Senior Associate, Capital Solutions

About the role

KPMG Advisory is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise. Our professionals thrive in a collaborative, team-driven culture where adaptability is key. With a wealth of learning and career development opportunities, world-class training, and leading market tools, we help our people grow both professionally and personally. This role offers the chance to be part of a strong team, make an impact, deepen your experiences, and expand your capabilities in a flexible environment.

Responsibilities

• Develop and model complex financial structures, including reverse engineering of cash flow, waterfall payments, payment rules, interest calculations, and trigger effects.
• Work on financial risk management advisory and audit engagements related to financial instrument valuations and cash flow analysis of fixed income, structured products, solar tax equity technical accounting applications, and whole loan portfolios.
• Analyze and assess risk management activities related to investment portfolios, liquidity sources, accounting changes, and new regulations such as the SEC's Regulation AB II criteria.
• Review, validate, and develop financial cash flow models for mortgage-backed securities (MBS), asset-backed securities (ABS), collateralized debt obligations (CDO), collateralized loan obligations (CLO), auction rate securities, residual assets, mortgage-servicing assets (MSR), and commercial mortgage-backed securities (CMBS).
• Review operational risk management and internal control policies and procedures, including GAP analysis and warehouse facilities.
• Perform compliance testing related to various client financing agreements with investment banks, securities issuers, regulators, government agencies, and investors.
• Provide detailed analysis and reporting for securities and investors on Green Bonds, Social Bonds, and Sustainability Linked Notes.
• Perform attestation and framework advisory services related to Green Bonds, Environmental, Social and Governance (ESG), and Sustainable Finance.
• Utilize technology and AI-enabled tools (e.g., Claude Code, Loveable, Co-Pilot, Mistral) to improve automation efforts and workflows.

Requirements

• Minimum three years of recent relevant experience in financial services, structured finance, mortgage banking, corporate finance, trustee payment operations, rating agency, or advisory services.
• Minimum four years of recent experience in fixed income analysis.
• Bachelor’s degree from an accredited college or university in an appropriate field.
• Strong current knowledge in one of the following: US GAAP, IFRS, SEC financial reporting issues, bankruptcies, business combinations, or financial restatements.
• Programming and modeling experience related to structured finance, particularly with Intex, Bloomberg, and/or Imake modeling tools, is highly preferred.
• Demonstrated ability to connect with senior executives to generate new business relationships and projects.
• Willingness and ability to travel.
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Benefits

KPMG offers a comprehensive, competitive benefits package, including:

• Medical, dental, and vision coverage.
• Disability and life insurance.
• 401(k) plans.
• A robust suite of personal well-being benefits to support mental health.
• Personal Time Off per fiscal year, based on job classification, standard work hours, and years of service.
• Two annual breaks where employees are not required to use Personal Time Off: one at year-end and one around the July 4th holiday.

Pay

Salary ranges are determined based on relevant factors such as applicant’s skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations. Ranges are displayed in compliance with local and state regulations for the location(s) where the role is based. For city-specific salary ranges outside of California, visit KPMG’s Pay Transparency page.