Valuation

Valuation Finance Jobs

10 jobs found

Assistant Vice President, Economic Damages and Valuations

J.S. Held LLC San Francisco, CA Hybrid

24d ago

$145k - $190k/yr Full time Assistant AVP Business Litigation

Assistant AVP Business Litigation

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Job Description

Overview

We are a global consulting firm delivering technical, scientific, financial, and strategic guidance to help clients realize value and manage risk. Our professionals act as trusted advisors on high-stakes matters that require timely action, integrity, and rigorous analysis of both tangible and intangible assets. We provide a broad range of services, tools, and data to help clients navigate complex, contentious, and high-impact situations.

Position Summary

We are seeking an Assistant Vice President to join the Economic Damages and Valuation team. This role suits an entrepreneurial, highly driven professional with a versatile skill set who can contribute beyond traditional VP duties. The ideal candidate will combine expertise in consulting and business litigation with flexibility and strategic thinking to handle a variety of tasks.

Location: Hybrid remote in San Francisco, CA

Team and Role Details

The position requires a minimum of seven years of experience evaluating economic damages in business litigation across diverse industries. A solid background in financial statement analysis and expert report preparation is essential. The AVP will help lead day-to-day project management and maintain client communications across multiple engagements.

Key Responsibilities

Help lead complex business litigation engagements to quantify economic damages, including engagement planning, task delegation, and team management.
Develop and maintain client relationships, serving as the direct contact with current and prospective clients.
Engage with clients in person to gather data and information relevant to the engagement.
Provide insight on target industries, markets, and competitor information.
Manage damages analyses by selecting appropriate methodologies and building and reviewing financial models.
Draft expert reports and review opposing damages experts' reports.
Take on assignments as an expert witness when appropriate and provide expert witness testimony.

Qualifications

Required Qualifications

Bachelor’s or master’s degree with a strong quantitative focus (e.g., Business, Economics, Math, Finance, or Accounting).
Minimum of 5 years of experience evaluating economic damages in business litigation.
Proficiency in Microsoft Excel and Microsoft Word, with strong verbal and written communication skills to produce high-quality expert reports.
Solid project management abilities.
Strong analytical and critical thinking skills with attention to detail and the ability to meet deadlines.
Independent work ethic, leadership capabilities, and excellent communication to address client questions and requests.

Preferred Qualifications

Professional certifications (e.g., CPA, ASA, CVA, ABV, CFA) or progress toward earning them.
Experience providing testimony is desirable but not required.

Physical and Mental Job Demands

Prolonged periods of sitting at a desk and working on a computer. Travel may be required as needed.

Benefits and Compensation

Salary range: $145,000 - $190,000. Final offer will reflect a range of factors including skillset, experience, training, location, scope of role, and management responsibilities.
Flexible work environment with remote options as needed.
Flexible Time Off policy.
Medical, Dental, and Vision Insurance.
401(k) Match.
Commuter Benefits.

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Associate, Valuation

Vaco by Highspring Boston, MA

27d ago

$95k - $135k/yr Full time Actuarial Actuarial Modeling Annuities

Actuarial Actuarial Modeling Annuities

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Job Description

Overview

The role supports valuation and financial reporting for life insurance products. The incumbent will collaborate with a broader actuarial team to deliver timely reporting, perform detailed analyses, and review business performance. The level is determined by experience.

Location and Compensation

Location: Boston, MA 02109.

Work arrangement: Hybrid with a 3 days in the office and 2 days remote schedule.

Salary: $95,000 to $135,000 plus bonus and equity; compensation is flexible based on experience.

Key Responsibilities

Prepare and review statutory, tax, and GAAP reserves, along with related actuarial metrics.
Analyze changes in reserves and assess sensitivities across different reporting frameworks.
Investigate and explain key drivers of earnings and quarterly results.
Strengthen and maintain internal control processes to support accurate and compliant reporting.
Perform annual assumption reviews and evaluate the financial impact of potential updates.
Coordinate with modeling teams to implement model enhancements and updates.
Partner with data and technology teams to improve valuation systems and processes.
Assist with audits and provide support for regulatory reporting and inquiries.

Qualifications

FSA designation, progress toward FSA, or ASA with relevant experience.
Approximately 5 or more years of actuarial experience, ideally within life insurance or annuities.
Understanding of statutory and GAAP valuation principles is preferred.
Strong analytical thinking and problem-solving capabilities.
Effective communication skills, with the ability to present complex information clearly.
Demonstrated ownership, initiative, and attention to detail.
Collaborative and adaptable, with a proactive and positive approach to teamwork.

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PA State Certified General Real Estate Appraiser

Erie Appraisal Associates, Inc. Erie, PA

1mo ago

$20k - $72k/yr Full time Appraisal Appraiser Certified

Appraisal Appraiser Certified

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Job Description

Job Overview

Erie Appraisal Associates, Inc. seeks a PA State Certified General Real Estate Appraiser to join our team in Erie, PA 16506. In this key role, you will conduct comprehensive property valuations across a range of property types, including industrial, retail, various commercial classifications, and specialized properties. The position offers a fast paced environment dedicated to accuracy, integrity, and ongoing professional development.

Responsibilities

Perform detailed real estate appraisals for diverse property types while ensuring compliance with USPAP and PA State Certified General Appraiser licensing requirements and state regulations.
Collect and analyze data on property conditions, market trends, comparable sales, and neighborhood dynamics using GIS tools and other data collection methods.
Conduct quantitative research to evaluate property values, considering construction quality, age, location, and market demand.
Prepare clear, thorough financial reports and appraisal summaries that communicate findings effectively to clients and stakeholders.
Apply financial concepts and analysis techniques, including accounting principles and tax experience, to support valuation accuracy.
Ensure all appraisals adhere to ethical standards established by industry authorities.
Collaborate with construction professionals, real estate agents, and financial analysts to gather relevant information for comprehensive appraisals.
Utilize digital tools to streamline data management, reporting processes, and appraisal documentation.

Qualifications

Valid PA State Certified General Real Estate Appraiser license with active certification status.
Proven experience in real estate appraisal with a strong understanding of construction practices and building materials.
Solid knowledge of accounting principles, financial analysis, and quantitative methods relevant to property valuation.
Familiarity with GIS technology for spatial data analysis and mapping applications.
Strong math skills combined with the ability to interpret complex financial concepts accurately.
Excellent communication skills for preparing detailed reports and collaborating effectively with team members across disciplines.

Benefits

Flexible schedule
Health insurance
Tuition reimbursement

Salary

Pay: $19,775.00 - $71,988.00 per year

Location

Erie, PA 16506. Work Location: In person

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EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate - Los Angeles

EY Los Angeles, CA

1mo ago

$95k - $179k/yr Full time Senior Angeles Associate

Senior Angeles Associate

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Job Description

The Opportunity

EY Parthenon, within EY's Corporate Finance practice, combines strategy, transactions and valuation to deliver practical value across engagements. In this role, you will contribute to projects that address commercial issues, collaborate with management on elements of the acquisition process, and regularly perform valuations for strategic priorities with a focus on intangible assets. EY has an established Valuation, Modeling and Economics Practice that guides clients on planning, regulatory compliance, financial reporting, tax and fair market value documentation. You will have opportunities to grow through a broad range of engagements, mentorship and formal learning as you develop leadership capabilities and help build a better working world for colleagues, clients and communities.

Your Key Responsibilities

Address commercial valuation matters and support management in parts of the acquisition process
Regularly perform valuations for strategic priorities with a focus on intangible assets
Provide insights and may contribute to fairness opinions on transactions and restructurings

Skills and Attributes for Success

Commercial: regularly advise on valuation issues related to acquisitions or divestitures and provide fairness opinions on transactions and restructurings
Regulatory and Accounting: collaborate with management during acquisitions to understand how the value of acquired intangible and financial assets will impact accounting requirements
Taxation: regularly undertake valuations for US tax purposes and advise clients on US tax valuation issues
Intangible Assets: specialize in valuing intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking licenses, patents, tech and know-how

To Qualify for the Role You Must Have

A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and approximately 18 months of related work experience
Previous business valuation experience
Financial modeling skills including experience building models from scratch
Demonstrated record of solving complex problems and completing challenging projects
Residency or commutable distance to the office location for this position
Willingness and ability to travel and work beyond standard hours when necessary; travel may be required beyond the work location based on client and project needs

Ideally You Will Have

Previous valuation experience in professional services or a Big Four firm
Financial modeling experience
Achievement of or significant progress toward a CFA
ASA or AM designations are a plus with the expectation of one completed designation within a given timeframe
Knowledge of leveraging firm-approved AI tools in a business setting, including Microsoft Copilot

What We Look For

We seek candidates who are highly motivated, analytical and logical thinkers with a strong passion for valuations and meticulous attention to detail. A collaborative team orientation and the ability to adapt to changing requirements or deadlines in support of client goals are essential.

What We Offer You

EY will help you develop future-focused skills and provide world-class experiences. We support a flexible environment and foster a diverse, inclusive culture of globally connected teams. Our comprehensive compensation and benefits package rewards performance and recognizes the value you bring to the business.

The base salary range for this job in all geographic locations in the US is $95,200 to $157,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $114,200 to $178,500. Individual salaries within those ranges are determined based on factors including education, experience, knowledge, skills and geography. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

We operate in a team-led and leader-enabled hybrid model. For most external client-facing roles, in-person collaboration is expected about 40 to 60 percent of the time over the course of engagements, projects or a year. Our flexible vacation policy lets you decide the amount of time off based on personal circumstances, with EY paid holidays, winter and summer breaks, personal and family care, and other leaves of absence to support well-being.

Applications for this position are accepted on an ongoing basis. For those based in California, additional information is available upon request.

Location

Los Angeles, CA 90017

Travel and Hours

The role requires the ability to travel and work extended hours when necessary. Travel may be beyond the usual work location depending on client and project needs.

How to Apply

Submission of applications is ongoing. If you are prepared to advance your career with confidence, please submit your application today.

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Investment Banking Analyst - Media & Communications

Citi New York, NY

1mo ago

$110k - $135k/yr Full time Analyst Banking Capital Markets

Analyst Banking Capital Markets

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Job Description

Role Overview

The Investment Banking Analyst is an intermediate level role that supports clients in raising capital in the markets and provides strategic advisory services for mergers, acquisitions and other financial transactions in coordination with the Institutional Banking team. The analyst also acts as an intermediary in trading activities for clients, with the goal of serving as a strategic advisor by developing investment strategies and securing capital for clients.

Key Responsibilities

Collaborate with senior Corporate & Investment Bank officers and professionals, participating in client transactions, projects, or assignments as the junior member of the Investment Banking team.
Organize and analyze complex financial data used in client proposals and strategic plans.
Prepare written recommendations, valuation materials, and statistical exhibits for pitches and live deals.
Conduct economic and financial research.
Evaluate a company’s financial performance relative to industry and market trends.
Build sophisticated financial models for valuation purposes.
Assess risk in business decisions, ensuring compliance with laws and regulations, maintaining policy adherence, applying ethical judgment, and escalating, managing, and reporting control issues with transparency.

Qualifications

2-5 years of relevant experience
Bachelor's degree in Finance or closely related areas of Business Administration
Series 79 and 63 licenses
Clear and concise written and verbal communication skills
Ability to work under pressure in a rapidly changing environment to meet deadlines

Education

Bachelor's degree/University degree or equivalent experience

Job Details

Job Family Group: Institutional Banking
Job Family: Investment Banking
Time Type: Full time
Primary Location: New York, New York United States
Salary Range: $110,000.00 - $135,000.00

Benefits and Additional Information

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards.

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Investment Banking - Media & Communications - Analyst

JPMorganChase New York, NY

1mo ago

$110k+/yr Full time Analyst Banking Capital Markets

Analyst Banking Capital Markets

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Job Description

Overview

We are seeking a highly skilled and experienced Investment Banking Analyst to join the Media & Communications Investment Banking team. This role offers an exceptional opportunity to contribute to high-profile transactions and help drive growth within a leading financial institution.

Location: New York, NY 10017

Responsibilities

Support all phases of transaction execution, including due diligence, document preparation, negotiations, and coordination with the client and other advisers such as accounting and legal teams.
Collaborate with J.P. Morgan product and sector teams to advance engagements.
Develop and apply sophisticated financial models, perform valuation analyses, and conduct analytical work.
Prepare presentation materials for M&A and capital markets transactions, including management presentations, Board materials, memoranda, and other client-ready decks for strategic discussions.
Stay informed about key market developments and build a solid understanding of target clients and relevant market dynamics.

Required qualifications, capabilities, and skills

Licensed to practice; SIE, Series 63, and Series 79.
Prior work experience in an investment banking front office or a related role.
Strong accounting, finance, quantitative, and business writing skills.
A well-rounded academic background from a top-tier educational institution.
Understanding of the transaction cycle and the steps in the process with an execution-oriented approach.
Excellent communication skills with the ability to interact effectively with senior professionals, clients, and stakeholders across lines of business.
Self-directed, highly motivated, and capable of working independently.

About Us

JPMorganChase is a long-established financial institution delivering innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With more than 200 years of history, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. A range of benefits and programs are provided to meet employee needs based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by law. We also make reasonable accommodations for applicants and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting an accommodation, please refer to our FAQs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions worldwide rely on us in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and offers liquidity in markets around the world.

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Mergers and Acquisitions Professional

First Choice Business Brokers West Charlotte Charlotte, NC

1mo ago

$85k - $150k/yr Full time Acquisitions Budgeting Business Valuation

Acquisitions Budgeting Business Valuation

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Job Description

Job Summary

We are seeking a dynamic and detail-oriented Mergers and Acquisitions (M&A) Professional to join our team in Charlotte, NC. Your expertise will drive growth by carrying out thorough financial analysis, valuation, due diligence, and negotiations. This role offers an exciting opportunity to learn a lucrative field within a fast-paced, collaborative environment dedicated to excellence and innovation.

Key Responsibilities

Drive the full lifecycle of M&A activities, from target sourcing to valuation, due diligence, and integration planning.
Develop and present robust financial statements and models to evaluate potential transactions.
Perform in-depth financial analyses including cash flow projections, budgeting, forecasting, and internal audits to assess deal viability.
Coordinate with legal, tax, accounting, and strategic planning teams to ensure smooth transaction execution.
Negotiate deal terms with target companies or advisors to maximize value and mitigate risks.
Conduct industry research to identify market trends and strategic opportunities.

Requirements

Proven experience in mergers and acquisitions, corporate finance, or private equity with a strong understanding of strategic planning and deal structuring (preferred).
Expertise in financial statement preparation, technical accounting, and tax considerations related to M&A transactions.
Demonstrated skills in negotiation, financial analysis, valuation techniques, and cash flow analysis.
Knowledge of financial software tools used for modeling and analysis.
Excellent analytical skills combined with a solid understanding of financial acumen across industries.
Ability to work under pressure while managing multiple projects simultaneously with attention to detail.

Opportunity Overview

Join a forward-thinking organization where your expertise will help shape our growth trajectory. We value energetic professionals who thrive on challenge and are eager to contribute meaningfully through strategic mergers and acquisitions.