Senior Associate, Portfolio Valuation
About the position
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 will be hybrid in our Dallas office.
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.
Requirements
• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
• At least 2 years of post-graduate professional 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
Nice-to-haves
• Energy (Power, Utility, Renewable, Energy Transition, O&G) and Infrastructure knowledge and/ or experience is preferred
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.
Apply tot his job
Apply To this Job
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 will be hybrid in our Dallas office.
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.
Requirements
• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
• At least 2 years of post-graduate professional 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
Nice-to-haves
• Energy (Power, Utility, Renewable, Energy Transition, O&G) and Infrastructure knowledge and/ or experience is preferred
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.
Apply tot his job
Apply To this Job