Senior Associate, Financial Instruments & Technology

Kroll; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Join a leading firm in financial advisory solutions, where you will leverage your analytical skills to conduct in-depth valuation analyses across a variety of asset classes. This role offers the opportunity to work on complex financial instruments while collaborating with a team of experts. You will develop and refine valuation models, engage with clients, and present your findings in a dynamic environment. With a commitment to professional growth and a culture of inclusivity, this position is ideal for those looking to make a significant impact in the financial sector while advancing their career in a supportive setting.

Qualifications

• 2+ years of experience in valuation models including DCF and market approaches.
• Strong analytical skills and ability to communicate effectively.

Responsibilities

• Conduct valuation analysis on diverse investments across industries.
• Assist in preparing investment memoranda and client presentations.

Skills

Analytical Skills

Problem-Solving Skills

Financial Document Analysis

Communication Skills

Attention to Detail

Interpersonal Skills

Creative Thinking

Education

Bachelor's degree in Finance

Master's degree in Finance

MBA

Degree in Mathematics

Degree in Economics

Degree in Statistics

Degree in Accounting

Tools

Intex

Bloomberg

Excel

PowerPoint

Job description

Senior Associate, Financial Instruments & Technology

Financial Instruments and Technology

Financial Instruments and Technology | New York, United States | 21011921

Kroll's Financial Instruments and Technology practice is a leading valuation and advisory solutions provider for a range of clientele, which includes asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, and investment firms. Our professionals have the opportunity to work on a wide range of valuation and advisory projects, covering a spectrum of financial instruments, which include structured products, portfolios of whole loans, alternative investments, private equity, esoteric assets, and more.

Day-to-day responsibilities:

1. Experience with credit analysis, structured securities, and whole loan valuations: RMBS, CMBS, ABS, etc., Intex, Bloomberg, Andrew Davidson & Co., other tools
2. Developing deep technical strength in the valuation of a wide variety of asset classes, valuation theory, methodologies, applications, and fundamentals of constructing and reviewing valuation models and other financial models, and the financial theory underlying the models, including using DCF & market approaches, Monte-Carlo, and other bespoke approaches
3. Reviewing investment memoranda, governing documents of structured investments, management presentations, data tapes, and client models
4. Assisting team with interviewing clients, including preparing information request lists, participating in face-to-face meetings, gathering data and information pertinent to the engagement
5. Performing valuation analysis on a wide range of investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
6. Working with management to build and maintain client relationships
7. Reporting and presenting analyses and conclusions including written reports, including assisting in the presentation of work products and conclusions internally to clients
8. Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry

Qualifications:

1. Bachelor's or master’s degree in finance, accounting, mathematics, statistics, economics, or MBA
2. Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, market approaches, whole loan models, and other structured investments
3. Strong analytical and problem-solving skills
4. A fundamental understanding of financial valuation theory, methodologies, and market applications (Intex and Bloomberg, etc.)
5. Excellent understanding of financial document analysis with the ability to work through key assumptions, implicit caveats, and limitations
6. Effective interpersonal, comprehension, and communication skills, both verbal and written
7. Ability to master new tasks quickly and efficiently
8. Excellent attention to detail, managing tasks and deadlines in an organized manner, strong work ethic, and ability to manage multiple ongoing assignments
9. Creative thinker with strong intellectual curiosity
10. Familiarity with relevant accounting standards and policies produced and amended from time to time by the AICPA and other oversight bodies
11. Knowledge of software packages including Excel and PowerPoint
12. Excellent written and verbal communication skills that help represent diverse communities
13. Experience working with diverse teams

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.

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.