Overview
This role is for a Restructuring / Distressed Investing Instructor responsible for designing and delivering practical, technical training for professionals working in restructuring advisory, distressed credit, and special situations investing. The instructor will translate firsthand transaction and investment experience into engaging instruction covering distressed business evaluation, liquidity and capital structure assessment, recovery modeling, and restructuring alternatives.
Responsibilities
- Serve as a lead instructor for restructuring and distressed investing training programs.
- Deliver live in-person and virtual training to investment banks, advisory firms, investment managers, and other financial institutions, covering topics such as:
- Assessing financial distress, business viability, and restructuring catalysts
- Analyzing capital structures, debt instruments, credit agreements, and covenants
- Building liquidity forecasts, including 13-week cash flow models, and evaluating financing needs
- Developing integrated financial models and turnaround business plans
- Applying valuation methodologies to distressed businesses, including going-concern and liquidation analyses
- Building recovery waterfalls and assessing priority, collateral coverage, and structural subordination
- Evaluating out-of-court restructurings, exchange offers, liability management transactions, and in-court restructuring alternatives
- Understanding the financial implications of Chapter 11 processes, debtor-in-possession financing, asset sales, and exit financing
- Developing distressed investment theses, identifying potential fulcrum securities, and modeling returns under different restructuring outcomes
- Collaborate on curriculum development, including:
- Designing workshop agendas, learning outcomes, transaction case studies, financial models, exercises, and assessments
- Editing and updating training materials to ensure relevance, accuracy, and alignment with current market practice
- Developing learning materials for audiences ranging from new analysts to experienced advisory and investment professionals
- Support practical learning and instructor development:
- Guide participants through modeling exercises, restructuring scenarios, and investment case studies, providing clear, actionable feedback
- Facilitate discussions of stakeholder incentives, negotiation dynamics, and the risks and tradeoffs associated with different restructuring outcomes
- Incorporate confidentiality and professional standards into all instruction and case materials
- Complete a Train-the-Trainer Program designed for new instructors.
Requirements
- Experience:
- Significant firsthand experience in restructuring investment banking, turnaround and restructuring advisory, distressed debt investing, special situations, or a closely related field
- Direct involvement in restructuring transactions or distressed investment underwriting is strongly preferred
- Financial modeling:
- Strong proficiency in Excel
- Ability to build, explain, and teach liquidity forecasts, integrated financial models, distressed valuation analyses, recovery waterfalls, and investment return scenarios
- Restructuring knowledge:
- Practical understanding of in-court and out-of-court restructuring processes, capital structure solutions, liability management transactions, debtor-in-possession financing, and exit financing
- Credit and capital structure analysis:
- Ability to evaluate debt terms, covenant provisions, collateral, guarantees, seniority, and structural subordination
- Ability to explain implications for stakeholders and recoveries
- Investment judgment:
- Ability to assess downside risk, identify catalysts, develop investment theses, and evaluate potential returns across restructuring scenarios
- If from an advisory background: comfort connecting transaction analysis to creditor and investor decision-making
- Teaching and communication:
- Exceptional presentation, facilitation, and coaching skills
- Ability to translate complex financial concepts into clear, engaging learning experiences
- Practical application:
- Ability to draw on transaction or investment experience to develop realistic case studies
- Ability to explain stakeholder incentives, negotiation dynamics, and execution considerations
- Professional standards:
- Strong judgment regarding confidentiality, material nonpublic information, and appropriate use of transaction and investment examples in a classroom setting
- Education:
- Bachelor’s degree required
- MBA, CFA, CPA, CIRA, or other relevant professional designation is preferred but not required
Availability
- Part-time, project-based commitment with availability for multi-day training engagements
- Weekday availability is highly desirable, with flexibility based on client schedules
- Ability to conduct week-long or multi-week seminars is highly desirable
- Flexibility to deliver programs virtually and travel domestically or internationally for in-person engagements
Compensation & Benefits
- Compensation: Highly competitive daily rate
- Benefits:
- All approved travel and accommodation expenses covered
- Paid professional development through the Train-the-Trainer Program
- Additional opportunities:
- Opportunities to deepen expertise in restructuring, distressed credit, and special situations investing
- Expand professional network across leading financial institutions and advisory firms
- Develop facilitation, coaching, public speaking, and presentation skills
Equal Opportunity Employer
Equal opportunity employer committed to fostering an inclusive and equitable workplace. Encourages applications from individuals of all backgrounds. The organization celebrates diversity and strives to create an environment where everyone feels empowered to be their authentic selves.