Valuations Analyst

Main Street Capital Corporation • Houston, TX

1d • Onsite

About The Position

Main Street is seeking a Valuations Analyst to join their growing team, with the opportunity to transition to a principal investment role in the Lower Middle Market investment group. This position will be part of the corporate accounting and finance team, primarily assisting with the quarterly valuations of investments in their portfolio companies. The role offers the chance to develop valuation, finance, general accounting, and analysis skills. With strong performance, the analyst can transition to a principal investment role within 24 months. The ideal candidate is a self-starter with a positive attitude, attention to detail, strong work ethic, and organizational skills, capable of working efficiently in a deadline-sensitive environment.

Requirements

• Bachelor’s degree in Accounting or Finance required
• Significant exposure to general accounting is required
• 1.5-3 years of experience in banking, accounting, or related finance function (preferably through public accounting) is required
• Strong accounting and GAAP background required
• Should exhibit strong Microsoft Excel skills
• Should exhibit strong organizational and communication skills
• Must demonstrate leadership potential and exhibit strong performance
• Should be outgoing and exhibit strong interpersonal skills
• Must exhibit a strong work ethic and be willing to complete projects accurately under tight deadlines

Nice To Haves

• Master’s in Accounting or MBA is a plus
• Prefer candidates who currently have a CPA or CFA designation or are currently working towards one of these designations
• Valuations/financial modeling experience is a differentiator

Responsibilities

• Assist lower middle market and middle market investment groups in the preparation of quarterly portfolio company valuation models
• Prepare and analyze valuation metrics/summary schedules
• Assist in organizing and providing valuation data to external auditors and third-party valuation consultants
• SEC reporting (10-K, 10-Q, etc.)
• Management (internal) reporting and analysis
• Special projects and ad hoc reporting as directed by executive management
• Investor and Analyst presentations
• Evaluation of prospective investment opportunities
• Marketing initiatives to establish and maintain relationships with institutions and investment bankers that would provide Main Street with future deal flow
• Interactions with investment bankers to learn more about potential deal opportunities
• Management meetings with prospective portfolio companies in order to fully evaluate strengths and weaknesses of the potential investment
• Modeling, transaction structuring, and financial due diligence
• Board meetings with portfolio companies that update the investment team on investment performance and strategic initiatives
• Financial analysis and modeling to evaluate various transaction structures
• Company and industry research
• Preparation of internal investment committee presentations
• Assistance in drafting investment summaries and investment memos
• Negotiation of confidentiality agreements with investment bankers and other intermediaries
• Assistance in due diligence process through financial analysis, research, review of management and/or lender presentations, and management interviews
• Updates of portfolio company models and assumptions to represent current investment value on a routine basis
• Contact, investment bank, and transaction database management

Benefits

• Comprehensive medical, dental, and vision coverage effective on your first day
• Bonus opportunities
• Restricted stock awards
• Fully employer‑paid life insurance
• Short‑term disability coverage
• Long‑term disability coverage
• 15 days of paid time off
• 12 company holidays
• Immediate 401(k) employer match beginning the first of the month following their hire date—without any vesting schedule
• Professional development support by covering licensing and continuing education costs
• 100% company‑paid parking
• Access to an on‑site gym
• Scholarship Program for dependents
• Volunteer time off to participate in charitable and volunteer activities
• Paid parental leave
• Access to back-up caregiving services

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level