Director, Financial Instruments and Technology

Kroll • New York, NY

11h • $200,000 - $300,000

About The Position

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.

Requirements

• Bachelors, in Finance, Mathematics, Statistics or a related quantitative discipline.
• 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

Nice To Haves

• Master's degree or further accreditation (e.g., CFA) is beneficial
• Fewer years of relevant experience will be considered for candidates with higher academic qualifications, such as a PhD or a second Master’s degree

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.

Benefits

• Comprehensive medical, dental, and vision plans.
• Generous paid time off (PTO), paid company holidays, generous 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: Director