Valuation Analyst

Atlantic Group; Pennsylvania; Hybrid; USD 65,000 - 80,000; Full time

Job summary

An established industry player is seeking a Valuations Analyst to join their dynamic team. This role offers a unique opportunity to engage with a variety of investment securities and valuation methodologies. As a Valuations Analyst, you will conduct in-depth research, develop financial models, and prepare detailed client reports. This position is ideal for individuals eager to grow and learn within the finance sector while contributing to impactful valuation analyses. If you're ready to take your finance career to the next level, this opportunity is perfect for you!

Qualifications

• Bachelor's degree in accounting or finance is essential.
• 0+ years in finance, especially in valuations or security analysis preferred.

Responsibilities

• Conduct comprehensive research on securities and industry trends.
• Develop and apply financial models for various valuations.

Skills

Financial Analysis

Research Skills

Communication Skills

Valuation Methodologies

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Tools

Excel

Job description

Job Overview – Valuations Analyst
The Valuations Analyst is responsible for conducting valuations of various securities for investment companies, including hedge funds and BDCs. This role offers an excellent opportunity for individuals interested in gaining exposure to a diverse range of investment securities and valuation methodologies.

Compensation: $65,000.00 - $80,000.00 + bonus
Location: Bucks County, PA– Remote (One Day On-Site)

Responsibilities of the Valuations Analyst include:

1. Conduct comprehensive research on various securities, competitors, industry trends, and capital markets, analyzing market multiples, comparable ratios, and credit spreads.
2. Collect and meticulously document relevant data obtained through client interactions.
3. Develop, adapt, and apply financial models, including discounted cash flow, guideline market multiple, market transaction, fixed income, and option valuations.
4. Execute valuation analyses on companies and their securities across diverse industries, leveraging qualitative insights and proprietary quantitative valuation models.
5. Collaborate in the preparation of detailed client reports, ensuring accuracy and clarity in presentation.

Qualifications of the Valuations Analyst include:

1. Bachelor’s degree in accounting or finance
2. 0+ years in finance, preferably valuations or security analysis a plus
3. Proficient with Excel
4. Eager to grow, to learn and to be an effective communicator

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.