Enterprise Valuation Analyst II-Remote/Hybrid

Overview

This role involves independent business valuation work to support credit and risk decisions, partnering closely with deal teams while maintaining independence from origination.

The Enterprise Valuation Analyst II performs complex analytical, valuation, and financial modeling in support of credit underwriting for leveraged loans. The analyst synthesizes large amounts of information to build clear, effective financial models and manages multiple projects independently as a key contributor to deal teams.

Responsibilities

• Prepare enterprise valuation reports documenting methodology, key assumptions, sensitivities, and valuation conclusions to support leveraged lending underwriting and portfolio monitoring.
• Calculate enterprise value using discounted cash flow (DCF) modeling, analyzing and assessing the likelihood of projected cash flows based on industry data, historical performance, and reasonableness of add-backs.
• Run and interpret sensitivity analyses (WACC, terminal growth, leverage, margins) and scenario cases (management/base/downside) to support defensible valuation ranges.
• Use S&P Capital IQ to identify, screen, and compile guideline public companies and precedent transactions; calculate key multiples and support comp selection.
• Utilize and critically evaluate the organization’s advanced leveraged finance projection model in Excel.
• Communicate with deal teams to manage transaction deadlines, obtain relevant comps, and review projection assumptions.
• Conduct industry research using S&P Capital IQ, IBIS World, Kroll, DealStats, and other reputable publicly available resources.
• Develop proficiency in third-party financial platforms and maintain internal databases.
• Adhere to Enterprise Valuation policy and contribute to ongoing enhancements of templates, databases, and best practices.

Requirements

• Bachelor’s degree in finance or accounting.
• 2-5 years of credit analysis or valuation experience, preferably in Capital Markets, Leveraged Finance, or industry verticals.
• Advanced analytical and quantitative skills, with the ability to interpret complex financial data and present conclusions effectively.
• Highly effective written communication skills; ability to create clear, well-structured valuation deliverables.
• Strong proficiency in Microsoft Excel; comfortable working within financial models (advanced modeling proficiency a plus).
• Understanding of valuation concepts such as market comps, free cash flow, EBITDA, present value, and WACC.
• Detail-oriented, with a strong work ethic and a positive attitude.
• Self-starter capable of operating with a high degree of autonomy.
• Resourceful critical thinking skills, including the ability to find answers not immediately given.

Supervisory Responsibilities

• Mentor and review work of less experienced analysts on the team.

Location & Work Arrangement

• Grand Rapids, Michigan 49503
• Remote/Hybrid
• Normal office environment
• Extended time at desk/viewing computer screen
• Travel is not required

Compensation & Benefits

• Base salary is set according to the role’s pay grade range across the U.S.; individual compensation varies by factors including role, relevant skillset, relevant experience, education, and geographic location.
• Eligible to participate in an incentive compensation plan, with payouts based on company, line of business and/or individual performance.
• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.

Equal Opportunity Statement

The organization is committed to an engaged and inclusive culture and provides equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.