12 valuation analyst jobs at 10 companies in Wyncote, PA
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Analyst, Portfolio Valuation
Yardley, Pennsylvania, United States
OnsiteFull Time
Valuation Research Corporation: Provides independent valuation and financial advisory services globally.
0+ YOERequires 0–2 years constructing and reviewing valuation or financial models, a finance, accounting, or economics degree, Excel and Word knowledge, strong communication, analytical ability, and U.S. work authorization without sponsorship.
Partner Valuation Advisors: Provides commercial real estate appraisal and advisory services.
Strong communication, organization, detail orientation, computer, and Microsoft Excel skills; ability to manage multiple projects, work independently and collaboratively, and communicate remotely. Relevant experience is not required.
Microsoft Word, Microsoft Excel, Argus, GIS, Costar, LandVision, NIC MAP
Radnor or Charlotte or Fort Wayne or Greensboro or Hartford or Omaha
$62k-$112k/yrHybridFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
1+ YOE4 actuarial exams passed, 1–4+ years actuarial experience, 1 prior rotation, strong technical and communication skills, proficiency in Microsoft Office and actuarial tools, attention to detail.
Radnor or Charlotte or Fort Wayne or Greensboro or Hartford or Omaha
$50k-$90k/yrHybridFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
1+ YOERequires at least one actuarial exam passed, 1–2 years of actuarial experience, strong technical, communication, and problem-solving skills, Microsoft Office proficiency, attention to detail, and deadline management.
MG-ALFA, Axis, Prophet, Triton, Dataiku, R, Tableau, SQL Server, Tableau Prep, Microsoft Office Suite
Citrin Cooperman: Provides accounting, tax, and business advisory services to clients.
2+ YOEBachelor's in finance/accounting/business, 2+ years public accounting experience, pursuing or completed CPA/CFE/CFF, strong Excel/Word, communication, research, and staff management skills.
Neuberger Berman: Provides global investment management and wealth advisory services.
10+ YOE10+ years in investment-grade private placements and portfolio management; Bachelor's in finance/accounting; strong financial modeling, valuation, Microsoft Excel and PowerPoint skills; deep fixed income knowledge and strong communication.
Microsoft Excel, Microsoft PowerPoint, Electronic Financial Modeling
Valenz Health: Data-driven platform simplifying healthcare for employers and payers.
5+ YOEBachelor's degree in finance, accounting, economics, or related field; 5+ years of FP&A or corporate finance experience; financial modeling, valuation, scenario planning, and advanced Excel proficiency.
Microsoft Excel, Adaptive Insights, NetSuite, Power BI, Tableau, ChatGPT, Microsoft Copilot, Claude, VPN
$300k-$400k/yrHybridMultiple Commitments Available
Harding Loevner: Manages global equity portfolios for institutional and individual clients.
10+ YOE10+ years equity investing (international large-cap), durable-growth framework, fundamental analysis, track record of managing portfolios, strong communication, CFA or advanced degree preferred.
Financial Modeling, Valuation, Fundamental Analysis, Portfolio Management
ChristianaCare: Provides hospital care and outpatient medical services.
5+ YOEBachelor's in Accounting required, 5+ years relevant experience in healthcare finance, Kodiak RCA month-end and store down experience required, CPA preferred, strong month-end close, A/R valuation, reconciliations, and stakeholder communication skills.
Marshall & Stevens: Provides independent valuation, transaction advisory, and litigation support services.
1+ YOEBachelor's degree in finance, accounting, economics, or business; 1–3 years in business valuation or financial analysis; financial modeling, valuation, Excel, database, research, analytical, and communication skills.
Valuation Research Corporation: Provides independent valuation and financial advisory services globally.
4+ YOE4+ years valuation experience, Bachelor’s or Master’s in Finance/Accounting/Economics, strong Excel and Office skills, effective communicator, ability to manage projects and train analysts.