Portfolio Valuation Analyst — Illiquid Assets

Kroll; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Kroll is seeking a Portfolio Valuation Analyst in the Dallas area. The role focuses on valuation of illiquid investments for clients such as private equity and hedge funds.

You will join a team that designs models and conducts analyses to support client engagements. Ideal candidates have a Finance/Accounting background with 2–3 years of post‑college experience, strong analytical and communication skills, and familiarity with Bloomberg/S&P Capital IQ.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration (with concentration in Accounting or Finance), Management (with concentration in Accounting or Finance), Engineering (with Accounting/Finance courses) or MBA.
• Graduation date between December 2022 and December 2025.
• GPA of 3.2.
• Experience in constructing/reviewing valuation models including DCF, market approach, commodity contracts/forecasts, contingent claim analysis.
• Strong analytical, critical thinking, problem‑solving, and communication skills.

Responsibilities

• Provide valuation advisory services to illiquid investments for private equity, hedge funds, BDCs, pensions and endowments.
• Design financial models for DCF, market multiple, market transaction and option pricing analyses.
• Perform valuation analyses on illiquid investments across industries/geographies.
• Interview clients to gather data and information for engagements.
• Build and maintain client relationships with management.
• Report and present analyses and conclusions in written reports.
• Attend industry events to broaden knowledge in the alternative asset industry.

Skills

Analytical

Critical thinking

Problem solving

Verbal communication

Written communication

Team oriented

Attention to detail

Education

Bachelor's or Master's in Finance/Accounting/Economics/Business Admin

MBA

Engineering with accounting/finance courses

Tools

Excel

PowerPoint

MS Word

Bloomberg

S&P Capital IQ

Job description

Kroll is seeking a Portfolio Valuation Analyst in the Dallas area. The role focuses on valuation of illiquid investments for clients such as private equity and hedge funds.

You will join a team that designs models and conducts analyses to support client engagements. Ideal candidates have a Finance/Accounting background with 2–3 years of post‑college experience, strong analytical and communication skills, and familiarity with Bloomberg/S&P Capital IQ.