Citrin Cooperman · 8 hours ago
Portfolio Valuation Analyst (50136)
Philadelphia, PA 19103
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $90K/yr
0+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We are looking for a Portfolio Valuation Analyst to join our Advisory Department, where you will perform valuation analysis and assist in preparing and presenting results to clients.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Performing valuation analysis on a wide range of public and private entities across industries
Designing and working with financial models for discounted cash flow, market multiple, market transaction
Independently gathering data pertinent to the engagement through direct client interaction
Assisting in preparing and presenting the results of our analysis in a clear and concise manner
Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients
Performing in-depth client, industry, market, and competitor research
Qualification
Required
B.A./B.S./B.B.A./Master's in finance, accounting, business, or applied economics
Have 0-2 years recent experience
Have strong Microsoft Excel and Microsoft Word skills
Have strong time management and organizational skills
Be a self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
Have completed course work in accounting, finance and/or economics
Have strong qualitative and quantitative research and analytical abilities
Have a fundamental understanding of financial valuation and lost profits theory, methodologies, and applications
Have excellent verbal and written communication skills
Be able to demonstrate an ability to work cooperatively with team members and have exceptional work ethic
Preferred
Applicants with prior valuation internships or full-time valuation roles will be given preferential consideration
Benefits
Competitive compensation and benefits
Flexibility to manage your personal and professional life
Company
Citrin Cooperman
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
1001-5000 employees
H1B Sponsorship
Citrin Cooperman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity
Leadership Team
Alan Badey
Chief Executive Officer
Lydia Brown
Chief Financial Officer
Recent News
Hartford Business Journal
2025-12-16
2025-11-19
Company data provided by crunchbase