About the Role
The Valuation & Capital Market Analysis Associate services clients by assisting in the analysis and resolution of client matters under the guidance of experienced staff. The role involves all stages of client management, including constructing valuation models, conducting industry and client research, and analyzing financial statements.
Responsibilities
- Performs company, industry, and economic research
- Performs benchmark analyses and assists with analytical tasks and projects
- Analyzes financial statements
- Constructs valuation models
- Assesses operational profitability and financial conditions
- Develops and reviews cash flow forecasts
- Navigates public company databases and filings
- Documents and ensures quality control of work product for assigned clients
- Composes appropriate narrative reports to support valuation analyses
- Develops exhibits and memos to illustrate complex issues
- Assists with project preparation and delivery
- Participates in external and internal client meetings
- Other duties as required
Requirements
- Proficient in the use of Microsoft Office Suite, specifically Excel, required
- Excellent verbal and written communication skills
- Superior analytical skills with the ability to deconstruct complex issues
- Intermediate or higher spreadsheet understanding and computer adaptability
- Ability to analyze and organize high volumes of data
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Ability to successfully interact with professionals at all levels
Skills
- Valuation
- Corporate finance
- Accounting
- Microsoft Office Suite
- Excel
- Analytical skills
- Spreadsheet understanding
- Organizational skills
- Project management
Experience Level
- Experience (internship or work study) in valuation, corporate finance, or accounting environment, preferred
Education Level
- Bachelor’s degree in Business Administration, Accounting, Economics, or Finance OR an MBA degree, required
Salary/Compensations
- California Range: $85,000 - $90,000
- Colorado Range: $73,000 - $77,000
- Illinois Range: $78,000 - $82,000
- Maryland Range: $83,000 - $87,000
- Massachusetts Range: $83,000 - $87,000
- Minnesota Range: $70,000 - $82,000
- New Jersey Range: $78,000 - $82,000
- NYC/Long Island/Westchester Range: $75,000 - $87,000
- Washington Range: $78,000 - $80,000
- Washington DC Range: $83,000 - $87,000
Benefits
- ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
- Qualified retirement plan (ESOP) is a meaningful addition to comprehensive compensation and Total Rewards benefits offerings.
- BDO Total Rewards encompass more than traditional benefits.
About the Company
- At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
- Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
- BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
Equal Opportunity
- Equal Opportunity Employer, including disability/vets
