Analyst, Portfolio Valuation

Portfolio Valuation - Analyst 

Join Kroll’s Global Portfolio Valuation team and begin your career by analyzing complex, illiquid investments across a wide range of industries and asset types. You will receive structured training, work alongside experienced valuation professionals, and contribute to analyses that help leading alternative investment organizations make informed decisions.

As a market leader in illiquid portfolio pricing and valuation, Kroll assists clients in valuing alternative investments, including securities and positions for which active-market quotations are not available. Our teams assess investments ranging from debt and equity securities to convertible instruments, warrants and options. Analysts gain experience supporting engagements involving individual investments and entire portfolios while learning how to develop independent, transparent and supportable valuation conclusions.

Our Analysts receive world-class training, outstanding benefits, strong career progression and competitive salaries. From the beginning, you will work with collaborative teams, build practical financial modeling and analytical skills, and gain exposure to clients throughout the alternative investment community.

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 intellectually curious, comfortable working through complex financial questions and motivated by learning alongside others? As a Portfolio Valuation Analyst, you will combine financial analysis, research, communication and teamwork to help clients understand the value of investments that do not have readily observable market prices.

Portfolio Valuation Analysts provide valuation advisory services to the alternative investment community, including private equity and hedge funds, business development companies, pensions and endowments. You will support engagements involving illiquid and complex investment positions and help develop analyses that are independent, well-supported and clearly communicated.

As an analyst you will start your career in our Nashville office along with all other university analyst hires. During your first 18-24 months, you will participate in structured training, receive guidance from experienced professionals and build a strong foundation in portfolio valuation. Following this initial development period, you may have the opportunity to move to another Kroll office offering Portfolio Valuation services, including Atlanta, Boston, Chicago, Dallas, Los Angeles, Morristown, New York, San Francisco or Seattle.

• Build and update financial models using discounted cash flow, market multiple, market transaction and option-pricing analyses 
• Perform valuation analyses for illiquid debt, equity and other alternative investments across a range of industries and geographies using accepted valuation approaches and relevant financial theory 
• Research companies, industries, capital markets and comparable transactions to identify information and assumptions relevant to each analysis 
• Assist with the valuation of investments that may include debt securities, preferred and common equity, convertible securities, warrants, options, structured products, whole-loan pools and real estate 
• Review financial statements, investment documents, portfolio-company information and market data to support valuation conclusions 
• Participate in client discussions and meetings to gather financial, operational and investment-specific information relevant to the engagement 
• Collaborate with colleagues to evaluate assumptions, resolve analytical questions and deliver accurate, high-quality work within engagement timelines 
• Prepare clear workpapers, valuation schedules, written reports and presentation materials that explain the analysis and resulting conclusions 
• Support projects involving individual investments, entire portfolios and reviews of clients’ valuation policies and practices 
• Contribute to a strong client experience by communicating professionally, responding thoughtfully to feedback and working effectively with team members at all levels 
• Attend relevant training programs and industry events to strengthen your technical knowledge and understanding of the alternative asset industry

REQUIREMENTS:

• Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration, Management, Engineering or a related analytical discipline from an accredited college or university; candidates in Engineering should have completed junior- or senior-level coursework in Accounting, Economics or Finance 
• Graduation date between December 2026 and September 2027 
• Cumulative GPA of 3.2 or higher 
• Foundational knowledge of corporate finance, accounting, economics, financial statement analysis or valuation developed through coursework, internships, student organizations or related experience 
• Proficiency in Microsoft Excel and Word, including the ability to organize data, perform calculations and present information clearly 
• Strong analytical, critical-thinking and problem-solving skills, with an interest in understanding complex investments and financial questions 
• Careful attention to detail and a commitment to producing accurate, well-supported work 
• Strong written and verbal communication skills, including the ability to explain analyses, ask thoughtful questions and incorporate feedback 
• Ability to manage multiple assignments, organize priorities and meet deadlines in a collaborative, fast-paced environment 
• A team-focused and inclusive working style, with the ability to build consensus and work effectively with colleagues from different backgrounds and areas of expertise 
• Intellectual curiosity, adaptability and a willingness to learn new valuation concepts, industries and investment structures 
• Preferred: Previous internship, project, coursework or student-organization experience involving financial analysis, accounting, investments, economics, data analysis or business research 
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

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. 

Kroll is committed to creating an inclusive work environment. 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.

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