Real Estate Senior Structured Products Analyst (NYC or Central NJ)

Our client is a leader in financial advisory. Seeking a Senior Analyst with concentrated real estate valuation experience and strong experience with complex financial instruments.

Responsibilities:
Our client is seeking a candidate with heavy quantitative skills. The candidate will be responsible for supporting valuation services: specifically complex financial instruments. They will perform analysis and review model functionality, evaluate, and document the methodology employed, assumptions used and conclusions reached. The ideal candidate will have experience valuing structured products as well. They will be responsible for presenting valuation concepts to institutional clients which consist of hedge funds, private equity, pensions and endowments and financial institutions.

Qualifications:
• Bachelor’s degree in math, physics or engineering from an accredited college/university. MBA and/or CFA is strongly preferred.
• Strong background with Structured Products and/or REITS experience required.
• Excellent ability to understand real estate from a financial perspective, from either a REIT or structured product standpoint.
• 5 years plus experience with options/derivatives valuations
• Exposure to structured credit asset classes like CMBS or CLOs and/or CDOs
• Experience with RMBS analysis is a plus
• Modeling experience with Intex
• Some familiarity with other market data applications such as Bloomberg is essential
• Some entrepreneurial experience
• Strong verbal and written communication skills

Location: NYC or Central NJ
Salary: $100K Base Plus Annual Bonus and Quarterly Profit Share

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Senior Valuation Associate (Chicago, IL)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.

Responsibilities:
• Analyze competitive industries and the financial conditions of comparable companies.
• Model and evaluate business plans, financial statements, and cost allocations.
• Assist in the due diligence of pending merger and acquisition activities,, public-company purchase price allocations, goodwill impairment assesments, international restructurings and private-company fairness opinions
• Assist in report preparation, proposals and executive presentations.
• Prepare and analyze financial and economic data for tax and regulatory compliance.
• Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements.
• Research comparable publicly-traded companies.

Qualifications:
• Bachelors Degree in Business Administration, Finance or related field. CFA and/or graduate degree is a plus.
• Minimum two years working experience with valuation-related projects within an audit, tax, and advisory firm
• Minimum two years working experience with valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research
• Experience with MS Office Suite including Word, Excel, and PowerPoint
• Excellent written and verbal communication skills.
• Able to work well both autonomously and in a team environment.

Location: Chicago, IL
Salary: Competitive

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Manager, Valuation Real Estate Appraisal (Chicago, IL)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide. The ideal candidate should have concentrated valuation experience and strong experience with complex financial instruments.

Responsibilities:
• Identify and calculate value of assets by providing independent and well-supported valuations to clients.
• Perform local, national and international real estate market analysis. Analysis includes public and private entities.
• Develop and maintain client relationships, and assist in business development.
• Mentor and supervise staff.
• Gather data for client contracts via direct communication. Clients include brokers, appraisers, investors, developers and asset managers.
• Strong understanding of regulatory requirements (GAAP, tax and other regulatory areas), so effective communication and guidance may be given to clients for full understanding of the value of their assets and liabilities for financial decision making.

Qualifications:
• Bachelors Degree in Business Administration, Finance or related field. Progress toward coursework for a graduate degree preferred.
• Minimum 5 years of experience performing commercial real estate valuations, preferably in an accounting firm.
• Solid understanding of Discounted Cash Flow modeling in both ARGUS and Excel
• Strong background in managing multiple client engagements and client service teams.
• Excellent advisory, compliance, verbal and written communication skills required.

Location: Chicago, IL
Salary: Competitive

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Senior Associate – Valuations (Short Hills, NJ)

Our client is a top consulting firm with offices around the world. They provide a broad range of tax and advisory services. They are currently seeking a Senior Associate.
Responsibilities:

The ideal candidate will be responsible for the business development efforts in Pharmaceutical and Life Sciences service transactions. They will perform analysis of  vendor cost and market data for unique assets and services. They will possess the ability to develop and review Excel based FMV models. They will manage client relationships. Be responsible for the supervision, mentoring, and development of skills for staff including valuations, communication, time management, and client product delivery

Qualifications:

Three years of experience with providing valuation opinions,

Experience in the healthcare or life sciences sector is required

A Bachelor’s degree or above in Finance, Accounting, Economics, Mathematics or Quantitative Finance

Possessing professional credentials is a plus: ABV, CFA, AM or ASA

Excellent business development skills

Understanding of the Pharmaceutical industry with the ability to accurately foresee potential clients’ valuation needs based on the current and future regulatory environment

Ability to easily communicate valuation concepts to clients

Excellent written and verbal communication skills as well as strong analytical skills

Location: Short Hills, NJ

Salary: Competitive

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Manager/Senior Manager, Valuation Appraisal – Commercial Properties (NYC)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide. The ideal candidate should have concentrated valuation experience and strong experience with valuation of commercial properties.
Responsibilities:
• Measure value of clients’ commercial assets by providing detailed valuation analysis.
• Perform valuation analysis at a property level utilizing practices to include market analysis, due diligence, and cash flow modeling.
• Prepare and present valuation analysis to clients, and assist in proposals and executive presentations.
• Responsible for the professional development and management of junior staff, who are also performing the above mentioned analysis.
• Assist in business development activities, as well as the development and maintenance of ongoing client relationships.
• Active participation with firm sponsored team building and social events.
Qualifications:
• Bachelors Degree in Real Estate, Economics, Business Administration, Finance or related field. Progress toward coursework for a graduate degree is a plus.
• Minimum eight years working experience with commercial real estate valuation.
• MAI is required. Progress toward CPA, REAL, ABV, ASA , CFA, CMA, MBA or Doctorate degree is preferred. Any candidate without one of these other designations will be required to secure one within one year of employment.
• Solid understand of value conclusions under GAAP, tax, and regulatory rules allowing companies to understand the value of an entity, asset or liability so they can make informed business and investment decisions.
• Solid understanding of Discounted Cash Flow modeling in both ARGUS and Excel is required.
• Strong background in managing multiple client engagements and client service teams.
• Excellent advisory, compliance, verbal and written communication skills required.
Location: New York City
Salary: $150,000-$200,000 Plus Bonus

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Manager, Financial Due Diligence (Chicago, IL)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide. The ideal candidate should have concentrated valuation experience and strong experience with valuation of commercial properties.

Responsibilities:
• Manage transaction advisory engagements (buy-side and sell-side). Provide due diligence assistance (financial and business) to companies and private equity investors.
• Oversee direction of client management.
• Manage teams, and third party diligence groups during transaction process.
• Analyze company data to target past and projected operational and financial trends.
• Assess company data for specific reasons of quality of earnings and working capital options. Also review for potential liabilities and risks, which would impact valuation and negotiation of the target company
• Responsible for the design and initial creation of custom transaction advisory reports that are targeted to to key issues such as achievability of management’s budget, normalized earnings, and indebtedness considerations and valuation model input assumptions.

Qualifications:
• Bachelors Degree in Accounting, Business Administration, Finance or related field. CPA is preferred.
• Minimum five to seven years of related work experience. Minimum four years of experience in top ten public accounting firm: accounting, advisory, financial audit, or transaction experience.
• Excellent project management experience that includes planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
• Strong current knowledge in one or more of: United States Generally Accepted Accounting Principles, Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards , mergers and acquisitions, or transaction services
• Strong verbal and written communication skills
• Ability to travel fifty percent annually including potential international travel

Location: Chicago, IL
Salary: Competitive

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Senior Valuation Associate, Valuation Manager and Senior Valuations Manager – Healthcare & Life Sciences (Short Hills, NJ)

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services. They are currently seeking a Valuation Manager – Heathcare and Life Sciences

Responsibilities:

Manage and deliver valuation services in the Life Sciences or Pharma Industries. Rendering financial opinions with respect to valuation, fairness and solvency. Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis.  Constructing and maintaining sophisticated, scenario driven financial and valuation models. Continually monitoring certain economic, industry, company trends and developments. Preparing and presenting detailed financial analyses and reports. Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments. Supervise, mentor, and facilitate the development of consulting skills for staff including valuation principles, communication, time management, and client product delivery.

Requirements:

* At least five years of relevant experience

* Bachelor’s degree in Accounting, Finance, Economics, or Business* CFA or ASA required

* Experience in the Pharma or Life Sciences verticals

* Prior Management experience required

* A thorough understanding of valuation theory and practice.

* Superior written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment

Salary: Competitive Base Plus Bonus
Location: Short Hills, NJ

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Senior Valuation Associate – Tangible Assets (Atlanta, GA)

Our client is a top consulting firm with offices around the world. They are seeking a Valuation Associate to perform Valuation Services for a variety of clients. The ideal candidate will have 3 years dedicated to real estate appraisal and valuations services.

Responsibilities:

This position is responsible for assisting senior level analysts in completing valuation assignments. Responsibilities will initially include property inspections, market analyses and data management, and will evolve to include the full valuation process. The Associate will provide valuation models, reports and market research to used for fair value estimates of tangible assets and property valuation. Ability to determine depreciation and provide analysis.

The ideal candidate will have a passion for serving in the valuation industry. One to two years of commercial or real estate valuation experience is required. The position requires superior skills in Microsoft Excel and proficiency in Word, as well as strong written and verbal communication skills. The successful candidate must be highly motivated, focused on quality performance, and able to work both independently and as part of a team.

Qualifications:

Three years of relevant experience

Bachelor’s degree in Engineering, Accounting, Finance or Business from an accredited college/university

Completion of USPAP;  ASA with Machinery & Equipment (a plus)

Experience with Argus, Microsoft Word and Excel

Effective written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment

Salary: $80,000 – $90,000

Location: Atlanta, GA

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Associate/Senior Associate Valuations (NYC)

Our client is an independent valuation firm providing full service appraisal/financial advisory; expert opinions on the valuations of business, equity and debt securities, financial reporting, litigation support, restructurings, tangible/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. This candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. Superior working environment.

The Associate/Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services, Tax Advisory (Trust & Estate), ESOP, and significant fund/portfolio work in addition to Financial Reporting..  They will also be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

Requirements:

The ideal candidate would have 1-4 years experience

Direct current experience in ASC 350/805  (Goodwill Impairment)

Strong writing and presentation skills; experience preparing and reviewing valuation reports

Strong technical skills including MS Excel, Word and Powerpoint skills

Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis

Strong oral and written communication skills and superior analytical capabilities are essential.

Must have quant skills and be familiar with financial modeling

A degree in Finance is required. An MBA is required

CFA (or CFA candidate) is also preferred.

Location: New York, NY

Salary: $70,000 – $90,000 + Bonus

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Senior Associate – Valuation & Portfolio Analysis (NYC)

Our client is a top asset management firm with offices around the world. Our Client provides a broad range of investment and advisory services.

The valuation and portfolio analysis team manages the quarterly private equity valuation process, prepares portfolio performance analysis, supports business development and marketing initiatives, and is involved in various strategic initiatives including (but not limited to) financial forecasting.  The team is based in Our client’s New York office and is supported by an offshore team.  The assistant vice president will report directly to the valuation and portfolio analysis team leader.

Responsibilities:

Analyze data and materials related to fund and co-investment portfolios across 300+ legal entities;

Prepare and analyze various investment track records for business development, marketing, client-specific requests, and management;

Prepare and analyze revenue, carried interest, and expense forecasting;

Review quarterly co-investment valuation information;

Analyze fund investment valuations provided by managers and prepare summary information;

Maintain fund and co-investment watch lists summarizing underperforming and challenged investments;

Generate portfolio construction models/analyses and cash flow models;

Perform complex data management and analysis including investment portfolio analytics and investment modeling;

Manage multiple projects/requests simultaneously, ensuring that deadlines are met; and

Perform various ad-hoc and special projects as assigned.

Requirements:

5+ years of relevant experience, including an understanding of valuation approaches and methods;

Bachelor’s degree in Accounting, Finance or Economics;

Master’s degree in Business, Finance or Economics preferred;

Professional certifications preferred: CFA or CPA;

Exceptional MS Excel skills with the ability to build macros;

Demonstrated aptitude in quantitative and qualitative analysis;

Ability to develop financial models including building models from scratch;

Alternative Investment sector experience;

In-depth understanding of investment performance, assets under management, asset allocation and risk exposure strongly preferred;

Experience working with offshore teams preferred;

Strong analytical, communication, organizational, and interpersonal skills;

Excellent project management skills, including the ability to manage multiple projects simultaneously, often under tight deadlines; and

High energy level with strong work ethic and flexibility to work long hours at times to accommodate special client needs.

Location: New York, NY

Salary: $100,000 – 110,000 Plus Bonus

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