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
Manager/Senior Manager, Valuation Appraisal – Commercial Properties (NYC)
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
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
Valuation Manager – Financial Reporting (Central NJ)
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.
They are seeking a Manager – Financial Reporting for their financial reporting valuation group. The ideal candidate will perform and review valuations for financial reporting purposes through the use of modeling and comparative analyses.
Responsibilities:
Perform detailed industry and economic research for client engagements used for business planning, financial reporting, and tax planning purposes.
Gather financial information and subject company data from client personnel.
Determine fair value of business enterprises, equity interests, and intangible assets (relationships, contracts, developed technology, trade-names, workforce) required for financial reporting and tax purposes.
Conduct valuations for purchase price allocations, impairment testing, equity valuations in support of share-based compensation, complex capital structure valuations, royalty rate analyses, transfers of intangible assets, corporate spin-offs and restructurings, purchases and sales of minority equity interests, valuations of preferred stocks and debt securities, and valuations in support of estate and gift tax matters.
Create financial models, perform discounted cash flow analysis and comparable company analysis.
Execute post-acquisition purchase price allocation analysis to determine the fair value of goodwill and perform business enterprise valuations to test for goodwill impairment.
Value private equity interests in debt, preferred equity, common equity, and warrants for fair value reporting purposes.
Requirements:
The ideal candidate should have concentrated valuation experience. Direct current experience in ASC 350/805 (Goodwill Impairment) a must. As well as an advanced, working knowledge of Excel and Word. 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 and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position.
Location: Central NJ
Salary: $100,000 – $125,000 Plus Bonus
