Valuation Associate – Financial Instruments (NYC)

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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Senior Associate – Valuation (Boston, MA)

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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Business Valuation Associate/Sr. Associate (NYC)

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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Associate – Real Estate Valuation (NYC)

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

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Valuation Manager – Generalist (Central NJ)

Our client, a leading valuation firm in Princeton, NJ, is seeking a hands-on  Manager to support their Financial ReportingTax-Based ValuationTransaction & Advisory Services  and  Litigation Support practices.

Requirements:

* Direct current experience in a Valuation practice, gift and estate tax required.

* At least five years of relevant experience.

* Prior Management experience required.

* A thorough understanding of valuation theory and practice.

* CFA or ASA required

* MBA preferred

Location: Central NJ

Salary: $85,000 – $130,000 plus bonus

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Senior Analyst, Corporate Transaction Opinions (NYC)

Our client is top rated independent valuation practice.

This position will provide valuation analysis to clients within public and private companies. Prepare valuations of structured financial products and provide business valuation expertise for transaction advisory, fairness and solvency opinions.

Requirements:

  • Bachelors Degree in finance, accounting or related field. Masters Degree and a CFA/CPA designation required.
  • Minimum ten years experience working within an Investment Banking Firm and/or M&A Advisory practice.
  • Experience with Fairness Opinions, Solvency Opinions and Capital Adequacy Opinions necessary.
  • Ability to analyze financial valuation models and communicate assumptions effectively.
  • Strong skills in Excel and Word.
  • Excellent oral and written communication skills.
  • Effective interpersonal and communication skills
  • Solid project management and presentation skills
  • Applicants must have unrestricted authorization to work for any employer in the U.S.

Location: New York, NY

Salary: $150,000-$175,000 Plus Quarterly Profit-Share and Wall Street Bonus

Contact a Recruiter at Careers On The Move 

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