Analyst - Portfolio Valuation

Reposted 7 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Junior
Big Data • Security • Software • Analytics • Cybersecurity
The Role
Perform valuation analyses for illiquid alternative investments using DCF, market multiple, transaction and option pricing models. Build and review financial models, interview clients to gather data, prepare written reports and presentations, and support client relationship building while attending industry events to deepen alternative asset knowledge.
Summary Generated by Built In

Portfolio Valuation – (Experienced) Analyst 

This is a position for candidates with 2-3 years of post-college/university professional work experience.

Join Kroll's Global Portfolio Valuation Team and gain hands-on experience in the dynamic field of Portfolio Valuation. We are seeking motivated and detail-oriented individuals to contribute as new joiners here at Kroll.

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.

 

At Kroll, your work will help deliver clarity to our clients’ most complex governance, risk, and transparency challenges. Apply now to join One team, One Kroll.

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:

 

  • Currently pursuing or have completed a 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 2022 and December 2025

  • 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

About Kroll 

Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll. 

Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.

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

Skills Required

  • Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration (concentration in Accounting or Finance), Management (concentration in Accounting or Finance), or Engineering with four junior/senior level courses in Accounting, Economics or Finance, or MBA
  • Graduation date between December 2022 and December 2025
  • GPA of 3.2
  • 2-3 years of post-college/university professional work experience
  • Experience constructing and reviewing valuation and financial models (DCF, market approach, commodity forecasts, contingent claim analysis)
  • Strong Excel skills
  • Proficiency with Microsoft Word and PowerPoint
  • Working knowledge of Bloomberg and S&P Capital IQ
  • Strong analytical, critical thinking, problem-solving, verbal and written communication skills; team-focused and consensus driven
  • Authorized to work in the United States without the need for visa sponsorship now or in the future

Kroll Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Kroll and has not been reviewed or approved by Kroll.

  • Healthcare Strength Medical, dental, and vision coverage with HSA/FSA options are part of the U.S. package, alongside life and AD&D. Breadth across core health benefits is positioned as competitive for a large advisory firm.
  • Retirement Support A 401(k) plan with company match is a core element of the package. Retirement support is consistently highlighted as competitive within total rewards.
  • Leave & Time Off Breadth Paid holidays, sick leave, and PTO are included, with generous time off and parental/family leave for U.S. roles. Some roles also offer hybrid/WFH flexibility that complements time-off usability.

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The Company
HQ: New York, NY
5,001 Employees
Year Founded: 1932

What We Do

Kroll is the world’s premier provider of services and digital products related to valuation, governance, risk and transparency. We work with clients across diverse sectors in the areas of valuation, expert services, investigations, cyber security, corporate finance, restructuring, legal and business solutions, data analytics and regulatory compliance. Our firm has nearly 5,000 professionals in 30 countries and territories around the world. For more information, visit www.kroll.com.

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