Consultant, Financial Instruments & Technology (Complex Securities Valuation)

As a market leader in providing illiquid portfolio analysis, our Alternative Asset Management professionals assist clients in the valuation of alternative investments, specifically for securities and positions for which there are no active market quotations available. Our professionals have the opportunity to work on a wide range of projects with exposure to the bespoke investment structures and asset classes of our institutional investor clientele.  

Kroll's Financial Instruments and Technology (complex securities valuation) 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. 

A Consultant in the Financial Instruments and Technology group will provide a range of valuation advisory services to the alternative investment community including private equity, venture capital funds, credit and hedge funds, corporations, pensions, endowments, and family offices in assisting those clients with valuation issues surrounding their alternative investments.

Day-to-day responsibilities:

• Developing deep technical strength in the valuation of alternative assets, 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 structured investment models
• Reviewing investment memoranda, governing documents of structured investments, board of directors’ presentations, and client models
• Assisting the team with interviewing clients, including preparing information request lists, participating in face-to-face meetings, to gather data and information pertinent to the engagement
• Assisting in the design of financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
• Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
• Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
• Working with management to build, develop, and maintain client relationships
• Reporting and presenting analyses and conclusions including written reports, including assisting in the presentation of work products and conclusions internally to clients
• Attending relevant industry events to broaden your knowledge and experience within the alternative asset community
• Master's degree icn Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university
• Minimum of 1-3 years of valuation experience constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models
• Experience with credit analysis or structured securities experience is a plus: CLOs, CMBS, RMBS, ABS, Intex or other tools
• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
• A fundamental understanding of financial valuation theory, methodologies, and applications
• Excellent understanding of financial statements analysis with 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 efficiently and accurately
• Familiarity with relevant accounting standards and policies produced and amended from time to time by the AICPA and other oversight bodies 
• Knowledge of software packages including MS Word, Excel, and PowerPoint 
• Direct experience working with VBA, Python, and Power BI is highly desirable 
• Excellent written and verbal communication skills that help represent diverse communities
• Experience working with diverse teams 

Essential traits:

• Master's degree icn Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university
• Minimum of 1-3 years of valuation experience constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models
• Experience with credit analysis or structured securities experience is a plus: CLOs, CMBS, RMBS, ABS, Intex or other tools
• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
• A fundamental understanding of financial valuation theory, methodologies, and applications
• Excellent understanding of financial statements analysis with 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 efficiently and accurately
• Familiarity with relevant accounting standards and policies produced and amended from time to time by the AICPA and other oversight bodies 
• Knowledge of software packages including MS Word, Excel, and PowerPoint 
• Direct experience working with VBA, Python, and Power BI is highly desirable 
• Excellent written and verbal communication skills that help represent diverse communities
• Experience working with diverse teams 

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.

Kroll is committed to equal opportunity and diversity, and recruits people based on merit

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