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.

Essential traits:

Master's degree in 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