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.
