Vice President, Financial Instruments & Technology

Kroll; New York (NY); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Healthcare Coverage

Generous paid time off

401(k) with company matching

Job summary

A global advisory firm located in New York is seeking a Vice President in Financial Instruments & Technology. The role involves leading diverse client engagements, managing resources, and writing reports. Ideal candidates will have a strong analytical background, with at least four years in financial modeling. A Bachelor's in Finance or similar is required, while a Master's or CFA is beneficial. The position offers competitive salary ranging from $100,000 to $200,000, alongside comprehensive benefits including healthcare and generous PTO.

Qualifications

• Minimum 4 years of relevant work experience in valuation.
• Proven technical and analytical skills in financial modeling.
• Demonstrated leadership experience in managing client relationships.

Responsibilities

• Lead client engagements and manage resources.
• Write technical reports and marketing materials.
• Develop deep technical strength in alternative asset valuation.

Skills

Credit analysis

Structured securities

Valuation modeling

Analytical skills

Problem-solving skills

Education

Bachelor's degree in Finance, Mathematics, Statistics or related field

Master's degree or CFA accreditation

Tools

Bloomberg

Intex

Job description

Vice President, Financial Instruments & Technology

Financial Instruments and Technology | New York, NY, United States | 21014056

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
• 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
• Managing client engagements from day-to-day interaction with the client through to staffing 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
• Lead client engagements and work with more junior team members to execute valuation and analytics projects including client deal team interviewing, managing engagement economics, team management, developing and reviewing models, report writing, research and tracking market and industry information
• Write technical reports, client-focused marketing materials, and presentations.
• Operational relationship management with clients, building 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
• Interviewing clients to gather data pertinent to the engagement
• Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring.
• Field client questions, auditor questions, and investor questions. Articulate and defend a modelling approach under scrutiny.

Qualifications

• Bachelor's, in Finance, Mathematics, Statistics or a related quantitative discipline. Master's degree or further accreditation (e.g., CFA) is beneficial
• Minimum 4 years of relevant work experience, which includes constructing and reviewing valuation models and other financial models including: DCF & market approaches, and other structured investment and whole loan models (Fewer years of relevant experience will be considered for candidates with higher academic qualifications, such as a PhD or a second Master’s degree)
• Proven technical skills, proven analytical and problem-solving skills
• Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff
• Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience
• Ability to manage confidential, sensitive information
• Strong analytical and problem-solving skills and attention to detail
• Ability to master new tasks quickly
• Effective interpersonal, comprehension and written and verbal communication skills
• Demonstrated leadership experience and strong personal integrity
• Ability to prioritize tasks, work on multiple assignments in a team environment and balance long-term development priorities with short-term client deliverables

Benefits

• Healthcare Coverage: Comprehensive medical, dental, and vision plans.
• Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave.
• Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection.
• Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
• Retirement Plans: 401(k) plans with company matching.
• Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.
• The current salary range for this position is $100,000 to $200,000.

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.