Research Analyst - Valuations

Responsibilities of the Candidate:

• Collect and review underlying source data for the purpose of completing valuations of privately- held companies
• Carry out portfolio valuations for VC/PE funds, and business valuations of early level venture-backed companies with complex capital structure and illiquid classes of stock
• Finish valuation reports that adhere to all AICPA standards pertaining to Fair Value
• Aid with interpretation of financial and legal papers needed to onboard clients to the platform
• Help Client Support Manager with client request fixing
• Enhance proprietary models and software platforms used for valuations

Requirements:

• Post graduation in Finance/Accounting or MBA from an accredited college or university is strongly preferred. CFA/CPA or any of the levels cleared therein would be a plus
• Strong understanding and hands-on experience of various business valuation methods
• Prior 409A /ASC 820 valuation experience a plus
• Knowledge of quantitative models like Black-Scholes OPM will be a plus
• A basic understanding of the Venture Capital and Private Equity space
• Good at Microsoft Excel and a conceptual understanding of the SaaS business model