Portfolio Valuation Analyst (50192)
Citrin Cooperman
About the role
About Citrin Cooperman
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
Responsibilities
We are looking for a Portfolio Valuation Analyst to join our Advisory Department. As an Analyst you will be responsible for:
- Performing valuation analysis on a wide range of public and private entities across industries
- Designing and working with financial models for discounted cash flow, market multiple, market transaction
- Independently gathering data pertinent to the engagement through direct client interaction
- Assisting in preparing and presenting the results of our analysis in a clear and concise manner
- Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients
- Performing in-depth client, industry, market, and competitor research
Qualifications
- B.A./B.S./B.B.A./Master’s in finance, accounting, business, or applied economics
- 0-2 years recent experience
- Strong Microsoft Excel and Microsoft Word skills
- Strong time management and organizational skills
- Self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
- Completed coursework in accounting, finance and/or economics
- Strong qualitative and quantitative research and analytical abilities (applicants with prior valuation internships or full-time valuation roles will be given preferential consideration)
- Fundamental understanding of financial valuation and lost profits theory, methodologies, and applications
- Excellent verbal and written communication skills
- Ability to work cooperatively with team members and exceptional work ethic
Requirements
- Have strong Microsoft Excel and Microsoft Word skills
- Have strong time management and organizational skills
- Be a self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
- Have completed course work in accounting, finance and/or economics
- Have strong qualitative and quantitative research and analytical abilities (applicants with prior valuation internships or full-time valuation roles will be given preferential consideration)
- Have a fundamental understanding of financial valuation and lost profits theory, methodologies, and applications
- Have excellent verbal and written communication skills
- Be able to demonstrate an ability to work cooperatively with team members and have exceptional work ethic
Responsibilities
- Performing valuation analysis on a wide range of public and private entities across industries
- Designing and working with financial models for discounted cash flow, market multiple, market transaction
- Independently gathering data pertinent to the engagement through direct client interaction
- Assisting in preparing and presenting the results of our analysis in a clear and concise manner
- Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients
- Performing in-depth client, industry, market, and competitor research
Skills
Don't send a generic resume
Paste this job description into Mimi and get a resume tailored to exactly what the hiring team is looking for.
Get started free