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 ...
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 ...
Analyst, Portfolio Valuation
Atlanta, GA Β· On-site
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 ...
Analyst, Portfolio Valuation
Atlanta, GA Β· On-site
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 ...
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 ...
Analyst, Portfolio Valuation
Atlanta, GA Β· On-site
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 ...
Analyst, Portfolio Valuation
Atlanta, GA Β· On-site
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 ...
Analyst - Portfolio Valuation
Dallas, TX Β· On-site
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 ...
Analyst - Portfolio Valuation
Dallas, TX Β· On-site
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 ...
Analyst - Portfolio Valuation
Dallas, TX Β· On-site
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 ...
Analyst - Portfolio Valuation
Dallas, TX Β· On-site
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 ...
Analyst - Portfolio Valuation
Dallas, TX Β· On-site
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 ...
Analyst - Portfolio Valuation
Dallas, TX Β· On-site
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 ...
Analyst, Portfolio Valuation
Nashville, TN Β· On-site
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 ...
Analyst, Portfolio Valuation
Nashville, TN Β· On-site
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 ...
Analyst, Portfolio Valuation
Nashville, TN Β· On-site
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 ...
Analyst, Portfolio Valuation
Nashville, TN Β· On-site
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 Specialist
Manhattan, NY Β· On-site
$140K - $185K/yr
The role blends quantitative analysis, portfolio monitoring, and financial reporting to provide timely and accurate portfolio valuations. These roles often involve collaboration with portfolio ...
Quick apply
Portfolio Valuation Specialist
Manhattan, NY Β· On-site
$140K - $185K/yr
The role blends quantitative analysis, portfolio monitoring, and financial reporting to provide timely and accurate portfolio valuations. These roles often involve collaboration with portfolio ...
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 ...
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· 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 ...
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 ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities...
Los Angeles, CA Β· On-site
Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities...
Los Angeles, CA Β· On-site
Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of ...
Analyst, Portfolio Valuation
Yardley, PA Β· On-site
... 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 ...
Quick apply
Analyst, Portfolio Valuation
Yardley, PA Β· On-site
... 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 ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities...
San Francisco, CA Β· On-site
Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities...
San Francisco, CA Β· On-site
Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities...
Boston, MA Β· On-site
Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities...
Boston, MA Β· On-site
Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of ...
Vice President, Portfolio Valuation
Atlanta, GA Β· Hybrid
$90K - $200K/yr
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 ...
Vice President, Portfolio Valuation
Atlanta, GA Β· Hybrid
$90K - $200K/yr
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 ...
Analyst, Portfolio Valuation
Manhattan, NY Β· On-site
$63K - $80K/yr
... 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 ...
Quick apply
Analyst, Portfolio Valuation
Manhattan, NY Β· On-site
$63K - $80K/yr
... 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 ...
Portfolio Valuation Analyst information
See salary details
$38K - $48K
1% of jobs
$48K - $58K
11% of jobs
$58K - $68K
5% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$68K - $78K
14% of jobs
$78K - $88K
19% of jobs
The median wage is $88.3K / yr.
$88K - $98K
19% of jobs
$103.7K is the 75th percentile. Wages above this are outliers.
$98K - $108K
12% of jobs
$108K - $118K
8% of jobs
$118K - $128K
6% of jobs
$128K - $138K
4% of jobs
$138K - $148K
1% of jobs
$38K
$93.2K
$148K
How much do portfolio valuation analyst jobs pay per year?
What is a portfolio valuation analyst?
What are the key skills and qualifications needed to thrive as a portfolio valuation analyst?
What are some common challenges a portfolio valuation analyst faces when working with illiquid or complex assets?
What is the difference between Portfolio Valuation Analyst vs Investment Analyst?
| Aspect | Portfolio Valuation Analyst | Investment Analyst |
|---|---|---|
| Primary Focus | Assessing and calculating the value of investment portfolios | Researching and analyzing investment opportunities |
| Skills & Certifications | Financial modeling, valuation techniques, CFA often preferred | Financial analysis, market research, CFA or CFA level exams common |
| Work Environment | Asset management firms, hedge funds, banks | Investment banks, asset management, private equity |
| Key Responsibilities | Valuing portfolios, risk assessment, reporting | Market 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-$163,728In 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.