Berkeley Research Group

Senior Associate - Valuations

Berkeley Research Group$95K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, or a related field.
  • 2-4 years of prior valuation experience, preferably with a national accounting or valuation firm.
  • Experience leading client-ready valuation deliverables.
  • Progress towards an ASA designation or similar certification is preferred.

Responsibilities

  • Analyze historical and projected financial data.
  • Develop and oversee financial models for company valuations.
  • Manage junior staff in model development.
  • Aggregate and organize large data sets using Excel.
  • Leverage software tools like Capital IQ and Bloomberg for data evaluation.
  • Present detailed valuation analyses to clients.
  • Utilize Option Pricing Models and Monte Carlo simulations as needed.

Benefits

  • On-the-job training and external training opportunities.
  • Unique career path within management consulting focused on knowledge.
  • Participation in business development activities including client meetings and presentations.
  • Opportunities for personal leadership skill development and practice development projects.
Full Job Description
BRG Transaction and Valuation Opinions provides valuation services in support of i) transaction opinions (fairness and solvency opinions), ii) portfolio valuation iii) tax and financial reporting, iv) litigation and v) special situations (i.e. Restructuring / Bankruptcy support). Our clients are leading hedge funds, private equity funds, venture capital funds, limited partners, lenders, corporations, boards of directors, independent directors and attorneys.

We look for individuals who have proven management skills, including recruiting, training and mentoring of junior staff. We look for candidates with strong financial modeling skills, valuation-related technical competencies, the ability to team with a variety of industry specialists, and an interest in growing one's own leadership and business development capabilities. The individual will work with senior management consulting professionals on a broad range of valuation engagements.

BRG offers all of its professionals on-the-job training and external training opportunities, benefits, and a unique career path within a management consulting firm focused on knowledge.

Responsibilities:

Technical
  • Analyze historical and projected financial information.
  • Develop detailed financial models to value companies and investments.
  • Direct junior staff in developing detailed financial models to value companies and investments.
  • Efficiently manage the aggregation and organization of large data sets in Microsoft Excel.
  • Leverage financial and market data software platforms such as Capital IQ and Bloomberg.
  • Present thorough valuation analyses to our clients consistent with the scope of the projects.
  • Experience with Option Pricing Models (Black Scholes) and/or Monte Carlo simulation is preferred.


Quality
  • Consistently meet client deadlines and quality expectations.
  • Maintain an organized, methodical and professional demeanor.
  • Take ownership in the work product, including the analyses developed by junior staff.
  • Maintain an organized, methodical, and professional demeanor.
  • Exceptional attention to detail.


Communication
  • Communicate project status and results both internally and externally.
  • Effectively manage the deadlines of the project tasks undertaken by junior staff.
  • Demonstrate strong report writing skills.


Teamwork and Leadership
  • Participate in a team environment and collaborate to share responsibilities towards attainment of team goals.
  • Actively seek out opportunities for practice development projects and personal leadership skill development.


Business and Personal Development
  • Actively participate in BRG's business development activities, including client meetings and presentations.
  • Be ready to expand your network with clients to become a trusted and reputable advisor.


Qualifications

  • A Bachelor's degree in finance, accounting, or other related field of study;
  • Two to four (2 to 4) years of prior valuation work experience is required, preferably with a national accounting firm or valuation firm;
  • Experience as a key team member leading the development and ultimate completion of client-ready valuation deliverables (or similar client service deliverables); and
  • Significant progress toward a ASA designation or similar designation will be looked upon favorably.


Candidate must be able to submit verification of his/her legal right to work in the U.S., without company sponsorship.

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