Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TX
Core
Execute client engagements for portfolio valuation and fund advisory services, focusing on energy and infrastructure industries.
Role type
Experienced Financial Analyst/Associate (Portfolio Valuation)
Builds
Valuation reports and financial analyses for hedge funds, private equity, and direct lending funds.
Domain
Financial Services / Energy & Infrastructure
Required skills
Financial statement analysis, due diligence, financial modeling, valuation methodologies (DCF, guideline companies), industry research, data compilation, client communication, project management.
Preferred skills
Energy industry knowledge, oil and gas reserves analysis, business development.
Technologies
Bloomberg, S&P Capital IQ, proprietary valuation models.
Responsibilities
Lead business and financial due diligence sessions; direct efforts of junior analysts and review work product; construct and review valuation analyses including DCF and precedent transactions; research economic and industry conditions; present valuation conclusions to clients and auditors; assist in fee proposals and marketing initiatives.
Seniority
Experienced, hands-on IC