Gather and review underlying source data for the purpose of completing valuations of privately-held companies.
Perform portfolio valuations for VC/PE funds, and business valuations of early-stage venture-backed companies with complex capital structure and illiquid classes of stock.
Work with the Valuation team to complete valuations reports that adhere to all AICPA standards pertaining to Fair Value.
Assist the Implementation team with interpretation of financial and legal documents used for onboarding clients to the platform.
Assist the Client Support Manager with client request resolution.
Contribute to the design and enhancement of the proprietary models and software platforms used to perform valuations.
Requirements
Post-Graduation in Finance/Accounting
MBA/PGDBM from an accredited college or university is strongly preferred.
CFA/CPA or any of the levels cleared therein would be an advantage.
Strong understanding and hands on experience of various business valuation methods.
Prior 409A /ASC 820 valuation experience a plus.
A flair for mathematical techniques and an analytical background.
Knowledge of quantitative models like Black-Scholes OPM.
A basic understanding of the Venture Capital and Private Equity space.
Strong proficiency in Microsoft Excel and a conceptual understanding of the SaaS business model.
Benefits
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.