Analyst, Financial Instruments & Technology

Kroll • New York, NY

2d • $60,000 - $90,000 • Hybrid

About The Position

Kroll’s Financial Instruments and Technology practice provides solutions to asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, commodity trading and investment firms, and corporations. The Analyst performs valuation analysis on illiquid investments across industries and geographies using relevant, accepted approaches and theory. The role involves reviewing investment and transaction materials, gathering information from clients, building financial models, analyzing company financial information, and reporting findings and conclusions. The Analyst also works with management to maintain client relationships and attends industry events to expand knowledge of the alternative asset industry.

Requirements

• Bachelor’s or master’s degree in Finance, Accounting, or Economics, or an MBA.
• At least 1 year of experience constructing and reviewing valuation and other financial models, including enterprise valuation using DCF and market approaches, and other structured investment models.
• Strong analytical and problem-solving skills.
• Strong verbal and written communication skills.
• Fundamental understanding of financial valuation theory, methodologies, and applications.
• Excellent understanding of financial statement analysis, including 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.

Nice To Haves

• Credit analysis or structured securities experience, such as CLOs, CMBS, or RMBS; experience with Intex or other tools.

Responsibilities

• Perform valuation analysis on illiquid investments across industries and geographies using accepted and relevant approaches and theory.
• Review investment memoranda, governing documents for structured investments, board presentations, and client models.
• Assist with client interviews by preparing information request lists, participating in face-to-face meetings, and gathering engagement-related data.
• Design financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses.
• Compile statistical summaries of company financial information, develop and compute financial ratios, and present analyses in an organized manner or using standard formats and presentations.
• Work with management to build and maintain client relationships.
• Report and present analyses and conclusions in written reports, and assist in presenting work products and conclusions internally and to clients.
• Attend relevant industry events to broaden knowledge and experience within the alternative asset industry.

Benefits

• Comprehensive medical, dental, and vision plans.
• Generous paid time off (PTO) and paid company holidays.
• Parental and family leave.
• Life insurance, short- and long-term disability coverage, and accident protection.
• Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
• 401(k) plans with company matching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level