Job Description

Kroll's Financial Instruments and Technology practice is a leading provider of valuation, advisory, and technology-enabled solutions to a diverse global client base, including asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, investment firms, and other market participants.

Our professionals have the opportunity to work on a broad range of complex engagements spanning valuation, portfolio analytics, risk management, and advisory services across a wide spectrum of financial instruments and asset classes. These include structured products, portfolios of whole loans, private credit, alternative investments, private equity, derivatives, esoteric assets, and other complex or illiquid financial instruments.

Day-to-day responsibilities:

• 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

• Demonstrated experience developing, enhancing, and maintaining proprietary valuation models, analytical frameworks, and technology-driven processes used in the valuation, advisory, and risk assessment of complex financial instruments for bespoke client engagements.

• Ability to oversee ongoing process governance and quality control, and collaborate across valuation, technology, and client service teams to deliver innovative and adaptable advisory solutions.

• Candidates should possess programming and quantitative skillsets, including experience with applications and languages such as Python, SQL, VBA, R, MATLAB, C++, Java, Power BI, Tableau, Alteryx, and cloud-based analytics platforms, with the ability to leverage AI and automation tools.

• Experience with credit analysis, structured securities, and whole loan valuations: RMBS, CMBS, ABS, etc., Intex, Bloomberg, Andrew Davidson & Co., other tools

• Managing client engagements from day-to-day interaction with the client and related parties through to staffing and managing the resources and work plan through to timely completion

• 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 and related parties 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.

Essential traits:

• Bachelors, in Finance, Mathematics, Statistics or a related quantitative discipline. Master's degree or further accreditation (e.g., CFA) is beneficial

• Minimum 12 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

• Experience working with diverse teams

Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:

• 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.

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 $200,000 to $300,000

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