Consultant, Portfolio Valuation
Job ID 21004987 Mumbai, India Apply nowIn a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate diversity by respecting, including, and valuing one another. As part of One team, One Kroll, you’ll contribute to a supportive and collaborative work environment that empowers you to excel.
A Consultant in the Portfolio Valuations is part of a team responsible for Private Equity, Credit and Real Assets portfolio valuation reporting as well as valuation related exercises for AGM’s public company reporting. You would be responsible to carry out valuation for companies operating in India as well as globally. You will also provide a range of key portfolio company statistics and fund level results to various groups to support our client, including Marketing, Legal, Financial Reporting, Budgeting and Investor Relations.
At Kroll, your work will help deliver clarity to our clients’ most complex governance, risk, and transparency challenges. Apply now to join One team, One Kroll.
Responsibilities:
- Facilitate the Valuation Process in the Private Equity, Credit, and Real Assets segments
- Value financial instruments and complex corporate securities
- Analyze equity/debt/commodities financial market data history and other quantitative techniques
- Develop a deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge throughout Apollo
- Coordinate with third party valuation firms and deal teams to create accurate, timely valuations
- Validate and update valuation models as well as inputs, and assess applicable methodologies
- Create summary materials highlighting significant changes/events and industry analyses, to be presented to the valuations committees for their review and approval of all valuations
- Perform advisory valuation services to various business units on an ad hoc basis
- Produce senior management reports summarizing the results of the fund’s performance on a daily, monthly, and quarterly timeframe
- Review and update Fund reports and Marketing materials sent to existing/potential investors
- Generate detailed materials and responses for Investor meetings, inquires and surveys
- Prepare documentation in support of compliance with SOX and external audit requirements
Requirements:
- Familiarity with financial services applications (CapIQ, Bloomberg, etc.) a plus
- Minimum of 2 years of related work experience
- Bachelor's or Master's degree in Finance, Accounting or Economics. Alternatively, Computer science or engineering degree
- CFA professional designation or working towards preferred but not required
- Finance, Valuation or Investment Banking training program preferred
- Experience in building valuation models (DCF, Market approach and Option Models)
- Experience with capital markets/credit valuations preferred (ex. illiquid investments, bank loans, mezzanine loans, and private equity)
- Demonstrated technical, analytical and problem-solving skills
- Understanding of Alternative Investment strategies and products
- Ability to complete financial models under the pressure of tight deadlines
- Apply modeling techniques to challenging, real-world problems
- Strong functional background working with Excel
In order to be considered for a position at Kroll you must formally apply via careers.kroll.com
Kroll is committed to equal opportunity and diversity, and recruits people based on merit
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