Senior Associate, Portfolio Valuation

Kroll; Morristown (NJ); Hybrid; USD 70,000 - 150,000; Full time

Benefits offered by this job

Healthcare coverage

PTO & holidays

Life and disability insurance

401(k) with company matching

Job summary

Kroll's Portfolio Valuation practice seeks a valuation professional to develop models (DCF, market approach) and analyze illiquid investments. You will work with a skilled team, perform client interviews, and contribute to client relationships while delivering rigorous written reports.

The role is hybrid in Atlanta, Nashville, or Morristown, requiring strong analytics, finance education, and proficiency with Bloomberg/S&P Capital IQ; healthcare, PTO, and retirement benefits are provided.

Qualifications

• Bachelor's or Master's degree in Finance, Accounting or Economics (MBA acceptable).
• At least 2 years of experience constructing and reviewing valuation models.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication abilities.
• Working knowledge of Bloomberg and S&P Capital IQ.

Responsibilities

• Develop financial models including DCF, market approach, and others.
• Perform valuation analyses on illiquid investments across industries.
• Conduct client interviews and gather essential data for engagements.
• Collaborate with management to nurture client relationships.
• Research companies and industries to support valuations.
• Present findings clearly in reports and meetings.

Skills

Valuation modeling

DCF analysis

Market multiples

Bloomberg

S&P Capital IQ

Excel

PowerPoint

Client relations

Analytical thinking

Written communication

Education

Bachelor's degree in Finance/Accounting/Economics

MBA

Tools

MS Word

MS Excel

MS PowerPoint

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 our 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.

Essential Traits

• 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
• Strong verbal and written skills
• Knowledge of software packages including MS Word, Excel, and PowerPoint
• Working knowledge of market data sources including Bloomberg and S&P Capital IQ
• Experience working with diverse teams

• 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.

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 $70,000 to $150,000