Analyst, Portfolio Valuation (Experienced) at Kroll

Wayne State University; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Kroll’s Global Portfolio Valuation Team is seeking an Experienced Analyst with 2-3 years post-graduation experience to contribute to valuation advisory for alternative investments. You will design financial models, perform analyses, and support client interviews and relationship building.

The role requires a degree in finance/economics, strong analytical and communication skills, proficiency with Bloomberg/S&P Capital IQ, and proficiency in MS Word/Excel/PowerPoint.

Qualifications

• Graduation date between December 2022 through May 2024
• GPA of 3.2
• Understanding and preferred professional experience in constructing and reviewing valuation models and other financial models including DCF, market 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

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 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

Skills

Analytical thinking

Critical thinking

Problem solving

Verbal communication

Written communication

Team collaboration

Education

Bachelor’s or Master’s degree in Finance/Accounting/Economics/Business Administration (with MBA) within last 3 years

Tools

MS Word

Excel

PowerPoint

Bloomberg

S&P Capital IQ

Job description

This is an Experienced Analyst role - we are looking for candidates with 2-3 years of post-graduation experience.

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

Kroll’s Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we boast a prestigious clientele of the world’s leading alternative asset managers. Operating on a truly global scale, we specialize in valuing illiquid and difficult to value investments where no “active quotes” are available. Our expertise covers a broad spectrum of alternative asset strategies, including private equity, hedge, credit, venture capital and infrastructure.

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 2022 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.

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.