Associate - Valuations

LE001 Berkeley Research Group, LLC; Massachusetts; On-site; USD 65,000 - 85,000; Full time

Job summary

LE001 Berkeley Research Group, LLC is seeking a Financial Analyst with responsibilities in financial modeling and analysis. The ideal candidate will possess a bachelor's degree in finance or accounting and have 1-2 years of valuation experience.

You will be part of a collaborative team, utilizing tools like Microsoft Excel, Capital IQ, and Bloomberg. This position is dedicated to providing exceptional service and developing client relationships.

Qualifications

• One to two years of valuation experience with an accounting or national valuation firm.
• Progress toward an ASA or CFA designation is favorable.
• Legal right to work in the U.S. without sponsorship.

Responsibilities

• Analyze historical and projected financial information.
• Develop financial models to value companies and investments.
• Aggregate and organize large data sets.

Skills

Financial modeling

Data analysis

Report writing

Attention to detail

Team collaboration

Education

Bachelor’s degree in finance, accounting, or related field

Tools

Microsoft Excel

Capital IQ

Bloomberg

Job description

Responsibilities

• Technical:
  • Analyze historical and projected financial information.
  • Develop detailed financial models to value companies and investments.
  • Aggregate and organize large data sets in Microsoft Excel.
  • Leverage financial and market data software platforms such as Capital IQ and Bloomberg.
  • Research and develop a view on the competitive advantages and disadvantages of clients in their industries.
  • Develop a solid understanding of GAAP and related SEC reporting requirements for investors and corporations.
• Quality:
  • Consistently meet client deadlines and quality expectations.
  • Maintain an organized, methodical, and professional demeanor.
  • Take ownership in the work product.
  • Exceptional attention to detail.
• Communication:
  • Communicate project status and results both internally and externally.
  • Demonstrate strong report writing skills.
• Teamwork and Leadership:
  • Participate in a team environment and collaborate to share responsibilities toward attainment of team goals.
  • Actively seek out opportunities for practice development projects and personal leadership skill development.
• Business and Personal Development:
  • Actively participate in BRG’s business development activities, including client meetings and presentations.
  • Be ready to expand your network with clients to become a trusted and reputable advisor.

Qualifications

• A Bachelor’s degree in finance, accounting, or another related field of study.
• One to two years of prior valuation experience, preferably with an accounting firm or national valuation firm.
• Progress toward an ASA or CFA designation or similar designation will be looked upon favorably.
• Verification of legal right to work in the U.S. without company sponsorship.

Equal Opportunity Employer

BRG is a proud Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability, so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.

If you need reasonable accommodation for any part of the employment process, please contact us via email. Requests for accommodation will be considered on a case-by-case basis.