Enterprise Valuation Analyst II-Remote/Hybrid

Overview

This role supports enterprise valuation activities used to inform credit and risk decisions. Work closely with the Director of Enterprise Valuation to perform independent business valuations, conduct industry research, and produce written valuation reports for leveraged lending underwriting and portfolio monitoring. Maintain independence from origination while partnering with deal teams to validate assumptions.

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) models, assessing the likelihood of projected cash flows based on industry data, historical performance, and the 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 to support comparable selection.
• Utilize and critically evaluate the organization’s advanced leveraged finance projection model in Excel.
• Communicate effectively 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.
• Strong work ethic, detail orientation, positive attitude, and passion for excellence.
• Self-starter with the ability to operate with a high degree of autonomy.
• Resourceful with strong critical thinking skills; able to find answers not immediately given.
• Advanced analytical and quantitative skills, including 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 and comfort 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.

Preferred Qualifications

• Experience in Capital Markets or Leveraged Finance.
• Industry vertical experience relevant to valuation and credit analysis.

Supervisory Responsibilities

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

Compensation & Benefits

• Base salary range varies by pay grade and is reflective of salary levels for roles within this pay grade across the U.S.; individual salaries vary based on factors such as role, relevant skillset, relevant experience, education, and geographic location.
• Eligible to participate in an incentive compensation plan, with any payment based upon company, line of business and/or individual performance.
• Comprehensive benefits program supporting physical, financial, emotional, and social well-being.

Location & Work Model

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