valuation of complex financial instruments or securities.
- Significant experience leading client-facing complex securities valuation engagements involving financial instruments, equity-linked securities, derivatives, stock-based compensation, or similar complex valuation matters.
- Experience serving as a senior relationship owner or trusted advisor to executive-level client stakeholders while overseeing complex engagements and multidisciplinary teams.
Nice to have
- Bachelor's or advanced degree in Finance, Accounting, Economics, Mathematics, Financial Engineering, or a related field preferred.
- CFA, ASA, CPA, or another relevant professional designation preferred.
- Big 4, national valuation firm, investment bank, or other major professional-services experience is a plus.
- Experience with valuations involving SPAC warrants, preferred equity, structured securities, or other highly complex or emerging financial instruments is a plus.
- Experience supporting public-company, private-equity-backed, high-growth, IPO, or capital-markets environments is preferred.
Worth weighing
- No salary listed.
- The role involves significant responsibility and client interaction, which may require extensive travel or long hours.
- The position demands a high level of technical expertise and experience with complex financial instruments, which may limit the candidate pool.
- The emphasis on business development suggests a need for strong networking skills and a proactive approach to client engagement.
Summarised from Cfgi's posting. Read the full original.
Listed by Cfgi on their lever job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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