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Analyst, Portfolio Valuation
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Georgia data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$81,220 / year median in Georgia
+1% projected growth
Job Description
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. 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 industryREQUIREMENTS
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 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. 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. The current salary range for this position is $60,000 to $90,000 #DNIBenefits
- Paid Time Off (PTO)
- 401(k) Plans
- Other Retirement and Savings
- Health Insurance