Director, Portfolio Valuation

Kroll; Morristown (NJ); Hybrid; USD 125,000 - 250,000; Full time

Benefits offered by this job

Healthcare coverage

Paid time off

Insurance protection

Performance incentives

401(k) matching

Job summary

Kroll’s Portfolio Valuation practice specializes in valuation advisory services for the alternative investment industry. This role offers a hybrid work arrangement from our New Jersey office, with potential offices in Atlanta or Nashville.

Key duties include building complex valuation models, performing analyses on illiquid assets, and managing client engagements while developing new business opportunities.

Qualifications

• Bachelor's or MBA in Finance, Accounting, Economics or related field.
• Minimum 6 years of constructing and reviewing valuation models (DCF, comps, option pricing).
• Strong analytical and problem-solving skills plus communication abilities.
• Experience managing engagement teams.
• Proficiency with Bloomberg and S&P Capital IQ; MS Word/Excel/PowerPoint.

Responsibilities

• Designing financial models for discounted cash flow, market multiples, and option pricing analyses.
• Perform valuation analyses on illiquid investments across industries/geographies.
• Interviewing clients to gather data for engagements.
• Build and maintain client relationships; pitch new business.
• Identify and communicate potential engagements to management and write engagement letters.

Skills

Analytical thinking

Engagement management

Communication skills

Education

Bachelor's or Master's degree in Finance, Accounting or Economics or MBA

Tools

Bloomberg

S&P Capital IQ

MS Word

MS Excel

PowerPoint

Job description

Kroll’s Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we count many of the world’s leading alternative asset managers as our clients. We serve our clients through our global platform and specialize in valuing illiquid and difficult to value investments where no “active quotes” are available. We cover the full breadth of alternative asset strategies including private equity, hedge, credit, venture capital and infrastructure.

This position will be hybrid from our Atlanta, Nashville or New Jersey office.

Day-to-day 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


• Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement


• Working with management to build, maintain and further develop client relationships


• Help manage existing client relationships as well as pitch new business to both existing and new clients


• Identifying and communicating potential engagements to management and writing engagement letters


• Reporting and presenting analyses and conclusions both verbally and inwritten reports


• Self-starter, ability to work in a fast-paced environment and deliver solid action-oriented results under tight deadlines


• Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry

Essential Traits

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA


• Minimum 6 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts, and other intangible asset models


• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills


• Experience with managing engagement teams


• Knowledge of software packages including MS Word, Excel, and PowerPoint


• Working knowledge of market data sources including Bloomberg and S&P Capital IQ

Benefits

• 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.

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 $125,000 to $250,000