Title: Valuations Sr. Analyst/Associate
Location: Remote
About Client: Our client is a boutique valuation and advisory firm based in San Francisco, known for its deep expertise in serving emerging growth and venture-backed companies across industries like technology, healthcare, life sciences, clean energy, and gaming. Since 2008, the firm has built a strong reputation for delivering high-quality, analytically rigorous valuation services, including 409A valuations, complex securities analysis, and M&A advisory. With a focus on precision, client service, and industry insight, the firm offers a dynamic environment for professionals passionate about finance and innovation.
Job Summary: Our client is a specialized valuation firm with a strong focus on 409A and complex securities valuations, including Monte Carlo simulations, binomial models, and Black-Scholes methodologies. The team values individuals who are not only technically capable, but also collaborative, proactive, and eager to learn. While the role is remote, communication is frequent and team-oriented, with regular check-ins, team conversations, and opportunities to engage in conferences and team gatherings. The firm maintains a close-knit culture, emphasizing both high-quality work and a positive, supportive work environment.
Responsibilities:
• Conduct in-depth research on the financial performance
• Perform market and industry research to identify local and macroeconomic factors influencing value.
• Build and apply valuation models (Monte-Carlo, Black-Scholes) using various approaches to assess fair value.
• Calculate and analyze company shares using financial metrics
• Identify and evaluate investment risks
• Review financial statements and qualitative data to uncover under-performing assets and operational inefficiencies.
• Collaborate with internal teams and industry specialists to gather insights and validate assumptions
Requirements:
• Strong research and analytical skills to evaluate financial statements, market trends, and economic conditions.
• Proficiency in building financial models and forecasts to assess business performance and value.
• Experience preparing detailed valuation reports, including methodologies, assumptions, and conclusions.
• Ability to clearly communicate valuation findings
• Knowledge of relevant accounting standards and regulatory requirements to ensure compliance.
• Up-to-date understanding of industry trends, valuation techniques, and best practices.
• Familiarity with various types of valuations, including:
• Business valuations for M&A, tax, and financial reporting
• Asset valuations (e.g., equipment, IP)
• Financial instrument valuations (e.g., derivatives, options)
Compensation:
Base Range: $85,000 to $95,000
OTE: $125,000 to $170,000
Why Join Firm: This is a great opportunity to join a growing, fully remote valuation team that specializes in complex financial instruments and 409A valuations. With a busy season approaching and a strong pipeline of work, the team is looking to add junior-level support. It's an ideal role for someone with a background in finance or related services who's eager to learn, contribute, and grow in a collaborative and flexible environment.
