Senior Associate - Valuation - Corporate Finance

LE001 Berkeley Research Group, LLC; New York (NY); On-site; USD 80,000 - 135,000; Full time

Job summary

LE001 Berkeley Research Group, LLC in New York, NY is seeking a skilled valuation consultant to analyze financial data and develop financial models for clients. The role involves managing projects and junior staff while presenting valuation analyses to clients.

Ideal candidates will have 3-5 years of valuation experience, a Bachelor's degree in finance or accounting, and proficiency in Microsoft Excel, Capital IQ, and Bloomberg. A salary range of $80,000 to $135,000 is offered.

Qualifications

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

Responsibilities

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

Skills

Financial modeling

Valuation analysis

Data management

Report writing

Client communications

Education

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

Tools

Microsoft Excel

Capital IQ

Bloomberg

Job description

We do Consulting Differently. BRG Transaction and Valuation Opinions provides valuation services in support of transaction opinions (fairness and solvency opinions), portfolio valuation, tax and financial reporting, litigation, and special situations such as restructuring / bankruptcy support. Our clients are leading hedge funds, private equity funds, venture capital funds, limited partners, lenders, corporations, boards of directors, independent directors and attorneys.

Responsibilities

• Analyze historical and projected financial information.
• Develop detailed financial models to value companies and complex securities.
• Direct junior staff in developing detailed financial models to value companies and investments.
• Efficiently manage the aggregation and organization of large data sets in Microsoft Excel.
• Leverage financial and market data software platforms such as Capital IQ and Bloomberg.
• Present thorough valuation analyses to our clients consistent with the scope of the projects.
• Experience with Option Pricing Models (Black Scholes) and/or Monte Carlo simulation is preferred.
• Consistently meet client deadlines and quality expectations.
• Maintain an organized, methodical and professional demeanor.
• Take ownership in the work product, including the analyses developed by junior staff.
• Exceptional attention to detail.
• Communicate project status and results both internally and externally.
• Effectively manage the deadlines of the project tasks undertaken by junior staff.
• Demonstrate strong report writing skills.
• Participate in a team environment and collaborate to share responsibilities towards attainment of team goals.
• Actively seek out opportunities for practice development projects and personal leadership skill 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

• Three to five (3 to 5) years of prior valuation work experience is required, preferably with a national accounting firm or valuation firm.
• Experience as a key team member leading the development and ultimate completion of client-ready valuation deliverables (or similar client service deliverables).
• A Bachelor’s degree in finance, accounting, or other related field of study.
• Significant progress toward an ASA designation or similar designation will be looked upon favorably.
• Candidate must be able to submit verification of his/her legal right to work in the U.S., without company sponsorship.

Salary range is $80,000 - 135,000

Equal Opportunity Employer

BRG is proud to be an 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.