Senior Valuation Analyst

About Us

Eqvista, Inc. is a top-tier provider of equity management and cap table solutions, renowned for our advanced technology and exceptional client service. We deliver sophisticated solutions that help businesses and financial institutions manage equity, ensure compliance, and make strategic decisions. We are seeking a highly skilled Senior Valuation Analyst to join our team and excel in a dynamic, high-intensity environment.

Role Overview

As a Senior Valuation Analyst, you will lead and execute complex valuation projects, providing critical analysis and insights to support our clients and internal teams. You will be responsible for ensuring the accuracy and reliability of valuation reports and methodologies in a fast-paced and demanding environment. This role requires a detail-oriented, proactive individual with a CVA certification and extensive experience in valuation analysis.

Key Responsibilities

• Advanced Valuation Analysis: Lead and perform in-depth valuations of equity, stock options, and other financial instruments. Utilize advanced methodologies and models to deliver accurate and comprehensive valuation analyses.
• Financial Modeling: Develop, maintain, and refine sophisticated financial models to support valuation work. Apply quantitative techniques and data analysis to provide actionable insights and recommendations.
• Report Preparation: Prepare detailed valuation reports and documentation. Present findings clearly and effectively to clients and internal stakeholders, ensuring transparency and clarity in all communications.
• Regulatory Compliance: Ensure that all valuations comply with relevant regulations, standards, and industry guidelines. Stay updated on regulatory changes and adjust practices as necessary to maintain compliance.
• Quality Assurance: Implement and oversee quality control processes to ensure the accuracy and consistency of valuation work. Conduct thorough reviews and audits of valuation projects to uphold high standards.
• Client Interaction: Act as a primary contact for clients on valuation-related matters. Address complex valuation issues, provide expert advice, and ensure high levels of client satisfaction through exceptional service delivery.
• Mentorship and Leadership: Mentor and support junior valuation analysts, providing guidance, training, and feedback to foster professional development and ensure high-quality output.
• Cross-Functional Collaboration: Work closely with other departments, including finance, legal, and operations, to support business objectives and address valuation-related challenges. Collaborate with senior leadership on strategic initiatives and operational improvements.
• Innovation and Improvement: Identify opportunities for process enhancements and innovations in valuation practices. Contribute to the development and refinement of valuation methodologies and best practices.

Requirements

• Experience: 5+ years of experience in valuation, financial analysis, or a related field, with a strong background in equity valuations and financial modeling. Experience in a senior or leadership role is required.
• Certification: CVA (Certified Valuation Analyst) certification is required.
• Technical Skills: Expertise in valuation methodologies, financial modeling, and data analysis. Proficiency in valuation software and tools.
• Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights. Exceptional attention to detail and accuracy.
• Communication: Excellent verbal and written communication skills, with the ability to present complex valuation concepts clearly and persuasively to clients and stakeholders.
• Organizational Skills: Highly organized with the ability to manage multiple projects and priorities in a high-pressure environment. Experience with project management tools and methodologies.
• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. Advanced degree (MBA, MSF) is a plus.

Preferred Qualifications

• Experience in the equity management or cap table solutions industry.
• Familiarity with high-growth or technology-focused companies.
• Knowledge of advanced valuation techniques and industry best practices.

What We Offer

• Competitive Compensation: Attractive salary with performance-based bonuses and incentives.
• Comprehensive Benefits: Health, dental, and vision insurance, along with a generous PTO policy.
• Career Growth: Opportunities for professional development, career advancement, and exposure to senior leadership.
• High-Paced Environment: A dynamic, fast-paced work environment where your contributions directly impact our valuation success and company growth.
• Collaborative Culture: A supportive and collaborative work environment where your skills and efforts are valued and recognized.

How to Apply

If you are an experienced valuation professional with a CVA certification and a passion for thriving in a high-paced and demanding environment, we want to hear from you! Please submit your resume and a cover letter detailing your experience and interest in the role to Careers@eqvista.com.

Eqvista, Inc. is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.