Analyst, Portfolio Valuation

VRC; Boston (MA); Hybrid; USD 63,000 - 80,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Disability

Health Savings Account

Dependent Care Reimbursement

Commuter Benefits

401k match

Voluntary insurance options

Job summary

VRC in Boston is seeking a valuation analyst to conduct research on securities, build and apply valuation models, and assist in client reporting. The role focuses on illiquid investments, credit spreads, and diverse securities across industries.

The candidate should have 0–2 years of valuation model experience, a Finance/Accounting/Economics degree, and working knowledge of Excel/Word. This hybrid position requires local presence in the Boston area and eligibility to work in the United States.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus
• Progress toward CFA designation 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

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

Skills

Excel

Word

Oral communication

Written communication

Analytical capabilities

Self-starter

Team collaboration

Time management

CFA progress

Flexible hours

Education

Bachelor’s or Master’s in Finance/Accounting/Economics

Tools

Valuation models

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 conducts valuations of various securities for investment companies (hedge funds, BDCs, etc.). 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. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology.

The candidate has to be local in the Boston area. This position is a hybrid role (a minimum of one to two days in the office).

What you will do:

• 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

What you will need:

• 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
• Progress towards CFA designation 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

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

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] . $63,000 - 80,000 .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