Kroll

Senior Associate, Portfolio Valuation

Kroll$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's in Finance, Accounting, Economics or MBA.
  • 2+ years of experience in financial modeling and valuation.
  • Preferred knowledge/experience in Energy and Infrastructure sectors.
  • Strong analytical and problem-solving abilities.
  • Proficient verbal and written communication skills.
  • Familiarity with MS Office tools and Bloomberg/S&P Capital IQ.
  • Experience working in diverse teams.

Responsibilities

  • Develop comprehensive financial models using various analytical techniques.
  • Conduct valuation analysis on illiquid investments across different sectors.
  • Collaborate with teams to gather client data through interviews.
  • Cultivate and enhance client relationships with management.
  • Perform detailed research to support analysis efforts.
  • Effectively communicate analysis findings through written reports and presentations.
  • Expand industry knowledge by participating in relevant events.

Benefits

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

Note: This position will be hybrid in our Dallas office.

Day-to-day responsibilities:
  • Develop comprehensive financial models encompassing discounted cash flow, market multiple, market transactions, and option pricing analyses.
  • Conduct valuation analysis on a diverse portfolio of illiquid investments across various industries and geographies, utilizing established approaches and relevant theory.
  • Collaborate with the team to conduct client interviews, including face-to-face meetings, to gather crucial data and information for engagements.
  • Work closely with management to cultivate and strengthen client relationships.
  • Perform detailed company and industry research to support valuation efforts.
  • Present analysis findings and conclusions effectively through verbal communication and written reports.
  • Expand your expertise and industry knowledge by actively participating in relevant alternative asset industry events.


Essential traits:
  • Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
  • At least 2 years of post-graduate professional experience in constructing and reviewing valuation models and other financial models including DCF, market approach, commodity contracts/forecasts, and other contingent claim analysis
  • Energy (Power, Utility, Renewable, Energy Transition, O&G) and Infrastructure knowledge and/ or experience is preferred
  • Strong analytical and problem-solving skills
  • Strong verbal and written skills
  • Knowledge of software packages including MS Word, Excel, and PowerPoint
  • Working knowledge of market data sources including Bloomberg and S&P Capital IQ
  • Experience working with diverse teams


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.

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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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