Compliance & Process Lead, Portfolio Valuation
New York City, NY - USA
Job Summary
About VRC:
VRC is a full-service independent global valuation firm that focuses exclusively on valuation and advisory services. Since 1975 we have deliveredvaluation and financial opinionsfor 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 moreabout us.
About this role:
VRC is seeking a hands-on Compliance & Process Lead to design implement and continuously enhance the firms portfolio valuation compliance and operating framework. This role will serve as a leader for engagement governance documentation standards and execution consistency across portfolio valuation clients and internal teams.
What you will do:
- Design implement and maintain VRCs portfolio valuation compliance framework including documented process flows roles and responsibilities and communication protocols
- Own the operating model for portfolio valuation engagement governance and documentation including oversight through internal risk and compliance committees
- Establish and maintain standard operating procedures (SOPs) templates and governance calendars to drive consistency and accountability
- Ensure client-specific valuation policies procedures and contractual scopes are accurately documented and consistently executed
- Regularly review and update these compliance measures to adapt to changing laws and business conditions
- Implement and oversee internal audit quality assurance and file review programs
- Monitor conflicts of interest cross-holdings and restricted entity lists
- Lead standardized client onboarding processes and manage change control for scope or policy updates
- Contribute to SOC-related documentation and audit readiness activities
- Define and track key performance indicators (KPIs) and support continuous improvement initiatives
What you will need:
- 712 years of experience in valuation operations portfolio valuation audit risk management or related fields
- Strong understanding of portfolio valuation processes and policy governance
- Experience designing process frameworks and controls
- Familiarity with SOC frameworks and audit documentation
- Experience with internal audit and audit preparedness preferred
- Excellent written and verbal communication skills
- Proficiency in Excel PowerPoint and workflow or process documentation tools
- 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 insurance 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 persons 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. $115k - 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 candidates relevant qualifications skills and experience as well as the specific service line and location for the 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
Required Experience:
Senior IC
About Company
Ranked as the #1 International Valuation Firm of the Year for 11 consecutive years, VRC delivers supportable valuations & advisory services public and private organizations. A trusted advisor providing independent valuations since 1975.