Kroll

Analyst, Portfolio Valuation

Kroll$85K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's in Finance, Accounting, Economics, Business Administration or related field, graduating between Dec 2023 - May 2024
  • Minimum GPA of 3.2
  • Experience in constructing and reviewing financial models, especially DCF and market approaches
  • Proficient in Excel and Microsoft Word
  • Strong analytical, critical thinking, and communication skills
  • Team-oriented mindset with a focus on consensus building
  • Comfortable in dynamic, high-pressure environments

Responsibilities

  • Design financial models for valuation analyses including DCF and market approaches
  • Perform valuation analyses on diverse illiquid investments across different industries
  • Gather data through direct client interactions and interviews
  • Maintain and build client relationships alongside management
  • Report and present findings clearly through written reports
  • Engage in industry events to enhance understanding of alternative assets

Benefits

  • Comprehensive medical, dental, and vision healthcare coverage
  • Generous paid time off, including holidays and family leave
  • Life, short- and long-term disability insurance
  • 401(k) plans with company matching
  • Competitive salary structures and performance-based incentives
Full Job Description
Job Description

Portfolio Valuation - Experienced Analyst

As a market leader in providing illiquid portfolio pricing valuation, our Portfolio Valuation professionals assist clients in the valuation of alternative investments, specifically for securities and positions for which there are no "active market" quotations available. Our Analysts receive world-class training, outstanding benefits, strong career progression, competitive salaries and relocation assistance when applicable.

RESPONSIBILITIES:

Are you a risk taker that is open to changing the way you think about solving financial problems through consensus building and collaborating with others in a team environment? Then we want to talk to you about the role of a Portfolio Valuation Analyst.

Portfolio Valuation Analysts will provide a range of valuation advisory services specifically to the alternative investment community including private equity and hedge funds, business development companies, pensions and endowments, in connection with our assisting those clients with valuation issues surrounding their alternative investment positions.
  • Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
  • Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
  • Assisting team with Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
  • Working with management in building and maintaining client relationships
  • Reporting and presenting analyses and conclusions including written reports
  • Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry

REQUIREMENTS:

  • Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration (with a concentration in Accounting or Finance), Management (with a concentration in Accounting or Finance), Engineering (with a minimum of four Junior and/or Senior level courses in Accounting, Economics or Finance) or MBA from an accredited college or university within the last 3 years.
  • Graduation date between December 2023 through May 2024
  • GPA of 3.2
  • An understanding and preferred professional experience in constructing and reviewing valuation models and other financial models including DCF, marker approach, commodity contracts/forecasts and other contingent claim analysis
  • Strong Excel & Microsoft Word skills
  • Consensus driven and team focused with strong analytical, critical thinking and problem-solving skills, as well as strong verbal and written communication skills that help represent diverse communities
  • Openness to change, attention to detail, ability to manage time and workflow & focus on quality work
  • Risk tolerant and comfortable in a rapidly changing environment
  • Knowledge of software packages including MS Word, Excel and PowerPoint
  • Working knowledge of market Data sources including Bloomberg and S&P Capital IQ
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:
  • Healthcare Coverage: Comprehensive medical, dental, and vision plans.
  • Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave.
  • Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection.
  • Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
  • Retirement Plans: 401(k) plans with company matching.

Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.

In order to be considered for a position, you must formally apply via careers.kroll.com.

Salary range for this role is $85,000 - $95,000 USD

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About Kroll

Kroll is a corporate investigations and risk consulting firm headquartered in New York City. Established in 1972, Kroll has nearly 5,000 employees in 30 countries and territories. The current CEO is Jacob Silverman.
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