JOB ALERT

Junior Valuation Analyst (NYC or Central NJ)

February 23, 2018 by

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

Our client is a top rated independent valuation practice.

The Junior Analyst will primarily perform valuations of privately-held companies, including debt and equity securities and intangible assets in privately-held companies, as well as purchase price allocation work, for tax and financial reporting purposes. The position is ideal for someone interested in gaining a wide introduction to a variety of industries and valuation methodology as well as 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 industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.

Assist in preparing formal client reports.

Requirements:

Recent graduate to 3 years dependent on relevant work experience and education.

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

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: NYC, Central NJ and San Francisco, CA

Salary: $50K-$60K Plus Quarterly & Year End Bonus

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Filed Under: Job Alerts, New Jersey, New York, Valuation Tagged With: , , , , ,

Portfolio Securities Associate / Senior Associate (NYC / Princeton Metro)

January 25, 2018 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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820.
  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum 1-5 years of relevant experience.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Salary: Competitive plus Generous Quarterly Profit Sharing & Year-end Bonus

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Filed Under: Accounting, Banking, Brokerage, New York, Valuation Tagged With: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Portfolio Securities Valuation Manager (Central NJ)

December 29, 2017 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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820
  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • 5 years experience, and prior experience managing small teams of analysts.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Location: Central NJ

Salary: Very Competitive

 

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Filed Under: New Jersey, Valuation Tagged With: , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Manager, Financial Due Diligence (Chicago, IL)

October 27, 2015 by

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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Filed Under: Financial Services, Illinois, Job Alerts, Valuation Tagged With: , , ,

Senior Associate – Valuation & Portfolio Analysis (NYC)

October 14, 2015 by

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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Filed Under: Job Alerts, New York, Valuation Tagged With: , , , , , , , , , , , ,

Valuation Associate and Senior Valuation Associate (Central NJ)

September 22, 2015 by

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 Valuation Associate and  Senior Associate roles will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, they will manage sell-side and buy-side M&A activities and fairness opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others.

The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions.  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.

Senior Level Associate Candidate will have 2-4 years experience.

Associate Level Candidate will have 1-2 years experience.

Location: Central NJ

Salary: Competitive

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Filed Under: Financial Services, Job Alerts, New Jersey, Valuation Tagged With: , , , , ,

Valuation Associate – Financial Instruments (NYC)

September 21, 2015 by

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services.
Responsibilities:

The ideal 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. They will have exceptional communication skills. They will be responsible for presenting valuation concepts to institutional clients which consists of hedge funds, private equity, pensions and endowments and financial institutions

Qualifications:

1-2 years of valuation experience

Bachelor’s degree from an accredited college/university

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: New York City, NY

Salary: Competitive

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Filed Under: Job Alerts, New York, Valuation Tagged With: , , , ,

Senior Associate – Valuation (Boston, MA)

September 18, 2015 by

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 Senior Associate to join their Economic and Valuation Services practice.

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.

Qualifications:

Two years of experience with valuation-related projects within an audit, tax, and advisory firm

Bachelor’s degree in Accounting, Finance, or Business

A thorough understanding of valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research

Chartered Financial Analyst (CFA) designation preferred

Knowledge of the MS Office Suite including Word, Excel, and PowerPoint

Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment

Location: Boston, MA

Salary: $75,000 – 85,000 Plus bonus

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Filed Under: Job Alerts, Massachusetts, Valuation Tagged With: , , , , , , , , ,

Business Valuation Associate/Sr. Associate (NYC)

September 16, 2015 by

Our client is a growing 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 world, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies worldwide.

The Associate/Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Responsibilities include analyzing companies’ historical and projected financial statements, developing traditional financial valuation methodologies (such as discounted cash flow and market comparable analyses), researching industries using Internet or other sources, performing due diligence review, and communicating results through written reports and presentations. The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. And specifically with expertise in valuing common stock of operating entities and interests in investment holding entities (including family partnerships and/or hedge funds and PE funds).  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Bloomberg and Excel modeling; FactSet experience a plus. 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. Progress towards an ASA or CFA designation also a plus. A background in accounting coursework is important and relevant to the responsibilities of the position. The ideal candidate would have 1-3 years experience only.

Location: New York, NY

Salary: Competitive

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Filed Under: Job Alerts, New York, Valuation Tagged With: , , , , , , , , , ,

Associate – Real Estate Valuation (NYC)

September 16, 2015 by

Our client is a top consulting firm with offices around the world. They are seeking a Valuation Associate to join their Economic and Valuation Services practice in their New York office. The ideal candidate will have 1-3 years dedicated to real estate appraisal and valuations services.
Responsibilities:

  • Prepare valuation models and reports for various types      of commercial real estate
  • Prepare real estate market research
  • Produce property level cash flows and net operating      income projections
  • Review valuation reports for reasonableness
  • Assist with the valuation of other tangible assets

Qualifications:

  • One year of relevant real estate appraisal experience
  • Bachelor’s degree in Real Estate, Accounting, Finance      or Business from an accredited college/university
  • Completion of Basic Appraisal Principles and      Procedures, USPAP, and General Appraiser Income Approach
  • Previous experience using Argus and Microsoft Word and      Excel
  • Effective written and verbal communication skills,      solid analytical skills, and the ability to work well in a team      environment

Location: New York, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Filed Under: Job Alerts, New York, Valuation Tagged With: , , ,
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