Deal Valuation, Experienced Associate

Jobtailor; Massachusetts; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a valuation professional to join our professional services team in the United States. You will perform valuation engagements, support client work, and develop your knowledge to deliver exceptional results while building strong client relationships.

The role emphasizes financial modeling and IP valuation, with exposure to intellectual property valuation, impairment testing, and potential travel up to 40%.

Qualifications

• Bachelor's Degree in Economics, Finance, Quantitative Finance, or Economics and Finance.
• 1 year of experience.
• Working knowledge performing valuation engagements.
• Applying valuation methodology for business entities and intangible assets.
• Experience in financial modeling and derivatives.
• Understanding intellectual property valuation and impairment testing.
• Up to 40% travel.
• CFA or ASA preferred.
• PwC sponsorship through the H-1B lottery is generally not available.

Responsibilities

• Perform valuation engagements in a professional services firm or corporate finance group.
• Support client engagement and project tasks.
• Develop skills and knowledge to deliver exceptional work.
• Build and maintain meaningful client relationships.
• Learn to manage and inspire team members.
• Expand technical knowledge of firm services and technology resources.
• Contribute to the growth of your personal brand.
• Adapt to changing project requirements and environments.

Skills

Valuation engagements

Financial Modeling

Intellectual Property Valuation

CFA or ASA Certification

Client Relationship Management

Team Management

Adaptability

Education

Bachelor's Degree in Economics, Finance, Quantitative Finance, or Economics and Finance

Job description

• Perform valuation engagements in a professional services firm or corporate finance group
• Support client engagement and project tasks
• Develop skills and knowledge to deliver exceptional work
• Build and maintain meaningful client relationships
• Learn to manage and inspire team members
• Expand technical knowledge of firm services and technology resources
• Contribute to the growth of your personal brand
• Adapt to changing project requirements and environments

Requirements

• Bachelor's Degree in Economics, Finance, Quantitative Finance, or Economics and Finance
• 1 year of experience
• Working knowledge performing valuation engagements
• Applying valuation methodology for business entities and intangible assets
• Experience in financial modeling and derivatives
• Understanding intellectual property valuation and impairment testing
• Up to 40% travel
• CFA or ASA preferred
• PwC sponsorship through the H-1B lottery is generally not available

Core Competencies

Demonstrates expertise in valuation engagements, financial modeling, and intellectual property valuation while building strong client relationships and managing team dynamics. Possesses a solid foundation in finance and economics, with a commitment to continuous learning and adaptability in project environments.

Highest-signal resume keywords

• Valuation Engagements
• Financial Modeling
• Intellectual Property Valuation
• CFA or ASA Certification
• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Valuation Methodology
• Financial Modeling
• Derivatives
• Impairment Testing
• Quantitative Finance

Soft Skills

• Team Management
• Client Engagement
• Adaptability
• Inspiration

Certifications & Qualifications

• CFA
• ASA

Industry Keywords

• Corporate Finance
• Professional Services
• Business Entities
• Intangible Assets