Jobs · Sales · California

Senior Associate, Complex Valuation

RoShay Services · San Francisco, CA · 1 mo ago
SalesFull-time

Role Overview

The Senior Associate in Complex Valuation applies advanced financial, mathematical, and statistical techniques to value complex financial instruments for diverse client needs.

Responsibilities

  • Performing and reviewing valuations of derivatives, contingent considerations, warrants, and hybrid instruments using models like Monte Carlo simulation and lattice methods
  • Presenting, documenting, and supporting valuation findings to stakeholders such as managers, clients, auditors, and regulators
  • Developing and refining valuation models
  • Staying current with industry standards
  • Contributing to team training and business initiatives

Qualifications & Skills

  • Minimum of two years' relevant experience
  • Bachelor's degree in financial engineering, applied mathematics, or related fields; master's degree preferred
  • Experience with stochastic models and valuation software such as Bloomberg, Fincad, Numerix, Matlab, or Intex desirable
  • Strong programming skills (VBA, C++, R, Python)
  • Excellent communication and critical thinking abilities
  • Proficiency in Microsoft Office applications

Opportunities

This role offers opportunities for professional growth through diverse engagements, formal training, and mentorship in a collaborative, values-driven environment.

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