2 hours

Business Interests and Valuation Unit Manager

Bank of Hawaii
Oahu, HI
  • Job Code

Business Interests and Valuation Unit Manager-1800539

Does this sound like you?

Are you ambitious?  Want to make a difference in people’s lives?  Do you thrive in an environment that leverages your abilities as a fast learner, good listener, and problem-solver?   If you love challenges, relish complexity, and have moxie, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  Here you can be at the forefront of whatever you do. Welcome to your tomorrow!


A day in your life as a Business Interests and Valuation Unit Manager

This position is responsible for directing overall administration of closely held business assets, including corporate stock, limited partnership units and limited liability company units, held in a fiduciary capacity with Bank of Hawaii. This position also oversees and provides business valuation and advisory special services for both fiduciary and non-fiduciary clients. Ensures business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.


We’ll give you these important responsibilities…

  • Directs overall administration of closely held business interests in fiduciary accounts in accordance with trust documents and in compliance with applicable Bank of Hawaii policies and procedures and external regulatory authorities.
  • Manages the administration of the three primary areas of portfolio management including, asset acceptance, annual investment (asset) reviews, and valuation. Handles the day-to-day operations of the closely held business interests in fiduciary accounts.  Oversees services provided for these assets by outside vendors such as attorneys and other consultants.
  • Oversees business interest transactions (i.e. sale, redemption, acquisition) which may include transaction analysis, valuation, marketing, negotiation and document preparation.
  • As Chairman, directs the governance of the Closely Held Business Investment & Review Committee in accordance with established policies and procedures. Creates and maintains Unit policies, procedures and fee schedules. Responsible annually for establishing and meeting the Unit budgeted revenues and expenses.
  • Supervises assigned staff, provides performance appraisals, counseling and career development.  Ensures proper training, procedures and oversight for functional and technical activities of staff. Responsible for the management of employee(s) including staffing and scheduling, compensation, performance management, training and development.  Goal is to attract, retain and motivate the team to achieve management business objectives and maintain a favorable employee relations climate. Responsible for the timely and effective management of Human Resources forms and documents relevant to immediate staff.
  • Generates revenue for the Bank by providing fiduciary and non-fiduciary bank and non-bank clients with business valuation and advisory special services for a fee. Provides gift, estate and succession planning advice for closely held business interests. Directs business development, client meetings, proposals, and engagement work product and flow.
  • Performs all other miscellaneous responsibilities and duties as assigned. 


…if you come to us with these qualifications…


  • Bachelor’s degree from an accredited institution and business valuation certification (e.g. ASA, ABV, CFA) required or equivalent work experience.
  • CPA (or JD, MBA) certification also required.



  • Proficient in financial analysis & modeling, and valuation approaches, methodologies and procedures for various business sectors for various purposes.
  • General knowledge of corporate and partnership income taxation, as well as the closely held corporations preferred.
  • Minimum 10 years of experience managing closely held assets in a fiduciary capacity, valuing businesses; appraising commercial property; performing gift, estate and succession planning for business interests; or equivalent work experience.
  • Leadership/ management of staff experience required.


Technical Skills:

  • Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access, PowerPoint and SharePoint) or similar software. 
  • Knowledge of or ability to use bank software. 


Other Job Qualifications:

  • Excellent verbal and communication skills required.
  • Strong organizational skills/attention to detail. 
  • Must be analytical with attention to detail and good memory of comparables.
  • Interested in all aspects of closely held business interests and business valuation.
  • Must be interested in becoming the subject matter expert for the division.
  • Able to work flexible hours including weekends and evenings as needed or assigned. 




Bank of Hawaii

In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change.  We are constantly finding creative ways to deliver leading edge financial services to our customers.  Now, we’re embracing change with our new 21st century banking.


It’s our people who help us succeed in offering first class service and products to our customers.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.


All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.


Job Function Banking Sales/Services
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Jul 5, 2018, 1:13:52 PM
Unposting Date Ongoing


Posted: 2018-11-14 Expires: 2018-12-13
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Business Interests and Valuation Unit Manager

Bank of Hawaii
Oahu, HI

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