Jobs at Berkeley Research Group

Lead and perform company and complex securities valuations: build detailed financial models, analyze historical and projected financials, manage junior staff, use Excel and platforms (Capital IQ, Bloomberg), apply option-pricing/Monte Carlo techniques, produce client-ready reports, meet deadlines, and support business development.

Perform company and complex-security valuations through detailed financial modeling and data analysis. Lead and mentor junior staff, manage large data sets in Excel, use Capital IQ and Bloomberg, prepare client-ready valuation deliverables, and communicate findings. Participate in business development and practice growth.

Lead and deliver valuation engagements by building detailed financial models, analyzing historical and projected financials, directing and mentoring junior staff, using Excel and market data platforms, preparing client-ready valuation analyses and reports, and supporting business development and client presentations.

Lead valuation engagements by building and reviewing detailed financial models, analyzing historical and projected financials, managing and mentoring junior staff, using Excel, Capital IQ and Bloomberg, preparing client-ready valuation deliverables and participating in business development and client presentations.

Support buy- and sell-side diligence engagements performing quality of earnings, working capital and financial statement analysis, modeling, report and presentation preparation, and client deliverables while contributing to practice growth and client relationships.

Support and lead buy‑ and sell‑side diligence engagements: perform financial statement review, quality of earnings and working capital analyses, build and analyze financial models, prepare reports and presentations, supervise engagement teams, identify purchase price adjustment issues, and assist in practice growth, client pitches, and deliverables.

Support buy- and sell-side diligence engagements by performing financial statement review, quality of earnings and working capital analysis, financial modeling, and report preparation. Lead client deliverables, collaborate with teams and experts, identify purchase price adjustment issues, assist with deal structuring insights, and help grow the practice through pitches and business development.

Support and lead buy- and sell-side diligence engagements including quality of earnings, working capital and financial statement analysis; build and review financial models and cash flow scenarios; identify purchase price adjustments and deal structuring insights; prepare reports and presentations; supervise project teams; assist with business development and client relationship building.

Provide financial and operational advisory on turnaround and restructuring engagements. Build 3-statement and 13-week cash flow models, perform scenario and FP&A analysis, prepare reports and client presentations, support transactions and Chapter 11 processes, and collaborate with clients and internal teams to deliver recommendations and business improvements.

Lead and manage turnaround and restructuring engagements: build and review 3-statement and 13-week cash flow models, scenario and pro-forma analyses; supervise junior staff; prepare reports, presentations, and client deliverables; support client pitches and practice development; advise on Chapter 11 and transaction alternatives.

Support and lead Turnaround & Restructuring engagements by building and overseeing financial models (3-statement, 13-week cash flows, scenario/pro-forma), managing junior staff, preparing reports and presentations, collaborating with clients and experts, assisting business development, and delivering strategic financial and operational recommendations.

Lead and execute performance-improvement engagements for PE-backed companies, delivering cost reduction, EBITDA and SG&A optimization, operational transformation, financial models, board-ready presentations, and implementation while managing teams, mentoring juniors, and supporting practice development.

Lead and deliver valuation engagements including financial modeling, analysis of historical and projected results, and valuation of companies and complex securities. Manage and mentor junior staff, ensure quality and deadlines, communicate findings to clients, and support business development and practice growth.

Lead and support buy- and sell-side transaction advisory engagements, performing quality of earnings, working capital and financial analyses, preparing deliverables, supervising teams, identifying purchase price adjustment issues, and contributing to practice development and client pitches.

Provide financial and operational advisory on turnaround and restructuring engagements. Build 3-statement and 13-week cash flow models, perform scenario analyses, prepare client deliverables, collaborate with teams, support business development, and communicate recommendations to stakeholders.

Support turnaround and restructuring engagements by building three-statement and 13-week cash flow models, performing financial analysis and scenario planning, preparing client deliverables and presentations, collaborating with teams and stakeholders, assisting in pitches and practice development, and maintaining high professional and ethical standards.

Support Turnaround & Restructuring client teams by building 3-statement and 13-week cash flow models, scenario and pro-forma analyses; prepare reports and presentations; collaborate with clients and advisors; assist with transactions and Chapter 11 processes; contribute to business development and practice growth.

Lead and support client engagements to drive cost reduction, EBITDA improvement, SG&A optimization, and operational transformation. Analyze financial and operational data, build financial models and KPI reporting, develop actionable recommendations, implement process improvements, manage workstreams and junior staff, prepare executive-ready deliverables, and support practice development including recruiting and thought leadership.

Lead and support buy- and sell-side transaction advisory engagements including quality of earnings, working capital and financial trend analyses, financial modeling, and preparation of reports and client deliverables. Supervise project teams, identify purchase price adjustments, collaborate with experts, assist business development, and provide actionable transaction insights to clients.

Perform company and investment valuations by analyzing historical and forecasted financials, building detailed financial models, and presenting analyses to clients. Lead and mentor junior staff, ensure quality and deadlines, leverage Excel and market-data platforms (Capital IQ, Bloomberg), and support business development and client engagements. Familiarity with option pricing and Monte Carlo methods preferred.