Quantitative Analyst

San Francisco, Palo Alto, San Diego, Los Angeles, CA or Seattle, WA

Summary

The Quantitative Analyst will be responsible for assisting transactional clients with quantitative modeling for the purpose of evaluating, structuring, optimizing, and closing deals.

Responsibilities

• Create and manage capitalization tables and perform related data conversion and analysis
• Construct pro forma capitalization tables, including price per share calculations, in connection with equity financings, debt to equity conversions, anti-dilution adjustments, and stock option grants
• Audit existing pro forma capitalization table obtained from clients, investors, or other law firms
• Construct hypothetical liquidation waterfalls based on corporations’ certificate of incorporation or other governing document, which have optionality for several different deal scenarios
• Construct payout spreadsheet deliverable that ties underlying capitalization data to the transaction structure as negotiated in the relevant deal documents
• Audit existing waterfall or payout spreadsheets obtained from clients, investment banks, or other law firms
• Run 280G analyses based on compensation, capitalization, and deal data
• Run 701 analyses for later stage companies
• Construct pricing spreadsheet, beneficial ownership, and pro forma capitalization in connection with IPOs and other public offerings
• Develop and maintain functioning firm wide models for all of the core quantitative analyses to be performed by Firm on a predictable or regular basis
• Promote firm wide adoption of capitalization table management standards as adopted by the firm (including, as applicable, in Excel or via third party tools, such as eShares, Shareworks and other software platforms)
• Design and perform financial statement analysis to calculate and analyze financial metrics and ratios (as requested)
• Design and prepare customized mathematical analysis that may include, but are not limited to tax analyses (e.g. stock sale vs. asset sale) and analysis of allocations/distributions for LLCs and partnerships
• Design and prepare valuation reports and economic analyses
• Assist with training junior attorneys and paralegals on the use of Excel

Skills & Experience

Required

• Bachelor’s degree in Economics, Accounting, Business, Finance, Mathematics, Applied Mathematics, or other applied quantitative field
• Ability to work extended and/or weekend hours, as required
• Excellent oral and written communication skills
• Strong attention to detail with the ability to manage multiple priorities and track extensive details
• Ability to establish and maintain good working relationships with personnel and to handle confidential information sensitively and discreetly
• Proficiency in the Microsoft Office suite, advanced knowledge of Excel preferred

Preferred

• Master’s degree in Economics, Accounting, Business, Finance, Mathematics, Applied Mathematics, or other applied quantitative field strongly preferred
• Visual Basic skills a plus
• Familiarity with eXtensible Business Reporting Language (XBRL)
• A strong interest in capital markets, emerging companies, venture capital, and M&A transactions
• Understanding of business transaction dynamics and process

Competencies

• Excellent written and oral communication skills
• Ability to work well with others, including clients
• Ability to work well under pressure
• Excellent organizational skills