Analyst, Portfolio Valuation
$63k - $80kVRC (Valuation Research Corporation)
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. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology. 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, 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 What you will need 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 What we offer you 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 View email address on click.appcast.io.$63k-80k. 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 #J-18808-Ljbffr VRC (Valuation Research Corporation)
- ...mentorship and growth. Enhance your expertise in portfolio management and investment processes.Job... ...Operations & Portfolio Management Analyst OverviewThe Investment Operations &... ...equity operations, transaction execution, valuation, and reporting in a dynamic investment environment...Suggested
$100k - $175k
Rates, Credit, FX and Mortgage Portfolio Pricing and Analytics, Technical Business Analyst/Project ManagerAbout MillenniumMillennium is a global, diversified... ...accelerates impact.Meet the TeamThe Portfolio Pricing and Valuations team is part of Operations & Middle Office. The...SuggestedWork at office$85k - $125k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank... ...financial institutions.ResponsibilitiesThe Financial Analyst position presents an excellent career opportunity for you...SuggestedFull timeWork at officeWorldwide$75k - $150k
Our client is a capital management firm. They seek a Valuations Analyst to join they Manhattan, NY office.ResponsibilitiesAnalyze real-time... ...interpolationCoordinate with the independent administrator to ensure accurate portfolio pricingCommunicate pricing matters with firm executives,...SuggestedWork at office$100k - $120k
...manager of alternative investment solutions, focusing on alternative credit strategies for individual investors. They seek a Valuation/Portfolio Analyst to join their Manhattan, NY office.ResponsibilitiesDevelop, maintain, complete, and analyze quarterly valuations for...SuggestedWork at officeRemote work$100k - $110k
...0 June 2026 Position Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit asset... ...risk trends, completing quarterly portfolio account and valuation updates, liaising with credit rating agencies to...Local areaFlexible hours$150k - $225k
...investing clients forward.Corporate Credit Portfolio Group The Corporate Credit Portfolio... ...great for an experienced credit research analyst with a strong skillset in credit analysis... ...skills, including financial modelling, valuation, relative value, and recovery analysis...Full timeTemporary workPart time- DescriptionSREIT -Valuation Analyst/AssociateLocation: New York, NYStarwood Real Estate Income Trust, Inc. is a perpetual-life, monthly NAV... ...significant exposure to many SCG team members including Portfolio Management, Asset Management, Capital Markets, Acquisitions,...
$100k - $115k
...closely with the underwriting teams Perform internal independent valuation analyses, incorporate and understand financial statements,... ...to track performance Assist in the preparation of quarterly portfolio review materials and present to portfolio managers Liaise with...- ...party. The team is one of the largest quantitative managers in the world and is recognized as an industry leader in quantitative portfolio management techniques. The team manages exposures to global stock, bond, currency, and commodity markets to generate excess return...Full timeTemporary workPart time
$90k - $180k
...mandate. This gives us the freedom to focus on what we do best.Our portfolio spans a broad spectrum of public and private investments, and... ...PositionWe are currently seeking a candidate for a Senior Analyst position on the Portfolio Strategy and Management (“PS&M”) team...Local areaFlexible hours$140k - $185k
...Job Description Job Description Portfolio Data Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Portfolio Data Analyst...Full timeInternship$145k - $185k
...Job Description Job Description Job Summary Portfolio Management Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Portfolio Management Analyst – Initio Capital Location:...Full timeContract workTemporary workPart timeCasual workInternship- A leading investment services provider is looking for an Investment Returns Analyst in New York (Hybrid). The successful candidate will analyze investment returns across portfolios and build models for evaluation metrics. A Bachelor’s degree in Finance or related fields...
- ...that evolution. Rather than sitting in a purely operational seat, you'll be embedded in the investment process; working alongside portfolio managers and senior investors to help turn ideas into implemented portfolios. You'll gain exposure to how capital is allocated, how...
$50 per hour
...Job Description Job Description Certified Contractor Roles: Analyst · Lead · Senior Initio Sphere Private Capital Ecosystem –... ...real earning potential for serious private capital professionals. Portfolio Insights Analysts do not wait months for placement—once...Hourly payFor contractorsImmediate start$95.6k - $188.4k
...integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and... ...create the most value. The team advises on growth strategy, portfolio strategy, market positioning, business model innovation, and strategic...Local area$115.84k - $173.76k
...best practices and ensuring consistency across the firm.Supervise and scrutinize risk management activities related to the credit portfolio, including risk assessment, mitigation, monitoring, and reporting to ensure optimal performanceValidate new account strategies, account...Full timeWork at office$50 per hour
A finance-focused platform in New York seeks Certified Portfolio Insights Analysts to operate as independent contractors. Analysts will engage in real portfolio performance analysis and earn between $50 to $200 per hour based on their experience and approval ratings. Ideal...Hourly payFor contractorsImmediate start$120k - $150k
...the Central Trading & Risk Management team of a multi-manager, market neutral equity hedge fund. The team partners directly with portfolio managers to optimize portfolio construction, manage risk, develop quantitative investment tools, and improve investment performance...Temporary workWorldwideFlexible hours- ...Portfolio Management Analyst Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our...Local areaShift work
- Churchill, an investment-specialist affiliate of Nuveen, is seeking a data analytics‑oriented candidate to support portfolio summary data, performance metrics, and investor reporting in New York. The role emphasizes SQL, Python and Power BI skills, strong attention to detail...
- ...Job Description Job Description Portfolio Insights Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment... ...sector exposure, and risk-return tradeoffs Assist with valuation updates and performance forecasting for active investments...Full timeInternship
$130k - $160k
...located in our New York, NY office.Equitable is looking for a Portfolio Compliance Analyst to join our team. The Equitable Investment Management (... ...testing, disclosures, and regulatory filingsKnowledge of valuation, liquidity, affiliation, portfolio guidelines, and 1940...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$140k - $185k
...Job Description Job Description Portfolio Insights Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full... ..., KPIs, and performance analysis Familiarity with valuation concepts and private market structures preferred Experience...Full timeInternship- ...with deal identification, due diligence, and portfolio company operational improvements, as well... ...governance, and operations.As a Business Analyst within the Private Capital Practice, you will be responsible for bringing valuation principles and strategic thinking to each...ApprenticeshipWork experience placementInternshipPrivate practiceWork at officeEasy workFlexible hours
$140k - $185k
...Job Description Job Description Portfolio Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...Full time- Starwood Real Estate Income Trust, Inc. seeks a Valuation Analyst/Associate to support its valuation and performance reporting processes in New York. The role involves coordinating with Asset Management, Capital Markets, and Finance to produce timely, accurate valuation...
- ...primary responsibility is to monitor the performance of a diverse portfolio of complex investments and deliver accurate, timely reporting... ...driversApply bond math (yield, duration, spreads) to support valuation and reportingEnsure data integrity across systems; drive...
- ...DescriptionCommercial Asset Management Analyst OverviewThe Commercial Asset Management... ...client's diverse commercial real estate portfolio.Develop and implement business plans for... ...performance.Perform property and portfolio valuations, return analyses, and support...
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