What are the responsibilities and job description for the Associate - Valuations position at Berkeley Research Group, LLC?
BRG Transaction and Valuation Opinions provides valuation services in support of i) transaction opinions (fairness and solvency opinions), ii) portfolio valuation iii) tax and financial reporting, iv) litigation and v) special situations (i.e. Restructuring / Bankruptcy support). Our clients are leading hedge funds, private equity funds, venture capital funds, limited partners, lenders, corporations, boards of directors, independent directors and attorneys.
We look for candidates with strong financial modeling skills, valuation-related technical competencies, the ability to team with a variety of industry specialists, and an interest in growing one’s own leadership and business development capabilities. The individual will work with senior management consulting professionals on a broad range of valuation engagements.
BRG offers all of its professionals on-the-job training and external training opportunities, benefits, and a unique career path within a management consulting firm focused on alternative investments.
Responsibilities
Technical:
- Analyze historical and projected financial information.
- Develop detailed financial models to value companies and investments.
- Aggregate and organize large data sets in Microsoft Excel.
- Leverage financial and market data software platforms such as Capital IQ and Bloomberg.
- In connection with each project, research and develop a view on the competitive advantages and disadvantages of our clients in the industries in which each competes.
- An aptitude for and desire for further develop a solid understanding of GAAP and related SEC reporting requirements for investors and corporations.
- Present thorough valuation analyses internally consistent with the scope of the projects.
- Experience with Option Pricing Models (Black Scholes) and/or Monte Carlo simulation is preferred.
Quality:
- Consistently meet client deadlines and quality expectations.
- Maintain an organized, methodical, and professional demeanor.
- Take ownership in the work product.
- Exceptional attention to detail.
Communication:
- Communicate project status and results both internally and externally.
- Demonstrate strong report writing skills.
Teamwork and Leadership:
- Participate in a team environment and collaborate to share responsibilities towards attainment of team goals.
- Actively seek out opportunities for practice development projects and personal leadership skill development.
Business and Personal Development:
- Actively participate in BRG’s business development activities, including client meetings and presentations.
- Be ready to expand your network with clients to become a trusted and reputable advisor.
Qualifications:
- A Bachelor’s degree in finance, accounting, or other related field of study;
- One to two years’ prior valuation experience is preferred, preferably with an accounting firm or national valuation firm; and
- Progress toward an ASA designation or similar designation will be looked upon favorably.
Candidate must be able to submit verification of his/her legal right to work in the U.S., without company sponsorship.
#LI-SO1
