Valuation & Financial Advisory Associate
New
H
Houlihan CapitalInvestment Banking
United StatesFull-TimeMiddle
Salary$83,000 - $98,000 USD
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Job Details
- Experience
- 1-2 years of relevant work experience
- Required Skills
- Microsoft ExcelFinancial analysisPowerPoint
Requirements
- Bachelor’s degree required; Finance, Accounting, or Economics majors preferred.
- 1-2 years of relevant work experience in performing valuations for financial reporting or tax purposes.
- MBA preferred; CFA or other relevant professional designation viewed favorably.
- Strong verbal and written communication skills.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
- Experience with financial databases like S&P Capital IQ, Pitchbook, or Bloomberg is a plus.
- Demonstrated ability to prioritize tasks, manage simultaneous engagements, and work independently.
- Keen eye for detail, particularly in reviewing financial and legal documents.
Responsibilities
- Populate Excel-based valuation models used to value equity, debt, and other illiquid securities for financial reporting, tax, and transaction-related purposes.
- Review, understand, and synthesize client-provided materials such as financial data, operating agreements, transaction documents, company presentations, and other essential documents.
- Assist in drafting client presentations and reports, preparing supporting tables, charts, and exhibits that communicate findings.
- Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses.
- Conduct research on industry trends, market conditions, and company-specific issues that will help client analyses.
- Work closely with internal team members and clients on multiple engagements to ensure alignment on objectives.
- Update the project manager on progress toward completion, client-provided information gaps, analytical challenges, and key assumptions.
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