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Portfolio Valuation Jobs (NOW HIRING)

Kroll

Vice President, Portfolio Valuation

Atlanta, GA · On-site

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry and we boast a prestigious clientele of the world's leading ...

Capgroup

Portfolio Valuation Analyst

Charlotte, NC

You will perform in-depth valuation analysis, focusing onequities,fixed-incomeand derivative ... portfolio managers, and oversight committees. "I can apply in less than 4 minutes." You've reviewed ...

Kroll

Vice President, Portfolio Valuation

Atlanta, GA · Hybrid

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry and we boast a prestigious clientele of the world's leading ...

Kroll

Vice President, Portfolio Valuation

Boston, MA · On-site

$90 - $200/hr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry and we boast a prestigious clientele of the world's leading ...

VRC

Associate, Portfolio Valuation

Morrisville, PA · On-site

Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio ...

Kroll

Senior Associate, Portfolio Valuation

Atlanta, GA · On-site

$90 - $200/hr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we boast a prestigious clientele of the world's leading ...

VRC

Analyst, Portfolio Valuation

Boston, MA · On-site

$63K - $80K/yr

Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio ...

VRC

Analyst, Portfolio Valuation

Morrisville, PA · On-site

Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio ...

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Portfolio Valuation information

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$113.8K

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How much do portfolio valuation jobs pay per year?

As of Aug 23, 2026, the average yearly pay for portfolio valuation in the United States is $113,821.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,500.00 and $132,500.00 per year, depending on experience, location, and employer.

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.
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Portfolio Valuation jobs near you
Infographic showing various Portfolio Valuation job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $113,821 per year, or $54.7 per hour.

Manager - Valuation and Forensic Services (52135)

Citrin Cooperman

Philadelphia, PA • On-site, Remote

$90K - $200K/yr

Full-time

Re-posted yesterday

Citrin Cooperman rating

4.7

Company rating: 4.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

23rd of 23 rated bookkeepers and accountants

Job description

Citrin Cooperman's Portfolio Valuation (PV) practice provides independent fair value marks on illiquid alternative investments. Our clients are asset managers, BDCs, interval funds, private credit funds, and private equity sponsors. We value on the cadence each client reports on: daily, monthly, quarterly, or as requested. Our marks support client NAV reporting, ASC 820 compliance, and review by valuation committees and audit teams.
We are looking for a Manager to playing a leading role on PV engagements in the group. You will be a senior valuation expert on client relationships, lead project management, review the work of analysts and senior analysts, and defend conclusions as needed with clients and internal colleagues. You will also help grow the practice through proposals, referral relationships, and industry presence.
Portfolio valuation is the primary focus. You will also lead or support other valuation engagements as they come up, including fairness and solvency opinions, purchase price allocations, goodwill and intangible asset impairment testing, 409A valuations, and valuation support in litigation and dispute matters.
As a Manager in Portfolio Valuation, you will:
  • Assist senior leaders on recurring valuation engagements from scoping and staffing through delivery, including timelines, budgets, and fee estimates
  • Value securities across the capital structure, including private credit (unitranche, first lien, second lien, mezzanine), preferred and common equity, warrants, and structured instruments
  • Review models and conclusions prepared by analysts and senior analysts, including DCF, yield analysis, market multiples, precedent transactions, Black Scholes, OPM, PWERM, and backsolve
  • Serve as the day to day contact for clients
  • Present and defend marks to client contacts and/or external audit teams, and clearing review comments
  • Monitor credit quality and equity value trends across client portfolios, and raising issues ahead of the valuation date
  • Build repeatable valuation processes that hold up at higher reporting frequency, including daily and intra month marks
  • Train and develop analysts and senior analysts through technical review, direct feedback, and staffing decisions
  • Support practice growth through proposals, engagement letters, fee estimates, thought leadership, and conference presence, as needed

  • B.A., B.S., B.B.A., or Master's in finance, accounting, economics, or a related quantitative discipline; MBA a plus
  • 5+ years of valuation experience, with meaningful time in portfolio valuation or illiquid securities valuation
  • CFA, ASA, or CPA; ABV or CVA also considered
  • Working knowledge of ASC 820, the AICPA PE/VC Valuation Guide, and IFRS 13
  • Track record reviewing and signing off on models and memos prepared by others
  • Experience as a primary client contact and defending valuation conclusions with external auditors
  • Experience managing, reviewing, and developing a team of analysts
  • Proficiency with Capital IQ, PitchBook, Bloomberg, Preqin, LCD, or Refinitiv
  • Clear, concise writing, with the ability to produce memos and reports that hold up under auditor review
  • Interest in business development and building relationships across the fund manager, audit, and placement community
  • Professional credential (CFA, ASA, etc) is strongly encouraged

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