Portfolio Valuation Analyst

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!   

We are looking for a Portfolio Valuation Analyst to join our Advisory Department. As an Analyst you will be responsible for: 

Responsibilities: 

• Performing valuation analysis on a wide range of public and private entities across industries
• Designing and working with financial models for discounted cash flow, market multiple, market transaction
• Independently gathering data pertinent to the engagement through direct client interaction
• Assisting in preparing and presenting the results of our analysis in a clear and concise manner
• Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients
• Performing in-depth client, industry, market, and competitor research

Qualifications:  

• B.A./B.S./B.B.A./Master’s in finance, accounting, business, or applied economics
• Have 0-2 years recent experience
• Have strong Microsoft Excel and Microsoft Word skills
• Have strong time management and organizational skills
• Be a self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
• Have completed course work in accounting, finance and/or economics
• Have strong qualitative and quantitative research and analytical abilities (applicants with prior valuation internships or full-time valuation roles will be given preferential consideration)
• Have a fundamental understanding of financial valuation and lost profits theory, methodologies, and applications
• Have excellent verbal and written communication skills
• Be able to demonstrate an ability to work cooperatively with team members and have exceptional work ethic

About Citrin Cooperman: 

Citrin Cooperman is one of the nation’s largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: www.citrincooperman.com 

CC Disclaimer: 

"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.