Analyst - Portfolio Valuation

Kroll; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Kroll is seeking a Portfolio Valuation Analyst in the Dallas area. The role focuses on valuation of illiquid investments for clients such as private equity and hedge funds.

You will join a team that designs models and conducts analyses to support client engagements. Ideal candidates have a Finance/Accounting background with 2–3 years of post‑college experience, strong analytical and communication skills, and familiarity with Bloomberg/S&P Capital IQ.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration (with concentration in Accounting or Finance), Management (with concentration in Accounting or Finance), Engineering (with Accounting/Finance courses) or MBA.
• Graduation date between December 2022 and December 2025.
• GPA of 3.2.
• Experience in constructing/reviewing valuation models including DCF, market approach, commodity contracts/forecasts, contingent claim analysis.
• Strong analytical, critical thinking, problem‑solving, and communication skills.

Responsibilities

• Provide valuation advisory services to illiquid investments for private equity, hedge funds, BDCs, pensions and endowments.
• Design financial models for DCF, market multiple, market transaction and option pricing analyses.
• Perform valuation analyses on illiquid investments across industries/geographies.
• Interview clients to gather data and information for engagements.
• Build and maintain client relationships with management.
• Report and present analyses and conclusions in written reports.
• Attend industry events to broaden knowledge in the alternative asset industry.

Skills

Analytical

Critical thinking

Problem solving

Verbal communication

Written communication

Team oriented

Attention to detail

Education

Bachelor's or Master's in Finance/Accounting/Economics/Business Admin

MBA

Engineering with accounting/finance courses

Tools

Excel

PowerPoint

MS Word

Bloomberg

S&P Capital IQ

Job description

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
• 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

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.