Financial Analyst, Energy – Portfolio Valuation (NYC / Philadelphia Metro)

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.

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. Excellent opportunity to work on top deals, gain and develop key industry contacts.

Our client is seeking a Financial Analyst – Energy. The ideal candidate must possess a strong financial modeling background, as well as have an analytical orientation and business development skills. Expertise in the Energy sector is necessary. This position is great for a candidate interested in gaining experience with a variety of investment securities and valuation methodologies, as well a pursuing a CFA designation.

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 subsectors within the energy sector, including, but not limited to, oil and gas exploration and production, oil and gas midstream, oil and gas downstream, MLPs, cogeneration, renewable energy, etc., using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Prepare formal client reports.

Qualifications:

  • Bachelors Degree in Business Administration, Finance or related field. Masters degree is required. Coursework in valuation or securities analysis is a plus.
  • 2-5 years of relevant energy-focused work experience. Master Limited Partnerships (MLP) and Exploration & Production (E&P) Market experience is required.
  • Background in credit analysis is preferred.
  • Advanced, working knowledge of Excel.
  • Strong oral and written communication skills and superior analytical capabilities are imperative.
  • 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.

 

Location: NYC / Philadelphia Metro

Salary: Competitive Base Plus Quarterly Profit-Share and Wall Street Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

Senior Director/Director, Equity Analyst/Credit Analyst/Various Levels of Expertise (NYC)

Our client is seeking Equity Analysts/Credit Analysts. Each analyst role covers one of the following areas:

Real Estate & Leisure Sector, Director

Utilities and Natural Resources Sector Director

Utilities, Power and Gas

Healthcare and Pharmaceutical

Telecommunications, Media and Technology

Finance

Industrials and Transportation

Leveraged Finance

Retail and Consumer Products

 

Responsibilities:

  • Perform analysis of quantitative and qualitative factors influencing the credit quality of companies in the defined sector.
  • Develop comprehensive financial models.
  • Conduct meetings with industry management teams, and present analysis of companies to internal credit rating committees.

Required Experience

  • Bachelors degree in Business Administration, Finance or another related field. Masters preferred.
  • CFA/CPA is preferred
  • Minimum 10 years of relevant experience which must include a background within one of the noted sectors above.
  • Must have working experience in one of the above areas noted in position summary.

 

Location: NYC

Salary Range: $130 to $210K Plus bonus

 

Contact a Recruiter at Careers On The Move 

Careers on the Move