Cooley LLP
Transactional Quantitative Analyst
Cooley LLP, San Francisco, California, United States, 94199
Transactional Quantitative Analyst
Cooley LLP is seeking a Transactional Quantitative Analyst to join the Practice Management team.
Position summary The Transactional Quantitative Analyst will assist transactional clients of the firm with quantitative analysis for the purpose of evaluating, structuring, optimizing, and closing venture capital and merger & acquisitions ("M&A") related deals. Responsible for conducting research, designing the analysis, performing calculations, and preparing models and other materials to meet client demands and requests of deal teams. Working under the general direction of the lead attorney on the deal, this role will work directly with clients to understand the quantitative objectives and data available, and then design and carry out required modeling tasks. The Transactional Quantitative Analyst will be expected to handle specific duties and responsibilities include, but are not limited to, the following:
Position responsibilities
Construct hypothetical liquidation waterfall models based on corporations' certificate of incorporation or other governing document, which have optionality for several different deal scenarios
Construct payout spreadsheet deliverables for M&A deals based on relevant transaction documents for both buy-side and sell-side clients
Audit existing waterfall or payout spreadsheets obtained from clients, investment banks, or other law firms
Construct pro forma capitalization tables, including price per share calculations, in connection with venture capital and private equity financings, debt to equity conversions, anti-dilution adjustments, and stock option grants
Audit existing pro forma capitalization tables obtained from clients, investors, or other law firms
Create and manage capitalization tables and perform related data conversion and analysis
Run 280G analysis based on compensation, capitalization, and deal data
Run 701 analysis for later stage companies
Collaborate with the Capital Markets practice group to construct pricing spreadsheets, beneficial ownership, and pro forma capitalization models in connection with IPOs, SPACs, and other public offerings
Develop and maintain functioning firm wide models for all of the core quantitative analysis to be performed by Cooley 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 analysis (e.g., stock sale vs. asset sale) and analysis of allocations/distributions for LLCs and partnerships
Design and prepare valuation reports and economic analysis
Assist with training junior attorneys and paralegals or other business professionals on the use of Excel to achieve deliverables
Bill and meet a minimum of 1,800 billable hours annually
Record all time daily (billable, productive, admin and PTO) and release and in accordance with specified narratives where applicable
All other duties as assigned or required
Skills and experience Required:
Advanced proficiency in Excel, with the ability to design and perform complicated analysis; develop reports; write macros; produce documents; and create tables, graphs, and charts
Ability to work extended and/or weekend hours, as required
Ability to travel, as required
SENIOR TITLE : Along with 3+ years directly relevant experience, a Senior Transactional Quantitative Analyst will exhibit analytical and critical thinking in day-to-day tasks along with the proven ability to operate at an elevated level in terms of scope of responsibility, judgement and autonomy. Seniors work more independently, demonstrate escalating ownership and mastery of assigned area, exhibit strength in areas of responsibility and become a resource and mentor to within the department
Preferred:
Bachelor's or advanced degree in Economics, Accounting, Business, Finance, Mathematics, Applied Mathematics, or other applied quantitative field
Prior experience in corporate finance or financial transactions
Visual Basic skills
Strong interest in capital markets, emerging companies, venture capital, and M&A transactions
Understanding of business transaction dynamics and process
Competencies
Exhibit analytical and critical thinking in day-to-day tasks
Demonstrate exceptional written and verbal communication skills, enabling the clear presentation of complex quantitative insights and transaction analyses to diverse stakeholder
Skilled at fostering positive relationships and working collaboratively with internal teams and external clients to align transaction strategies with business objectives and client needs
Ability to work well under pressure- maintaining focus and delivering high-quality analyses and recommendations within tight deadlines during critical transaction cycles or client volatility.
Excel in managing multiple tasks, prioritizing deliverables effectively, and maintaining meticulous organization to ensure accuracy and timeliness in transactional workflows and reporting.
Maintain high standards for internal/external client service and quality control
Consistently meet deadlines and effectively complete operational and project-based assignments
Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices
EOE.
The expected annual pay range for this position with a full-time schedule is $100,000 to $190,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate. Senior level candidates may be considered for this position and would be eligible for a higher salary range based on experience.
We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 21 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.
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Position summary The Transactional Quantitative Analyst will assist transactional clients of the firm with quantitative analysis for the purpose of evaluating, structuring, optimizing, and closing venture capital and merger & acquisitions ("M&A") related deals. Responsible for conducting research, designing the analysis, performing calculations, and preparing models and other materials to meet client demands and requests of deal teams. Working under the general direction of the lead attorney on the deal, this role will work directly with clients to understand the quantitative objectives and data available, and then design and carry out required modeling tasks. The Transactional Quantitative Analyst will be expected to handle specific duties and responsibilities include, but are not limited to, the following:
Position responsibilities
Construct hypothetical liquidation waterfall models based on corporations' certificate of incorporation or other governing document, which have optionality for several different deal scenarios
Construct payout spreadsheet deliverables for M&A deals based on relevant transaction documents for both buy-side and sell-side clients
Audit existing waterfall or payout spreadsheets obtained from clients, investment banks, or other law firms
Construct pro forma capitalization tables, including price per share calculations, in connection with venture capital and private equity financings, debt to equity conversions, anti-dilution adjustments, and stock option grants
Audit existing pro forma capitalization tables obtained from clients, investors, or other law firms
Create and manage capitalization tables and perform related data conversion and analysis
Run 280G analysis based on compensation, capitalization, and deal data
Run 701 analysis for later stage companies
Collaborate with the Capital Markets practice group to construct pricing spreadsheets, beneficial ownership, and pro forma capitalization models in connection with IPOs, SPACs, and other public offerings
Develop and maintain functioning firm wide models for all of the core quantitative analysis to be performed by Cooley 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 analysis (e.g., stock sale vs. asset sale) and analysis of allocations/distributions for LLCs and partnerships
Design and prepare valuation reports and economic analysis
Assist with training junior attorneys and paralegals or other business professionals on the use of Excel to achieve deliverables
Bill and meet a minimum of 1,800 billable hours annually
Record all time daily (billable, productive, admin and PTO) and release and in accordance with specified narratives where applicable
All other duties as assigned or required
Skills and experience Required:
Advanced proficiency in Excel, with the ability to design and perform complicated analysis; develop reports; write macros; produce documents; and create tables, graphs, and charts
Ability to work extended and/or weekend hours, as required
Ability to travel, as required
SENIOR TITLE : Along with 3+ years directly relevant experience, a Senior Transactional Quantitative Analyst will exhibit analytical and critical thinking in day-to-day tasks along with the proven ability to operate at an elevated level in terms of scope of responsibility, judgement and autonomy. Seniors work more independently, demonstrate escalating ownership and mastery of assigned area, exhibit strength in areas of responsibility and become a resource and mentor to within the department
Preferred:
Bachelor's or advanced degree in Economics, Accounting, Business, Finance, Mathematics, Applied Mathematics, or other applied quantitative field
Prior experience in corporate finance or financial transactions
Visual Basic skills
Strong interest in capital markets, emerging companies, venture capital, and M&A transactions
Understanding of business transaction dynamics and process
Competencies
Exhibit analytical and critical thinking in day-to-day tasks
Demonstrate exceptional written and verbal communication skills, enabling the clear presentation of complex quantitative insights and transaction analyses to diverse stakeholder
Skilled at fostering positive relationships and working collaboratively with internal teams and external clients to align transaction strategies with business objectives and client needs
Ability to work well under pressure- maintaining focus and delivering high-quality analyses and recommendations within tight deadlines during critical transaction cycles or client volatility.
Excel in managing multiple tasks, prioritizing deliverables effectively, and maintaining meticulous organization to ensure accuracy and timeliness in transactional workflows and reporting.
Maintain high standards for internal/external client service and quality control
Consistently meet deadlines and effectively complete operational and project-based assignments
Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices
EOE.
The expected annual pay range for this position with a full-time schedule is $100,000 to $190,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate. Senior level candidates may be considered for this position and would be eligible for a higher salary range based on experience.
We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 21 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.
#J-18808-Ljbffr