Valuation / Financial Analyst

Valuation Analyst / Financial Analyst

Hire Talent represents our customer, a growing and dynamic healthcare transaction advisory and valuation firm.

Locations are Nashville, TN and Dallas, TX

Overview

As a trusted advisor, our client offers a range of transaction advisory services focused on the healthcare sector. The Valuation Analyst will be valuing debt, equity and structured securities; presenting analyses and conclusions to committees, management and boards of directors, reviewing valuation and other financial models and providing other assessments.

Responsibilities

• Supporting portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies
• Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and engagement pricing
• Participating in deal team discussions, preparing information request lists, designing and drafting client deliverables
• Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed
• Reviewing and compiling published financial information, such as public company filings, press releases
• Assisting in the preparation of pitch materials and information request lists to clients
• Identifying relevant comparable companies and M&A transactions established by project teams
• Researching and providing information on economic conditions, industry-specific conditions and trends, acquisitions and divestitures within specific industries, and various investment attributes of publicly traded and privately held securities
• Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner

Education and Qualifications

• Bachelor’s degree in Finance, CFA or MBA a plus but not required
• 6 months to 3 years of experience in valuation group of a big four, independent valuation consulting, healthcare or transaction advisory services practice
• Strong analytical abilities and understanding of financial statement analysis
• A fundamental understanding of financial valuation theory, methodologies and applications
• Strong knowledge of Excel financial modeling
• Excellent verbal and written communication skills
• Demonstrated ability to work cooperatively with team members
• Ability to work in a fast-paced environment
• An exceptional work ethic