Day-to-day responsibilities :
The Analyst will assist on a range of valuation advisory services to the alternative asset community and gain exposure to exciting the esoteric nature of such positions. Responsibilities include :
- Developing deep technical strength in the valuation of alternative assets, through direct exposure to high-profile clients and alternative asset industry professionals
- Reviewing investment memoranda, governing documents of structured investments, board of directors presentations, and client models
- Assisting the team with interviewing clients, including preparing information request lists, participating in face-to-face meetings, to gather data and information pertinent to the engagement
- Assisting in the design of financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
- Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
- Compiling statistical summaries of companies financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and / or using our standard formats and presentations
- Working with management to build, develop, and maintain client relationships
- Reporting and presenting analyses and conclusions including written reports, including assisting in the presentation of work products and conclusions internally to clients
- Attending relevant industry events to broaden your knowledge and experience within the alternative asset community
Essential traits :
CA, Masters degree in Finance, Accounting or Economics or equivalent thereof (e. g. , CFA); or MBA from an accredited college / universityMinimum 0-1 year of experience constructing and reviewing valuation models and other financial models including : enterprise valuation using DCF & market approaches, and other structured investment modelsExperience with credit analysis or structured securities experience is a plus : CLOs, CMBS, RMBS, ABS, etc. , Intex or other toolsStrong analytical and problem-solving skills, as well as strong verbal and written communication skillsA fundamental understanding of financial valuation theory, methodologies, and applicationsExcellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats and limitationsExcellent attention to detail, strong work ethic, and ability to manage multiple ongoing assignments efficiently and accuratelyFamiliarity with relevant accounting standards and policies produced and amended from time to time by the AICPA and other oversight bodiesKnowledge of software packages including MS Word, Excel, and PowerPointDirect experience working with VBA, Python, and Power BI is highly desirableExcellent written and verbal communication skills that help represent diverse communitiesExperience working with diverse teamsSkills Required
Valuation, Financial Modeling, Statistical Analysis, Financial Statement Analysis