Compliance & Process Lead, Portfolio Valuation

Job Description

Job Description

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:

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.

What you will do:

• 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

What you will need:

• 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
• Experience with internal audit and audit preparedness preferred
• 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

What we offer you:

• 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
• 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 View email address on ziprecruiter.com. $115k - 200k.The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation, which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details