Analyst, Portfolio Valuation

Kroll; Seattle (WA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Relocation assistance

World-class training

Competitive salaries

Job summary

Kroll's Global Portfolio Valuation Team seeks motivated individuals to contribute as new joiners. Analysts receive world-class training, outstanding benefits, strong career progression, competitive salaries and relocation assistance when applicable.

As a Portfolio Valuation Analyst, you will design and implement valuation models (DCF, market approach, and other analyses), perform valuation work on illiquid investments across industries, and participate in client interviews, data gathering, and

Qualifications

• 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 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 December 2025
• GPA of 3.2
• Understanding and preferred experience in constructing and reviewing valuation models and other financial models (DCF, market approach, commodity contracts/forecasts, contingent claims)
• Strong Excel & Microsoft Word skills
• Consensus-driven and team-focused with strong analytical, critical thinking and problem-solving skills, plus strong verbal and written communication
• Open to change, detail-oriented, able to manage time/workflow and focus on quality
• Risk-tolerant and comfortable in a rapidly changing environment
• Knowledge of MS Word, Excel and PowerPoint
• Working knowledge of market data sources including Bloomberg and S&P Capital IQ
• Authorized to work in the United States without visa sponsorship now or in the future

Responsibilities

• 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 across industries and geographies using appropriate approaches
• Assisting team with interviewing clients to gather data for engagements
• Building and maintaining client relationships with management
• Reporting and presenting analyses and conclusions in written reports
• Attending relevant industry events to broaden knowledge in the alternative asset industry

Skills

Excel

Microsoft Word

Analytical thinking

Communication

Team oriented

Education

Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration, Engineering or MBA

Tools

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.

• 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 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.

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.

The current salary range for this position is $80,000 to $100,000