Valuation Analyst -

About the company

Our client is a company that specializes in guiding business owners through seamless transitions within the wealth industry ensuring readiness and control. By connecting buyers with valuable companies they maximize exit value for a secure and positive futureall fueled by personal connections and a peoplefirst approach.

Position Summary

We are looking for a Valuation Analyst with specialized knowledge in US wealth management. This role entails conducting valuations financial analyses and market research to determine the value of assets and businesses accurately. The ideal candidate will have a strong background in finance or a related field proficiency in valuation methodologies and the ability to interpret complex financial data effectively.

Key Responsibilities

Financial Analysis: Conduct thorough financial analyses of businesses assets and securities to determine their value.

Valuation Modeling: Develop and maintain complex financial models to support valuation conclusions.

Market Research: Perform industry and market research to understand the competitive landscape and economic conditions affecting valuations.

Report Preparation: Prepare detailed valuation reports and presentations that summarize findings and support conclusions.

Data Collection & Interpretation: Gather and analyze financial statements market data and other relevant information to inform valuations.

Collaboration: Work closely with other financial professionals such as accountants auditors and investment analysts to gather necessary data and insights.

Compliance: Ensure that all valuation practices comply with relevant industry standards and regulatory requirements.

Client Interaction: Communicate valuation findings to clients answer their questions and provide expert insights.

Continuous Learning: Stay updated with the latest valuation techniques financial regulations and industry trends.

Preferred Qualifications

Bachelors degree in Finance Accounting Economics or related field.

Advanced degrees (e.g. MBA) or relevant certifications (e.g. CFA CPA CVA) preferred.

Comprehensive knowledge and a thorough understanding of the US wealth management industry.

Deep expertise in valuation techniques methodologies and complex financial modeling.

Strong ability to conduct detailed financial analyses interpret data accurately and apply analytical thinking effectively.

Bring your skills to our team and make an impact with your valuation prowess. Apply now and be part of our dedicated team delivering toptier financial analysis and strategic insights!