Vice President, Financial Instruments & Technology

Kroll • United States,

2d • $125,000 - $250,000 • Hybrid

About The Position

Kroll's Financial Instruments and Technology practice provides valuation and advisory solutions to asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, and investment firms. The role involves a broad range of valuation and advisory projects covering structured products, portfolios of whole loans, alternative investments, private equity, esoteric assets, and other financial instruments.

The Vice President leads client engagements and valuation and analytics projects, managing client relationships, engagement economics, staffing, work plans, and timely delivery. The role includes developing and reviewing financial models, interviewing clients, preparing technical reports and client materials, tracking market and industry information, and addressing questions from clients, auditors, and investors. The successful candidate develops deep technical expertise in alternative-asset valuation and shares knowledge through mentoring and training.

The current salary range is $125,000 to $250,000. Benefits vary by region, department, and role; candidates are encouraged to discuss position-specific benefits with their recruiter. The role is tagged #LI-Hybrid.

Requirements

• Bachelor's degree in Finance, Mathematics, Statistics, or a related quantitative discipline.
• At least 4 years of relevant work experience constructing and reviewing valuation and financial models, including DCF and market approaches and structured investment and whole-loan models. Fewer years may be considered for candidates with higher academic qualifications, such as a PhD or second master's degree.
• Experience with credit analysis, structured securities, and whole-loan valuations, including RMBS, CMBS, and ABS.
• Technical capability in valuation theory, methodologies, applications, valuation models, and the financial theory underlying models, including DCF, market, Monte Carlo, and bespoke approaches.
• Proven technical, analytical, and problem-solving skills, with attention to detail.
• Demonstrated leadership experience, including managing and developing client relationships and mentoring and developing staff.
• Strong verbal and written communication skills, including comfort speaking with senior management and in front of an audience.
• Ability to master new tasks quickly.
• Ability to prioritize and manage multiple assignments in a team environment while balancing long-term development priorities with short-term client deliverables.
• Experience working with diverse teams.
• Strong interpersonal and comprehension skills and personal integrity.

Nice To Haves

• Master's degree or further accreditation, such as CFA.
• Experience with Intex, Bloomberg, Andrew Davidson & Co., or other relevant tools.

Responsibilities

• Manage client engagements, including day-to-day client interaction, staffing, resources, work plans, and timely completion.
• Lead client engagements and work with junior team members on valuation and analytics projects.
• Interview client deal teams and gather data relevant to engagements.
• Manage engagement economics and team execution.
• Develop and review valuation models and other financial models.
• Write technical reports, client-focused marketing materials, and presentations.
• Research and track market and industry information.
• Build and maintain long-term client relationships through responsive service and high-quality work.
• Field client, auditor, and investor questions and explain and defend modelling approaches under scrutiny.
• Develop expertise in alternative-asset valuation and share knowledge through training and mentoring.
• Manage confidential and sensitive information.

Benefits

• Comprehensive medical, dental, and vision plans.
• Generous paid time off 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) plan with company matching.

What This Job Offers

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