Valuation analysts are responsible for appraising and providing valuation services for their organizations, as well as analyzing properties, risks, costs, and expenses using a variety of metrics. They must be organized and pay close attention to detail to avoid incorrect valuations, and they use a personal computer to run calculations using spreadsheet software and write complex valuation reports based on their findings and observations.
Valuation analysts work in an office environment during regular weekly business hours, and should work well in a team setting to share valuation forms, brainstorm ideas, and complete documentation to be presented to company executives. They typically report their progress to the vice president in their organization and should be able to multitask and provide advice in transactions and negotiations for contracts and acquisitions. They also evaluate business products and services and compare them with similar offerings.
These analysts use valuation research and previous feedback to provide accurate valuations and assess corporate risks, evaluate industry trends, and analyze budgets and timelines, and they also review cash flows and provide support by summarizing pricing, historical/quantitative data, and financial models. They also use relevant approaches to create assessments of competitors and provide non-technical explanations for clients and vendors.
A bachelor's degree in finance, economics, business management, or a related field is generally required for this position, and prior experience in a relevant capacity is highly beneficial. Industry certifications are also helpful.
Valuation Analyst Tasks
Perform and present valuation analysis for assigned projects.
Assist in developing proposals, presentations, and publications for clients.
Design, improve, and implement valuation models, incorporating industry changes.
Gather data through client consultations, site visits, and industry, market, and competitor research.