Analyst, Portfolio Valuation
AI Summary
Conducts valuations of illiquid and structured securities for investment companies, building financial models and performing research on comparable companies, industries and capital markets. Prepares formal client valuation reports.
About this role
About VRC:
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. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology.
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:
- Competitive bonus program
- 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 email [email protected].
Skills
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