Senior Associate, Financial Instruments & Technology

Kroll; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a skilled valuation analyst to join their dynamic team. In this role, you will engage in diverse valuation projects, leveraging your expertise in financial instruments and advisory solutions. You will work closely with clients, conducting in-depth analyses and presenting findings that drive informed decision-making. This role offers a collaborative environment where your analytical skills and problem-solving abilities will be crucial. Join a forward-thinking firm that values your contributions and supports your professional growth while navigating the complexities of the financial landscape.

Qualifications

• 2+ years of experience in constructing and reviewing financial models.
• Strong understanding of financial documents and valuation methodologies.

Responsibilities

• Conduct valuation analysis across various investments and asset classes.
• Assist in client interviews and prepare information requests.

Skills

Credit Analysis

Structured Securities Valuation

Analytical Skills

Problem-Solving Skills

Financial Valuation Theory

Communication Skills

Attention to Detail

Interpersonal Skills

Creative Thinking

Team Collaboration

Education

Bachelor's Degree in Finance

Master's Degree in Accounting or Economics

MBA

Tools

Intex

Bloomberg

Excel

PowerPoint

Job description

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:

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

Essential traits:

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

The current salary range for this position is $80,000 to $150,000.