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
CA, Master's degree in Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university Minimum 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 models Experience with credit analysis or structured securities experience is a plus: CLOs, CMBS, RMBS, ABS, etc., Intex or other tools Strong analytical and problem-solving skills, as well as strong verbal and written communication skills A fundamental understanding of financial valuation theory, methodologies, and applications Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats and limitations Excellent attention to detail, strong work ethic, and ability to manage multiple ongoing assignments efficiently and accurately Familiarity with relevant accounting standards and policies produced and amended from time to time by the AICPA and other oversight bodies Knowledge of software packages including MS Word, Excel, and PowerPoint Direct experience working with VBA, Python, and Power BI is highly desirable Excellent written and verbal communication skills that help represent diverse communities Experience working with diverse teams