What are the responsibilities and job description for the Valuation Analyst position at KBW Financial Staffing & Recruiting?
Junior Valuation Analyst – Boston, MA (On-Site)
Compensation: $85,000–$95,000 base salary ~12% bonus ~10% profit sharing
We are seeking a Junior Valuation Analyst with exposure to pricing complex fixed income instruments, particularly within global securitized markets. The ideal candidate will have familiarity with products such as subprime RMBS, agency and non-agency CMBS, asset-backed securities (ABS), and structured bonds, along with some understanding of derivative pricing.
Key Responsibilities
Compensation: $85,000–$95,000 base salary ~12% bonus ~10% profit sharing
We are seeking a Junior Valuation Analyst with exposure to pricing complex fixed income instruments, particularly within global securitized markets. The ideal candidate will have familiarity with products such as subprime RMBS, agency and non-agency CMBS, asset-backed securities (ABS), and structured bonds, along with some understanding of derivative pricing.
Key Responsibilities
- Review and validate pricing data used in securitized benchmarks and other fixed income products on a recurring basis (daily, weekly, monthly)
- Compare internally generated valuations with external vendor data to ensure consistency and accuracy
- Investigate and resolve pricing variances through quantitative analysis, modeling techniques, and collaboration with third-party providers
- Partner with senior team members to refine and improve valuation methodologies
- Perform tolerance checks and validation testing on pricing outputs
- Support month-end processes, including documentation for reporting and regulatory review
- Master’s degree in Finance, Mathematics, or a related quantitative discipline
- Up to 2 years of relevant experience in fixed income valuation or a similar analytical role
- Working knowledge of fixed income instruments, including corporate bonds, RMBS, CMBS, ABS, and basic derivative products
- Understanding of mortgage structures, interest rate curves, and credit spreads
- Familiarity with industry data platforms such as Bloomberg, Markit, ICE, Intex, or Pricing Direct
- Strong Excel skills; experience with VBA, SQL, or Python is advantageous
- Ability to manage competing priorities and meet tight deadlines with a high level of accuracy
- Strong written and verbal communication skills
- Progress toward or completion of the CFA designation is a plus
Salary : $85,000 - $95,000