Senior Associate Portfolio Valuation Expert

2 days ago


Morrisville, Pennsylvania, United States VRC Full time
About VRC

VRC is a global valuation firm that provides exclusive valuation and advisory services. With over 45 years of experience, we have delivered valuation and financial opinions for M&A transactions and financial reporting requirements of Fortune 500 companies, private equity firms, and their portfolio companies.

About the Role

This position conducts valuations of various securities for investment companies, including illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies. Senior Associates assist the Portfolio group leader on both a managerial and analytical level, and work with junior analysts to complete valuation assignments.

Key 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, and option valuations
  • Assist junior analysts and perform valuation analyses and use judgment to conclude fair value of relevant securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models
  • Work with management to build and maintain client relationships
  • Prepare and review reports to clients
Requirements
  • 4 to 6 years' experience 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
  • CFA or ASA designation or progress towards CFA or ASA designation is a plus
  • Strong oral and written communication skills
  • Superior analytical capabilities are essential
  • Experience working with diverse teams
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
  • Strong work ethic and ability to work flexible hours around critical client due dates
  • Current authorization to work in the United States without the need for visa sponsorship now or in the future
What We Offer
  • 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.



  • Morrisville, Pennsylvania, United States VRC Full time

    About VRCVRC is a leading global valuation firm that specializes in providing valuation and advisory services to clients across various industries. With over 45 years of experience, we have established ourselves as a trusted partner for companies seeking expert valuation and financial opinions.About the RoleThis position is part of our valuation team,...


  • Morrisville, Pennsylvania, United States VRC Full time

    Job DescriptionAbout VRCVRC is a leading global valuation firm that provides expert valuation and advisory services to clients worldwide. With a rich history dating back to 1975, we have established ourselves as a trusted partner for Fortune 500 companies, private equity firms, and their portfolio companies.About this RoleThis position in our financial...


  • Morrisville, Pennsylvania, United States Penn Community Bank Full time

    Job SummaryPenn Community Bank is seeking a highly skilled Senior Credit Portfolio Manager to join our team. As a key member of our Commercial Lending team, you will be responsible for providing exceptional credit support and analysis to ensure the bank's lending activities are conducted in a safe and sound manner.Key ResponsibilitiesCollaborate with Credit...


  • Morrisville, Pennsylvania, United States VRC Full time

    Job OpportunityVRC is a leading global valuation firm that specializes in valuation and advisory services. We are seeking a highly skilled Real Estate Securities Valuation Professional to join our Portfolio Valuation practice.About the RoleThis is an exciting opportunity for an entry or mid-level professional to gain a wide introduction to various investment...


  • Morrisville, Pennsylvania, United States VRC Full time

    Job DescriptionAbout VRCVRC is a leading global valuation firm that provides expert valuation and advisory services to clients worldwide. With a rich history dating back to 1975, we have established ourselves as a trusted partner for Fortune 500 companies, private equity firms, and their portfolio companies.About this RoleThis position in our financial...


  • Morrisville, Pennsylvania, United States VRC Full time

    Job DescriptionAbout 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...


  • Morrisville, Pennsylvania, United States Cenlar Full time

    About the RoleCenlar is seeking a highly experienced and skilled Senior Vice President, Portfolio Governance to lead the company's governance and monitoring strategies for credit, counterparty, and ESG risks associated with the mortgage portfolio and bank's balance sheet.Key Responsibilities:Credit Risk Management:Develop and implement credit risk policies...


  • Morrisville, Pennsylvania, United States Cenlar Full time

    {"title": "Portfolio Management Executive", "subtitle": "Lead Credit Risk Management and Portfolio Strategy", "content": "Cenlar is seeking a seasoned Portfolio Management Executive to lead our credit risk management and portfolio strategy efforts. As a key member of our leadership team, you will be responsible for developing and implementing strategies to...


  • Morrisville, Pennsylvania, United States Cenlar Full time

    About the RoleCenlar is seeking a highly experienced and skilled Senior Vice President, Portfolio Management to lead the company's governance and monitoring strategies for credit, counterparty, and ESG risks associated with the mortgage portfolio and bank's balance sheet.Key Responsibilities:Credit Risk Management:Develop and implement credit risk policies...


  • Morrisville, Pennsylvania, United States Cenlar Full time

    Job Title: VP, Portfolio SurveillanceCenlar seeks a seasoned professional to lead our Portfolio Surveillance team. As the Vice President of Portfolio Surveillance, you will play a pivotal role in overseeing and enhancing the monitoring of our mortgage portfolio.Key Responsibilities:Portfolio Monitoring & SurveillanceLead the ongoing review and analysis of...


  • Morrisville, Pennsylvania, United States VRC Full time

    Job DescriptionAbout VRC:VRC is a comprehensive, independent global valuation firm dedicated to valuation and advisory services. Since 1975, we have provided valuation and financial opinions for M&A transactions and the financial and tax reporting needs of Fortune 500 companies, private equity firms, and their portfolio companies, among others. We invite you...


  • Morrisville, Pennsylvania, United States Cenlar Full time

    Job Title: Senior Vice President of Capital MarketsThe Senior Vice President of Capital Markets is a critical role at Cenlar, responsible for developing and executing strategic asset liability management strategies that mitigate interest rate, liquidity, credit, and capital risk while maximizing return on capital.Key Responsibilities:Treasury: Develop and...


  • Morrisville, Pennsylvania, United States Cenlar Full time

    Job Title: VP, Home Equity Product DevelopmentAt Cenlar, we are seeking an experienced and strategic leader to join our team as Vice President, Home Equity Product Development. This role is responsible for leading the development, enhancement, and management of home equity products, including home equity loans and home equity lines of credit (HELOC).Key...


  • Morrisville, Pennsylvania, United States Careers at Gentell Full time

    Position OverviewAre you an enthusiastic HR expert ready to drive impactful change? We are looking for a proactive individual to enhance our expanding workforce and influence the future of our organization.Gentell stands as a prominent player in the wound care industry, operating on a global scale. Our mission is to improve the quality of life for...


  • Morrisville, Pennsylvania, United States Careers at Gentell Full time

    Job OverviewAre you an enthusiastic HR expert looking to drive impactful recruitment initiatives? We are in search of a proactive individual to enhance our recruitment processes.At Gentell, a leading organization in the wound care industry, we are dedicated to improving the lives of those we serve. With a global presence, our mission is to positively...


  • Morrisville, Pennsylvania, United States Deborah Heart and Lung Center Full time

    Position Overview: The Healthcare Support Specialist is responsible for delivering both direct and indirect patient care services, alongside executing technical tasks as directed by a Registered Nurse or Clinical Team Leader. The specific responsibilities may differ based on the designated department.Experience Requirements:Mandatory: 1-3 years of experience...


  • Morrisville, Pennsylvania, United States EVERSANA Company Full time

    Job Title: CRM & Analytics AnalystAt EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry.Job Summary:We are seeking...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, United States Cenlar Full time

    The SVP, Portfolio Management implements the company's governance and monitoring strategies to effectively manage the credit, counterparty, and ESG risks associated with the mortgage portfolio and bank's balance sheet. Through monitoring, oversight, and strategic advice to senior leaders they ensure CENLAR operates within its risk appetite and credit-related...


  • Morrisville, United States Penn Community Bank Full time

    Overview: Provide exceptional credit support to the Commercial Lending team, CCO, Credit Officer and Credit Manager by preparing analyses and credit approval presentations. Responsibilities: The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign...


  • Morrisville, United States VRC Full time

    Job DescriptionJob DescriptionAbout 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...


  • Morrisville, North Carolina, United States Eaton Full time

    About the RoleEaton's Engineering Service & Systems Division is seeking a highly skilled Senior Field Service Representative to join our team. As a key member of our field service team, you will be responsible for providing expert technical support to our customers across the power system lifecycle.Key ResponsibilitiesSupport customers with startup,...

  • Senior Cost Accountant

    3 months ago


    Morrisville, United States Icon Protection Full time

    GENERAL SUMMARY OF POSITION: The Senior Cost Accountant is responsible for product costing, product manufacturing analysis, analysis of equipment utilization, and inventory valuation. Additionally, the Senior Cost Accountant supports monthly financial close, cycle counts, and physical inventory and ensures accurate financial postings occur. This person...


  • Morrisville, United States CPP- Syracuse Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Accounting and Finance Team at CPP-Syracuse. As a key member of our finance function, you will play a critical role in providing financial analysis and planning support to our business leaders.Key ResponsibilitiesAssist the Site Controller in various requests from local...


  • Morrisville, United States Lenovo Full time

    Senior Product Manager - Lenovo Smart Collaboration TeamThe Lenovo Smart Collaboration Team is seeking a Senior Product Manager specializing in video to join us in revolutionizing the workplace with our innovative collaboration solutions. As part of the role, you will be responsible for a subset of the overall product portfolio, including market analysis,...


  • Morrisville, United States First Citizens Bank Full time

    Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.This position is responsible for consulting with, educating and supporting the Business Units (BU) on the execution of the first line risk programs, promoting an environment of risk awareness and risk ownership across the...


  • Morrisville, United States Sensus Full time

    About SensusSensus, a Xylem brand, is a leading global water technology company committed to developing innovative solutions to the world's water challenges. Our products and services move, treat, analyze, monitor, and return water to the environment in public utility, industrial, residential, and commercial building services settings.The RoleWe are seeking...


  • Morrisville, United States Renesas Electronics Full time

    Job Title: Senior Human Resources Business PartnerRenesas Electronics is seeking a highly skilled HR professional to join our Regional HR team in the US. As a Senior Human Resources Business Partner, you will play a critical role in supporting business leaders and employees across the country.Key Responsibilities:Partner with business leaders, HR Business...


  • Morrisville, United States Teleflex Full time

    Job SummaryThe Senior Credit to Cash Analyst position at Teleflex entails overseeing the daily management of receivables within a global portfolio. The analyst will be responsible for accounts in various regions, including the Americas, EMEA, and APAC. The ideal candidate will demonstrate the ability to independently handle complex accounts receivable...


  • Morrisville, United States Teleflex Full time

    Job SummaryThe Senior Credit to Cash Analyst will be responsible for managing the day-to-day collections of receivables within their global portfolio. This role will include accounts in various regions such as AMERICAS, EMEA, and/or APAC.Key ResponsibilitiesIdentify and problem-solve customer credit risk, collection, and billing issues as they arise and work...