Advisory Associate

About the Role

The Valuation & Capital Market Analysis Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of the Valuation & Capital Market Analysis group. This role involves working within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members. The Associate will be involved in all stages of client management, including construction of valuation modeling, completion of industry and client research, and analysis of financial statements.

Key Responsibilities

• Performs company, industry, and economic research
• Performs benchmark analyses and assists with analytical tasks and projects
• Analyzes financial statements
• Constructs valuation models
• Assesses operational profitability and financial conditions
• Develops and reviews cash flow forecasts
• Navigates public company databases and filings
• Documents and ensures quality control of work product for assigned clients
• Composes appropriate narrative reports to support valuation analyses
• Develops exhibits and memos to illustrate complex issues
• Assists with project preparation and delivery
• Participates in external and internal client meetings
• Other duties as required

Requirements & Tech Stack

• Proficient in the use of Microsoft Office Suite, specifically Excel

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Economics, or Finance OR an MBA degree
• Experience (internship or work study) in valuation, corporate finance, or accounting environment, preferred

Other Knowledge, Skills, & Abilities

• Excellent verbal and written communication skills
• Superior analytical skills with the ability to deconstruct complex issues
• Intermediate or higher spreadsheet understanding and computer adaptability
• Ability to analyze and organize high volumes of data
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to successfully interact with professionals at all levels