Equity Valuations Specialist
1 week ago
**Job Summary**
We are seeking a highly skilled Senior Associate to join our Forensic and Valuation Services Group.
The successful candidate will have the opportunity to work on a variety of assignments, including:
- Performing equity valuations and complex security valuations for financial reporting, tax compliance, and transaction advisory purposes.
- Assisting in projects related to economic and statistical analysis, model validation, database management, and other ad hoc quantitative assignments.
Key Responsibilities:
- Preparing and reviewing valuation analyses for tax, financial reporting, and advisory purposes.
- Completing data entry of tax returns and financial statements into Excel models.
- Assisting in writing and preparing reports, letters, and other client deliverables.
- Assisting in review of third-party appraisals for audit support purposes.
- Performing macroeconomic and industry research.
- Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes.
- Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested.
Requirements:
- Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline.
- Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing.
- 3+ years of experience in performing CFI valuations for U.S. is required.
- Understanding of financial statements and business tax returns required.
- Progress towards external designations such as CFA, FRM, CVA, CEIV, CPA/ABV a plus.
- Strong interest in quantitative and economic analysis.
- Advanced knowledge of Excel preferred.
- Ability to program in VBA and/or other statistical package a plus.
- Capacity to work independently on projects.
- Strong analytical and problem-solving skills, as well as strong verbal and written communication skills.
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