Senior Associate, Financial Instruments & Technology
About the role
Kroll's Financial Instruments and Technology practice is a leading valuation and advisory solutions provider for a range of clientele, including 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 such as structured products, portfolios of whole loans, alternative investments, private equity, esoteric assets, and more.
Responsibilities
Performing valuation analysis on a wide range of investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory.
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.
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.
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.
Requirements
Experience with credit analysis, structured securities, and whole loan valuations: RMBS, CMBS, ABS, etc., Intex, Bloomberg, Andrew Davidson & Co., other tools.
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.
Qualifications
Experience with credit analysis, structured securities, and whole loan valuations: RMBS, CMBS, ABS, etc., Intex, Bloomberg, Andrew Davidson & Co., other tools.
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.
Skills
Experience with credit analysis, structured securities, and whole loan valuations: RMBS, CMBS, ABS, etc., Intex, Bloomberg, Andrew Davidson & Co., other tools.
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.
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 $100,000 to $150,000.
Schedule
N/A