Analyst/Associate, Complex Securities

VRC; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401k match program

Flexible time off

Professional study support

Job summary

VRC is seeking a junior-valuations analyst in San Francisco to conduct advanced securities pricing for financial reporting and regulatory needs. You will build models, analyze data, and prepare client materials. Candidates should have 0–2 years of valuation experience and strong Excel skills.

Degree in Finance, Accounting, or Economics is required, with CFA progress a plus. Strong communication and ability to handle multiple assignments under tight deadlines are essential.

Qualifications

• 0-2 years in a financial analysis role with valuation experience.
• Bachelor’s or Master’s in Finance, Accounting or Economics; financial engineering a plus.
• Strong analytical and communication skills; ability to work on multiple tasks.

Responsibilities

• Valuate derivatives and complex securities using multiple models.
• Perform statistical analyses and document data gathered from clients.
• Assist in preparing client reports and presentations.
• Support in complex valuation tasks and reporting timelines.

Skills

Analytical skills

Communication skills

Self-motivated

Time management

Education

Finance/Economics degree

Tools

Python

R

MATLAB

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

This position in our complex securities valuation practice conducts valuations of various financial derivatives and other complex securities for financial reporting (ASC 718 and 815), tax and regulatory compliance (IRC Section 409A), transaction support and financing opportunities. Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products.

What you will do:

• Work with financial models using diverse valuation methods, such as lattice, option pricing methods, Monte Carlo simulation and other advanced modeling techniques
• Perform statistical and data analyses using accepted and relevant approaches and theories
• Gather and document pertinent data obtained through client interaction
• Assist in preparing formal client reports and presentation materials

What you will need:

• 0-2 years work experience in a financial analysis role, including experience conducting valuation of various financial derivatives and other complex securities
• Bachelor’s or Master’s degree in Finance, Accounting or Economics. Major in financial engineering or mathematical finance is a plus.
• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
• Progress towards CFA designations
• Advanced knowledge of Excel
• Programming skills in Python, R or MATLAB are a plus
• Self-starter temperament with the ability to master new tasks quickly
• Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
• 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

What we offer you:

• 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
• Reimbursement for admission fees and study material for professional designations
• Growth - VRC is growing, and so can your career

Our Commitment to Diversity & Inclusion:

VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email [e-mail] . $70,000 - $100,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation, which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details