Complex Financial Instruments Senior Associate

Job description  
This company is one of the world’s leading organizations of independent audit, tax and advisory firms. We’ve never been a typical professional services firm. We put people first, and that is what sets us apart.
 
 
 
 
 
The marketplace is evolving. Customer and employee expectations are changing. What worked yesterday may not work as well tomorrow. This company’s Advisory professionals help companies stay ahead of the game with bold thinking, big ideas and progressive strategies.
 
 
 
 
 
Our Advisory teams apply their deep experience and global footprint to challenge the status quo and develop custom strategies that work for you. With a focus on pragmatism, our outside-in, customer-led approach facilitates the agility and innovation necessary to be a future-ready organization. Our services support you wherever you are in your business cycle — whether you’re looking at a transaction to propel your company forward, focusing on developing and implementing the right controls to mitigate risk, or advancing your company’s finance and technology infrastructure to match your aspirations.
 
 
 
 
 
Corporate Finance Complex Financial Instruments Senior Associate
 
 
 
 
 
POSITION SUMMARY:
 
 
 
 
 
As a Senior Associate, you will Perform enterprise and complex financial instrument valuations, such as equity instruments in complex capital structures, options, warrants, debt, and contingent consideration (earnouts).
 
 
 
 
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
 
 

• Lead projects and services in business valuation analysis and modeling.
• Utilize advanced statistical and financial concepts in building models including Monte Carlo simulation, binomial lattices (equity and interest rate models), and real options.
• Oversee and perform data- and document-intensive financial analysis and modeling/projections, strategic analysis, economic and statistical analysis, valuation analysis, and industry research.
• Oversee and perform research to establish positions on valuation matters, document management, referencing from source documents to analysis, and file preparation.
• Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.
• Maintain active communication with engagement team regarding interim and final deadline, percent of completion, etc.
• Other duties as assigned

 
 
Qualifications:

• 2-6 years of progressive experience in public accounting or consulting with experience in business valuation, and complex financial instruments.
• Bachelors Degree in Economics, Finance, Financial Engineering, Financial Mathematics or related quantitative discipline.
• Demonstrated aptitude in quantitative and qualitative analysis of complex financial instruments desired, including building models for such applications.
• Highly analytical with expertise in financial analysis and modeling, econometrics, statistics, and regression analysis.
• Accounting, finance, financial engineering and economics knowledge; proficiency in US GAAP preferred.
• High level of expertise with software packages such as Excel and Word.
• Ability to work additional hours as needed and travel to client sites.
• Progression towards certification/license such as CFA or other quantitatively-intensive certification and valuation credentials such as CVA or ABV.
• Visual Basic for Applications (VBA) experience preferred.
• Demonstration of experience in developing complex models with other quantitative analysis tools, such as Stata, R, R Studio, Python with Numpy, Pandas, and Matplotlib is preferred if the candidate does not have experience with MATLAB or VBA.

• Ability to travel on short notice and work additional hours as necessary.

• Travel percentage: 10-15%

 
 
 
 
REWARDS AND BENEFITS  
 This company promotes a nationally recognized culture of health and offers an extensive array of benefits to meet individual lifestyles. For a complete list of benefits please visit rewards and benefits.      
 
 
 
 
 
It is this compnay’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.