Summary
This established global investment firm is seeking a Valuation Analyst who is self-motivated individual with strong work ethic and attention to detail and has the ability to work independently in a fast-paced environment at their NYC office 4x a week.
Company Information:
An industry-leading global investment firm with over $50+ billion AUM.
Job Description:
- Prepare detailed valuation models, review valuation checklists, write valuation memorandums, and generate valuation reports for the firm’s quarterly valuation process
- Perform financial statement analyses and other quantitative and qualitative assessments on portfolio companies; review and synthesize financial data provided by deal teams and portfolio management team
- Identify relevant comparable public companies and M&A transactions within specific industries based upon information services such as S&P Capital IQ
- Construct and review valuation and other financial analyses including market multiples, market transactions, and discounted cash flow analyses
- Research and collect information on industry-specific conditions and trends, mergers and acquisitions within specific industries, and various valuation metrics of publicly traded companies
- Work closely with Portfolio Management team to ensure timely and accurate collection of portfolio company data from deal teams; assist with Onboarding of new investments and tracking of key metrics
- Work with Finance team to ensure equity allocation models are run appropriately and valuation results are accurately reflected in investor capital accounts
- Generate reports and presentations to disseminate valuation results to various internal committees, external auditors, and limited partners
- Prepare and provide any ad-hoc reports that may be requested by firm’s leadership from time to time
Requirements / Qualifications:
- Bachelor’s Degree in Finance, Economics, Accounting, or similar discipline (CFA and/or CPA a plus)
- 2-6 years of relevant valuation experience
- Fundamental understanding of financial valuation theory and its applications including experience developing valuation models using wide range of valuation methodologies such as Discounted Cash Flows, Market Multiples, Market Transactions, and Benchmark Transactions
- Understanding of equity allocation in a complex capital structure; familiarity with Option Pricing Method and Waterfall analysis is a plus
- Experience in performing and reviewing valuations in accordance with FASB ASC 820 and AICPA Accounting and Valuation Guide
- Proficiency in Excel modeling using Capital IQ; experience with iLevel a plus
- Desire and ability to share knowledge and complete team tasks
- Excellent oral and written communication skills; confidence presenting to large groups of senior individuals
