Portfolio Valuation Executive

6 hours ago


Morrisville, Pennsylvania, United States VRC Full time
About VRC

VRC is a global valuation firm that specializes in providing valuation and advisory services to clients. Our team of experts has extensive experience in delivering high-quality financial opinions and valuations to Fortune 500 companies, private equity firms, and other organizations.

Job Summary

We are seeking a skilled Portfolio Valuation Executive to join our team. The successful candidate will be responsible for conducting valuations of various securities, including illiquid investments, and working with analysts to complete valuation assignments.

Key Responsibilities
  • Conduct research and analysis to support valuations, including industry and market research, and comparable analysis
  • Gather and document pertinent data obtained through client interaction
  • Build and utilize financial models for discounted cash flow, guideline market multiple, market transaction, and option valuations
  • Work with management to build and maintain client relationships
  • Identify and communicate potential engagement opportunities to management
  • Manage and assist analysts with valuation analyses and judgments to conclude fair value of relevant businesses and securities
  • Prepare and review reports, and communicate results to clients
Requirements
  • 5-7 years' experience in 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
  • Proven technical, analytical, and problem-solving skills
  • Strong oral and written communication skills
  • Superior analytical capabilities
  • 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
What We Offer
  • 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 admission fees and study material for professional designations
  • Growth opportunities within the company
Our Commitment to Diversity & Inclusion

VRC is an equal opportunity employer committed to creating a diverse team. 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.



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