Analyst, Financial Expert Practice, Intellectual Property (IP)

J.S. Held
Dec 01, 2023
Dec 11, 2023
Trademark Agent
Contract Type
Analyst, Financial Expert Practice, Intellectual Property (IP) Disputes

Ocean Tomo, a part of J.S. Held, provides economic, valuation, and expert consulting services to law firms, corporations, educational institutions, government agencies, and individuals in the context of business transactions and disputed matters, including intellectual property infringement actions and commercial litigation. As an Analyst in the Financial Expert practice, you will have the opportunity to assess the value of intellectual property – patents, trademarks, trade secrets, and copyrights – in a litigation setting. The engagements on which you will work cross numerous technology areas and industries, including telecommunications, information technology, software, media & entertainment, pharmaceuticals, biotechnology, and more. An Analyst is typically responsible for financial analysis, modeling, research and report writing. Analysts attend client meetings and teleconferences, depositions, trials and participate in other firm activities such as recruiting and practice development.


Creating complex financial models on client businesses and products
Performing in–depth market and competitive research in a variety of industries
Reviewing and synthesizing financial, marketing and other business documents
Writing reports and other deliverables
Preparing PowerPoint presentation materials
Attending client meetings and teleconferences
Critiquing opposing parties' economic, financial, and damages claims


Bachelor's degree in finance, accounting or economics
Academic success – high cumulative GPA
Excellent written and oral communication skills
Great attitude and client presence
CPA or CFA candidates a plus
Proficient with Microsoft Excel, Word and PowerPoint
Superior attention to detail
High degree of professionalism, integrity, flexibility
Solid analytical skills and the ability to work well in a team environment

Career Path:

Promotion to Senior Analyst:
Average promotion from Entry level in 2–3 years
Promotion from Entry level is considered accelerated at 2–year mark

Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.

Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients – corporations, law firms, governments, and institutional investors – in realizing Intellectual Capital Equity value broadly defined.

As a team, we are:

Innovative: Offering state of the art and proprietary services within each business we operate.

Client Focused: Responding and providing a level of service exceeding expectations.

Quality Obsessed: Managing all work products to a zero–error tolerance.

Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.

Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.

Inclusive: Ocean Tomo, a part of J.S. Held, welcomes everyone, recognizing diversity as an asset for ourselves and our clients.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein.

Please explore what we're all about at .

EEO and Job Accommodations:

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation, please email and include "Applicant Accommodation" within the subject line with your request and contact information.