Senior Associate, Financial Instruments & Technology

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.

Day-to-day responsibilities: 

• Execute client engagements from day-to-day interaction with the client on 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.

• Model building and reviewing - DCF models, fixed income models, comparable company models, stock option models, financial instrument and complex option models and intangible asset valuation models

• Operational relationship with client, 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

• Client Interviewing - gathering 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 with peers.

• Field client questions, auditor questions, and investor questions.  Articulate and defend a modelling approach under scrutiny.

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

• 2+ years of relevant work experience (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 experience developing client relationships 

• Demonstrated verbal and written communication skills, comfortable speaking with senior management 

• 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

Essential traits: 

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,