Jobs · Information Technology · California

Analyst/Associate, Complex Securities

VRC (Valuation Research Corporation) · San Francisco, CA · 1 mo ago
On-siteInformation Technology$70k–$100k/yrFull-time

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 in our complex securities valuation practice conducts valuations of various financial derivatives and other complex securities for financial reporting (ASC 718 and 815), tax and regulatory compliance (IRC Section 409A), transaction support and financing opportunities. 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.

What you will do

  • Work with financial models using diverse valuation methods, such as lattice, option pricing methods, Monte Carlo simulation and other advanced modeling techniques
  • Develop quantitative models to value unique financial instruments
  • Perform statistical and data analyses using accepted and relevant approaches and theories
  • Gather and document pertinent data obtained through client interaction
  • Aid in preparing formal client reports and presentation materials

What you will need

  • 0-2 years work experience in a financial analysis role, including experience conducting valuation of various financial derivatives and other complex securities
  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Major in financial engineering or mathematical finance is a plus
  • Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
  • Progress towards CFA designations
  • Advanced knowledge of Excel
  • Programming skills in Python, R or MATLAB are a plus
  • Self-starter temperament with the ability to master new tasks quickly
  • Able to work on 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 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
  • 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 careers@valuationresearch.com.

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