Kroll

Director, Portfolio Valuation

Kroll$125K — $250K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Finance, Accounting, Economics or MBA
  • Minimum 6 years of experience with valuation models and financial modeling
  • Strong analytical, problem-solving, verbal, and written communication skills
  • Experience managing engagement teams
  • Proficiency in MS Office, especially Word, Excel, and PowerPoint
  • Familiarity with Bloomberg and S&P Capital IQ market data sources

Responsibilities

  • Design financial models for various valuation analyses
  • Perform valuation analysis on illiquid investments across industries
  • Interview clients and gather relevant data for engagements
  • Develop and maintain strong client relationships
  • Manage existing clients and pitch for new business opportunities
  • Identify potential engagements and draft engagement letters
  • Report and present analyses verbally and in formal documents
  • Attend industry events to enhance knowledge in alternative assets

Benefits

  • Comprehensive healthcare coverage including medical, dental, and vision
  • Generous paid time off and family leave policies
  • Life insurance and short- and long-term disability coverage
  • Performance-based incentives and merit-based compensation reviews
  • 401(k) plans with company matching
Full Job Description
Job Description

This position will be hybrid from our Atlanta, Nashville or New Jersey office.

Day-to-day responsibilities:
  • 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
  • Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
  • Working with management to build, maintain and further develop client relationships
  • Help manage existing client relationships as well as pitch new business to both existing and new clients
  • Identifying and communicating potential engagements to management and writing engagement letters
  • Reporting and presenting analyses and conclusions both verbally and inwritten reports
  • Self-starter, ability to work in a fast-paced environment and deliver solid action-oriented results under tight deadlines
  • Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry


Essential traits:
  • Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
  • Minimum 6 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts, and other intangible asset models
  • Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
  • Experience with managing engagement teams
  • Knowledge of software packages including MS Word, Excel, and PowerPoint
  • Working knowledge of market data sources including Bloomberg and S&P Capital IQ


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.

The current salary range for this position is $125,000 to $250,000

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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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