Senior Associate, Portfolio Valuation

Kroll; Seattle (WA); Hybrid; USD 70,000 - 150,000; Full time

Benefits offered by this job

Healthcare Coverage

Paid Time Off

Life Insurance

Disability Insurance

401(k) with company match

Job summary

Kroll’s Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, serving a prestigious clientele of top asset managers. The role is hybrid in our Seattle office, focusing on developing financial models, conducting valuations of illiquid investments, and presenting findings to clients.

We seek candidates with 2+ years of valuation experience, strong analytical and communication skills, and proficiency in MS Word, Excel,

Qualifications

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA.
• Minimum 2 years of valuation modeling experience (DCF, market approaches, etc.).
• Strong analytical and problem-solving skills; excellent verbal/written communication.
• Experience working with diverse teams and clients.

Responsibilities

• Develop comprehensive financial models including DCF, market multiples, and option pricing.
• Perform valuation analyses on illiquid investments across industries/geographies.
• Conduct client interviews and gather data for engagements.
• Collaborate with management to strengthen client relationships.
• Conduct company/industry research to support valuation efforts.
• Present findings clearly in reports and presentations.
• Engage in relevant industry events to expand knowledge.

Skills

Analytical thinking

Problem-solving

Verbal and written communication

Team collaboration

Valuation modeling experience

Education

Bachelor's or Master's in Finance/Accounting/Economics or MBA

Tools

MS Word

Excel

PowerPoint

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 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.

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