Financial Analyst – Galleria Area – dcd@fittsroberts.com

Financial Analyst

We are seeking Financial Analysts to add to our team in the Houston office. The Analyst’s role is to support Directors in the full range of litigation, dispute, transaction, valuation and risk management advisory engagements for our legal, corporate, and private equity clients.

Responsibilities:

Our small engagement teams afford Analysts the unique opportunity to work directly with senior-level client executives and top-level attorneys. Analysts assume a critical role in the entire advisory process, including the initial pitch, research, preparing a written proposal or scope of work, meeting with potential Clients, performing economic and financial analysis, executing damages and valuation models, and providing qualitative analysis. In general, our Analysts work on a variety of engagements, including litigation, disputes, valuations, transactions advisory, and risk management projects.

Assist in building and refining complex financial models

Prepare Market and Transaction Valuation Comps

Be capable of capital markets and commodity markets analytics

Possess the acuity to do options work

Conduct market, industry and company research and analysis

Advanced Excel (VBA a plus), PowerPoint, and Word capabilities

Quickly learn how to use BVR, Reuters, Mergerstat, and/or Bloomberg tools to access critical data

Collect, present and analyze market and economic data and be able to explain it

Assist in the preparation of business development pitch books, client memoranda and other presentations

Support business development activities, including pre-conference preparation and post-conference follow-up, such as organizing marketing materials, preparing meetings schedules, adding contacts to Sales Force, etc.

Perform certain administrative functions, such as taking notes at meetings, organizing conference calls, preparing for in-office meetings, and printing and assembling pitch books and binders

Perform other tasks as requested by senior team members

Demonstrate commitment to providing high quality and high value materials and insights

Requirements

BA/BS degree in Finance, Economics, Mathematics, Statistics, or a similar degree

Strong written, oral, and presentation communication skills

No more than five years of professional experience

Must not be a CPA

Ability to pay attention to detail and manage multiple ongoing client engagements

Strong qualitative and quantitative valuation/analytical skills

Excellent problem solving and analytic ability

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