Senior Associate, Portfolio Valuation

Kroll; Atlanta (GA); Hybrid; USD 90,000 - 200,000; Full time

Benefits offered by this job

Healthcare Coverage

Generous paid time off

401(k) with company matching

Performance-based incentives

Job summary

Kroll is seeking a financial modeling expert to join their Portfolio Valuation practice in a hybrid role based in Atlanta. The ideal candidate will possess at least 2 years of experience in valuation models and a relevant degree. You will develop financial models, conduct analysis on illiquid investments, and work closely with clients. Key benefits include comprehensive healthcare coverage, competitive salary ranging from $90,000 to $200,000, and generous paid time off.

Qualifications

• At least 2 years of experience in constructing and reviewing financial models.
• Working knowledge of market data sources like Bloomberg and S&P Capital IQ.
• Strong analytical skills and problem-solving abilities.

Responsibilities

• Develop comprehensive financial models using established approaches.
• Conduct valuation analysis on various illiquid investments.
• Collaborate with the team to gather crucial data for engagements.
• Present analysis findings effectively through reports.

Skills

Financial modeling

Valuation analysis

Analytical skills

Problem-solving

MS Word

MS Excel

PowerPoint

Education

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

Tools

Bloomberg

S&P Capital IQ

Job description

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.

This position is hybrid in Atlanta, GA, Nashville, TN, or Morristown, NJ.

Day-to-day responsibilities

• Develop comprehensive financial models encompassing discounted cash flow, market multiple, market transactions, and option pricing analyses.
• Conduct valuation analysis on a diverse portfolio of illiquid investments across various industries and geographies, utilizing established approaches and relevant theory.
• Collaborate with the team to conduct client interviews, including face-to-face meetings, to gather crucial data and information for engagements.
• Work closely with management to cultivate and strengthen client relationships.
• Perform detailed company and industry research to support valuation efforts.
• Present analysis findings and conclusions effectively through verbal communication and written reports.
• Expand your expertise and industry knowledge by actively participating in relevant alternative asset industry events.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting or Economics or MBA.
• At least 2 years of experience in constructing and reviewing valuation models and other financial models including DCF, market approach, commodity contracts/forecasts, and other contingent claim analysis.
• Strong analytical and problem‑solving skills.
• 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.

We encourage you to speak with your recruiter to learn more about the specific benefits available for your position. Please note that benefits may vary by region, department and role.

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.