Job Description

Job Description

Job Description

About the Role:

We are looking for an entry level valuation specialist who will assist with the development of sophisticated valuation analyses, using thorough and professionally written appraisal reports. We are a legacy company with a great opportunity for learning, development and career opportunities. The role will be reporting to the DFW/Southlake office.

Responsibilities:

• Research and analyze economic issues, market conditions, and industry trends to support valuation work
• Gather, input, and analyze financial, economic, and accounting data
• Prepare financial and quantitative models
• Draft reports, white papers, trial exhibits, and presentation materials
• Develop valuation and financial models, written reports, and presentations relating to businesses and business interests across various industries

Qualifications:

• A Bachelor’s degree in Finance, Economics, Accounting, or a related field (advanced degree a plus). Recent graduates are encouraged to apply!
• Strong financial modeling and market research skills; exposure to advanced methods (Monte Carlo simulations, Black-Scholes) is a plus
• Proficiency in Microsoft Excel and PowerPoint, with the ability to manage and analyze large datasets accurately
• Excellent written and verbal communication skills, with the ability to explain complex concepts clearly
• A strong commitment to accuracy, attention to detail, and critical thinking
• Candidate for or intending to pursue professional certifications (CFA, ASA, CPA, ABV, CVA, or CFF)
• Familiarity with financial tools and databases such as S&P Capital IQ, DealStats, Bloomberg, Thomson Reuters Eikon, or Federal Reserve data is preferred

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