Associate - Valuations

Berkeley Research Group•Boston, MA

About The Position

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. 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 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 alternative investments.

Requirements

A Bachelor’s degree in finance, accounting, or other related field of study
One to two years’ prior valuation experience is preferred, preferably with an accounting firm or national valuation firm
Candidate must be able to submit verification of his/her legal right to work in the U.S., without company sponsorship.

Nice To Haves

Progress toward an ASA or CFA designation or similar designation will be looked upon favorably

Responsibilities

Analyze historical and projected financial information
Develop detailed financial models to value companies and investments
Aggregate and organize large data sets in Microsoft Excel
Leverage financial and market data software platforms such as Capital IQ and Bloomberg
In connection with each project, research and develop a view on the competitive advantages and disadvantages of our clients in the industries in which each competes
An aptitude for and desire for further develop a solid understanding of GAAP and related SEC reporting requirements for investors and corporations
Consistently meet client deadlines and quality expectations
Maintain an organized, methodical, and professional demeanor
Take ownership in the work product
Exceptional attention to detail
Communicate project status and results both internally and externally
Demonstrate strong report writing skills
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
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