Valuation & Investment Banking Analyst
Matheson Financial Advisors, Inc.
Job Description
Job Description
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. Our focus is the Architectural, Engineering, Environmental Consulting and Construction (AEC) industry, also encompassing Government Contracting. Our growing firm has openings for full-time Investment Banking/Valuation Analysts in our DC Area headquarters. Visit
As part of our expanding team, the analysts will have the opportunity to work on a variety of corporate finance and strategic engagements including:
· Business Valuation : ESOPs, M&A transactions, management buyouts, strategic planning, and other capital strategies purposes.
· Mergers & Acquisitions : M&A execution for buy-side acquisitions, sell-side representation; M&A valuation, deal structuring, market research, and financial due diligence.
· Ownership Transition Planning : Management buyouts, ESOPs, stock redemptions, equity incentive plans, and ownership expansion programs.
· Other strategic advisory , capital strategies and financial management services.
Qualifications : Bachelor’s degree in accounting, finance, business, or related field; 1-2 years of relevant experience in business valuation, investment banking, corporate banking, transaction advisory, public accounting, or relevant financial services experience only . MBA and/or certification/progress toward CFA, CPA, ASA, or other relevant credentials are preferred. Very strong verbal and written communication skills. High proficiency with Microsoft Excel and financial statement modeling. Quick on your feet, self-motivated, good team player, and strong attention to detail.
Priority consideration will be given to those applicants who submit a resume plus a written cover letter describing your goals and qualifications related to the position, including current compensation and expectations. Please send to your resume and letter to: View email address on ziprecruiter.com
\nCompany DescriptionMatheson Financial Advisors is a boutique corporate finance advisory and investment banking firm that has a 21-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. We are an industry niche focused-firm specializing in the Architectural, Engineering, Environmental Consulting and Construction industries, also encompassing Government Contracting.
Company Description
Matheson Financial Advisors is a boutique corporate finance advisory and investment banking firm that has a 21-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. We are an industry niche focused-firm specializing in the Architectural, Engineering, Environmental Consulting and Construction industries, also encompassing Government Contracting.
- Raymond James is seeking an Analyst to formulate new business proposals, develop forecasts and valuations, and evaluate merger and acquisition scenarios for stock issuances. You will participate in drafting sessions, due diligence meetings, and the overall transaction process...Suggested
- Raymond James in McLean, VA is seeking an Investment Banking Analyst I focused on Technology & Services. You will formulate new business proposals, develop company forecasts and valuations, and evaluate merger and acquisition scenarios, preparing documents related to public...Suggested
- Houlihan Lokey, Inc. in Washington, DC is seeking an Analyst in the Aerospace & Defence group to work on corporate finance engagements... ...strategic advisory assignments. The role emphasizes preparing valuations and financial analyses, contributing to confidential memos and...Suggested
- Raymond James in McLean, VA, seeks a financial Analyst to join a client-focused execution team. You will build financial models, assess debt and equity financing, and contribute to valuations, mergers and acquisitions advisories. You will prepare client presentations,...Suggested
- ...institution is seeking candidates with a strong background in investment banking or private equity, focusing on Mergers & Acquisitions.... ...economics. Strong financial modeling skills, including DCF and LBO valuations, are essential. Comprehensive benefits are offered to...Suggested
- The McLean Group is seeking a Valuation Analyst/Associate to join its Valuation Advisory team in Tysons Corner, VA. The role involves performing comprehensive valuation support for various clients and industries, utilizing financial models and methodologies to aid strategic...Flexible hours
$70k - $105k
...develop company forecasts and valuations, evaluate merger and... ...companies engaged primarily in investment and financial planning, in addition... ...needs. Job Summary Analysts are given a high level of responsibility... ...procedures of Investment Banking. Fundamental investment...Work experience placementInternshipWork at office- Houlihan Lokey, Inc. is seeking a Financial Analyst to join the Washington, D.C. ADG Group. You will work on M&A advisory, financial analysis, and client presentations, supporting deal execution and due diligence with a senior team. The role emphasizes independent, rigorous...
- Capital One in McLean, VA seeks an Investment Banking Analyst for a two-year KippsDeSanto program starting July 2027. You will join a full-time... ...The role emphasizes client materials, market analysis and valuation support; requires a bachelor’s degree by July 2027, with finance...Full time
- Houlihan Lokey is hiring a Financial Analyst in Washington, DC for its Portfolio Valuation and Financial Advisory practice. You will research markets, analyze financial statements, and build complex valuation models for hedge funds, private equity funds, and other asset...
$110k - $130k
Investment Banking Analyst - KippsDeSanto - 2027 Full-time new hires will start in a two-year program commencing in July 2027. The two-year development... ...financial performance. Assist in the preparation of valuation models. Work closely with Capital One’s relationship...Permanent employmentFull timePart timeH1bLocal area- The AES Corporation is seeking a Valuation Associate to support greenfield development and M&A investment evaluation across the U.S., focusing on solar, wind, and energy storage projects. You will build complex financial models and work with cross-functional teams to influence...
- AES Corporation is seeking a Valuation Associate to support greenfield development and M&A investment opportunities in the U.S. renewable energy sector, focusing on solar, wind, and energy storage. You will build complex financial models and work with multiple teams to...
- The McLean Group is seeking a highly motivated and detail-oriented Valuation Analyst/Associate to join its Valuation Advisory team in Tysons Corner, VA. The individual will play an instrumental role in delivering comprehensive valuation support to a diverse client base...Flexible hours
- ...Associate Vice President, Valuation Actuary About the Company Reputable insurance company Industry Insurance Type Privately Held About the Role The Company is in search of an Associate Vice President, Valuation Actuary to join their team. The successful...
$105k - $131.33k
...a more sustainable future, we're powering it. Apply now and energize your career with a true leader in global energy. The Valuation & Investments (V&I) team is the center of excellence for financial analysis within AES’ U.S. Renewables business. We are seeking a Valuation...Full timeFor contractorsWorldwide- ...Valuations Analyst - 100% Remote What you will be doing: Determine pricing strategy to maximize ROI for acquired properties and define turnaround times for dispositions. Partner with Sales and Construction Departments on pricing decisions, budgets, and scope of work for...Casual workRemote work
House Buyers
Falls Church, VA1 day ago - ...Raymond James is seeking an Analyst in New York, NY to participate in all phases of transactions, including drafting sessions and due diligence, while developing forecasts and valuations for diverse deals. The role emphasizes independent work on complex tasks with risk...
Raymond James
Washington DC2 hours ago $100k - $150k
...them to market, resulting in 35% average valuation increases and a 90% close rate that's... .... We're seeking an exceptional M&A Analyst to join our integrated M&A Advisory and... ...BPG) practice. This isn't your typical investment banking role - you'll gain exposure to both...Quantive
Vienna, VA1 hour ago- Capital One’s Investment Banking Development Program for 2027 is a two-year analyst program designed to accelerate careers in Capital Markets. The program places you full-time as an Analyst in one of several lines of business, including Derivatives, Financing, KippsDeSanto...Full time
- ...possible and shape the future of mobility. About the Role Lucid is seeking a highly analytical and operationally focused Trade-In Valuation Analyst to support the continued expansion of our in-house trade‑in program. This role is responsible for vehicle valuations, trade...
- ...Commercial Credit Risk team is seeking a qualified candidate to support the Enterprise Valuation Group, delivering high-quality valuations for enterprise value-reliant deals across the Commercial Bank, informing regulatory compliance, risk management, and financial reporting....
$130k
...Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent... ...restructuring, and financial and valuation advisory. Our unmatched transaction volumes... ...verticals in the market. Job Description Analysts are an integral part of Houlihan Lokey’...Work at office- The Analyst - Investment Banking role at FBR & Co. Career Center in Los Angeles, CA, supports client engagement teams and conducts rigorous financial analysis and modeling. The candidate will perform 3-statement financial modeling, data management, and prepare written...Work at office
$110k
...Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent... ...restructuring, and financial and valuation advisory. Our unmatched transaction volumes... ...firms and brokers. Job Description As an Analyst in the Aerospace & Defence group, you...InternshipCurrently hiringWork visa$62k - $92k
...Portfolio Management & Capital Markets Analyst - Quant - Application via WayUp role at... ...the ~$3.4 trillion mortgage guarantee and investment portfolios through secondary mortgage market... ...and opportunities: Fixed income valuation and financial transaction analysis. Expertise...Rotational programFull timeInternshipWork at officeLocal area$87.7k - $100.1k
Capital One’s Governance, Valuations, & Innovation (GV&I) Team is a second‑line‑of‑defense function housed within the Credit Risk & Analytics... ..., and assurance exam management activities for the Commercial Bank. The team’s contribution is critical in providing a foundation...Full timePart timeLocal area$111.2k - $126.9k
...Markets Analytics - Trade Analytics and Valuation team offers the candidate a unique opportunity... ...and communication skills. We expect our analysts to build up product knowledge and... ...Perform periodic valuation of Capital One’s investment portfolio, mortgage servicing rights,...Full timePart timeLocal area- Bowery Valuation is recruiting an Associate in Arlington, VA to contribute to commercial property valuations. You’ll collect and analyze market data, perform inspections, and prepare appraisal reports under experienced mentors. A growth-focused culture emphasizes learning...
$87.7k - $100.1k
Senior Associate, Governance, Valuations, & Innovation Capital One’s Governance, Valuations, & Innovation (GV&I) Team is a second line of... ..., and Assurance Exam Management activities for the Commercial Bank. The team’s contribution is critical in providing a foundation...Full timePart timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Valuation & Investment Banking Analyst. Be the first to apply!
- investment firm McLean, VA
- investment coordinator McLean, VA
- investment operations McLean, VA
- investment part time McLean, VA
- community investment McLean, VA
- investment McLean, VA
- infrastructure investment McLean, VA
- investment strategist McLean, VA
- investment accountant McLean, VA
- investment writer McLean, VA