Senior Associate - Valuation

BRG; Boston (MA); On-site; USD 80,000 - 135,000; Full time

Job summary

A financial services firm based in Boston is seeking a Senior Associate for its Valuation team. The role requires strong financial modeling skills, management of junior staff, and the ability to present analyses to clients. The ideal candidate will have 2-4 years of valuation experience and a Bachelor's degree in finance or accounting. The position offers a competitive salary range of $80,000 to $135,000, and a commitment to equal opportunity in hiring.

Qualifications

• 2-4 years of prior valuation work experience, preferably with a national accounting firm.
• Key team member leading client-ready valuation deliverables.
• Progress toward an ASA designation or similar is favorable.

Responsibilities

• Analyze historical and projected financial information.
• Develop financial models to value companies and investments.
• Manage and guide junior staff in model development.
• Meet client deadlines and quality expectations.

Skills

Financial modeling

Data analysis

Project management

Report writing

Team collaboration

Education

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

Tools

Excel

Capital IQ

Bloomberg

Job description

Senior Associate – Valuation – Corporate Finance

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

We look for individuals with proven management skills, strong financial modeling abilities, and the capacity to collaborate with industry specialists. The role involves leading valuation engagements, coaching junior staff, and developing business development capabilities.

Responsibilities

Technical

• Analyze historical and projected financial information.
• Develop detailed financial models to value companies and investments.
• Direct junior staff in developing detailed financial models.
• Manage the aggregation and organization of large data sets in Excel.
• Leverage Capital IQ, Bloomberg, and other financial data platforms.
• Present thorough valuation analyses to clients.
• Experience with option pricing models (Black–Scholes) and/or Monte Carlo simulation is preferred.

Quality

• Consistently meet client deadlines and quality expectations.
• Maintain an organized, methodical and professional demeanor.
• Take ownership of work product, including analyses developed by junior staff.
• Exceptional attention to detail.

Communication

• Communicate project status and results internally and externally.
• Effectively manage the deadlines of the project tasks undertaken by junior staff.
• 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 network with clients to become a trusted and reputable advisor.

Qualifications

• A Bachelor’s degree in finance, accounting, or a related field.
• Two to four 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.
• Progress toward an ASA designation or similar designation is viewed favorably.
• Must be able to submit verification of legal right to work in the U.S. without company sponsorship.

Salary Range: $80,000-135,000

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 as long as essential functions can be performed with or without reasonable accommodation.