Reviewing valuation of the funds’ portfolio companies by variousmethods including DCF analysis, comparable analysis, etc.
Identifying investment risks (especially financial risks) to thefunds’ portfolio companies by reading through the companies’ financialstatements; for certain key companies, diving more deeply into company annualreports and conducting additional research to understand its structure,significant accounting policies, key financial ratios, segment performance,etc.
Writing summaries of risks identified, the analysis process, andassessment of the investments and expected performance/trend.
Assisting in financial due diligence,e.g. analyzing the financial health and internal control of portfoliocompanies, when there is a need in certain M&A, LBO, etc. transactions.
Proven written and oral communication skills
Eager to learn and curious about the alternative investment industry
Demonstrates maturity and professionalism when interacting with clients and client prospects and fellow investment industry professionals
Demonstrates a strong grasp ofrevenue models and business logic
PC Skills needed: Microsoft Office (Excel, Outlook, Powerpoint, Word etc.)
这是一家专注于提供 hedge fund industry research, 金融商务咨询和私人经济业务的金融服务公司，地点位于纽约。成立于2008年，公司的创始人与各合伙人，拥有超过35年的行业经验，致力于帮助广大金融投资者一起寻找、筛选优质的金融产品，通过公司基金经理合理分配广大投资者的资金到不同的金融市场。自成立以来公司主要市场分布在纽约，达拉斯和旧金山等金融市场。
Prepare different tax returns for individual as well as businesses under the Generally Accepted Accounting Principles (GAAP) and the related tax compliance implications
Utilize the accounting knowledge and problem-solving ability to propose an effective business solution to maximize the benefit for the client
Perform basic tax research and prepare memoranda documenting conclusions
Prepare financial statements by compiling supporting documentation
Assist with special projects and accounting works as needed
Currently pursuing a Bachelor's degree in Accounting at an accredited University
3.0 GPA or above
Strong Microsoft Excel knowledge and proficiency in Microsoft Office applications
Ability to multi-task and prioritize
Good oral and written communication skills
Must be detail oriented and well organized
Ability to exercise sound judgment and professionalism in workplace
Self-motivated with strong work ethic
Founded in 1997 by CEO & tax industry expert John Hewitt, Liberty Tax is the fastest-growing tax preparation franchise ever. From its start as Canadian company U&R Tax Depot, Liberty Tax has become an industry leader with a network of over 30,000 tax preparers and almost 16 million individual tax returns prepared. In just 16 years, Liberty Tax has grown to more than 4,500 offices operating in the U.S. and Canada.
Liberty Tax has been ranked as a top franchise opportunity by Entrepreneur magazine for 4 consecutive years and a top tax firm by Accounting Today. We have been awarded a top spot among franchises by magazines such as Black Enterprise, Poder/Hispanic Enterprise, and Military Times Edge. Liberty Tax went public in 2012 and is traded on the NASDAQ stock exchange (TAX).