Enterprise Valuation Analyst II-Remote/Hybrid

Overview

This role involves working closely and effectively with the Director of Enterprise Valuation to perform independent business valuations that support credit and risk decisions. Responsibilities include conducting research across the organization related to industry analysis and valuation trends, producing written enterprise valuation reports used in credit approval and portfolio monitoring, and maintaining independence from origination while partnering closely with deal teams to validate assumptions.

The Enterprise Valuation Analyst II performs complex analytical, valuation, and financial modeling analysis in support of credit underwriting for leveraged loans. The analyst synthesizes large amounts of information to build clear financial models, manages multiple projects independently, and serves as a key contributor to deal teams. Effective, proactive communication with deal team members and collaboration with internal partners are required.

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 using 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, 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.
• Strong work ethic, detail orientation, positive attitude, and passion for excellence.
• Self-starter able to operate with a high degree of autonomy.
• Resourceful with strong critical thinking skills; able to find answers not immediately given.

Preferred Qualifications

• Experience supporting leveraged lending underwriting and portfolio monitoring through enterprise valuation.

Supervisory Responsibilities

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

Compensation & Benefits

• Base salary is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on role, relevant skillset, relevant experience, education, and geographic location.
• In addition to base salary, this role is eligible to participate in an incentive compensation plan, with any payment based upon company, line of business and/or individual performance.
• Comprehensive benefits programs designed to support physical, financial, emotional, and social well-being.

Location

• Grand Rapids, Michigan 49503
• Remote/Hybrid

Working Conditions

• Normal office environment
• Extended time at desk / viewing computer screen
• Travel is not required