Valuation Associate – Bala Cynwyd, PA

Salary Range: $92,000 – $110,000

Description of Duties:

To satisfy the needs of our growing client base, we are looking to hire a Valuation Associate to join our Client Services Team in Philadelphia.

Job Description:

The Valuation Associate will be joining a newly created team dedicated to overseeing the valuation of our co-investment portfolio. As a part of this team, you will be helping to define the group’s role within the organization and creating effective processes to manage the quarterly valuations of underlying portfolio companies.

Essential Duties and Responsibilities:

  • Assisting with the review and reasonableness assessment of third-party prepared valuation models as part of a quarterly process
  • Working directly with external auditors on specific valuation related questions
  • Working with internal deal teams to gather data and information pertinent to the valuation of portfolio companies
  • Designing financial models for market multiple, market transaction, discounted cash flow 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
  • Reporting and presenting analyses and conclusions, including written reports, to internal valuation committees
  • Special projects as assigned

NECESSARY QUALIFICATIONS; Education and/or Experience:

  • Bachelor’s Degree required
  • 4+ years of related business valuation work experience
  • Financial modelling skills including experience building models from scratch
  • Demonstrated record of solving complex problems and completing challenging projects
  • Previous valuation experience in professional services/Big 4 Firm a plus
  • Master’s degree and/or achievement or progress towards a CFA a plus

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