Financial Analyst, Fund Opinions - Multiple Locations
Core
Deliver fairness opinions and valuation advisory services for fund-affiliate transactions (continuation vehicles, cross-fund deals) to assist client transaction approvals and investor communications.
Role type
Financial Analyst (Fund Opinions)
Builds
Fairness opinions, valuation reports, and financial models for private equity firms and financial sponsors.
Domain
Financial services / Investment Banking / Valuation
Required skills
Financial modeling, accounting, financial analysis, due diligence, industry research, DCF analysis, comparable company analysis, precedent transactions analysis, Excel, PowerPoint
Preferred skills
Qualitative and quantitative research, oral and written communication, multi-tasking, independent work
Technologies
Excel, PowerPoint
Responsibilities
Analyze historical and projected financial information; perform business and financial due diligence; conduct industry and competitor research; build complex financial models to assess cash flows and value securities; prepare client review presentations; support business development initiatives.
Seniority
Junior to Mid-level, hands-on IC