Job Opportunity
Sr. Financial Analyst
Confidential | Washington, DC
Job Summary
Private equity firm. Responsible for valuation and pricing of numerous investments in portfolio companies from a commercial credit and financial perspective. Accounting or Finance degree. 4+ years of total experience.
Details
Job Description
SNI Financial’s client is a publicly traded private equity firm and global asset manager with $86+ billion of total assets under management. This client, both directly and through its global asset management business, originates, underwrites and manages investments in middle market private equity, leveraged finance, real estate and structured products. Their diverse portfolio is invested in virtually every industry sector. They have more than 90 investment professionals in 8 offices in the United States and Europe
Please email a copy of your CV/Resume to Becky Ta at bta@snifinancial.com
Job Summary
The Senior Analyst/Manager will have a diverse role utilizing and deploying ‘best practices’ in valuation, pricing and analysis and will be a key utility player who can pivot between projects and remain effective at multi-tasking. This position will also offer a good opportunity for advancement.
Summary of essential job functions
- Valuation and pricing of numerous investments in portfolio companies from a commercial credit and financial perspective (small to mid-size operating companies); including monitoring financial performance and covenant compliance;
- Utilizing traditional valuation methodologies including discounted cash flow, comparable public companies and comparable transactions;
- Assist in overall management of quarterly portfolio valuation process, including working with internal and external auditors, ACAS deal teams and internal accounting department;
- Assist in developing reports used for financial reporting purposes;
- Assist, as needed, with review of 3rd party financial/accounting due diligence);
- Plan and coordinate the financial reporting and compliance components of the external audit;
- Build relationships with leadership throughout the organization to cultivate an environment where employees respect and adhere to company policies and procedures and standards of integrity and ethics.
Minimum requirements
- Total experience of 4 6 years, including:
- At least 1 – 2 years of valuation or pricing experience of commercial credit (senior debt, 2nd Lien, Mezzanine) of privately held companies
- Public accounting experience or commercial credit underwriting/monitoring
- Buy-side financial/accounting Transaction Advisory Service (TAS) experience in Big 4 or other large financial advisory firm;
- Accounting or Finance Degree;
- Strong IT aptitude, advanced excel skills (Hyperion Planning experience helpful);
- Successful candidates must have strong analytical skills and fastidious attention to detail;
- Confident, engaging personality, coupled with initiative, tenacity, and calculated risk taking willing to accept accountability and manage projects from inception through to closure and beyond;
- Evidence of a creative, ambitious and forward thinking mind; pragmatic and highly results oriented;
- Unquestionable personal and business integrity that will reflect favorably on the company internally and externally;
- High level of intellectual horsepower’ with high academic achievements;
- Superior analytical and quantitative skill set; a resourceful and innovative approach to problem solving and a proactive and collaborative operating style;
- Energetic, disciplined and highly motivated; a team player who adapts well to, and functions effectively within a decentralized, matrixed and non-hierarchical organization;
- An articulate communicator both orally and written.
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- Job Reference #: 296192
- Min Education: BA/BS
- Min Experience: 4 years