Research Analyst II - Valuations

Duties & accountabilities

• Gather and review underlying source data for the purpose of completing valuations of privately- held companies.
• Perform portfolio valuations for VC/PE funds, and business valuations of early-stage venture-backed companies with complex capital structure and illiquid classes of stock.
• Work with the Valuation team to complete valuations reports that adhere to all AICPA standards pertaining to Fair Value
• Assist the Implementation team with interpretation of financial and legal documents used for onboardingclients to the platform.
• Assist the Client Support Manager with client request resolution.
• Contribute to the design and enhancement of the proprietary models and software platforms used to perform valuations.

Education and Experience

• Post-Graduation in Finance/Accounting - MBA/PGDBM from an accredited college or university is strongly preferred. CFA/CPA or any of the levels cleared therein would be an advantage.
• Strong understanding and hands on experience of various business valuation methods
• Prior 409A /ASC 820 valuation experience a plus
• A flair for mathematical techniques and an analytical background. Knowledge of quantitative models like Black-Scholes OPM
• A basic understanding of the Venture Capital and Private Equity space
• Strong proficiency in Microsoft Excel and a conceptual understanding of the SaaS business model

Personal competencies

• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills
• The ability to work in an efficient and responsible manner. Extreme attention to detail and an ability to document processes.
• Experience of working effectively with others in a team setting while under the pressure of deadlines
• Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.
• Positive attitude, exceptional drive and stamina
• Intellectual curiosity and inquisitiveness
• Shift Timings - 1030 AM to 730 PM