Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. Excellent opportunity to work on top deals, gain and develop key industry contacts.
Team oriented supportive environment with excellent mentorship.
Responsibilities:
• Conduct market research to identify target companies and key individuals at those companies
• Initiate communications with companies and conduct ongoing follow up
• Monitor M&A activity and trends in the territory and track M&A activity at target companies
• Provide research support for meetings
• Develop marketing collateral, presentations and meeting materials
• Attend networking and other professional events
Requirements:
- Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred. CFA or CPA is a plus.
- 1–3 years of business development experience
- Strong verbal, written communication, listening and interpersonal skills
- Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
- Strong work ethic and capacity to work flexible hours around critical due dates
- A broad knowledge of finance
- Comfort and experience dealing with private equity firms and corporate finance and accounting staff
- Experience with private equity and/or investment banking a plus
- General understanding of valuation and/or financial reporting also a plus
Location: San Francisco, CA
Salary: $70-$120K plus profit-share and bonus
