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Senior Associate, Portfolio Valuation

VRC (Valuation Research Corporation)
Yardley, PA Full Time
POSTED ON 1/5/2025 CLOSED ON 1/12/2025

What are the responsibilities and job description for the Senior Associate, Portfolio Valuation position at VRC (Valuation Research Corporation)?

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. Senior Associates assist the Portfolio group leader on both a managerial and analytical level, and work with junior analysts to complete valuation assignments.

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 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


What you will need:

  • 4 to 6 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
  • 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 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 careers@valuationresearch.com .

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