Valuation & Financial Advisory Associate

Overview

This role involves working as an Associate in the Valuation and Financial Advisory practice. You will support a high-performing team delivering high-quality financial analyses and reports for a range of client valuation needs, including:

• Fair Value Measurement
• Financial Reporting
• Fair Market Value
• Tax Reporting
• Transaction Opinions

The position provides experience applying valuation techniques across illiquid investments, including debt, preferred equity, common equity, options, crypto assets, structured products, and more, across a wide variety of industries for private equity funds, venture capital funds, corporations, and other clients.

Responsibilities

• Populate Excel-based valuation models to value equity, debt, and other illiquid securities for financial reporting, tax, and transaction-related purposes.
• Review, understand, and synthesize client-provided materials, including 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 to 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 inform client analyses.
• Work closely with internal team members and clients across multiple engagements to ensure alignment on objectives.
• Provide updates to the project manager on progress toward completion, information gaps, analytical challenges, and key assumptions.
• Prioritize tasks across multiple, simultaneous engagements to meet tight deadlines without compromising quality.
• Adapt to shifting priorities and manage competing demands by maintaining organized workflows, anticipating bottlenecks, and proactively communicating progress.

Requirements

• Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
• MBA preferred; CFA, or other relevant professional designation viewed favorably.
• 1-2 years of relevant work experience in performing valuations for financial reporting or tax purposes.
• Strong verbal and written communication skills, with the ability to convey complex financial concepts clearly.
• Proficiency in Microsoft Excel, Word, and PowerPoint is required.
• Experience with financial databases such as S&P Capital IQ, Pitchbook, or Bloomberg is a plus.
• Demonstrated ability to prioritize tasks, manage simultaneous engagements, and work independently in a fast-paced environment.
• Strong attention to detail, especially when reviewing financial and legal documents.

Preferred Qualifications

• MBA.
• CFA or other relevant professional designation.

Compensation & Benefits

• Base compensation: $83,000 - $98,000 USD
• Bonus eligible: Yes
• The role is eligible for a company bonus plan calculated as a percentage of eligible wages and dependent on individual and company performance.

Location

• Remote

Additional Information

• Reports to: Senior Vice President, Valuation
• FLSA status: Exempt