Analyst, Financial Instruments & Technology

About the role

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, Qualifications, and Benefits are outlined below.

Responsibilities

• Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
• Reviewing investment memoranda, governing documents of structured investments, board of directors’ presentations, and client models
• Assisting team with interviewing clients, including preparing information request lists, participating in face-to-face meetings, to gather data and information pertinent to the engagement
• Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
• Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
• 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 or Economics or MBA
• Minimum 1 year of constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models
• Credit analysis or structured securities experience is a plus: CLOs, CMBS, RMBS, etc., Intex or other 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
• Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
• Excellent attention to detail, strong work ethic, and ability to manage multiple ongoing assignments
• 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

Qualifications

• Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
• Minimum 1 year of constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models
• Credit analysis or structured securities experience is a plus: CLOs, CMBS, RMBS, etc., Intex or other 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
• Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
• Excellent attention to detail, strong work ethic, and ability to manage multiple ongoing assignments
• 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

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
• Retail Plans: 401(k) plans with company matching

Pay

The current salary range for this position is $60,000 to $90,000.

Schedule

N/A