Financial Analyst, Portfolio Valuation and Fund Advisory Services

Support FVA portfolio valuation teams valuing illiquid debt and equity securities for fair value reporting Perform financial statement analysis and quantitative and qualitative assessments Review investment memoranda, board presentations, debt and equity agreements, and financial models Compile statistical summaries, develop financial ratios, and present analyses using standard formats Review published financial information, public company filings, press releases, research analyst reports, and Bloomberg data Identify comparable public companies and M&A transactions using S&P Capital IQ, Bloomberg, SIC classifications, and other methods Construct and review valuation analyses, including guideline public company, precedent transaction, and discounted cash flow analyses, using proprietary models Research economic conditions, industry trends, acquisitions and divestitures, and investment attributes of securities Participate in due diligence meetings and discussions, communicate with clients, and respond to auditor questions Design and draft client deliverables Assist with fee proposals, scoping discussions, pitch materials, and pricing committee memoranda Perform ad-hoc research, analytics, and project team support Coordinate invoices, working paper files, and compliance/end-of-engagement closeout procedures Participate in discussions with in-house and outside legal counsel Assist with marketing initiatives for prospective and existing clients Requirements Applicants must be authorized to work for ANY employer in the U.S. Unable to sponsor or take over sponsorship of an employment Visa at this time Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors Graduation date between December 2026 and June 2027 Must be able to start July 2027 Strong analytical abilities Excellent understanding of financial statement analysis, including key assumptions, implicit caveats, and limitations Fundamental understanding of financial valuation theory, methodologies, and applications Strong knowledge of Excel modeling, including integrated cash flow modeling Excellent verbal and written communication skills Demonstrated ability to work cooperatively with team members Exceptional work ethic Core Competencies Demonstrates strong analytical abilities and a solid understanding of financial statement analysis and valuation methodologies. Proficient in Excel modeling and capable of producing high-quality client deliverables and financial analyses. Highest-signal resume keywords Financial Statement Analysis Excel Modeling Financial Valuation Theory Analytical Abilities Client Communication ATS Optimization Keywords Hard Skills Financial Valuation Quantitative Analysis Qualitative Assessment Statistical Summaries Financial Ratios Valuation Analyses Guideline Public Company Analysis Discounted Cash Flow Analysis Integrated Cash Flow Modeling Due Diligence Soft Skills Verbal Communication Written Communication Team Collaboration Work Ethic Industry Keywords Illiquid Securities Fair Value Reporting Investment Memoranda M&A Transactions Economic Conditions Industry Trends Client Deliverables Compliance Procedures Tools & Technologies Bloomberg S&P Capital IQ #J-18808-Ljbffr Jobtailor