Analyst, Portfolio Valuation

Kroll; Dallas (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Kroll is seeking a Portfolio Valuation Analyst in Dallas to support valuation work for illiquid investments, including private equity and hedge funds. You will design models and perform analyses, while collaborating with teammates to gather data and deliver written reports.

The role emphasizes client interaction and professional development within a risk and advisory environment. The program offers training, benefits, and relocation assistance where applicable, with opportunities for career

Qualifications

• Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration (concentration in Accounting or Finance), Management (concentration in Accounting or Finance), Engineering (with relevant courses) or MBA.
• Graduation date between December 2006 and September 2027.
• GPA of 3.2 or higher.
• Strong analytical, critical thinking and problem-solving skills with good verbal and written communication.
• Openness to change, attention to detail and ability to manage time and workflow.

Responsibilities

• Provide valuation advisory services to alternative investments including private equity and hedge funds.
• Design financial models for discounted cash flow, market multiple, and option pricing analyses.
• Conduct valuation analyses on illiquid investments across industries and geographies.
• Assist in client interviews and data collection for engagements.
• Develop client relationships and present analyses and conclusions in reports.
• Attend industry events to broaden knowledge of the asset class.

Skills

Financial modeling

Analytical thinking

Team collaboration

Communication

Attention to detail

Education

Bachelor’s degree in Finance or related field

Master’s degree (preferred)

Tools

Excel

Financial reporting

Job description

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.

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 a Portfolio Valuation Analyst role.

• 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 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.
• Graduation date between December 2006 and September 2027
• GPA of 3.2
• 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
• 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