Vice President, Portfolio Valuation

About the role

Kroll’s Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry. We serve a prestigious clientele of the world’s leading alternative asset managers. Operating globally, we specialize in valuing illiquid and hard-to-value investments where no “active quotes” are available. Our expertise spans a wide range of alternative asset strategies, including private equity, hedge funds, credit, venture capital, and infrastructure.

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
• 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 lead 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
• Familiarity with software packages like Alteryx, Tableau, MS Word, Excel, and PowerPoint
• Familiarity with market data sources such as Bloomberg and S&P Capital IQ
• Strong written and verbal communication skills, with an emphasis on representing diverse communities

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
• Retail Plans: 401(k) plans with company matching