Associate – Portfolio Valuation (Boston, MA – Bucks County, PA)


  • Conduct relevant research on securities, industry, market and competitors
  • Gather and document pertinent data obtained through client interaction
  • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, markettransaction and option valuations
  • Assist junior analysts and perform valuation analyses and use judgment to conclude fair value of relevantsecurities
  • Prepare and review reports to clients




  • Bachelor’s Degree in Finance or Similar * MBA a plus
  • CFA preferred
  • 3+ years relevant experience
  • Proven technical, analytical and problem solving skills
  • Demonstrated oral and written communication skills; experience working in a team setting and havinginteractions with clients
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements ina team setting
  • Strong work ethic and ability to work flexible hours around critical client due dates



*** Applicants must have unrestricted authorization to work for any employer in the U.S.

Location: Boston, MA – Bucks County PA

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The MoveĀ 

Careers on the Move