Analyst, Financial Instruments and Technology

About the Role

Kroll's Financial Instruments and Technology (complex securities valuation) practice is seeking Analysts to support its global valuation practice. This role offers exposure to bespoke investment structures and asset classes for institutional investor clientele.

Key Responsibilities

• Assist on a range of valuation advisory services to the alternative asset community.
• Develop technical strength in the valuation of alternative assets through client and industry exposure.
• Review investment memoranda, governing documents of structured investments, board of directors’ presentations, and client models.
• Assist in client interviews, including preparing information request lists and participating in meetings to gather data.
• Assist in the design of financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses.
• Perform valuation analysis on a wide range of illiquid investments across industries and geographies using accepted approaches and theory.
• Compile statistical summaries of companies’ financial information, develop and compute financial ratios, and present analyses.
• Work with management to build, develop, and maintain client relationships.
• Report and present analyses and conclusions, including written reports and internal/client presentations.
• Attend relevant industry events to broaden knowledge and experience within the alternative asset community.

Requirements & Tech Stack

• CA, Master's degree in Finance, Accounting or Economics or equivalent (e.g., CFA); or MBA.
• Minimum 0-1 year of experience constructing and reviewing valuation models and other financial models, including enterprise valuation using DCF & market approaches, and structured investment models.
• Experience with credit analysis or structured securities (e.g., CLOs, CMBS, RMBS, ABS) is a plus.
• Experience with Intex or other similar tools is a plus.
• 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 statements analysis.
• Excellent attention to detail.
• Strong work ethic.
• Ability to manage multiple ongoing assignments efficiently and accurately.
• Familiarity with relevant accounting standards and policies from bodies like the AICPA.
• Knowledge of software packages including MS Word, Excel, and PowerPoint.
• Direct experience working with VBA, Python, and Power BI is highly desirable.
• Experience working with diverse teams.