Associate/Manager - Valuation - Investment Banking (1-5 yrs)

Key Responsibilities:

Valuation Analysis:

- Conduct detailed valuation analysis for a variety of assets, including financial instruments, businesses, and real estate, using various methods such as Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), Precedent Transaction Analysis, and others.

Financial Modeling:

- Build and maintain complex Excel models to forecast financial performance, perform sensitivity analysis, and estimate valuation metrics. Update models based on the latest financial information and assumptions.

Data Gathering & Analysis:

- Collect and analyze financial data from various sources, including balance sheets, income statements, market data, and industry reports. Provide meaningful insights and recommendations based on data.

Excel Reporting:

- Create, maintain, and update comprehensive Excel-based reports and dashboards for internal and external stakeholders, ensuring accurate representation of valuation results and key financial metrics.

Client Interaction:

- Support the preparation of client deliverables, including presentations and reports, explaining valuation methodologies, assumptions, and results.

Documentation & Compliance:

- Assist in the preparation of formal valuation reports that comply with relevant accounting standards, regulations, and best practices. Ensure that all analysis is documented clearly and consistently.

Market Research:

- Conduct research on industry trends, market conditions, and economic factors that may impact valuation assumptions and forecasts.

Collaboration:

- Work closely with other team members, including senior analysts, directors, and other departments, to ensure alignment on valuation assumptions and methodologies.

Required Skills and Qualifications:

Education:

- Bachelor's degree in Engineering, Finance, Accounting, Economics, or a related field. A CFA or equivalent certification is a plus.

Excel Proficiency:

- Advanced proficiency in Excel, including complex functions (e.g., VLOOKUP, INDEX/MATCH, SUMIF, Pivot Tables, Macros), financial modeling, and data visualization. Familiarity with Excel add-ins is a plus.

Valuation & Financial Analysis:

- Strong understanding of valuation methodologies and financial statement analysis. Experience with DCF, CCA, and precedent transaction analysis is essential.

Attention to Detail:

High attention to detail, ensuring accuracy in calculations, data input, and report generation.

Analytical Thinking:

- Strong analytical and problem-solving skills with the ability to synthesize large amounts of data and generate actionable insights.

Communication Skills:

- Excellent written and verbal communication skills, with the ability to explain complex financial concepts to both technical and non-technical stakeholders.

Time Management:

- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Experience:

- 1-5 years of experience in a valuation, financial analysis, or similar analytical role, preferably within investment banking, corporate finance, or consulting.

Preferred Skills:

- Knowledge of accounting standards (e.g., GAAP, IFRS).

- Experience in industry-specific valuations in M&A and private equity.