Associate - Corporate Finance and Valuation

Asscoaite - Corporate Finance and Valuation

Key Responsibilities

Bus

• Conduct business analysis including company description, industry landscape review, and competitive positioning
• Perform comprehensive SWOT analysis and competitive intelligence to understand market dynamics and business viability
• Assess management quality, operational efficiency, and strategic positioning relative to peers

Financial Analysis & Forecasting

• Execute historical financial performance reviews across revenue, margins, cash generation, and capital efficiency
• Develop financial forecasts and working capital analysis based on business drivers and market assumptions
• Build free cash flow (FCF) analysis including capex requirements, working capital needs, and cash flow sustainability
• Calculate and analyze key financial ratios and metrics (revenue growth, EBITDA margins, ROIC, leverage ratios, etc.)
• Support sensitivity testing to validate forecast robustness

Valuation & Modeling

• Construct and review sophisticated financial models (DCF, comparable company, precedent transaction analyses)
• Develop trading comparables (trading comps) analysis for peer benchmarking and valuation multiples
• Execute transaction comparables (M&A comps) analysis to derive precedent transaction multiples and market insights
• Build scenario and sensitivity analyses to stress-test assumptions and valuations
• Maintain conceptual clarity on model drivers, assumptions, and key value creation levers

Sell-Side Transaction Support

• Prepare and refine Information Memoranda (IMs) tailored to buyer profiles and investment thesis
• Develop teaser documents and marketing materials for sell-side processes and buyer targeting
• Develop pitch books and support management presentations with compelling financial storytelling and analytical insights
• Conduct preliminary buyer profiling and process structuring to optimize transaction outcomes

Required Qualifications

Experience

• 2-3+ years of progressive experience in one or more of the following:
• Corporate finance / Investment banking (M&A or equity research focus)
• Top-tier management consulting (MBB or Big 4)

Financial Analysis & Modeling

• Advanced financial modeling capability (DCF, comparable company analysis, precedent transactions)
• Strong understanding of valuation methodologies and relative valuation multiples
• Demonstrated ability to build complex models with scenario and sensitivity analyses
• Proficiency in financial ratio analysis and key performance indicators
• Experience translating assumptions into quantified models and identifying key drivers
• High proficiency in Excel, experience with Power BI or Tableau is an advantage

Valuation & Comparables Analysis

• Hands-on experience with trading comparables analysis for peer benchmarking
• Demonstrated expertise in transaction comparables (M&A comps) analysis
• Ability to assess enterprise value, EBITDA/revenue multiples, and valuation spreads
• Comfort working with equity research platforms and financial databases (Capital IQ)
• Understanding of valuation adjustments for size, liquidity, and control premiums

Sell-Side & Marketing Capabilities

• Experience preparing or contributing to Information Memoranda (IMs) and marketing materials
• Ability to construct compelling financial narratives for external audiences (buyers, investors, lenders)
• Proficiency in PowerPoint and data visualization (ThinkCell, or equivalent)
• Understanding of buyer personas and tailored messaging for institutional investors/strategic buyers
• Experience developing teaser documents and preliminary marketing materials
• Comfort working with multi-stakeholder teams (clients, senior management, legal, accounting, etc.)

If you think you're the right fit, we would love to hear from you.