Analyst, Portfolio Valuation

Kroll; New York (NY); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Healthcare Coverage

Time Off and Leave Policies

Life Insurance

401(k) Plans with company matching

Job summary

Kroll is seeking a Portfolio Valuation Analyst to assist with independent valuation of illiquid assets including private equity and hedge funds. You will design DCF, market multiples, and option pricing analyses and perform broad valuation work across industries and geographies.

The role emphasizes collaboration, rigorous analytics, and proactive client communication, with world-class training, strong benefits, and relocation assistance where applicable.

Qualifications

• Bachelor’s or Master’s in Finance, Accounting, Economics, Business Admin (Accounting/Finance) or MBA.
• Graduation date between 2023-2024 window and GPA of 3.2.
• Experience constructing and reviewing valuation models (DCF, market approach, contingents).

Responsibilities

• Designing financial models for discounted cash flow, market multiples, and option pricing analyses.
• Performing valuation analysis on illiquid investments across industries and geographies.
• Interviewing clients to gather data and information relevant to engagements.
• Building and maintaining client relationships with management.
• Reporting and presenting analyses and conclusions in written reports.

Skills

Analytical skills

Team collaboration

Verbal and written communication

Consensus building

Education

Bachelor’s or Master’s in Finance/Accounting/Economics/Business

Tools

MS Word

Excel

PowerPoint

Bloomberg

S&P Capital IQ

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.

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

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

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 2023 through May 2024

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

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.

• 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.

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

Salary range for this role is $85,000 - $95,000 USD