Valuation Analyst – Financial Reporting (Atlanta, GA / Chicago, IL / Dallas, TX)

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including market multiples and comparable ratios.
  • Build, modify and utilize financial models for equity, business enterprise and intangible asset valuation using accepted and relevant approaches and theory.
  • Gather and document pertinent data obtained through client interaction.
  • Assist in the valuation of certain interests across a wide range of industries using relevant qualitative informationgathered and through the application of proprietary quantitative valuation models.
  • Assist in preparing formal client report and presentation materials.

 

Requirements:

  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus.
  •  ASA, CFA, CPA or ABV designations is a plus.
  • Working/advanced knowledge of Excel
  • Self-starter with ability to master new tasks quickly
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
  • Strong work ethic and ability to work flexible hours around critical due dates

 

• Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location:  Atlanta, GA – Chicago, IL – Dallas, TX

Base salary: Competitive Base Salary + Generous Quarterly Bonus  and Year-End Bonus

 

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Business Valuation Analyst (NYC / NJ / PA/ Hybrid / Remote)

Responsibilities:

  •  Lead business valuation engagements including information gathering, due diligence, financial modeling, report writing, and review
  • Communicate and review valuation results with team members and clients •
  • Maintain and develop positive, productive, and professional relationships with colleagues and clients

 

Requirements:

  • Minimum Bachelor’s degree in Finance or similar
  • CFA, CVA, CBA,ABV a plus
  • Minimum 1 year relevant work experience post graduation.
  • Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to team members.
  • Oversight of junior associates to ensure their career progression through on-the-job training
  •  Proficient in financial modeling including experience building models from scratch in MS Excel
  • Preparation of financial statement analysis, public company and industry research
  • Knowledge of CapIQ, Bloomberg and other valuation software
  • Ability to manage multiple projects and priorities under strict deadlines
  • Experience presenting findings to team members, third parties and defending analysis with facts and confidence
  • Strong attention to detail and accuracy focused output.

Location: NYC / NJ / PA / Hybrid / Remote

Base salary: $55K-$65K Range +Bonus Package

 

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Appraiser – Real Estate (East Coast)

Our client is a Milwaukee based top rated practice seeking an East Coast Associate with primarily Industrial / Commercial valuation experience. Excellent opportunity to work on top deals, gain and develop key industry contacts.

*Must be familiar with Audit Review. Purchase Price Allocation, Real Property Valuation & Leases with certifications*

* Book of Clients highly preferred.

Responsibilities:

Perform in-depth industry, market, and competitor research

Perform local, national, and international real estate market analysis on a wide range of public and private entities using all accepted and relevant approaches and theory

Design valuation models for discounted cash flow analysis (Argus and Excel), comparable property sales models, and construction cost models

Independently gather data pertinent to the engagement through direct client interaction, including personal and telephone interviews with brokers and property managers

Review industry surveys and benchmarks, economics, and demographic trends

Assist with preparing and presenting the results

Requirements:

Bachelor of Science/Business Administration in Real Estate, Finance, Accounting, Economics, MS in Real Estate, MS in Finance, or MBA from an accredited college or university

Minimum three years of experience in real property valuation or consulting

Candidate for MAI (Member of Appraisal Institute) and state licensed as a Certified General Appraiser a plus

Solid foundation of valuation principals and methodology as they relate to the analysis of fee and leasehold/leased fee real estate interests

Strong analytical, comprehension, and problem solving skills, as well as strong verbal and written communication skills are essential

Direct experience in meeting the requirements of purchase price allocation under ASC 805 and providing support through the audit review process a plus

Demonstrated leadership and strong personal integrity

Must be self-starting, and able to work independently as well as part of a team

Ability to work on multiple assignments, prioritize tasks, and manage rapidly changing assignments in a team environment

Demonstrated commitment to obtaining outstanding results

 

Location: East Coast

Salary: $80K-$150K based upon experience + Bonus & Commission

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Business Development Manager – Valuation (Tampa, FL or Miami, FL)

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, real estate, 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 Business Development experience in the Valuation Industry.  Must have experience with Financial Statements and some entrepreneurial or start up experience is a plus.

MBA preferred.

 

Responsibilities:

WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.

Responsible for managing client relationships and business development within the financial, corporate and asset management communities

Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;

Continually monitoring certain economic, industry, capital market and company trends and developments;

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.

Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;

Selling financial opinions with respect to valuation, fairness and solvency;

Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
  • Experience in Valuation field required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

Location: Tampa, FL / Miami, FL

Salary: $100K -$150K range plus  Bonus / Commission plan

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VP – Business Development (NY Capital Region)

Our Client is seeking a veteran salesperson to join our growing team of investment professionals in the Capital Region. Ideal candidate will have proven sales ability and regional contacts who would benefit from asset management capabilities.  This role will enhance the individual’s career path plus work hand-in-hand with Sales to support the firm’s overall business development.

Responsibilities: 

• Effectively identify, qualify, and track progress of prospects to become new relationships for the firm.​
o Primary Focus – High net worth individuals
o Secondary Focus – Regional entities, small businesses, endowments, foundations & associations​
• Develop leads list with to show potential for $50-100M of new business; 1st year production target commensurate to experience
• Utilize Salesforce for pipeline and new business development reporting​​
• Understand and effectively communicate investment philosophy, process and solutions.​
• Provide recommendations for active market engagement and product positioning.

Qualifications & Experience:​

• Proven success in high net worth sales and/or investment management, preferably within the financial services industry
• Experience, knowledge and relationship management within the Capital Region
• Series 7 & 66 securities licenses (must be acquired within first 3 months of hire).
• Bachelor’s Degree.  Master’s a plus.
• Excellent communications and presentation skills
• Must be an entrepreneurial, self-starter as well as a team player.
• Position is onsite yet requires extensive regional travel

Location: NY Capital Region

Salary: $125K-$150K base + Bonus up to 100%

 

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Junior Analyst – Portfolio Valuation (Bucks County PA / NYC)

Our client is a top rated independent valuation practice seeking an analyst to join their team . This role will primarily perform valuations of various investment securities for hedge funds and other investment companies. Such securities consist of illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products and other unique securities.

Responsibilities:

Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.

Gather and document pertinent data obtained through client interaction.

Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations.

Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.

Assist in preparing formal client reports.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis a plus.

Recent Grad – 3 years experience dependent on relevant work experience and education. (3.4 GPA or higher required)

Advanced, working knowledge of Excel and Word.

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

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: Bucks County PA / NYC

Salary: $55K-$70K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

 

 

Sr. Associate – Private Equity (NYC / Chicago / Hybrid Remote option)

Our Client, a Venture Capital and Private Equity Firm is looking for a Valuation Associate to work on a small team that will support the finance team and focus on activities related to financial reporting and valuation across the fund’s credit and equity investments.

 

Responsibilities:

  • Quarterly valuations of illiquid securities across a variety of asset classes including senior debt, warrants, common equity and preferred equity.
  • Experience utilizing a variety of valuation approaches including discounted cash flow, market multiples, market transaction and option pricing analyses.
  • Complete activities surrounding the year end valuation audits, third party valuation reviews, and other various audit inquiries regarding processes and conclusions.
  • Assist with the preparation of valuation materials for presentation to valuation and audit committees
  • Manage and work directly with third-party valuation consultants who assist with the quarterly valuation process.
  • Assist with the maintenance and support of the firm’s iLevel cloud-based reporting platform.
  • Provide additional analysis or support as needed.

 

Requirements:

  • Bachelor’s degree in Finance or similar with strong record of academic performance.
  • 2-4 years of valuation experience within a consulting organization, public accounting firm or an alternative investment firm.
  • Sound understanding of valuation principles and basic credit risk metrics
  • Strong knowledge of all Microsoft Office products is required
  • Experience with CapitalIQ and Pitchbook strongly preferred.

Location: NYC or Chicago, IL (Hybrid Remote)

Salary: $120K-$140K range Plus Quarterly & Year End Bonus

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Sr. Associate / Manager – Valuation (Northeast / Mid-Atlantic / Remote Option)

Our Client, an advisory firm with locations across the U.S is seeking a Sr. Associate / Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.

 

Responsibilities:

  • Serve as the lead on engagements and interact directly with all internal and external stakeholders.
  • Assist in the training, development, and mentoring of junior staff.
  • Perform in-depth company, industry, market, economic, and competitor research.
  • Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
  • Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
  • Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.

 

Requirements:

  • Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
  • 4-7 years of relevant experience.
  • ASA, CPA, CFA, MBA a plus, but not required.
  • A solid understanding of financial valuation theory, methodologies, and applications.
  • Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
  • Strong analytical abilities paired with excellent verbal and written communication skills.
  • Exceptional work ethic with the ability to master new tasks quickly.
  • Strong knowledge of Microsoft Office, specifically Excel and Word.
  • Capacity to build and maintain strong relationships with internal and client personnel.
  • Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
  • Executive presence and ability to act as primary contact on assigned engagements.
  • Ability to successfully interact with professionals at all levels.

 

 

Location: Northeast / Mid-Atlantic / Remote Option

Salary: $90K-$150 range Plus Bonus

Contact a Recruiter at Careers On The Move 

 

Manager/ Sr. Manager – Valuation (Northeast / Mid-Atlantic/ Remote Option)

Our Client, an advisory firm with locations across the U.S is seeking a Manager / Sr. Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.

 

Responsibilities:

  • Serve as the lead on engagements and interact directly with all internal and external stakeholders.
  • Assist in the training, development, and mentoring of junior staff.
  • Perform in-depth company, industry, market, economic, and competitor research.
  • Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
  • Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
  • Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.

 

Requirements:

  • Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
  • 4-7 years of relevant experience.
  • ASA, CPA, CFA, MBA a plus, but not required.
  • A solid understanding of financial valuation theory, methodologies, and applications.
  • Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
  • Strong analytical abilities paired with excellent verbal and written communication skills.
  • Exceptional work ethic with the ability to master new tasks quickly.
  • Strong knowledge of Microsoft Office, specifically Excel and Word.
  • Capacity to build and maintain strong relationships with internal and client personnel.
  • Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
  • Executive presence and ability to act as primary contact on assigned engagements.
  • Ability to successfully interact with professionals at all levels.

 

 

Location: Northeast / Mid-Atlantic / Remote Option

Salary: $130K-$180 range Plus Bonus

Contact a Recruiter at Careers On The Move 

 

Sr. Associate / Manager – Portfolio Valuation / Alternative Investments (NYC)

Our Client, a global Consultancy Firm is seeking Sr. Associates & Managers for their Alternative Investment Services division.

 

Responsibilities:

  • Provide support to the team of Managing Directors, Senior Directors, Directors and Managers, primarily with project execution
  • Conduct research, synthesize information and develop reports
  • Use a variety of tools to conduct extensive data analyses and modeling

Qualifications:

  • Bachelor’s degree required, in a business-related major (accounting/finance preferred)
  • 2+ years of work experience, or relevant internship experience
  • Experience gained at a prestigious accounting or consulting firm, investment bank or independent valuation firm, or coursework/training in financial valuation preferred
  • Proficiency in Excel and PowerPoint
  • Excellent oral and written communications skills
  • Self-starter; desire to succeed in an entrepreneurial culture

 

Location: NYC

Salary: $80K-$110K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

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