Valuations Analyst/Senior Analyst: boutique firm

Your new company

This boutique consultancy were early adopters of taking Valuations out of wider service firms and investing in it as a specialism in its own right. With a well-established and loyal client base, a strategic transaction of their own has yielded further investment, enabling them to not only take more market share but develop new specialisms at the same time. They are adept in consulting many scenarios, just a few of which include:

• Fairness opinions
• Intangibles and Intellectual Property
• Transfer Pricing, Royalties and IP Antitrust
• Private Equity and Structured Finance
• Debt Restructuring
• PPAs
• Tax valuations (private clients, incentive plans, share issues etc)
• Securitisation/Restructuring of intangible assets
• M&A/ Transactions

and many more

Your new role

Working across a wide range of mandates as listed above, you'll help prepare Valuation Reports for peer review to include:

• Company and business valuations and shareholdings
• contentious and non-contentious Intangible Asset (IA) valuations including brands, trademarks, patents, customer intangibles and copyrights
• contentious and non-contentious
• Providing technical support (e.g., excel, Xero) and in due course training for junior valuers and analysts
• Royalty Rate advice generally and in Transfer Pricing appraisals
• Business Development to expand business, pitching new projects including fee estimate negotiation
• Articles in financial and IP/Legal media
• Preparing and reviewing reports and models prepared by colleagues,
• Being a secondary client contact point and undertaking client meetings UK and worldwide
• Applying valuation techniques and advanced valuation models e.g., Black Scholes, Monte Carlo, Gordon Growth and similar
• Form part of the team developing streamlined on-line in house proprietary valuation templates
• Ability to work on multiple cases simultaneously
• Ability to react to changing specifications within tight deadlines

What you'll need to succeed

Analyst = ACA/CFA or equivalent. Ideal is some early-stage valuation advisory experience, but my client will also consider those who have conducted a significant % of valuation assurance as part of their audit responsibilities.

Senior Analyst: qualifications as above, but you're likely to be in a valuations team already and perhaps frustrated by lumpy WIP or an overly-specialised industry grouping.

Additionally:

• Accountancy or consulting practice environment background
• Team player who enjoys working in a small team.
• Very confident using Excel, Word and research databases
• Experience of managing smaller projects UK and worldwide
• Working with Private Equity/Venture Capital/Funds clients
• Ideally some existing knowledge and experience of intangible assets and accounting standards in relation to IA.

And of course a recognition of the impact this 21st century discipline has on multiple business strategies

• Working with fellow specialists in a truly independent, conflict-free firm
• Exposure to international mandates
• Properly meritocratic promotion - we have seen this with our own placements here
• Hybrid working arrangement, and a recognition of the balance of family and working life
• Sociable firm
• A career which widens your options in the future, not narrows them

What you need to do now

**PLEASE NOTE THIS FIRM CANNOT SPONSOR or transfer skilled visas: we are restricted to fully UK-eligible candidates on this role.**

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

#4656197 - Louise Bridge