Director, Portfolio Valuation

Kroll; Morristown (NJ); Hybrid; USD 90,000 - 200,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision plans

Generous paid time off (PTO)

401(k) plans with company matching

Job summary

Kroll is seeking an experienced professional for their Portfolio Valuation practice in Morristown, NJ, providing leading valuation advisory services to the alternative investment industry. The role involves designing financial models and performing valuation analyses on illiquid investments.

Applicants should have at least 6 years of relevant experience and a Bachelor's or Master's degree in Finance, Accounting, or Economics. Competitive salary range of $90,000 to $200,000, along with comprehensive benefits including healthcare and 401(k) plans.

Qualifications

• Minimum 6 years of constructing and reviewing valuation models.
• Experience in financial modeling: DCF, comparable company, commodity contracts/forecasts.
• Strong knowledge of analytical techniques relevant to valuation.

Responsibilities

• Design financial models for valuation analyses.
• Perform valuation analysis on a wide range of illiquid investments.
• Interview clients to gather pertinent data.

Skills

Strong analytical and problem-solving skills

Strong verbal and written communication skills

Experience with managing engagement teams

Working knowledge of market data sources including Bloomberg

Knowledge of MS Word, Excel, and PowerPoint

Education

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

Job description

Overview

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.

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 in written 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

Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:

• 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.

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.

In order to be considered for a position, you must formally apply via careers.kroll.com.

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 $90,000 to $200,000