Valuations Analyst

Main St. Capital Corporation; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

401(k) employer match

Paid time off and company holidays

Company-paid parking

On-site gym access

Scholarship Program for dependents

Paid parental leave

Job summary

Main St. Capital Corporation in Houston, Texas, is seeking a Valuations Analyst to support the corporate accounting team. This role involves preparing and analyzing valuation models and offers the potential for transition to a principal investment role within 24 months based on performance.

Ideal candidates will have a Bachelor's in Accounting or Finance and 1.5-3 years of experience in related finance roles. The position includes comprehensive benefits, professional development support, and a dynamic work environment.

Qualifications

• 1.5-3 years of experience in banking, accounting, or related finance function.
• Strong GAAP background is required.
• Candidates should pursue CPA or CFA designation.

Responsibilities

• Prepare quarterly portfolio company valuation models.
• Analyze valuation metrics and summary schedules.
• Assist with investor and analyst presentations.

Skills

Organizational skills

Communication skills

Leadership potential

Strong work ethic

Microsoft Excel

Education

Bachelor's degree in Accounting or Finance

Master’s in Accounting or MBA

Job description

Valuations Analyst (Future Deal Team Analyst)

We are looking for a valuations analyst to join our growing team, with the opportunity to transition to a principal investment role in the Lower Middle Market investment group. We are looking for someone that can bring their attention to detail, strong work ethic and organizational skills to our team and organization. We are searching for a self‑starter with a positive attitude who will focus on getting the job done in an efficient and effective manner in a deadline sensitive environment.

This position will be engaged as a member of the corporate accounting and finance team primarily assisting with the quarterly valuations of investments in our portfolio companies. This role offers the opportunity to further develop valuation/finance skills, in addition to general accounting and analysis skills. Assuming strong performance consistent with expectations, this position will have the opportunity to transition to a principal investment role in the Lower Middle Market investment group within 24 months (subject to personnel needs and performance).

Responsibilities

• Assist lower middle market and middle market investment groups in the preparation of quarterly portfolio company valuation models
• Prepare and analyze valuation metrics/summary schedules
• Assist in organizing and providing valuation data to external auditors and third‑party valuation consultants.
• Management (internal) reporting and analysis
• Special projects and ad hoc reporting as directed by executive management
• Investor and Analyst presentations

Skills / Qualifications

• Should exhibit strong organizational and communication skills
• Must demonstrate leadership potential and exhibit strong performance
• Should be outgoing and exhibit strong interpersonal skills
• Must exhibit a strong work ethic and be willing to complete projects accurately under tight deadlines
• Bachelor’s degree in Accounting or Finance required (Master’s in Accounting or MBA is a plus)
• Prefer candidates who currently have a CPA or CFA designation or are currently working towards one of these designations
• Significant exposure to general accounting is required (valuations/financial modeling experience is a differentiator)
• 1.5‑3 years of experience in banking, accounting, or related finance function (preferably through public accounting) is required
• Strong accounting and GAAP background required
• Should exhibit strong Microsoft Excel skills
• The evaluation of prospective investment opportunities.
• Marketing initiatives to establish and maintain relationships with institutions and investment bankers that would provide Main Street with future deal flow.
• Interactions with investment bankers to learn more about potential deal opportunities.
• Management meetings with prospective portfolio companies in order to fully evaluate strengths and weaknesses of the potential investment.
• Modeling, transaction structuring, and financial due diligence.
• Board meetings with portfolio companies that update the investment team on investment performance and strategic initiatives.
• Financial analysis and modeling to evaluate various transaction structures.
• Company and industry research.
• Preparation of internal investment committee presentations.
• Assistance in drafting investment summaries and investment memos.
• Negotiation of confidentiality agreements with investment bankers and other intermediaries.
• Assistance in due diligence process through financial analysis, research, review of management and/or lender presentations, and management interviews.
• Updates of portfolio company models and assumptions to represent current investment value on a routine basis.
• Contact, investment bank, and transaction database management.

Why join Main Street’s Growing Team?

• Unique and differentiated lower middle market investment strategy
• Supportive and dynamic team‑based work environment

At Main Street, we’re committed to creating an environment where our employees can thrive both professionally and personally. We offer comprehensive medical, dental, and vision coverage effective on your first day. Our competitive compensation package includes bonus opportunities and restricted stock awards, along with fully employer‑paid life insurance, short‑term disability, and long‑term disability coverage. Employees start with 15 days of paid time off, enjoy 12 company holidays, and receive an immediate 401(k) employer match beginning the first of the month following their hire date—without any vesting schedule.

We proudly support professional development by covering licensing and continuing education costs, and we provide 100% company‑paid parking and access to an on‑site gym. Additional benefits include a Scholarship Program for dependents, volunteer time off to participate in charitable and volunteer activities, paid parental leave, and access to back‑up caregiving services, among many other perks designed to support your well‑being and success.

Location

Our Corporate Office is in a premier office building in the Uptown/ Galleria area in Houston, Texas (1300 Post Oak Blvd, 8 th Floor, Houston, TX 77056).

Our Commitment

Main Street Capital Corporation is an equal opportunity employer committed to diversity in recruiting, hiring, developing, compensating and promoting applicants and its employees. All employment decisions are made without regard to sex, race, color, religion, national origin or ancestry, citizenship, age, disability, marital or veteran status, sexual orientation, gender identity or expression, or any other legally protected categories.