Associate, Portfolio Valuation

VRC (Valuation Research Corporation); Yardley (Bucks County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Life Insurance

401k match program

Generous time off

Flexible work arrangements

Job summary

A leading global valuation firm in the United States is seeking an Associate to conduct valuations of various securities for investment companies. The ideal candidate will engage in market research, build financial models, and collaborate with junior analysts. Requires a Bachelor's or Master's degree in Finance, Accounting, or Economics, alongside 2-4 years of relevant experience. Competitive benefits and growth opportunities are offered.

Qualifications

• 2 to 4 years of experience in constructing and reviewing financial models.
• Current authorization to work in the United States without the need for visa sponsorship.

Responsibilities

• Conduct research on securities, competitors, industry, and capital markets.
• Gather and document pertinent data through client interaction.
• Build and utilize financial models for valuation analyses.
• Assist junior analysts and perform valuation analyses.
• Prepare and review reports for clients.

Skills

Constructing and reviewing valuation models

Strong oral and written communication skills

Superior analytical capabilities

Ability to manage multiple assignments

Experience working with diverse teams

Strong work ethic

Education

Bachelor's or Master's degree in Finance, Accounting or Economics

Coursework in valuation or financial statement analysis

CFA or ASA designation or progress towards it

Job description

VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.

About this role:

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. Associates assist the Portfolio group leader on both a managerial and analytical level, and work with junior analysts to complete valuation assignments.

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 and option valuations
• Assist junior analysts and perform valuation analyses and use judgment to conclude fair value of relevant securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models
• Begin to prepare and review reports to clients

What you will need:

• 2 to 4 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
• CFA or ASA designation or progress towards CFA or ASA designation is a plus
• Strong oral and written communication skills
• Superior analytical capabilities are essential
• Experience working with diverse teams
• Ability to manage 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 client 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
• For more information on our various benefit offerings visit our Careers page

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 [e-mail].