Experience: 2+ years
Job Type: Full-time (Contractual / Freelancing)
Location: Remote (Eligible in Canada, US and Europe)
Required Skills: Valuation analysis, Financial modeling and Deal modeling
This pivotal role focuses on delivering rigorous valuation analysis and building robust financial models that power high-stakes investment decisions. You will serve as a core engine of the investment team, shaping impactful transactions and strategic initiatives.
Key Responsibilities:
- Develop and refine advanced valuation models, including DCF with WACC, trading comparables, and precedent transaction analyses.
- Construct and maintain integrated 3-statement financial models, operating models, and 13-week cash flow forecasts to support decision-making.
- Design deal models such as LBO, merger (base version), and accretion/dilution to evaluate transaction impact.
- Build and customize industry-specific models, including sale-leaseback, REIT conversion, and NAV models.
- Lead bespoke transaction modeling for complex scenarios: RMT, spin/carve-outs, IP licensing, and more.
- Perform advanced due diligence with deep dives into specialized verticals, including unit economics and cohort trend analyses.
- Communicate analytical findings and recommendations clearly in both written and verbal formats to key stakeholders.
Required Skills and Qualifications:
- Proven 2+ years of progressive experience in investment banking, private equity, hedge funds, growth equity, corporate development, or strategic finance at tier 1 U.S. companies or Fortune 500 firms.
- Expertise in core valuation methodologies and financial modeling fundamentals.
- Hands-on proficiency in deal modeling (LBO, merger, accretion/dilution) and industry-specific models.
- Proven ability to manage bespoke, complex transaction analyses and due diligence processes.
- Exceptional written and verbal communication skills, with a meticulous attention to detail.
- Demonstrated ability to work independently in a remote environment and interface with global stakeholders.
- Advanced Excel and financial analysis toolkit.
Preferred Qualifications:
- Combined experience across top-tier investment banking and leading buy-side firms.
- Track record leading advanced transaction structuring (spin-outs, carve-outs, IP licensing).
- MBA or relevant graduate degree in finance, economics, or related field.