Portfolio Valuation Analyst

Citrin Cooperman; Philadelphia (Philadelphia County); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Portfolio Valuation Analyst to join its Advisory Department. This role offers a dynamic work environment where you will perform valuation analysis on a diverse range of entities, design financial models, and engage directly with clients. The firm emphasizes professional growth, collaboration, and flexibility, making it an ideal place for those looking to develop their skills in finance and valuation. If you are a self-starter with strong analytical abilities and a passion for financial analysis, this opportunity is perfect for you to thrive and contribute to impactful projects.

Qualifications

• 0-2 years of recent experience in finance or accounting roles.
• Strong skills in financial analysis and modeling are essential.

Responsibilities

• Perform valuation analysis on public and private entities across industries.
• Design financial models for discounted cash flow and market transactions.

Skills

Financial Analysis

Valuation Skills

Microsoft Excel

Microsoft Word

Time Management

Organizational Skills

Qualitative Research

Quantitative Research

Communication Skills

Education

B.A./B.S./B.B.A./ Master’s in finance, accounting, business, or applied economics

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are looking for a Portfolio Valuation Analyst to join our Advisory Department. As an Analyst, you will be responsible for:

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

Qualifications:

• B.A./B.S./B.B.A./ Master’s in finance, accounting, business, or applied economics
• 0-2 years recent experience
• Strong Microsoft Excel and Microsoft Word skills
• Strong time management and organizational skills
• Self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
• Completed coursework in accounting, finance and/or economics
• Strong qualitative and quantitative research and analytical abilities (applicants with prior valuation internships or full-time valuation roles will be given preferential consideration)
• Fundamental understanding of financial valuation and lost profits theory, methodologies, and applications
• Excellent verbal and written communication skills
• Ability to work cooperatively with team members and have exceptional work ethic

About Citrin Cooperman:

Citrin Cooperman is one of the nation’s largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings.