This position will be part of Kroll’s Portfolio Valuation practice. 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. As part of the team, you will help our client-facing professionals develop solutions that empower us to better serve our clients in a rapidly evolving market. 

 

Day-to-day responsibilities: 

Conduct thorough reviews of existing Excel models and identify areas for structural and efficiency improvements. Develop and execute on the identified solutions to enhance model performance and reliability. Utilize advanced Excel features (e.g. LET and LAMBDA functions), visual basics, and macros to automate repetitive tasks and streamline processes. Integrate SQL and Python scripting within Excel to extend functionality and data analysis capabilities. Leverage Microsoft Copilot, Power Automate, and other advanced tools to optimize modeling techniques, outputs and workflows. Design and structure Excel models to seamlessly integrate data from the Azure cloud environment into workflows. Create compelling data visualizations and dashboards in Excel and Power BI, translating complex data sets into clear, actionable insights. Proactively stay informed of industry best practices and emerging tools through ongoing education and professional development. 

 

Essential traits: 

Bachelor's or Master's degree in Finance, Accounting, Economics, Computer Science or a related field.   Minimum 4 years of experience creating and improving advanced financial models in Excel. Proven expertise in Excel modeling with a strong foundation in VBA, SQL, and/or Python. Familiarity with Databricks and/or Azure and the ability to integrate data from these platforms into Excel is preferred. A track record in creating data visualization solutions in Excel and Power BI is preferred. Knowledge of accounting concepts and alternative assets, including but not limited to private equity and/or private credit, is preferred. Excellent analytical, problem-solving, and project management abilities. Strong communication skills, with the capacity to convey technical concepts to non-technical stakeholders. Strong analytical and problem-solving skills, as well as strong verbal and written communication   skills. A passion for learning and evidence of self-directed learning on technical subjects.

 

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. 

 

In order to be considered for a position, you must formally apply via careers.kroll.com.

 

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.

 

#LI-KC1

#efin

#LI-Hybrid