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Portfolio Valuation Analyst Jobs (NOW HIRING)

You will analyze and interpret various valuation and liquidity related data and present the ... portfolio managers, and oversight committees. "I can apply in less than 4 minutes." You've reviewed ...

Portfolio Valuation - Analyst Join Kroll's Global Portfolio Valuation Team and gain hands-on experience in the dynamic field of Valuation Advisory. We are seeking motivated and detail-oriented ...

You will analyze and interpret various valuation and liquidity related data and present the ... portfolio managers, and oversight committees. "I can apply in less than 4 minutes." You've reviewed ...

Portfolio Valuation - Analyst Join Kroll's Global Portfolio Valuation Team and gain hands-on experience in the dynamic field of Valuation Advisory. We are seeking motivated and detail-oriented ...

Portfolio Valuation - (Experienced) Analyst This is a position for candidates with 2-3 years of post-college/university professional work experience. Join Kroll's Global Portfolio Valuation Team and ...

Portfolio Valuation - (Experienced) Analyst This is a position for candidates with 2-3 years of post-college/university professional work experience. Join Kroll's Global Portfolio Valuation Team and ...

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 ...

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 ...

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 ...

Intern, Portfolio Valuation

Nashville, TN Β· On-site

$17.25 - $22.50/hr

Our Analysts receive world-class training, outstanding benefits, strong career progression ... Portfolio Valuation Interns will provide a range of valuation advisory services specifically to the ...

Intern, Portfolio Valuation

Nashville, TN Β· On-site

$17.25 - $22.50/hr

Our Analysts receive world-class training, outstanding benefits, strong career progression ... Portfolio Valuation Interns will provide a range of valuation advisory services specifically to the ...

Director, Portfolio Valuation

Atlanta, GA Β· On-site

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the ... Performing valuation analysis on a wide range of illiquid investments broadly distributed across ...

Director, Portfolio Valuation

Atlanta, GA Β· Hybrid

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the ... Performing valuation analysis on a wide range of illiquid investments broadly distributed across ...

... portfolio companies, and more. We welcome you to learn more about us. About this role: This ... Perform valuation analyses on companies and their securities across a wide range of industries ...

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the ... Conduct valuation analysis on a diverse range of illiquid investments distributed across industries ...

... portfolio companies, and more. We welcome you to learn more about us. About this role: This ... Perform valuation analyses on companies and their securities across a wide range of industries ...

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Portfolio Valuation Analyst information

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$38K

$93.2K

$148K

How much do portfolio valuation analyst jobs pay per year?

As of Sep 12, 2026, the average yearly pay for portfolio valuation analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.

What is a portfolio valuation analyst?

Portfolio Valuation Analysts are finance professionals who assess and determine the value of investment portfolios, which can include assets such as stocks, bonds, real estate, private equity, and derivatives. They use financial models, market data, and industry benchmarks to provide accurate and fair valuations for reporting, regulatory, or transactional purposes. Their analyses help investors, fund managers, and stakeholders make informed decisions and comply with financial regulations. These analysts often work for investment firms, asset management companies, or consulting firms specializing in valuations.

What are the key skills and qualifications needed to thrive as a portfolio valuation analyst?

To thrive as a Portfolio Valuation Analyst, you generally need strong analytical abilities, a solid understanding of finance and accounting principles, and typically a bachelor’s degree in finance, economics, or a related field. Familiarity with financial modeling tools (such as Excel, Bloomberg, or FactSet), valuation methodologies, and often a CFA or progress toward it is highly valued. Excellent attention to detail, strong communication skills, and the ability to work under tight deadlines help analysts stand out. These skills ensure accurate portfolio valuations, regulatory compliance, and effective communication of complex financial information to stakeholders.

What are some common challenges a portfolio valuation analyst faces when working with illiquid or complex assets?

A key challenge for Portfolio Valuation Analysts is accurately valuing illiquid or complex assets, such as private equity, real estate, or structured products, due to limited market data and infrequent transactions. Analysts must often rely on sophisticated valuation models, industry benchmarks, and professional judgment to estimate fair value. This requires strong analytical skills, attention to detail, and close collaboration with internal teams and external experts. Navigating evolving regulatory requirements and ensuring transparency with clients are also important aspects of the role.

What is the difference between Portfolio Valuation Analyst vs Investment Analyst?

AspectPortfolio Valuation AnalystInvestment Analyst
Primary FocusAssessing and calculating the value of investment portfoliosResearching and analyzing investment opportunities
Skills & CertificationsFinancial modeling, valuation techniques, CFA often preferredFinancial analysis, market research, CFA or CFA level exams common
Work EnvironmentAsset management firms, hedge funds, banksInvestment banks, asset management, private equity
Key ResponsibilitiesValuing portfolios, risk assessment, reportingMarket analysis, investment recommendations, due diligence

While both roles involve financial analysis, a Portfolio Valuation Analyst primarily focuses on determining the value of investment portfolios, whereas an Investment Analyst concentrates on researching and recommending individual investments. Both roles require strong analytical skills and often similar certifications, but their day-to-day tasks and focus areas differ.

What cities are hiring for Portfolio Valuation Analyst jobs?

Cities with the most Portfolio Valuation Analyst job openings:

What states have the most Portfolio Valuation Analyst jobs?

States with the most job openings for Portfolio Valuation Analyst jobs include:

What are popular job titles related to Portfolio Valuation Analyst jobs?

For Portfolio Valuation Analyst jobs, the most frequently searched job titles are:

Portfolio Valuation Analyst

Irvine, CA

Full-time

Medical, Life, Retirement

Re-posted 6 days ago


Key responsibilities

  • Prepare and review daily and periodic valuation tasks for securities, including equities, fixed-income, and derivative instruments.

  • Assess and track vendor performance related to valuation processes and present valuation reports to internal committees.

  • Perform in-depth valuation analysis, monitor liquidity classifications, and conduct stress testing in accordance with regulatory requirements.


Job description

"I can be myself at work."

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"I can influence my income."

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as aCore Operations ValuationAnalyst at Capital Group."

As a Core Operations Valuation Analyst,you'llplay a critical role on our teamin supportingourdaily valuation process.Yourresponsibilitieswill include preparing and reviewing daily and periodic valuation tasks, assessing and tracking vendor performance, and presenting monthly, quarterly, and ad hoc valuation reports to internalcommittees.You will perform in-depth valuation analysis, focusing onequities,fixed-incomeand derivative instruments,to ensure accuracy and compliance with regulatory and internal policies.You will analyze and interpret various valuation and liquidity related data and present the analysis and information to senior leaders and oversight committees.You willbe responsible formonitoring, reviewing, and testing liquidity classifications of investments and stress testingin accordance withglobal regulatory requirements.

"I am theperson Capital Group is looking for."

  • You have astrongknowledge of securities, financial markets, and valuation techniques(e.g., discounted cash flow, comparable company analysis, spread pricing, etc.).

  • You have general knowledge of mutual funds, the investment managementindustryand/or GAAP experience.

  • You have a good understanding ofthe various methodologies used topriceexchange tradedsecurities,OTC instruments, includingfixed income and derivative instruments.

  • You have experience interacting and managing relationships with vendors(pricing vendor experience would be a plus),including performing duediligence.

  • You have experienceperforming daily validation of third-party vendor prices.

  • You have strong and growing analytical and problem-solving capabilities;are able toanalyze company financial statements, assess company, industry or market news and its impact on fair value.

  • You bring exceptional quality and attention to detail to work deliverables. Your professional experience has included times whenyou'vedelivered constructive feedback to team members,verballyand in writing.

  • You enjoy mentoring people, dissectingprocessesand completing projects. You are a role model who otherslook tofor guidance.

  • You work well under pressure and meet critical deadlines in a verytime sensitiveenvironment.

  • Youhave the ability toeffectively communicate (verbal and written) complex ideas, processes, and situations to various audiencesincluding,senior business leaders, investment analysts, portfolio managers, and oversight committees.

"I can apply in less than 4 minutes."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Charlotte Base Salary Range: $87,776-$140,442Orange County Base Salary Range: $102,330-$163,728

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.


We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.