Senior Associate Portfolio Valuation Expert
1 month ago
Atlantic Group is seeking a highly skilled Senior Associate to join our Portfolio Valuation team in Bucks County, PA. As a key member of our team, you will play a strategic role in overseeing valuation processes and mentoring junior analysts to ensure accurate and timely project completion for investment firms.
Key Responsibilities:
- Conduct in-depth research on securities, industries, and capital markets to support valuation analyses.
- Develop and refine financial models for discounted cash flow, market multiples, and option valuations.
- Collaborate with clients to gather data and maintain strong relationships.
- Assist junior analysts in concluding the fair value of securities and apply qualitative and quantitative data.
- Prepare and review client reports, ensuring accuracy and clarity.
Requirements:
- Bachelor's or Master's degree in Finance, Accounting, or Economics (coursework in valuation or financial statement analysis is a plus).
- 4-6 years of experience constructing and reviewing Valuation and Financial models.
- CFA or ASA designation (or progress towards) is a plus.
- Strong analytical, oral, and written communication skills with experience working in diverse teams.
What We Offer:
A competitive salary range of $100,000 - $120,000/year + bonus, a dynamic work environment, and opportunities for professional growth and development.
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