Portfolio Valuation Executive

6 days ago


Morrisville, Pennsylvania, United States VRC Full time
Job Description

About VRC:

VRC is a full-service, independent valuation firm that provides exclusive valuation and advisory services globally. Our team has delivered valuation opinions for Fortune 500 companies, private equity firms, and M&A transactions since 1975.

This role involves conducting valuations of securities for investment companies (hedge funds, BDCs). The position requires working with analysts to complete valuation assignments and assisting the Portfolio group leader on managerial and analytical levels.

The selected candidate will be responsible for:

  • Conducting research to support valuations, including analyses of subject company valuation drivers, cost of capital, industries, and end markets
  • Gathering and documenting pertinent data obtained through client interaction
  • Benchmarking financial models for discounted cash flow, guideline market multiple, market transaction, and option valuations
  • Working with management to build and maintain client relationships
  • Identifying potential engagements and communicating results to clients

The ideal candidate should possess:

  • 5-7 years' experience constructing and reviewing valuation models and other financial models
  • Bachelor's or Master's degree in Finance, Accounting, or Economics
  • CFA/ASA designation preferred; CAIA designation or progress towards is a plus
  • Strong analytical, problem-solving, and communication skills
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic engagements in a team setting
  • Superior analytical capabilities are essential

Benefits include:

  • Competitive bonus program
  • Medical/Dental/Vision insurance, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
  • Generous time off/flexible work arrangements
  • Reimbursement for professional designations
  • Growth opportunities within the company

VRC is an equal opportunity employer committed to diversity and inclusion.



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