Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Analyst, Portfolio Valuation

Kroll Inc.

Portfolio Valuation Analyst

Join Kroll's Global Portfolio Valuation Team and gain hands-on experience in the dynamic field of Portfolio Valuation. We are seeking motivated and detail-oriented individuals to contribute as new joiners here at Kroll.

As a market leader in providing illiquid portfolio pricing valuation, our Portfolio Valuation professionals assist clients in the valuation of alternative investments, specifically for securities and positions for which there are no "active market" quotations available. Our Analysts receive world-class training, outstanding benefits, strong career progression, competitive salaries and relocation assistance when applicable.

At Kroll, your work will help deliver clarity to our clients' most complex governance, risk, and transparency challenges. Apply now to join One team, One Kroll.

Responsibilities:

Are you a risk taker that is open to changing the way you think about solving financial problems through consensus building and collaborating with others in a team environment? Then we want to talk to you about a Portfolio Valuation Analyst role.

Portfolio Valuation Analysts will provide a range of valuation advisory services specifically to the alternative investment community including private equity and hedge funds, business development companies, pensions and endowments, in connection with our assisting those clients with valuation issues surrounding their alternative investment positions.

As an analyst you will start your career in our Nashville office along with all other Analyst hires. Kroll will train you for the first 18-24 months of your career in Nashville and then you are open to moving to one of our other offices that offers Portfolio Valuation. Atlanta, Boston, Chicago, Dallas, Los Angeles, Morristown, New York, San Francisco or Seattle.

  • Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
  • Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
  • Assisting team with interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
  • Working with management in building and maintaining client relationships
  • Reporting and presenting analyses and conclusions including written reports
  • Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry

Requirements:

  • Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration (with a concentration in Accounting or Finance), Management (with a concentration in Accounting or Finance), Engineering or MBA from an accredited college or university.
  • Strong Excel & Microsoft Word skills
  • Consensus driven and team focused with strong analytical, critical thinking and problem-solving skills, as well as strong verbal and written communication skills that help represent diverse communities
  • Openness to change, attention to detail, ability to manage time and workflow & focus on quality work
  • Risk tolerant and comfortable in a rapidly changing environment

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 solutionsKroll. 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.

In order to be considered for a position, you must formally apply via careers.kroll.com.

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.

Kroll Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Analyst, Portfolio Valuation in New York, NY vacancy
  • JPMorgan Asset Management is seeking a Program Analyst in New York to collaborate with Asset Managers and oversee a diverse portfolio. The successful candidate will engage in...  ...involved in due diligence and investment valuation. The role requires strong analytical and communication... 
    Suggested

    Aumni

    New York, NY
    2 days ago
  • $100k - $125k

    Confidential Company is seeking a Valuations Analyst/Associate in New York, NY to join their team. This hybrid role focuses on credit analysis and portfolio oversight, including valuing illiquid securities and building financial models. Candidates should have 1-3 years... 
    Suggested

    Confidential Company

    New York, NY
    3 days ago
  •  ...IT Business Analyst With Valuations Location: NY Metro - 3 days in office Employment Type: Consultant Experience: 8-10 years of financial...  ...designing enhancements to accommodate Fortress' growing portfolio Stay organized by updating the Azure Boards ticketing... 
    Suggested
    Work at office

    Staffing the Universe

    New York, NY
    22 hours ago
  • $85k - $125k

    Houlihan Lokey is seeking a Financial Analyst for their Financial Valuation Advisory Services in New York. This hybrid position involves analyzing structured products, performing market research, and preparing valuation reports. Candidates should possess 1-3 years of experience... 
    Suggested

    Houlihan Lokey

    New York, NY
    22 hours ago
  • $100k - $110k

     ...Portfolio Management Analyst New York About Man Group Man Group is a global alternative investment management firm focused on pursuing...  ...risk trends, completing quarterly portfolio account and valuation updates, liaising with credit rating agencies to establish... 
    Suggested
    Local area
    Flexible hours

    Man Group

    New York, NY
    1 day ago
  • $70k - $120k

    Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations Apply for this role at Houlihan Lokey . Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions... 
    Work experience placement
    Worldwide

    Houlihan Lokey

    New York, NY
    4 days ago
  •  ...The Private Credit, Portfolio Management Analyst will play a key role in supporting private credit investment activities for Constellation Investments...  ...the impact of any deviations Support quarterly valuation analysis and maintain portfolio data and reporting tools... 
    Work from home
    Flexible hours

    Ohio National Financial Services

    New York, NY
    4 days ago
  • $100k

     ...Investment Banking Job title Client Coverage US Analyst - Automotive Portfolio Contract type Fixed-Term Contract Term (in months...  ...analysis, financial statement analysis, modeling, and valuation. The analyst program offers an opportunity for recent... 
    Full time
    Contract work
    Fixed term contract
    Internship
    Work at office
    Worldwide

    Crédit Agricole S.A.

    New York, NY
    3 days ago
  • $80k - $90k

     ...Basic information Job Name: Analyst, Valuation and Analytics Location: New York/340 Line of Business...  ...Committees on a quarterly basis. Partner closely with portfolio management and deal teams to address valuation scenarios and... 

    Carlyle

    New York, NY
    22 hours ago
  •  ...management. Job Description This analyst role is designed for a highly motivated...  ...meaningfully to the execution of the firm's valuation policy. The position offers an excellent...  ...the firm including investment teams, portfolio management, client services, operations... 
    Work at office

    Waterfall Asset Management LLC

    New York, NY
    22 hours ago
  • $120k

     ...Carlyle Private Credit seeks to hire an Analyst to serve as a key member of the Carlyle Private Credit Portfolio Management team which focuses on portfolio construction...  ..., liability management across the platform, valuations, portfolio level risk and performance... 

    The Carlyle Group

    New York, NY
    6 hours ago
  • $140k - $185k

    Portfolio Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer) Overview This job description represents a sample Portfolio Valuation Specialist position commonly... 
    Full time

    TEEMA Solutions Group

    New York, NY
    2 days ago
  • $85k - $125k

    Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio ValuationOverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank...  ...other financial institutions.ResponsibilitiesThe Financial Analyst position presents an excellent career opportunity for... 
    Work at office
    Worldwide

    Houlihan Lokey

    New York, NY
    22 hours ago
  • $140k - $185k

     ...This Posting This job description represents a sample Fund Valuation Analyst position commonly found through the Career Launch AI Talent...  ...accurate, timely, and independent valuations of fund assets and portfolios. The role combines financial analysis, accounting, and... 
    Full time

    TEEMA Solutions Group

    New York, NY
    1 day ago
  • $140k - $185k

    A financial services organization is seeking a Fund Valuation Analyst in New York. This role involves providing accurate valuations of fund assets and portfolios, supporting investment teams through detailed financial analysis. Candidates should hold a Bachelor’s degree... 

    TEEMA Solutions Group

    New York, NY
    2 days ago
  • Valuation Control Intermediate Analyst Apply (opens in new window) Job Req Id: 26959394 Location(s): Budapest, Budapest, Hungary Job Type: Hybrid Posted...  ...responsibility is to reasonably ensure that risk portfolios are fairly valued in accordance with applicable standards... 
    Full time
    Casual work
    Work at office
    Work from home
    Home office
    Flexible hours

    Citi

    New York, NY
    1 day ago
  • $145k - $165k

     ...As a Portfolio Performance Monitoring Business Analyst with strong data analytics focus, you will help drive the roll out of portfolio analytics and monitoring capability and leverage data to transform how our investment and portfolio teams can evaluate target investments... 
    Temporary work
    Work at office
    Flexible hours
    3 days per week

    Macquarie Global Services

    New York, NY
    3 days ago
  • $110k - $120k

    Carlyle Private Credit seeks to hire an Analyst to serve as a key member of the Carlyle Private Credit Portfolio Management team which focuses on monitoring direct lending...  ..., liability management across the platform, valuations, portfolio level risk and performance... 

    The Carlyle Group

    New York, NY
    1 day ago
  • $100k - $125k

     ...Blue Owl Real Assets is looking for an Sr. Analyst / Associate / Senior Associate to Investments Team, focused on Portfolio Management. Our team is responsible for the...  ...trends. • Assist with monthly and quarterly valuations processes and coordinate with consultants... 
    Permanent employment
    Flexible hours

    Blue Owl

    New York, NY
    2 days ago
  •  ...trusted industry leader. We’re Hiring: Customer Success & Valuation Analyst (Hybrid Role) - New York At altshare, we’re looking for a hands...  ...and strong analytical thinking. Responsibilities Manage a portfolio of US-based customers end‑to‑end, from onboarding through... 
    Worldwide

    altshare

    New York, NY
    22 hours ago
  • $86k - $134k

     ...financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...  ...Role We are currently seeking a Portfolio Data Operations Analyst to join our Portfolio Data Operations team! Part of the broader... 
    Work experience placement
    H1b
    Remote work
    Worldwide
    Visa sponsorship
    Work visa

    Addepar

    New York, NY
    22 hours ago
  • $95k - $125k

     ...industry. Job Description Ares is seeking an Analyst/Associate for our Direct Lending - Portfolio Management department. The associate role is within...  ...team, which focuses on portfolio monitoring, valuation, analytics, and restructurings. The role includes the... 
    Temporary work
    Work experience placement
    Flexible hours

    Ares Management

    New York, NY
    3 days ago
  • $70k - $120k

    A leading global investment bank is seeking an experienced Financial Analyst for its Portfolio Valuation practice. This role entails conducting valuations of illiquid debt and equity securities held by various funds, performing analyses of financial statements, and participating... 

    Houlihan Lokey

    New York, NY
    4 days ago
  •  ...seeking an Alternative Assets Specialist to support investment and portfolio teams. Responsibilities include evaluating investment...  ...PowerPoint is necessary, and experience in investment research or valuation is preferred. This full-time position is located in New York,... 
    Full time

    TEEMA Solutions Group

    New York, NY
    1 day ago
  • A professional networking platform is seeking a Portfolio Returns Analyst in New York (Hybrid). The role involves tracking and analyzing financial performance across investments, supporting valuation processes, and contributing to strategic investment decisions. Candidates... 

    TEEMA Solutions Group

    New York, NY
    22 hours ago
  • $65k - $70k

     ...Analyst Position Under direct supervision, assist in the collection and analysis of...  ...underwriting, acquisition/disposition, portfolio analysis and estate purposes. Responsibilities...  ...Will inspect properties as part of the valuation process along with Senior Appraiser.... 
    Temporary work
    Traineeship
    Local area

    Newmark

    New York, NY
    1 day ago
  •  ...Securities Valuation Analyst Start your journey at JPMorgan Chase, where you belong and your impact matters. Join a team that delivers...  ...quality Perform in-depth analysis on an individual security or portfolio of securities and explain nuances to colleagues and clients... 
    Worldwide

    Chase

    New York, NY
    22 hours ago
  • $100k - $110k

     ...firm in New York is seeking a finance professional to monitor portfolio performance and assist deal-teams. The ideal candidate should...  ...strong financial statement analysis skills and experience with valuation methods. They will work collaboratively across various business... 
    Flexible hours

    Man Group

    New York, NY
    4 days ago
  • $60 - $62 per hour

     ...JOB TITLE: Business Analyst (Construction Portfolio) JOB LOCATION: 100% Remote - Client is based in Seattle, WA WAGE RANGE*: $60 - 62 Per Hour on W2 DURATION: Initial 6-Month Contract, potential for extension(s) JOB NUMBER: SAIJP00038796 REQUIRED EXPERIENCE: Bachelor's... 
    Hourly pay
    Contract work
    Temporary work
    Local area
    Remote work
    Flexible hours

    The Computer Merchant

    New York, NY
    1 day ago
  • $185k - $258k

     ...Corporate Actuarial's Valuation team produces reserving and other financial metrics across IFRS, Solvency II, and US Statutory frameworks...  ...reporting for the Longevity, Annuities, and Group reinsurance portfolios across IFRS 17, Solvency II, and U.S. Statutory frameworks.... 
    Temporary work
    Shift work

    Munich Re

    New York, NY
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Analyst, Portfolio Valuation. Be the first to apply!