Portfolio Valuation Specialist

3 days ago


Reston, Virginia, United States Atlantic Group Full time
Job Overview

Atlantic Group is seeking a highly skilled Portfolio Valuation Associate to join our team in Bucks County, PA. As a key member of our financial analysis team, you will be responsible for providing critical financial analysis and valuations for a variety of investments.

Key Responsibilities
  • Conduct comprehensive market research on securities, industry trends, competitors, and capital markets to support accurate valuations.
  • Collaborate with clients to collect and document critical data for valuation analyses.
  • Develop and refine financial models for discounted cash flow, market multiples, and transaction-based valuations.
  • Work alongside junior analysts, overseeing their work and conducting independent analysis to determine the fair value of illiquid securities across industries.
  • Assist in the preparation and review of valuation reports for clients, ensuring accuracy and clarity in final deliverables.
Requirements
  • Bachelor's or Master's degree in Finance, Accounting, or Economics (valuation and financial analysis coursework a plus).
  • 2-4 years of experience in building and reviewing valuation models and conducting financial analysis.
  • Progress toward CFA or ASA designation preferred.
  • Excellent analytical and communication abilities, with a strong collaborative approach.
  • Highly organized, detail-oriented, and able to manage multiple projects in a fast-paced, deadline-driven environment.
What We Offer

As a Portfolio Valuation Associate at Atlantic Group, you will have the opportunity to work with a dynamic team of financial professionals and contribute to the success of our clients. We offer a competitive salary range of $80,000 - $100,000/year + bonus, as well as a hybrid schedule and opportunities for professional growth and development.


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