Financial Analyst, Portfolio Valuation and Fund Advisory Services

• Support FVA portfolio valuation teams valuing illiquid debt and equity securities for fair value reporting
• Perform financial statement analysis and quantitative and qualitative assessments
• Review investment memoranda, board presentations, debt and equity agreements, and financial models
• Compile statistical summaries, develop financial ratios, and present analyses using standard formats
• Review published financial information, public company filings, press releases, research analyst reports, and Bloomberg data
• Identify comparable public companies and M&A transactions using S&P Capital IQ, Bloomberg, SIC classifications, and other methods
• Construct and review valuation analyses, including guideline public company, precedent transaction, and discounted cash flow analyses, using proprietary models
• Research economic conditions, industry trends, acquisitions and divestitures, and investment attributes of securities
• Participate in due diligence meetings and discussions, communicate with clients, and respond to auditor questions
• Design and draft client deliverables
• Assist with fee proposals, scoping discussions, pitch materials, and pricing committee memoranda
• Perform ad-hoc research, analytics, and project team support
• Coordinate invoices, working paper files, and compliance/end-of-engagement closeout procedures
• Participate in discussions with in-house and outside legal counsel
• Assist with marketing initiatives for prospective and existing clients

• Applicants must be authorized to work for ANY employer in the U.S.
• Unable to sponsor or take over sponsorship of an employment Visa at this time
• Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors
• Graduation date between December 2026 and June 2027
• Must be able to start July 2027
• Strong analytical abilities
• Excellent understanding of financial statement analysis, including key assumptions, implicit caveats, and limitations
• Fundamental understanding of financial valuation theory, methodologies, and applications
• Strong knowledge of Excel modeling, including integrated cash flow modeling
• Excellent verbal and written communication skills
• Demonstrated ability to work cooperatively with team members
• Exceptional work ethic

Demonstrates strong analytical abilities and a solid understanding of financial statement analysis and valuation methodologies. Proficient in Excel modeling and capable of producing high-quality client deliverables and financial analyses.

• Financial Statement Analysis
• Excel Modeling
• Financial Valuation Theory
• Analytical Abilities
• Client Communication

• Financial Valuation
• Quantitative Analysis
• Qualitative Assessment
• Statistical Summaries
• Financial Ratios
• Valuation Analyses
• Guideline Public Company Analysis
• Discounted Cash Flow Analysis
• Integrated Cash Flow Modeling
• Due Diligence

• Verbal Communication
• Written Communication
• Team Collaboration
• Work Ethic

• Illiquid Securities
• Fair Value Reporting
• Investment Memoranda
• M&A Transactions
• Economic Conditions
• Industry Trends
• Client Deliverables
• Compliance Procedures

• Bloomberg
• S&P Capital IQ