Consultant - Valuation

LE001 Berkeley Research Group, LLC; Massachusetts; On-site; USD 90,000 - 160,000; Full time

Job summary

LE001 Berkeley Research Group, LLC in Massachusetts is seeking a professional to provide valuation services for transaction opinions and portfolio valuation. This role involves analyzing financial data, developing financial models, and presenting results to clients.

The ideal candidate has 3-5 years of experience, a bachelor’s degree in a related field, and proficiency in tools like Excel, Capital IQ, and Bloomberg. A salary range of $90,000 – $160,000 is offered.

Qualifications

• 3-5 years of valuation work experience, preferably with a national accounting firm.
• Experience leading development of client-ready valuation deliverables.
• Progress toward an ASA designation or similar is favorable.

Responsibilities

• Analyze historical and projected financial information.
• Develop detailed financial models to value companies.
• Present thorough valuation analyses to clients.

Skills

Financial modeling

Financial analysis

Report writing

Team collaboration

Education

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

Tools

Excel

Capital IQ

Bloomberg

Job description

BRG Transaction and Valuation Opinions provides valuation services in support of transaction opinions, portfolio valuation, tax and financial reporting, litigation, and special situations including restructuring and bankruptcy support. Our clients include leading hedge funds, private equity funds, venture capital funds, limited partners, lenders, corporations, boards of directors, independent directors, and attorneys.

Responsibilities

• Technical: Analyze historical and projected financial information; develop detailed financial models to value companies and complex securities; direct junior staff in model development; efficiently manage large data sets in Excel; leverage financial and market data platforms such as Capital IQ and Bloomberg; present thorough valuation analyses to clients; experience with option pricing models (Black‑Scholes) and/or MonteCarlo simulation preferred.
• Quality: Consistently meet client deadlines and quality expectations; maintain an organized, methodical, and professional demeanor; take ownership of work product and analyses produced by junior staff; demonstrate exceptional attention to detail.
• Communication: Communicate project status and results internally and externally; manage deadlines of tasks undertaken by junior staff; demonstrate strong report‑writing skills.
• Teamwork and Leadership: Participate in team environment and collaborate to share responsibilities toward team goals; seek opportunities for practice‑development projects and personal leadership skill development.
• Business and Personal Development: Participate in BRG’s business development activities, client meetings, and presentations; expand your network to become a trusted advisor.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field.
• Three to five years of prior valuation work experience, preferably with a national accounting firm or valuation firm.
• Experience as a key team member leading the development and completion of client‑ready valuation deliverables.
• Significant progress toward an ASA designation or a similar designation is favorably considered.
• Legal right to work in the United States (no sponsorship).

Salary range: $90,000 – $160,000.

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.