Analyst, Portfolio Valuation jobs in United States
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VRC (Valuation Research Corporation) · 2 days ago

Analyst, Portfolio Valuation

VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. The Analyst, Portfolio Valuation position involves conducting valuations of various securities for investment companies, requiring research, data documentation, financial modeling, and preparation of client reports.

FinanceFinancial ServicesProfessional Services
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Growth Opportunities
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Responsibilities

Conduct research on securities, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads
Gather and document pertinent data obtained through client interaction
Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations
Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models
Assist in preparing formal client reports

Qualification

Valuation modelsFinancial modelingCFA progressExcelAnalytical capabilitiesCommunication skillsTeamworkTime managementWork ethic

Required

0 to 2 years' of constructing and reviewing valuation models and other financial models
Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus
Working/Advanced knowledge of Excel and Word
Strong oral and written communication skills
Superior analytical capabilities
Self-starter temperament with the ability to master new tasks quickly
Experience working with diverse teams
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements
Strong work ethic and ability to work flexible hours around critical due dates
Current authorization to work in the United States without the need for visa sponsorship now or in the future

Preferred

Progress towards CFA designation is a plus

Benefits

Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Growth- VRC is growing, and so can your career
Reimbursement for admission fees and study material for professional designations

Company

VRC (Valuation Research Corporation)

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VRC is a full-service, independent, global valuation firm.

Funding

Current Stage
Growth Stage
Total Funding
$1.71M
2025-04-01Series Unknown· $0.23M
2024-04-01Series Unknown· $0.36M
2023-04-03Series Unknown· $0.46M

Leadership Team

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James Truog
Chief Operating Officer
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Company data provided by crunchbase