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Portfolio Valuation Jobs in Texas (NOW HIRING)

Kroll

Analyst, Portfolio Valuation

Dallas, TX · On-site

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

Kroll

Analyst - Portfolio Valuation

Dallas, TX · 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 ...

Kroll

Analyst, Portfolio Valuation

Dallas, TX · On-site

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

Kroll

Analyst - Portfolio Valuation

Dallas, TX

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 ...

KPMG

Senior Associate - Portfolio Valuation

Dallas, TX · On-site

KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations practice. Responsibilities: * Assist with the preparation of valuations for illiquid equity and/or debt ...

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Portfolio Valuation information

What is a portfolio valuation?

A Portfolio Valuation job involves assessing the fair value of investment portfolios, typically for financial reporting, risk management, or transaction purposes. Professionals in this role analyze market data, apply valuation models, and ensure compliance with regulatory standards. They work with various asset classes, including equities, fixed income, derivatives, and private investments. Strong analytical skills, financial modeling expertise, and familiarity with valuation methodologies are essential for success in this field.

What does a portfolio valuation professional do?

In a Portfolio Valuation role, your day-to-day tasks generally involve analyzing financial statements, updating valuation models, and compiling detailed reports on various assets within a portfolio. You'll regularly interact with portfolio managers, compliance teams, and external auditors to ensure valuations are accurate and adhere to regulatory standards. You may also participate in meetings to discuss valuation methodologies and address market developments that impact asset values. This dynamic environment requires you to balance independent analysis with active collaboration across departments.

What are the key skills and qualifications needed to thrive in portfolio valuation?

To excel in Portfolio Valuation, you need strong analytical skills, a solid understanding of financial modeling, accounting principles, and a relevant degree such as finance, economics, or accounting. Familiarity with valuation software tools like Bloomberg, FactSet, and proficiency in Excel, as well as certifications like CFA or CPA, is often required. Exceptional attention to detail, effective communication, and the ability to work collaboratively make individuals stand out in this role. These skills are vital for providing accurate assessments, supporting investment decisions, and meeting regulatory standards in portfolio management.

Is portfolio valuation a good career path?

Portfolio valuation is a specialized finance role that involves assessing the worth of investment portfolios using financial models and data analysis. It requires strong analytical skills, knowledge of financial markets, and often certifications like CFA. The career offers opportunities in asset management, investment banking, and risk management, with potential for advancement and competitive compensation.

What are popular job titles related to Portfolio Valuation jobs in Texas?

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

What job categories do people searching Portfolio Valuation jobs in Texas look for?

The top searched job categories for Portfolio Valuation jobs in Texas are:

Portfolio Valuation jobs near you
Infographic showing various Portfolio Valuation job openings in Texas as of August 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Analyst, Portfolio Valuation

Kroll

Dallas, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Kroll rating

7.4

Company rating: 7.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description


Portfolio Valuation - Analyst
Join Kroll's Global Portfolio Valuation Team and gain hands-on experience in the dynamic field of Portfolio Valuation. We are seeking motivated and detail-oriented individuals to contribute as new joiners here at Kroll.
As a market leader in providing illiquid portfolio pricing valuation, our Portfolio Valuation professionals assist clients in the valuation of alternative investments, specifically for securities and positions for which there are no "active market" quotations available. Our Analysts receive world-class training, outstanding benefits, strong career progression, competitive salaries and relocation assistance when applicable.
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:
Are you a risk taker that is open to changing the way you think about solving financial problems through consensus building and collaborating with others in a team environment? Then we want to talk to you about a Portfolio Valuation Analyst role.
  • 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 companies, pensions and endowments, in connection with our assisting those clients with valuation issues surrounding their alternative investment positions.
  • Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
  • Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
  • Assisting team with Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
  • Working with management in building and maintaining client relationships
  • Reporting and presenting analyses and conclusions including written reports
  • Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry

REQUIREMENTS:
  • Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration (with a concentration in Accounting or Finance), Management (with a concentration in Accounting or Finance), Engineering (with a minimum of four Junior and/or Senior level courses in Accounting, Economics or Finance) or MBA from an accredited college or university.
  • Graduation date between December 2006 and September 2027
  • GPA of 3.2
  • Strong Excel & Microsoft Word skills
  • Consensus driven and team focused with strong analytical, critical thinking and problem-solving skills, as well as strong verbal and written communication skills that help represent diverse communities
  • Openness to change, attention to detail, ability to manage time and workflow & focus on quality work
  • Risk tolerant and comfortable in a rapidly changing environment
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

About Kroll
Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll.
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.
In order to be considered for a position, you must formally apply via careers.kroll.com.
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