Experienced Financial Analyst, IP Valuation & Advisory Services

Listing expiry: 19 October 2026

About the role

Role Overview

The role supports the Intellectual Property (IP) Valuation & Advisory Services team in delivering specialised valuation services for intellectual property assets, including patents, trademarks, copyrights, and trade secrets. The work involves analysing financial information, conducting due diligence and industry research, valuing intangible assets and IP-focused businesses, developing financial models, and advising clients on transactions, corporate strategy, financial reporting, tax compliance, litigation support, and strategic decision-making.

Key Responsibilities

• Independently analyse and explain complex historical and projected financial information.
• Conduct detailed business, industry, and financial due diligence, with a focus on intellectual property assets.
• Perform in-depth industry and sub-sector research on technology, innovation, and intellectual property trends to generate insights.
• Value intellectual property assets and IP-focused businesses using methodologies such as relief from royalty, multi-period excess earnings, and discounted cash flow, often with limited supervision.
• Develop and manage complex financial models to support valuation analyses and strategic advice.
• Take a leading role in preparing client presentations, detailed valuation reports, and other engagement deliverables.
• Participate actively in business development initiatives and client pitches.

Qualifications & Experience

• Prior experience in consulting, investment banking, valuation, or a related quantitative field is preferred.
• Advanced quantitative, financial modelling, and analytical abilities.
• Strong understanding and practical application of financial valuation methodologies.
• Excellent problem-solving skills and the ability to structure and resolve complex issues.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Excellent oral and written communication skills.
• High degree of professionalism, a strong work ethic, and the ability to manage multiple responsibilities under pressure.
• Ability to think independently, solve problems resourcefully, and succeed in a fast-paced environment.
• Strong organisational skills, attention to detail, and ability to manage multiple tasks.
• A demonstrated interest in technology and innovation is an advantage; extensive prior knowledge of intellectual property is not a prerequisite.
• Additional consideration is given to candidates with a Chartered Accountant, CFA, or MBA qualification from an accredited institution.
• Additional consideration is given to candidates with direct experience in IP valuation, technology-focused finance or consulting, or transaction advisory.
• Ability to collaborate with colleagues at all levels and mentor junior analysts is an advantage.

Additional Details

• The work covers intellectual property and intangible-asset valuation in connection with mergers and acquisitions, corporate strategy, and financial and tax reporting.
• The team operates within a global financial and valuation advisory practice serving corporations, financial sponsors, institutions, and governments.
• The firm's advisory services include transaction opinions, transaction advisory, corporate valuation advisory, portfolio valuation and fund advisory, real estate valuation and advisory, and dispute resolution consulting.
• The employer is an equal opportunity employer and states that qualified applicants receive consideration without discrimination based on protected characteristics.