Capital Markets Archives - Careers on the Move

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

November 14, 2022 by Systems Administrator

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

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Filed Under: Featured Jobs, Job Alerts, Massachusetts, Pennsylvania, Valuation Tagged With: Capital Markets, CFA, Portfolio Valuations

Sr. Associate – Alternative Investments (NYC)

May 2, 2022 by Systems Administrator

Responsibilities:

Assist in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space
Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
Build new and update existing financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis
Prepare valuation and other types of reports and presentations
Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers

Qualifications:

Bachelor’s degree in finance, accounting, economics, or business from an accredited college/university
A minimum of three years of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
Possess advanced finance, financial modeling, accounting, and analytical abilities
Strong work ethic, ability to multitask, presentation, problem solving and organizational skills, and attention to detail
Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently

Location: NYC

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

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Filed Under: Accounting, Featured Jobs, Job Alerts, New York, Valuation Tagged With: Accounting, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Private Equity, Quantitative Analysis, Valuation

Sr. Associate – Alternative Investment Valuations (NYC / Los Angeles)

April 11, 2021 by Systems Administrator

Responsibilities:

Assist in the preparation of valuations mainly consisting of a alternative investment activities.
Build new and maintain existing financial models including but not limited to discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
Analysis on financial and economic data.
Preparation of of reports and presentations

Qualifications:

Bachelors Degree in Finance or similar.
3+ years of experience in investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets.
Excellent written and verbal communication skills.

Location: NYC / Los Angeles

Salary: Competitive Base * Plus Bonus Package

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Filed Under: Accounting, California, Job Alerts, New York, Valuation Tagged With: Alternative Investment, Bloomberg, Capital IQ, Capital Markets, Discounted Cash Flow, Valuation

Senior Valuation Manager (NYC)

February 17, 2021 by Systems Administrator

Responsibilities:

Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
Manage managers and staff in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space.
Participate in business development and origination activities
Work with financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models.
Perform analyses on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis.
Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers

Qualifications:

Bachelor’s Degree In finance or Similar. MBA Preferred.
CFA / CPA / ABV / CMA preferred.
A minimum of eight years of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
Advanced finance, financial modeling, accounting, and analytical abilities
Excellent written and verbal communication skills and the ability to work well in a team environment and/or independently
Strong work ethic, ability to multitask, presentation, organizational and problem-solving skills, and attention to detail

Location: NYC

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move

Filed Under: Featured Jobs, Job Alerts, New York, Valuation Tagged With: ABV, Accounting, Capital Markets, CFA, CPA, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Quantitative Analysis, Valuation

VP Financial Reporting (San Francisco, CA)

February 15, 2021 by Systems Administrator

VP will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services. In addition, they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

This is a flat organization with great visibility. Management is very responsive to their employees, and has created an ideal platform for upward mobility. Superior working environment.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree (MBA) and/or CFA Designation (or CFA candidate) preferred.
Minimum 7-10 years experience, preferably at a valuation or accounting firm. Must have background/exposure with financial reporting, accounting and valuation issues, as well as financial modeling.

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

Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A. Prior ASC 718 experience is ideal, as the majority of the work will be working on these engagements.

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

Location: San Francisco, CA

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

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Filed Under: Accounting, California, Featured Jobs, Valuation Tagged With: Accounting, Advisory, Advisory Services, Analysis, Audit, Business Valuation, Capital Markets, CFA, Complex Securities, CPA, Derivatives, Fairness Opinions, Finance, Financial Modeling, Financial Services, Goodwill Impairment, MBA, Private Equity, Purchase Price Allocation, Valuation

Manager / Sr. Manager Matrimonial Litigation / Forensic Accounting- (Remote – Northeast / Mid Atlantic)

September 10, 2020 by

Our client is a top financial advisory firm is looking to grow their litigation consulting practice, which is small yet growing.

Key Responsibilities:

Manage multiple complex matrimonial litigation projects.
Perform advanced financial analysis including asset tracing, lifestyle analysis, business valuation, cash flow analysis, income available for support, and settlement structuring .
Communicate and review results with clients in a timely and efficient manner .
Maintain and develop positive, productive, and professional relationships with clients and colleagues

Qualifications:

Minimum Bachelor’s degree in Accounting or Finance.
Advanced degrees including MBA or JD highly desired.
Preferred certifications: CPA; ASA/CVA/ABV; CFF; and CDFA
Training in divorce mediation and collaborative law highly desired
Five plus years’ experience in litigation and matrimonial forensics highly desired
Excellent written and verbal communication skills
Open to forensic accountants who have asset tracing experience with openness to applying this skill to matrimonial litigation

Location: Remote but must reside within driving distance to Central NJ

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, New Jersey, New York, Valuation Tagged With: Business Valuation, Capital Markets, Cash Flow, CFA, chicago, Commercial Litigation, Comparable Analysis, estate and gift tax, Finance, Forensic Accounting, M&A, Manager, matrimonial dissolution, MBA, Mergers & Acquisitions, Private Equity, Recapitalization, Sales, shareholder disputes, SVP, Tax Reporting, Valuation

Senior Vice President / Sr. Manager Valuation – Chicago, IL

November 6, 2019 by

Our client is an independent valuation firm with a 30 year 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, and be responsible for revenue generation. This senior leadership position is that of a Doer /Seller, and manage valuation engagements while being instrumental in business development activities.

Responsibilities:

Providing 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;

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

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

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 including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing;

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

Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;

Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;

Developing and maintaining relationships with existing clients through periodic conversations and meetings;

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.

Requirements:

* 10-12 years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

Location: Chicago, IL

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, Illinois, Job Alerts, Valuation Tagged With: Capital Markets, Cash Flow, CFA, chicago, Comparable Analysis, Finance, M&A, Manager, MBA, Mergers & Acquisitions, Private Equity, Recapitalization, Sales, SVP, Tax Reporting, Valuation

Vice President / Valuation Manager – Dallas, TX

October 5, 2019 by