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Senior Associate, Financial Instruments and Technology

Job ID 21002761 New York, New York

In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business.

We embrace diverse backgrounds and global perspectives, and we cultivate diversity by respecting, including, and valuing one another. As part of One team, One Kroll, you’ll contribute to a supportive and collaborative work environment that empowers you to excel.   

As a market leader in providing illiquid portfolio analysis, our Alternative Asset Management professionals assist clients in the valuation of alternative investments, specifically for loans, securities and positions for which there are no active market quotations available.  Our professionals have the opportunity to work on a wide range of projects with exposure to the bespoke investment structures and asset classes of our institutional investor clientele.   

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.

At Kroll, your work will help deliver clarity to our clients’ most complex governance, risk, and transparency challenges. Apply now to join One team, One Kroll.  

RESPONSIBILITIES:

The Senior Associate will provide a range of valuation advisory services specifically to the alternative investment community including private equity and hedge funds, business development companies, pensions and endowments, in connection with our assisting those clients with valuation issues surrounding their alternative investment positions.

  • 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, gathering data and information pertinent to the engagement
  • Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analyses across a range of financial instrument types
  • Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
  • Compiling statistical summaries of companies’ financial information and large sets of data, developing and computing financial ratios and other metrics, and presenting the analyses in an organized manner and/or using our standard formats and presentations
  • Working with management with building and maintaining 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:

  • Bachelor's or Master's degree in Finance, Accounting, mathematics, statistics or Economics or MBA

  • Minimum 2 year of constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models

  • Preferred experience constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, or other financial instrument models including structured products

  • Strong analytical and problem solving 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

  • Effective interpersonal, comprehension and communication skills, both verbal and written

  • Ability to master new tasks quickly

  • Excellent attention to detail, manage tasks and deadlines in organized manner, strong work ethic, and ability to managing 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 

  • CPA/CFA desirable

  • 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

In order to be considered for a position, you must formally apply via careers.kroll.com.

Kroll is committed to creating an inclusive work environment. 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.

All employees must comply with Kroll’s mandatory vaccination policy, subject to all applicable federal, state, and local laws.

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