Valuations - Transaction Opinions - Analyst

This role provides an excellent opportunity to gain transactional experience as well as build a corporate finance toolkit through a mix of engagements for public and private companies as well as leading private equity firms in connection with M&A, restructuring, recapitalization, and spin-off transactions as well as board or special committee advisory situations where we are delivering advisory services, including fairness and solvency opinions or valuations.

Duties and Responsibilities:

• Preparing and completing financial models and sophisticated valuation analyses, such as comparable public companies, precedent M&A transactions, or discounted cash flow analyses
• Analyzing, reviewing, and navigating SEC filings (8-K, 10-Q, 10-K, etc.), investor presentations, equity research reports, and other information resources to calculate trading and/or transaction multiples
• Researching market and transactional data and trends to assist the team with synthesizing market insights and in support of engagements, client pitches white papers, or market perspectives pieces to be published by the firm
• Assisting with the preparation of client deliverables and client discussion materials
• Preparing marketing materials for meetings with potential or existing clients

Requirements:

• Excellent foundation of corporate finance knowledge with advanced understanding of financial statements and various valuation methodologies (DCF, comparable company analysis, etc.)
• Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
• Proficiency at financial modeling with advanced Microsoft Excel skills
• Strong writing skills, effective organizational skills and strong communication skills
• One year of professional services experience in the financial services industry, such as investment banking, valuations, or accounting is strongly preferred