Senior Analyst, Valuation

Jobtailor; Conshohocken (Montgomery County); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor is seeking a valuation professional to conduct analyses of illiquid investments and build robust financial models for enterprise, equity, and debt valuations. The role requires strong analytical skills, ability to work in a team environment, and high proficiency with Excel and S&P Capital IQ.

Candidates should have 2+ years of valuation experience, familiarity with market data, and a track record of delivering accurate reports to stakeholders. US work authorization is required.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field from an accredited institution.

Responsibilities

• Conduct valuation analyses of illiquid investments, including debt and equity securities, across industries and geographies.

Skills

Valuation Analysis

Financial Modeling

Discounted Cash Flow

Market Multiples

Precedent Transactions

Equity Value Allocation

Financial Statement Analysis

Market Data Analysis

Credit Spreads

Comparable Ratios

Education

Bachelor’s or Master’s degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

Microsoft Word

S&P Capital IQ

Job description

• Conduct valuation analyses of illiquid investments, including debt and equity securities, across industries and geographies
• Build, modify, and use financial models for enterprise, equity, and debt instrument valuations
• Apply discounted cash flow, market multiples, precedent transactions, and equity value allocation models
• Research securities, industries, competitors, and capital markets
• Gather and analyze market data, comparable ratios, and credit spreads
• Review financial statements, investment memoranda, and transaction documents
• Prepare valuation reports and presentations for internal and external stakeholders
• Support valuation conclusions and respond to auditor inquiries
• Collaborate across the firm to complete assignments accurately and on time

Requirements

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field from an accredited institution
• 2+ years of experience in valuation, financial modeling, or a related analytical role
• Demonstrated experience constructing and reviewing financial models
• Strong proficiency in Microsoft Excel and Word
• Excellent analytical, quantitative, and problem-solving skills
• Superior written and verbal communication abilities
• Ability to work effectively independently and as part of a team
• Strong work ethic and ability to manage multiple assignments under tight deadlines
• Authorization to work in the United States without current or future visa sponsorship
• Progress toward CFA / ASA / ABV designation or relevant professional certification preferred
• Experience in valuation, financial statement analysis, or related areas preferred
• Experience with market data sources such as S&P Capital IQ preferred
• Prior experience in a professional services, accounting, or valuation firm preferred

Core Competencies

Demonstrates expertise in conducting valuation analyses and constructing financial models for various investment types, with strong analytical and communication skills to support valuation conclusions and collaborate effectively across teams.

Highest-signal resume keywords

• Valuation Analysis
• Financial Modeling
• Microsoft Excel
• Analytical Skills
• CFA / ASA / ABV Designation

ATS Optimization Keywords

Hard Skills

• Valuation Analysis
• Financial Modeling
• Discounted Cash Flow
• Market Multiples
• Precedent Transactions
• Equity Value Allocation
• Financial Statement Analysis
• Market Data Analysis
• Credit Spreads
• Comparable Ratios

Soft Skills

• Analytical Skills
• Problem-Solving Skills
• Written Communication
• Verbal Communication
• Team Collaboration

Certifications & Qualifications

• CFA
• ASA
• ABV

Industry Keywords

• Investment Valuation
• Financial Services
• Professional Services
• Accounting
• Capital Markets

Tools & Technologies

• Microsoft Excel
• Microsoft Word
• S&P Capital IQ