Senior Associate, Portfolio Valuation
Senior Associate, Portfolio Valuation

Senior Associate, Portfolio Valuation

Full-Time 55000 - 70000 £ / year (est.) No home office possible
Kroll

At a Glance

  • Tasks: Perform valuation analysis and mentor junior staff in a dynamic finance environment.
  • Company: Join Kroll, a global leader in risk and financial advisory solutions.
  • Benefits: Inclusive culture, career growth opportunities, and a chance to work with cutting-edge technology.
  • Why this job: Make a real impact in the alternative investment industry while developing your skills.
  • Qualifications: 3-4 years in finance, strong analytical skills, and proficiency in English and French.
  • Other info: Collaborative team environment with opportunities to attend industry events.

The predicted salary is between 55000 - 70000 £ per year.

Our Portfolio Valuation offers specific valuation services dedicated to asset managers, including private equity firms, family offices, and institutional investors, focused on the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations.

We are currently seeking a Senior Associate for our Valuation Advisory Services practice, with a specialization in Portfolio Valuation, having professional experience in finance and/or accounting, and sound knowledge of the alternative investment industry, to work on the valuation of a wide range of illiquid investments (private capital, private debt, venture capital, infrastructure) broadly distributed across industries and geographies.

Day to day responsibilities:

  • Performing valuation analysis for a wide range of public and private investment funds.
  • Understanding the invested entity's business model and strategy, as well as the industry challenges.
  • Interviewing investment managers to gather data and information pertinent to the engagement.
  • Analysing financial statements and business plans.
  • Selecting and applying the appropriate valuation approaches in compliance with the best standards of the alternative asset industry and notably IPEV guidelines.
  • Preparing and presenting the results of the analysis in a clear, concise and argued manner.
  • Supervising and mentoring junior staff for analyses, reports, and presentations.
  • Building client relationships and acting as a direct contact with current and prospective clients.
  • Drafting proposals, presentations and publications communicated to current and prospective clients.
  • Attending relevant industry events allowing to gain knowledge and experience within the alternative asset industry.

Qualifications:

  • Graduated from a leading Business or Engineering School.
  • Minimum 3–4 years experience in finance (audit, valuation, M&A, Private Equity, other financial analyses).
  • Sound technical knowledge in valuation methods and accounting (knowledge of IPEV rules being an added advantage).
  • Strong analytical and problem-solving skills, ability to prioritize tasks and work on multiple assignments.
  • Highly proficient in written and verbal communication.
  • Demonstrated leadership experience including managing and developing client relationships.
  • Taste for teamwork, as well as for supervising and coaching junior staff.
  • Robust capacity in financial modelling and mastery of software tools.
  • Fluent in French and English, written and spoken.

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.

Senior Associate, Portfolio Valuation employer: Kroll

At Kroll, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Senior Associate in Portfolio Valuation, you will benefit from extensive professional growth opportunities, mentorship from industry leaders, and the chance to engage with a diverse range of clients in the alternative investment sector. Our commitment to inclusivity and employee development ensures that your career will thrive in an environment where your contributions are valued and recognised.
Kroll

Contact Detail:

Kroll Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Associate, Portfolio Valuation

✨Network Like a Pro

Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.

✨Show Off Your Skills

When you get the chance to chat with potential employers, make sure to highlight your analytical skills and experience in valuation methods. Share specific examples of how you've tackled challenges in previous roles to really impress them!

✨Prepare for Interviews

Do your homework before interviews! Understand the company’s values and recent projects, especially in alternative investments. This will help you tailor your answers and show that you’re genuinely interested in the role.

✨Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really want to be part of our team at Kroll.

We think you need these skills to ace Senior Associate, Portfolio Valuation

Valuation Analysis
Financial Statement Analysis
Business Model Understanding
Valuation Methods
IPEV Guidelines Knowledge
Client Relationship Management
Proposal Drafting
Presentation Skills
Leadership Experience
Teamwork
Coaching and Mentoring
Financial Modelling
Software Proficiency
Analytical Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Associate role. Highlight your finance and accounting background, especially any experience in valuation or alternative investments.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about portfolio valuation and how your previous roles have prepared you for this position. Be sure to mention any relevant projects or achievements that showcase your analytical skills.

Showcase Your Communication Skills: Since this role involves presenting analysis and building client relationships, demonstrate your written communication prowess. Use clear and concise language in your application to reflect your ability to convey complex information effectively.

Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application is received promptly and allows us to review your details efficiently. Plus, it’s the best way to stay updated on your application status!

How to prepare for a job interview at Kroll

✨Know Your Valuation Methods

Make sure you brush up on various valuation methods, especially those relevant to alternative investments. Be prepared to discuss how you would apply these methods in real-world scenarios, as this will show your depth of knowledge and practical experience.

✨Understand the Industry Landscape

Familiarise yourself with the current trends and challenges in the alternative investment industry. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the field and your ability to think critically about industry dynamics.

✨Prepare for Client Interaction Scenarios

Since building client relationships is key, think of examples from your past experiences where you've successfully managed client interactions. Be ready to role-play or discuss how you would handle specific client situations during the interview.

✨Showcase Your Leadership Skills

As a Senior Associate, you'll be expected to mentor junior staff. Prepare to share examples of how you've led teams or projects in the past. Highlight your coaching style and how you foster collaboration, as this will resonate well with the interviewers.

Senior Associate, Portfolio Valuation
Kroll

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