Valuation Analyst

About Us

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

Role Overview

As a Valuation Analyst, you will be responsible for conducting detailed valuations of equity, options, and other financial instruments. You will play a key role in providing accurate and timely valuation analyses to support our clients and internal teams. This role requires a meticulous and proactive individual with a CVA certification who can thrive in a fast-paced and demanding environment.

Key Responsibilities

• Valuation Analysis: Perform detailed valuations of equity, stock options, and other financial instruments using established methodologies and models. Ensure valuations are accurate, compliant, and aligned with industry standards.
• Financial Modeling: Develop and maintain complex financial models to support valuation analysis. Apply quantitative techniques and data analysis to provide actionable insights and recommendations.
• Report Preparation: Prepare comprehensive valuation reports and documentation. Present findings clearly and effectively to clients and internal stakeholders, ensuring transparency and clarity.
• Data Analysis: Collect, analyze, and interpret financial data from various sources. Identify trends, anomalies, and key factors that impact valuation outcomes.
• Regulatory Compliance: Ensure that all valuations adhere to relevant regulations, standards, and industry guidelines. Stay informed about changes in regulatory requirements and adjust practices as necessary.
• Client Interaction: Engage with clients to understand their valuation needs and requirements. Provide expert advice and address any questions or concerns related to valuation reports and methodologies.
• Quality Assurance: Implement and maintain quality control processes to ensure the accuracy and reliability of valuation work. Conduct reviews and audits of valuation projects to ensure adherence to standards and best practices.
• Cross-Functional Support: Collaborate with other departments, including finance, legal, and operations, to support business objectives and address valuation-related challenges. Assist with special projects and initiatives as needed.
• Continuous Improvement: Identify opportunities for process improvements and enhancements in valuation practices. Contribute to the development and refinement of valuation methodologies and best practices.

Requirements

• Experience: 3-5 years of experience in valuation, financial analysis, or a related field, with a strong background in equity valuations and financial modeling.
• Certification: CVA (Certified Valuation Analyst) certification is required.
• Technical Skills: Proficiency in valuation methodologies, financial modeling, and data analysis. Familiarity with 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 a skilled 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.