Senior Analyst, Valuation

• Conduct valuation analyses of illiquid investments, including debt and equity securities, across industries and geographies
• Build, modify, and use financial models for enterprise, equity, and debt instrument valuations
• Apply discounted cash flow, market multiples, precedent transactions, and equity value allocation models
• Research securities, industries, competitors, and capital markets
• Gather and analyze market data, comparable ratios, and credit spreads
• Review financial statements, investment memoranda, and transaction documents
• Prepare valuation reports and presentations for internal and external stakeholders
• Support valuation conclusions and respond to auditor inquiries
• Collaborate across the firm to complete assignments accurately and on time

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field from an accredited institution
• 2+ years of experience in valuation, financial modeling, or a related analytical role
• Demonstrated experience constructing and reviewing financial models
• Strong proficiency in Microsoft Excel and Word
• Excellent analytical, quantitative, and problem-solving skills
• Superior written and verbal communication abilities
• Ability to work effectively independently and as part of a team
• Strong work ethic and ability to manage multiple assignments under tight deadlines
• Authorization to work in the United States without current or future visa sponsorship
• Progress toward CFA / ASA / ABV designation or relevant professional certification preferred
• Experience in valuation, financial statement analysis, or related areas preferred
• Experience with market data sources such as S&P Capital IQ preferred
• Prior experience in a professional services, accounting, or valuation firm preferred

Demonstrates expertise in conducting valuation analyses and constructing financial models for various investment types, with strong analytical and communication skills to support valuation conclusions and collaborate effectively across teams.

• Valuation Analysis
• Financial Modeling
• Microsoft Excel
• Analytical Skills
• CFA / ASA / ABV Designation

• Valuation Analysis
• Financial Modeling
• Discounted Cash Flow
• Market Multiples
• Precedent Transactions
• Equity Value Allocation
• Financial Statement Analysis
• Market Data Analysis
• Credit Spreads
• Comparable Ratios

• Analytical Skills
• Problem-Solving Skills
• Written Communication
• Verbal Communication
• Team Collaboration

• CFA
• ASA
• ABV

• Investment Valuation
• Financial Services
• Professional Services
• Accounting
• Capital Markets

• Microsoft Excel
• Microsoft Word
• S&P Capital IQ