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Analyst, Financial Instruments & Technology

Kroll
Full-time
On-site
Chicago, Illinois, United States
IT/Tech
Description

Kroll's Alternative Asset Advisory practice is seeking an Analyst to join a growing team of financial instruments experts that assist our clients with the valuation and modeling of aviation & transportation leasing, lending, and securitized investments. Kroll is a leading valuation advisor for asset managers, hedge funds, private equity firms, banks, insurers, and investment firms.

 

We are seeking a valuation professional that will focus primarily on the valuation of aircraft, engines, and aviation-related investments. The role involves applying market-based and income-based valuation approaches in accordance with ASC 820 and IFRS 13, assessing lease portfolios, joint ventures, and structured financings within the aviation and transportation sectors.

 

Example engagements may include valuation of leased aircraft portfolios for private equity funds, fair value reviews of aircraft leasing JVs for financial reporting, and analysis of engine financing transactions and aircraft ABS structures for fund clients.

 

Preferred candidate backgrounds include buy-side aviation & transportation investors, sell-side deal structurers, aviation lessor or servicer roles, or other aviation industry professionals. Candidates with university backgrounds in valuation or capital markets will also be considered.

 

Responsibilities: 

  • Designing and implementing financial models for the valuation of aviation & transportation investments

  • Performing valuation analyses of aircraft and engine assets, including on-lease and off-lease aircraft & engines, using appropriate appraisal and market data

  • Assisting in the valuation of aircraft leasing joint venture structures, warehouse facilities, and asset-backed securitizations (ABS) involving aviation collateral

  • Supporting valuations of aviation-related derivatives, structured notes, and financing instruments referencing aircraft portfolios

  • Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory

  • Reviewing investment memoranda, governing documents of structured investments, board of directors’ presentations, and client models

  • Compiling summaries of financial information, developing and computing financial ratios, and presenting the analyses in an organized manner 

  • Working with management to build and maintain client relationships

  • Reporting and presenting analyses and conclusions including written reports, including assisting in the presentation of work products and conclusions internally and to clients

  • Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry 

 

Essential traits: 

  • Bachelor's or Master's degree in Finance, Accounting or Economics or MBA

  • Minimum 1 year of constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models

  • 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

  • Expertise in financial statement 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

  • Knowledge of software packages including MS Word, Excel, and PowerPoint 

  • Excellent written and verbal communication skills that help represent diverse communities

  • Demonstrated interest or prior exposure to the aviation industry, including aircraft finance, leasing, or appraisal

 

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, 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.

 

We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.

 

The current salary range for this position is $50,000 to $90,000

 

 

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