Financial Analyst, Transaction Opinions / Fund Opinions / CVAS
Core
Deliver independent transaction opinions, fairness opinions, and complex business valuations for boards, special committees, and financial sponsors.
Role type
Senior IC financial analyst (transaction opinions & valuation)
Builds
Fairness opinions, solvency opinions, and complex financial models for M&A, restructuring, and portfolio transactions.
Domain
Investment banking / Financial advisory / Valuation
Required skills
Financial modeling, business valuation, financial due diligence, industry research, complex analytics, financial statement analysis
Preferred skills
Chartered Accountant (CA), CFA charterholder, MBA
Technologies
Financial modeling tools, valuation software
Responsibilities
Analyze historical and projected financial information, perform business and financial due diligence, conduct industry and sub-sector research, value companies and securities, build complex financial models, assist in preparing board presentations, help pitch engagements
Seniority
Analyst, hands-on IC
