Senior Associate, Portfolio Valuation - 21010793

Duff & Phelps - Dallas, TX

Full-time - Mid Level

Onsite - Dallas, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Associate, Portfolio Valuation role at Kroll involves providing valuation advisory services to the alternative investment industry, focusing on illiquid and difficult-to-value investments. The position requires developing financial models, conducting valuation analyses, and collaborating with clients to gather essential data. The role emphasizes strong analytical skills and effective communication to present findings and strengthen client relationships.

Responsibilities

• Develop comprehensive financial models encompassing discounted cash flow, market multiple, market transaction, and option pricing analyses.
• Conduct valuation analysis on a diverse portfolio of illiquid investments across various industries and geographies.
• Collaborate with the team to conduct client interviews, including face-to-face meetings, to gather crucial data and information for engagements.
• Work closely with management to cultivate and strengthen client relationships.
• Perform detailed company and industry research to support valuation efforts.
• Present analysis findings and conclusions effectively through verbal communication and written reports.
• Expand expertise and industry knowledge by actively participating in relevant alternative asset industry events.

Requirements

• Bachelor's or Master's degree in Finance, Accounting, Economics, or MBA.
• At least 2 years of experience in constructing and reviewing valuation models and other financial models including DCF, market approach, commodity contracts/forecasts, and other contingent claim analysis.
• Strong analytical and problem-solving skills.
• Strong verbal and written communication skills.
• Knowledge of software packages including MS Word, Excel, and PowerPoint.
• Working knowledge of market data sources including Bloomberg and S&P Capital IQ.
• Experience working with diverse teams.
• Interest and/or experience working in the traditional energy, renewable energy, and infrastructure industries.