Experienced Associate, Portfolio Valuations

Duties & Responsibilities

• Preparing, completing, and reviewing financial models and sophisticated valuation analyses
• Writing and reviewing valuation reports and presentations
• Coinciding recurring valuation projects with team members including providing oversight to analysts
• Interacting with clients and preparing deliverables
• Maintaining proprietary valuation databases
• Tracking the capital markets and analyzing any changes within the markets
• Preparing marketing materials for meetings with potential clients
• Supporting the senior members of the Valuations & Opinions Group

Qualifications

• Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
• Proficiency at financial modeling with advanced Microsoft Excel skills
• Strong writing skills and experience with PowerPoint and Microsoft Word
• Effective organizational skills and the aptitude to manage people and work products
• Strong communication skills and experience interacting with teammates and clients
• Three to five years of professional experience in valuations
• Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
• Active CPA and/or minimum of CFA Level I is preferred, but not required