Analyst, Portfolio Valuation

VRC • Norwood, MA

85d • $63,000 - $80,000

About The Position

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. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology.

Requirements

• 0 to 2 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
• Progress towards CFA designation is a plus
• Working/Advanced knowledge of Excel and Word
• Strong oral and written communication skills
• Superior analytical capabilities
• Self-starter temperament with the ability to master new tasks quickly
• Experience working with diverse teams
• Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements
• Strong work ethic and ability to work flexible hours around critical due dates
• Current authorization to work in the United States without the need for visa sponsorship now or in the future

Nice To Haves

• Coursework in valuation, financial statement analysis
• Progress towards CFA designation

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, fixed income and option valuations
• Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models
• Assist in preparing formal client reports

Benefits

• 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
• Reimbursement for admission fees and study material for professional designations

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees