Vice President, Portfolio Valuation

Kroll; Morristown (NJ); Hybrid; USD 90,000 - 200,000; Full time

Benefits offered by this job

Healthcare coverage

PTO & holidays

401(k) matching

Job summary

Kroll’s Portfolio Valuation practice offers valuation advisory services to the alternative investment industry, serving a prestigious global client base. The role involves developing complex valuation models, managing engagement teams, and delivering actionable insights under tight deadlines.

The position is hybrid, with locations including New Jersey, Nashville or Atlanta, offering exposure to a wide range of illiquid assets and clients in a dynamic market.

Qualifications

• 3+ years developing and reviewing valuation models including DCF, comps, and contingent claims analysis
• Proficient in data analysis and business intelligence techniques
• Familiar with valuation guidance (ASC 820, IFRS 13) and industry best practices

Responsibilities

• Develop financial models for DCF, market multiples, and option pricing analyses
• Conduct valuation analyses on illiquid investments across industries/geographies
• Lead engagement teams and manage client interactions
• Present analyses and conclusions in reports and meetings
• Support business development and proposal processes

Skills

DCF modeling

Valuation analysis

Data analysis

Team management

Communication

Education

Bachelor's degree in Finance/Economics

MBA

Tools

Alteryx

Tableau

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.

Note: This position is hybrid can be located in Nashville, Atlanta or New Jersey office.

Day-to-day Responsibilities

• Develop financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
• Conduct valuation analysis on a diverse range of illiquid investments distributed across industries and geographies, employing established and relevant approaches and theory
• Be proactive and self-motivated, capable of thriving in a fast-paced environment and delivering actionable results within tight deadlines
• Manage teams of senior associates and analysts
• Conduct client Interviews, including face-to-face meetings, to gather essential data and information for engagements
• Collaborate with internal and external management teams to cultivate and strengthen client relationships
• Identify and communicate potential engagements to management and leading the engagement proposal process
• Present analyses and conclusions verbally and in written reports
• Participate in relevant industry events to expand knowledge and gain experience within the alternative asset industry

Essential Traits

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
• Minimum 3 years of developing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts, and contingent claims analysis
• Proficient in data analysis and business intelligence techniques
• Experience in managing diverse engagement teams and clients
• Working knowledge of authoritative guidance related to valuation (AICPA Guide, ASC 820 and IFRS 13), valuation industry best practices and emerging issues
• Familiarity with software packages like Alteryx, Tableau, MS Word, Excel, and PowerPoint
• Working knowledge of market data sources such as Bloomberg and S&P Capital IQ
• Strong written and verbal communication skills, with an emphasis on representing diverse communities

Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:

• 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 $90,000 to $200,000