Day-to-day responsibilities:
The Analyst will assist on a range of valuation advisory services to the alternative asset community and gain exposure to exciting the esoteric nature of such positions. Responsibilities include:
- Developing deep technical strength in the valuation of alternative assets, through direct exposure to high-profile clients and alternative asset industry professionals
- Reviewing investment memoranda, governing documents of structured investments, board of directors presentations, and client models
- Assisting the team with interviewing clients, including preparing information request lists, participating in face-to-face meetings, to gather data and information pertinent to the engagement
- Assisting in the design of financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
- Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
- Compiling statistical summaries of companies financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
- Working with management to build, develop, and maintain client relationships
- Reporting and presenting analyses and conclusions including written reports, including assisting in the presentation of work products and conclusions internally to clients
- Attending relevant industry events to broaden your knowledge and experience within the alternative asset community
Essential traits:
- CA, Masters degree in Finance, Accounting or Economics or equivalent thereof (e. g. , CFA); or MBA from an accredited college/university
- Minimum 0-1 year of experience constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models
- Experience with credit analysis or structured securities experience is a plus: CLOs, CMBS, RMBS, ABS, etc. , Intex or other tools
- Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
- A fundamental understanding of financial valuation theory, methodologies, and applications
- Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats and limitations
- Excellent attention to detail, strong work ethic, and ability to manage multiple ongoing assignments efficiently and accurately
- Familiarity with relevant accounting standards and policies produced and amended from time to time by the AICPA and other oversight bodies
- Knowledge of software packages including MS Word, Excel, and PowerPoint
- Direct experience working with VBA, Python, and Power BI is highly desirable
- Excellent written and verbal communication skills that help represent diverse communities
- Experience working with diverse teams
