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 Senior Associate in Financial Instruments & Technology to join their dynamic team in New York. This role involves developing valuation models for structured securities, managing client engagements, and providing exceptional service to a diverse clientele. Ideal candidates will have a strong foundation in financial valuation and analytical skills, with the opportunity to grow in a collaborative environment. If you're ready to leverage your expertise and make a significant impact in the financial services sector, this position offers a unique opportunity to advance your career while contributing to innovative solutions.

Qualifications

• 2-4 years of experience in financial services, especially in capital markets.
• Experience with structured products or credit analysis, particularly CLOs.

Responsibilities

• Develop valuation models for CLOs and structured securities.
• Manage client engagements and build long-term relationships.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Attention to Detail

Client Relationship Management

Education

Bachelor's Degree in Finance

Master's Degree in Accounting

MBA

CFA Accreditation

Tools

Intex

MS Word

MS Excel

MS PowerPoint

Job description

Senior Associate, Financial Instruments & Technology

Financial Instruments and Technology

Financial Instruments and Technology | New York, United States | 21012185

The Kroll's Financial Instruments and Technology practice is a leading solutions provider for asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, commodity trading and investment firms, and corporations.

Day-to-day responsibilities:

• Developing deep technical strength in the valuation of CLOs and other structured securities, valuation theory, methodologies, applications, and fundamentals of constructing and reviewing valuation models and other financial models, including using DCF & market approaches and other structured investment models
• Assisting team in the management of CLO client engagements from day-to-day interaction with the client and managing the resources and work plan through to timely completion. Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit
• Building and maintaining long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product
• Model building and reviewing DCF models, Structured Products (waterfall) models, fixed income credit models and presenting the analyses in an organized manner and/or using our standard formats and presentations
• Reviewing investment memoranda and governing documents of structured investments
• Reporting and presenting conclusions including written reports and assisting in the presentation of work product internally and externally to clients
• Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry
• Bachelor's or Master’s degree in Finance, Accounting or Economics or MBA or further accreditation (e.g., CFA) is beneficial
• Minimum 2-4 years of relevant work experience in financial services (experience in capital markets, asset management or rating agencies is a plus)
• Structured products or credit analysis experience, in particular CLOs and leveraged loans. Proficiency with Intex or other cash flow modeling tools
• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
• A fundamental understanding of financial valuation theory, methodologies, and applications with the ability to work through key assumptions, implicit caveats, and limitations
• Excellent attention to detail, strong work ethic, and ability to master new tasks quickly and complete tasks without much or no supervision
• Ability to prioritize tasks and manage multiple assignments in a team environment and balance long-term development priorities with short-term client deliverables
• Knowledge of software packages including MS Word, Excel, and PowerPoint
• Excellent written and verbal communication skills that help represent diverse communities
• 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

Kroll is headquartered in New York with offices around the world.

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