Enterprise Valuation Analyst

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Conduct independent business valuations to inform credit and risk management decisions.

• Offer research assistance on industry evaluations and valuation trends throughout the bank.

• Aid the Commercial Credit division with portfolio-related projects.

• Execute intricate analytical, valuation, and financial modeling tasks for leveraged loan credit underwriting.

• Utilize S&P Capital IQ for relative valuation assessments with guideline public companies and prior M&A transactions.

• Calculate enterprise value through discounted cash flow models, assessing projected performance, WACC, terminal growth rate, and various assumptions.

• Develop projection models in Microsoft Excel leveraging the Bank’s advanced Leveraged Finance framework.

• Evaluate projections by analyzing industry data, historical performance, quality of earnings reports, and appropriate add-backs.

• Collaborate with deal teams to gather comparable companies and review projection assumptions.

• Conduct industry research utilizing S&P Capital IQ, IBISWorld, Kroll, and daily publications.

• Maintain a valuation database and track year-over-year changes in metrics.

• Report enterprise value for the bank's portfolio and evaluate aggregate metrics.

• Identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.

⛳️ Requirements

• Bachelor’s degree in finance or accounting.

• 2–5 years of experience in credit analysis or valuation, preferably within Capital Markets, Leveraged Finance, or a relevant industry vertical.

• Proficient in analyzing data and effectively presenting conclusions.

• Strong skills in financial modeling and Microsoft Excel.

• Understanding of valuation principles including market comps, free cash flow, EBITDA, present value, and WACC.

• Familiarity with the Bank's internal applications is advantageous.

• CFA designation or in progress is a plus.

• Possess highly developed quantitative, analytical, and communication skills.

• Capable of synthesizing extensive information into coherent and comprehensible financial models.

• Ability to independently manage multiple projects.

• Effective and proactive communication skills with deal team members and bank partners.

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage.

• 401(k) plan featuring a generous employer match.

• Employee stock purchase plan with a favorable employer match.

• Flexible paid time off policy.

• Extensive leave programs.

• Mental and physical wellness benefits.

• CFA exam fees reimbursable under most circumstances.

• Incentive compensation plan.