Senior Associate, Complex Valuation

About the role

The Senior Associate, Complex Valuation specializes in performing and reviewing valuations of complex financial instruments using advanced techniques such as Monte Carlo simulation and lattice models. Our environment emphasizes collaboration, professional growth, and a value-driven culture, offering opportunities for development through diverse engagements and training.

Responsibilities

• Utilize financial engineering, mathematical, econometric, and statistical methods to value instruments like derivatives, warrants, contingent considerations, and hybrid securities.
• Present, document, and support valuations to stakeholders including managers, clients, auditors, and regulators.
• Develop and refine valuation models, ensuring accuracy and compliance with industry standards.
• Stay current with authoritative valuation guidance for financial reporting, tax, and litigation purposes.
• Contribute to team training and business development initiatives within the valuation practice.

Qualifications

• Minimum two years of relevant experience in financial valuation.
• Bachelor’s degree in financial engineering, applied mathematics, or related field; Master’s preferred.

Skills

• Experience with stochastic models for complex financial instruments, including derivatives and fixed income securities.
• Proficiency with valuation software such as Bloomberg, Fincad, Numerix, Matlab, and Intex.
• Programming skills in VBA, C++, R, or Python, combined with excellent communication and presentation abilities.
• Strong technical aptitude, critical thinking, and proficiency with Microsoft Office applications.