Transaction Valuation Analyst

Initio Capital; New York (NY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Initio Capital is seeking a Transaction Valuation Analyst in New York, NY. In this role, you will build financial models and conduct valuation analyses for M&A and capital market transactions.

The ideal candidate should possess a Bachelor’s degree in relevant fields, strong financial modeling skills, and a keen attention to detail. Full-Time employment with a competitive base salary and performance bonus is offered.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related discipline.
• Strong financial modeling and valuation skills (DCF, LBO, comparable company analyses).
• Excellent analytical, quantitative, and communication skills.

Responsibilities

• Build and maintain financial models to support transaction valuations.
• Conduct detailed valuation and benchmarking analyses.
• Support live deals preparing transaction analyses and client presentations.
• Assist in due diligence by reviewing historical financials.
• Collaborate with senior bankers and deal teams for accurate valuations.
• Track market trends to inform valuation conclusions.

Skills

Financial modeling

Valuation analyses

Analytical skills

Communication skills

Excel proficiency

Organizational skills

Education

Bachelor's degree in Finance, Economics, Accounting, Mathematics or related discipline

Tools

Excel

PowerPoint

Bloomberg

Capital IQ

FactSet

Job description

Transaction Valuation Analyst

Location: New York, NY (Hybrid)

Employment Type: Full-Time

Industry: Investment Banking / Financial Services

Experience Level: Analyst / Early Career

Compensation: Competitive base salary + performance bonus (varies by employer)

About This Opportunity

This posting represents the type of Transaction Valuation Analyst roles typically found in the investment banking or corporate finance space. Candidates will work on transaction valuation, financial modeling, and valuation analyses for M&A, capital markets, and strategic transactions within a leading middle‑market investment bank, advisory firm, or corporate development team.

Key Responsibilities

• Build and maintain financial models to support transaction valuation, including 3‑statement, DCF, LBO, and comparable company analyses
• Conduct detailed valuation and benchmarking analyses for M&A, capital raising, and restructuring opportunities
• Support live deals by preparing transaction analyses, investment memoranda, and client presentations
• Assist in due diligence by reviewing historical financials, performing sensitivity analyses, and assessing assumptions
• Collaborate with senior bankers, advisors, and deal teams to ensure accurate valuation and advisory insights
• Track market trends, industry performance, and transaction multiples to inform valuation conclusions
• Contribute to pitch books and proposals demonstrating deal rationale and valuation outcomes

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
• Strong financial modeling and valuation skills (DCF, LBO, comparable company, precedent transaction analyses)
• Excellent analytical, quantitative, and communication skills
• Ability to manage multiple workstreams and meet deadlines in a fast‑paced environment
• High attention to detail and strong organizational abilitiesPrior internship or full‑time experience in investment banking, corporate finance, private equity, or transaction advisory is beneficial
• Proficiency in Excel, PowerPoint, and financial research platforms (Bloomberg, Capital IQ, FactSet, etc.)