Valuations analyst - info and exit ops? (D&P)
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I can shed some light on valuation in general.
The job itself: -You will be valuing companies and their underlying assets (tangible + intangible) for financial reporting purposes. It could be for stock options, minority stakes, majority stakes, investments of PE / HF's, subsidiaries of companies, for M&A purposes, etc. You will do a TON of excel modelling mixed in with some industry / company research. Valuation modeling is definitely more in-depth than banking modeling.
Exit Opps: -I have seen people leave within the first few years to go to MM IB, PE, corp dev / strategy, M7 B schools, and various other finance roles. You will 100% not be pigeonholed if you only stay for a few years.
Overall, if you're interested in banking, it's a very good place to start. You will have very transferable skills and if you have a strong resume already, you shouldn't have issues landing banking interviews.
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it's definitely a good starting spot if you're coming from a non-target for banking. Maybe you'll realize that you want to do something that you can do from val and skip banking all together.
Yeah I know a kid who came from Valuation analyst. Now hes at PJT doing private equity raising related work.
Although the job itself is not very attractive- it is a very generalist job in a sense that you can craft yourstory for almost anything related to corporate finance.
I'd take it. Valuation gives you great lateral opportunities into front office finance roles (both banking and equity research if you end up being interested in that). It's also viewed as giving you a strong analytical skillset that will give you a credible resume that will, paired with an MBA, allow you to lateral into other analytically intensive roles such as consumer marketing, more analytically intensive operations departments, or LDPs.
Valuation Analyst...need some advice asap (Originally Posted: 07/18/2014)
I have been working in valuation at a top valuation firm for 6 months now. Though I have noticed some serious issues within our group. Our particular group gets minimal deal flow compared to the other groups...which is leading me to having a very very low workload. Don't get me wrong, its nice having slow days sometimes, but day after day is so frustrating. I have gotten a little bit of modeling experience. But I have only been here for 6 months. Would looking for a new job / attempting to lateral internally be heavily looked down upon?
Im really frustrated because Im at a great firm with a good name but we get such little work its crazy. My boss reviews my chargeable hours each week and usually tells me where to add on hours so it looks like we are getting normal flow.
If it's as good of a firm as you say, I would stay put. You've got the best of both worlds right now (legit name and no work) and you shouldn't ruin that. If you feel like your modeling skills are top notch or just want to work on them, go to a BIWS course.
I have been thinking about moving and attempting to get into a IB analyst program. I am just worried and I stay put and don't really develop the correct skills since we don't get much deal flow at all I will be stuck. Dont plan on donig B school for a while.
Just looking for opinions from others in similar situations. I feel that if I attempted a lateral could look really bad on my part
@"jiggider" I am working as a valuations analyst the last two years for one of the top 6 accounting firms. I went through the same thing as you although, now things are pick up. With regards to staying, I would base it on the team. Do you like the team and do you feel like you can develop and learn here? If not, I would look for another team where I can develop. You do audit reviews, so you can tell which firms are respectable and which ones blow balls.
If you want to strengthen your modeling, I would say just do shit on your own. During my two years, I built two models for our group to help with efficiency and also build three personal complex models for items that had nothing to do with valuations.
You have not been pigeon-holed yet (although I don't really believe it but others do) by being in valuations for 6 months, so transition to IB should not be hard. I recently just got an IB offer and will be starting soon. If you do want to make the jump to IB, I would recommend networking with IB individuals that use to work in valuations, there are actually quite a few. You will strike a personal chord with them.
Anyone ever attempt an internal transfer after 6 months? to early?
I've been working in valuation for about a year now and have a similar experience to your's. Unfortunately I am at a regional firm with little name recognition so lateraling to another firm has proven to be a challenge. I've had a few success here and there setting things up for future prospects. Feel free to PM me and I'll do my best to answer any of your questions.
I made an internal transfer out of Valuation... feel free to PM me
By top valuation firm are you referring to something like Duff & Phelps or do you mean you're in valuation at an accounting firm?
Yes similar to a Duff & Phelps type / big 4 firm.
bump....planning on a possible lateral in the near future. Work flow is driving me nuts...and boss is falsifying hours for me at this point and ultimately if caught I would take the fall for that. Anyone have any insight the best way to go about it? / Who to go through?
What to brush up on as a Valuations Analyst (Originally Posted: 03/25/2013)
Hello fellow monkeys. Starting up as an analyst for a small boutique corporate finance firm upon graduation in May. I will be starting in their Valuation department.
Is there anything that you specifically suggest I brush up on (i.e. goodwill impairment, financial statement modeling) for the summer? Furthermore, any good reads that would be worth browsing?
Any help is much appreciated.
-JM
Not sure what you'll be doing but if you are doing a lot of financial reporting valuation and you want to go the overkill route: Employee Stock Valuation: http://www.aicpa.org/InterestAreas/FRC/AccountingFinancialReporting/Dow… Intangible Valuation: http://www.clairent.com/Newsfeed/AICPA_IPR&D_Draft_Practice_Aid_(11.18…
Valuation is a lot of common sense once you know the framework. I think chapter 4 of the employee stock valuation book gives a good high level of valuation approaches. Like I said, this is all overkill.
Best book on valuation I have ever read is "Valuation: Measuring and Managing the Value of Companies" by Mckinsey. This book came recommended from a highly successful hedge fund manager in a personal chat.
Valuations Analyst - Insight Needed (Originally Posted: 06/11/2013)
Response URGENTLY needed!
A little about me... For the past 2-3 years I've been in a back office/data proofing/operations role at a mid-tier investment consulting firm. I have a background in the humanities but I begin a part-time MBA program in August.
Phone interview... I have a phone interview with a top P/E firm for the position of 'Valuations Analyst' which is not like Duff & Phelp's Valuation Analyst position. Instead, this position entails developing and improving the firm's valuation models (a lot of middle-back office work) across all asset classes and will not give me exposure to actual deals. It's kind of like a business analyst position focusing on valuation and financial models across all asset classes.
My questions are... (1) If interviews proceed, should I make this switch if I want to eventually move into an investment analyst (then associate) role? (2) Given its a top P/E firm (I mean way up there) would this in-and-of-itself open exit opportunities?
I find solace in the fact that the position deals with valuation methods, which could give me experience I otherwise would not get.
Thanks in advance!
There has to be someone who can help me here! (I'm desperate!)
I would say be cautious about taking the role. You mentioned wanting to be an investment analyst, so I would look into CFA program and Networking to get your name out there. Think of what next steps in your career to your would like to pursue and stay determined and focused on such an opportunity.
As for questions:
It will be tough (be not impossible) to move into such a role. A good route to look into is networking internally for a close enough role.
The exit opportunity should not one of main concerns right now....just focusing on securing a better role.
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