Kroll · 1 month ago
Analyst, Agency and Trustee Services
New York, NY, United States
Full-time
Onsite
Mid Level
3+ years expKroll is a leading provider of independent loan agency and bond trustee services, and they are seeking an Analyst for their Agency Services team. The successful candidate will assist in business development efforts, focusing on revenue growth and client relationship management.
AccountingConsultingNavigationRisk ManagementSecurity
Responsibilities
Assist in the development of business leads and introductions to maximise revenue growth
Ensure accurate and up-to-date MI is consistently kept using Salesforce and internal reporting systems – strong level of focus on ensuring inputting of high-quality data on behalf of the Business Development team
Compile reports for weekly/ monthly meetings with respective internal teams and highlighting key sales metrics
Assist in the creation and maintenance of calling plans
Research and analyse market trends, competitor activities, and target existing and new client needs to increase KASUS’ market share and develop strategic business plans
Assist in creating brand recognition and awareness by working closely with internal marketing and delivery partners to market the full range of KASUS’ products and services and create effective strategies for client acquisition and retention
Engage with current and prospective clients/ influencers and referrals of business including lawyers, sponsors, debt advisors and lenders in conjunction with the Business Development team, understanding their needs and proposing tailored solutions
Attend external conferences and events for market knowledge and networking opportunities ensuring a write up of key points is undertaken and distributed amongst the team
Attend/accompany Business Development colleagues to meeting opportunities with a goal to attending meeting opportunities individually in the near future
Drafting and preparing fee proposals on new opportunities, liaising with other Business Development colleagues to ensure consistency in pricing
Frequent monitoring of outstanding fee proposals issued ensuring periodic follow ups occur
Assist in the improvement of the client experience by following a won mandate from inception to close
Stakeholder Management – build and maintain strong internal and external relationships
Continuously strive to enhance product knowledge, industry expertise, and sales techniques to drive business growth
Qualification
Required
3-5+ years track record of success in business development or sales within the financial services industry is a plus
Base understanding and knowledge of the loan and bond markets
Strong analytical skills to assess market opportunities and create effective business strategies
Excellent written and verbal communication and negotiation skills to engage and influence potential clients
High level of accuracy and attention to detail and the ability to work under a pressurized and fast paced environment
Self-motivation and effective time management
Ability to build relationships with key stakeholders (internal and external) and decision-makers
Proficiency in Salesforce software and Microsoft Office package
Bachelor's degree in a relevant field is a plus
Company
Kroll
Kroll is a provider of risk solutions that helps clients make confident risk management decisions.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-13Acquired
Leadership Team
Jennifer Huntington
Chief Operating Officer
Alan Brill
Senior Managing Director
Recent News
Morningstar.com
2025-12-02
2025-11-19
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