About the company

Our client is a company that specializes in providing business valuations to wealth management firm across the US. They use a streamlined process that incorporates multiple valuation methods and approaches, including Revenue multiples, EBITDA multiples and Discounted Cash Flow to determine value. The firm has emerged as a leading and trusted valuation firm in the wealth management industry. They also provide consulting and M&A services to wealth management firms.

Position Summary

We are seeking a Valuations Associate, with valuations experience and knowledge of wealth management industry in the US, who can work with our team to compete all aspects of valuations.

Key Responsibilities

- Client Communication: Communicating required data to clients using existing firm documents (emailing Valuation Questionnaire, etc.).

- Data Intake: Reviewing received documents to ensure completeness and accuracy. (we have employee who will enter all data into our systems).

- Problem Solving & Critical Thinking: Demonstrate ability to thoroughly understand the subject business and how various financial reports do or do not flow together.

- Income Statement Preparation: Making necessary adjustments to Normalize Income Statement (within firm designed software).

- Financial Modeling: Assessing various metrics and projecting 5 years of financials based on historical performance. Completing other firm-created calculations to assess various aspects of the business.

- Attention to Detail: Perform thorough review to ensure all aspects of the valuation (formulas,formatting, report metrics, etc.) are accurate and look professional. (Company has custom designed software to automatically generate report from data entered.)

- Compliance: Ensure that all adjustments in the valuation comply with relevant industry standards. 

- Continuous Learning: Stay up to date with the latest valuation techniques, financial regulations, and industry trends.

Preferred Qualifications

- Bachelor’s degree in Finance, Accounting, Economics, or related field.

- Advanced degrees (ex. MBA) or relevant certifications (or willingness to obtain quickly):

         o CVA® (Certified Valuations Analyst)

         o CBA® (Certified Business Appraiser)

         o ABV® (Accredited in Business Valuation)

         o ASA® (Accredited Senior Appraiser)

         o BCA® (Business Certified Appraiser)

- Knowledge and understanding of the wealth management industry in US.

- Knowledge and experience in valuation techniques, methodologies, and financial modeling.

- Strong attention to detail, ability to interpret financial data, and apply critical 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 top-tier financial analysis and strategic insights!