Senior Associate, Valuation Advisory
Overview
We are seeking a Senior Associate to join a growing Valuation Advisory practice. This individual will support complex valuation engagements related to M&A, financial reporting, tax compliance, fairness opinions, portfolio valuations, and strategic decision-making. The role offers significant client exposure, analytical responsibility, and opportunities for professional growth.
Key Responsibilities
- Perform business, equity, and intangible asset valuations using DCF, public company, precedent transaction, and other accepted valuation methodologies.
- Build and maintain financial models and conduct detailed financial analysis.
- Support purchase price allocations, goodwill impairment testing, fairness opinions, portfolio valuations, and tax-related valuation engagements.
- Research industries, public companies, transactions, and capital markets.
- Prepare valuation reports, presentations, and client deliverables.
- Participate in client meetings and help manage project timelines and workflows.
- Mentor junior team members and contribute to practice development initiatives.
Qualifications
Required
- 3-6 years of experience in valuation, transaction advisory, investment banking, corporate finance, or related fields.
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- Strong financial modeling, valuation, and financial statement analysis skills.
- Excellent analytical, written, and communication abilities.
- Ability to manage multiple projects in a fast-paced environment.
Preferred
- CFA, ASA, CPA, ABV, CVA, or progress toward a professional designation.
- Experience with fairness opinions, PPAs, goodwill impairment, or portfolio valuations.
- Familiarity with Capital IQ, PitchBook, FactSet, Bloomberg, or similar platforms.
- Experience working with private equity firms or middle-market companies.
- Exposure to Power BI, Tableau, Python, AI tools, or related technologies.
Ideal Candidate
- Strong business and financial acumen.
- Detail-oriented with excellent critical thinking skills.
- Organized, proactive, and collaborative.
- Comfortable interacting directly with clients and senior professionals.
- Motivated to learn and grow within a dynamic advisory environment.