Compliance & Process Lead, Portfolio Valuation

VRC • New York, NY

2d • $115,000 - $200,000

About The Position

VRC is seeking a hands-on Compliance & Process Lead to design, implement, and continuously enhance the firm’s portfolio valuation compliance and operating framework. This role will serve as a leader for engagement governance, documentation standards, and execution consistency across portfolio valuation clients and internal teams.

Requirements

• 7–12+ years of experience in valuation operations, portfolio valuation, audit, risk management, or related fields
• Strong understanding of portfolio valuation processes and policy governance
• Experience designing process frameworks and controls
• Familiarity with SOC frameworks and audit documentation
• Excellent written and verbal communication skills
• Proficiency in Excel, PowerPoint, and workflow or process documentation tools
• Current authorization to work in the United States without the need for visa sponsorship now or in the future

Nice To Haves

• Experience with internal audit and audit preparedness preferred

Responsibilities

• Design, implement, and maintain VRC’s portfolio valuation compliance framework, including documented process flows, roles and responsibilities, and communication protocols
• Own the operating model for portfolio valuation engagement, governance and documentation, including oversight through internal risk and compliance committees
• Establish and maintain standard operating procedures (SOPs), templates, and governance calendars to drive consistency and accountability
• Ensure client-specific valuation policies, procedures, and contractual scopes are accurately documented and consistently executed
• Regularly review and update these compliance measures to adapt to changing laws and business conditions
• Implement and oversee internal audit, quality assurance, and file review programs
• Monitor conflicts of interest, cross-holdings, and restricted entity lists
• Lead standardized client onboarding processes and manage change control for scope or policy updates
• Contribute to SOC-related documentation and audit readiness activities
• Define and track key performance indicators (KPIs) and support continuous improvement initiatives

Benefits

• 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 - VRC is growing, and so can your career

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees