Hybrid Valuation Analyst: Securities & Models - Boston

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

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.