Senior Associate - Valuations

LE001 Berkeley Research Group, LLC; Boston (MA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

On-the-job training

External training opportunities

Competitive benefits

Job summary

Berkeley Research Group, LLC seeks a valuation professional to support advisory engagements across transaction opinions, portfolio valuation, tax and financial reporting, litigation support, and special situations. You will collaborate with senior consultants, mentor junior staff, and contribute to business development efforts.

Responsibilities include building detailed valuation models, managing large data sets in Excel, and presenting analyses to clients.

Qualifications

• Two to four years of valuation work experience is required.
• Experience leading client-ready valuation deliverables.
• Progress toward ASA designation is favorable.
• Must be able to submit verification of legal right to work in the U.S.

Responsibilities

• Work with senior management on a broad range of valuation engagements.
• Direct junior staff in developing detailed financial models to value companies and investments.
• Present thorough valuation analyses to clients consistent with project scope.
• Participate in BRG’s business development activities and client meetings.

Skills

Financial modeling

Valuation methods

Leadership

Business development

Team management

Excel expertise

Education

Bachelor’s degree in finance or accounting

Tools

Capital IQ

Bloomberg

Job description

We do Consulting Differently BRG Transaction and Valuation Opinions provides valuation services in support of i) transaction opinions (fairness and solvency opinions), ii) portfolio valuation iii) tax and financial reporting, iv) litigation and v) special situations (i.e. 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. We look for individuals who have proven management skills, including recruiting, training and mentoring of junior staff. We look for candidates with strong financial modeling skills, valuation-related technical competencies, the ability to team with a variety of industry specialists, and an interest in growing one’s own leadership and business development capabilities. The individual will work with senior management consulting professionals on a broad range of valuation engagements. BRG offers all of its professionals on-the-job training and external training opportunities, benefits, and a unique career path within a management consulting firm focused on knowledge.

Technical

• Analyze historical and projected financial information.
• Develop detailed financial models to value companies and investments.
• 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.

Quality

• 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.
• Maintain an organized, methodical, and professional demeanor.
• Exceptional attention to detail.

Communication

• 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.

Teamwork and Leadership

• 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.

Business and Personal 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

• A Bachelor’s degree in finance, accounting, or other related field of study
• Two to four (2 to 4) 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)
• Significant progress toward a 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

About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart—and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges. We get results because we know how to apply our thinking to your world. At BRG, we don’t just show you what’s possible. We’re built to help you make it happen.

We do Consulting Differently It takes more than top-tier people. It takes top-tier people grounded in real-world expertise, working together in the right ways. This is BRG. Purpose-built for the agility and connectivity that sets us apart— we bring the best data, brightest talent, and boldest thinking to all that we do. With the crucial added ingredient of our real-world business acumen, we translate insights into action.

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.

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.

If you need reasonable accommodation for any part of the employment process, please contact us by email at [e-mail] and let us know the nature of your request and your contact information.

Requests for Website Accessibility and Required Information for Online Applicant Tracking Systems accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.