Director, Portfolio Valuation

About the role

Kroll’s Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, serving many of the world’s leading alternative asset managers. The role will be hybrid, based in the Atlanta, Nashville, or New Jersey office.

Responsibilities

• Design financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses.
• Perform valuation analysis on a wide range of illiquid investments across industries and geographies using accepted and relevant approaches and theory.
• Interview clients, including face-to-face meetings, to gather data and information pertinent to the engagement.
• Work with management to build, maintain, and further develop client relationships.
• Help manage existing client relationships and pitch new business to both existing and new clients.
• Identify and communicate potential engagements to management and draft engagement letters.
• Report and present analyses and conclusions both verbally and in written reports.
• Operate as a self-starter, thrive in a fast-paced environment, and deliver solid, action-oriented results under tight deadlines.
• Attend relevant industry events to broaden knowledge and experience within the alternative asset industry.

Requirements

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or MBA.
• Minimum 6 years of experience constructing and reviewing valuation models and other financial models, including DCF, comparable company, commodity contracts/forecasts, and other intangible asset models.
• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills.
• Experience managing engagement teams.
• Working knowledge of software packages including MS Word, Excel, and PowerPoint.
• Working knowledge of market data sources including Bloomberg and S&P Capital IQ.

Benefits

• Healthcare Coverage: Comprehensive medical, dental, and vision plans.
• Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, and 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.

Pay

The current salary range for this position is $90,000 to $200,000.