Senior Associate, Portfolio Valuation

Kroll; Seattle (WA); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with company matching

Generous PTO & holidays

Parental and family leave

Job summary

Kroll in Seattle is seeking a valuation professional within our Portfolio Valuation practice. You will develop comprehensive financial models, conduct analyses of illiquid investments, and collaborate with clients to gather data and build robust engagement deliverables.

The role requires 2+ years in valuation modeling (DCF, market approaches), strong analytical skills, and proficiency with Excel, Word, PowerPoint, Bloomberg, and S&P Capital IQ. Hybrid work in Seattle offers growth opportunities.

Qualifications

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA.
• At least 2 years of valuation modeling experience (DCF, market approaches).
• Strong analytical and problem-solving skills.
• Working knowledge of Bloomberg and S&P Capital IQ.
• Proficiency with MS Word, Excel and PowerPoint.

Responsibilities

• Develop comprehensive financial models including DCF, market multiples and option pricing analyses.
• Conduct valuation analyses on illiquid investments across industries and geographies.
• Collaborate with the team to conduct client interviews and gather data for engagements.
• Work closely with management to cultivate and strengthen client relationships.
• Present findings clearly through written reports and verbal presentations.
• Expand expertise by participating in relevant alternative asset industry events.

Skills

Analytical skills

Problem-solving

Communication

Team collaboration

Education

Bachelor's or Master's in Finance

MBA

Tools

Bloomberg

S&P Capital IQ

MS Word

Excel

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 Seattle office.

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.

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

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.