Senior Analyst- II- Valuation ( 409A & BEV)

• Client Communication & Diligence
• Engage with clients to understand data requirements and valuation scope.
• Communicate effectivelyboth written and verbalto gather and clarify inputs.
• Project Management & Execution
• Handle multiple valuation projects simultaneously and ensure timely delivery.
• Review and validate financial models, valuation reports, and client deliverables.
• Maintain up-to-date project documentation, including emails, file management, and research tracking.
• Technical Expertise
• Perform valuations for financial reporting, tax, and transaction advisory purposes.
• Worked on 409A valuations and Business Enterprise valuations (BEVs).
• Utilize valuation databases such as Capital IQ (CIQ), PitchBook, and other financial research platformsfor benchmarking and analysis.
• MIS & Reporting
• Track project status and maintain project trackers for internal and client reporting.
• Ensure timely updates and documentation of valuation workflows.

Required Skills :

• 2+ years of experience in valuation, financial modeling, and advisory services.
• Strong understanding of valuation methodologies (DCF, market multiples, precedent transactions,etc.).
• Hands-on experience with valuation databases like Capital IQ, PitchBook, and Bloomberg.
• Proficiency in financial modeling and analysis using Excel.
• Ability to multitask, prioritize projects, and meet tight deadlines.
• Excellent written and verbal communication skills.
• Strong attention to detail and problem-solving abilities.