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Portfolio Valuation Jobs (NOW HIRING)

VRC

Associate, Portfolio Valuation

Morrisville, PA · On-site

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 ...

Kroll

Vice President, Portfolio Valuation

Atlanta, GA · Hybrid

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry and we boast a prestigious clientele of the world's leading ...

VRC

Analyst, Portfolio Valuation

Morrisville, PA · On-site

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 ...

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Portfolio Valuation information

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How much do portfolio valuation jobs pay per year?

As of Jul 13, 2026, the average yearly pay for portfolio valuation in the United States is $113,821.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,500.00 and $132,500.00 per year, depending on experience, location, and employer.

What are the typical daily responsibilities for someone in a Portfolio Valuation role?

In a Portfolio Valuation role, your day-to-day tasks generally involve analyzing financial statements, updating valuation models, and compiling detailed reports on various assets within a portfolio. You'll regularly interact with portfolio managers, compliance teams, and external auditors to ensure valuations are accurate and adhere to regulatory standards. You may also participate in meetings to discuss valuation methodologies and address market developments that impact asset values. This dynamic environment requires you to balance independent analysis with active collaboration across departments.

What does portfolio valuation do?

Portfolio valuation involves assessing the worth of a collection of investments, such as stocks, bonds, or real estate, to determine its current market value. Professionals in this field analyze financial data, use valuation tools, and ensure accurate reporting for investment decisions or client reporting.

Is valuation a good career?

Portfolio valuation is a specialized role that involves assessing the worth of investment portfolios, requiring strong analytical skills and knowledge of financial markets. It can be a rewarding career for those interested in finance, with opportunities for advancement and certification such as CFA. The job often involves working with valuation tools and financial models in a professional environment.

How much do valuation analysts make?

Valuation analysts typically earn a median annual salary ranging from $60,000 to $85,000, depending on experience, location, and industry. Entry-level analysts may start at lower salaries, while experienced professionals with certifications like CVA or ASA can earn higher compensation, often supplemented with bonuses and benefits.

What is the highest paying job in investment?

In investment, the highest paying roles are typically senior positions such as hedge fund managers, private equity partners, and chief investment officers, who often earn substantial bonuses and profit-sharing. These roles require extensive experience, strong analytical skills, and often advanced certifications like the CFA or MBA. Compensation varies widely based on performance, firm size, and geographic location.

What are the key skills and qualifications needed to thrive in the Portfolio Valuation position, and why are they important?

To excel in Portfolio Valuation, you need strong analytical skills, a solid understanding of financial modeling, accounting principles, and a relevant degree such as finance, economics, or accounting. Familiarity with valuation software tools like Bloomberg, FactSet, and proficiency in Excel, as well as certifications like CFA or CPA, is often required. Exceptional attention to detail, effective communication, and the ability to work collaboratively make individuals stand out in this role. These skills are vital for providing accurate assessments, supporting investment decisions, and meeting regulatory standards in portfolio management.

What is a Portfolio Valuation job?

A Portfolio Valuation job involves assessing the fair value of investment portfolios, typically for financial reporting, risk management, or transaction purposes. Professionals in this role analyze market data, apply valuation models, and ensure compliance with regulatory standards. They work with various asset classes, including equities, fixed income, derivatives, and private investments. Strong analytical skills, financial modeling expertise, and familiarity with valuation methodologies are essential for success in this field.

More about Portfolio Valuation jobs
What states have the most Portfolio Valuation jobs? States with the most job openings for Portfolio Valuation jobs include:
What job categories do people searching Portfolio Valuation jobs look for? The top searched job categories for Portfolio Valuation jobs are:
Portfolio Valuation jobs near you
Infographic showing various Portfolio Valuation job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $113,821 per year, or $54.7 per hour.
Associate, Portfolio Valuation

Associate, Portfolio Valuation

VRC

Morrisville, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

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:

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. Associates assist the Portfolio group leader on both a managerial and analytical level, and work with junior analysts to complete valuation assignments.

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 and option valuations
  • Assist junior analysts and perform valuation analyses and use judgment to conclude fair value of relevant securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models
  • Begin to prepare and review reports to clients

What you will need:

  • 2 to 4 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
  • CFA or ASA designation or progress towards CFA or ASA designation is a plus
  • Strong oral and written communication skills
  • Superior analytical capabilities are essential
  • Experience working with diverse teams
  • Ability to manage 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 client 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
  • 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 email careers@valuationresearch.com.