Advisory Associate, Valuation & Capital Market Analysis, Complex Financial Instruments - Fall 2026 (Atlanta, Chicago, Los Angeles, New York, San Francisco)

Advisory Associate, Valuation & Capital Market Analysis, Complex Financial Instruments - Fall 2026 (Atlanta, Chicago, Los Angeles, New York, San Francisco) at BDO USA, LLP summary :

The Advisory Associate in Valuation & Capital Market Analysis focuses on valuing illiquid and complex financial instruments through advanced financial modeling and research. They support clients by constructing valuation models, analyzing financial statements, and preparing detailed reports. This role requires strong analytical, organizational, and communication skills within a collaborative team environment.

Job Description

Job Summary :

The Valuation & Capital Market Analysis Associate - Complex Financial Instruments is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of the Valuation & Capital Market Analysis group. In this role, the Associate will work within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members. The Associate will be involved in all stages of client management including construction of valuation modeling, completion of industry and client research and analysis of financial statements.

Job Duties :

• Assists with the delivery of projects related to the valuation of illiquid and complex securities, hard-to-value assets, financial derivatives (including over-the-counter derivatives), and structured products.
• Constructs financial models used in the valuation of complex financial instruments for financial reporting, tax and regulatory compliance, transaction support, and corporate strategy
• Uses mathematical and statistical financial models for valuations of multiple asset classes including complex securities, options, derivatives, and credit instruments, including but not limited to, Monte Carlo simulations and Lattice Models
• May aid in the delivery of services related to hedge advisory, strategic assessment, model validation, economic studies, and other advisory projects
• Prepares necessary exhibits and memos in illustration of complex issues
• Composes narrative reports in support of valuation analyses
• Documents and maintains all appropriate aspects of work product
• Ensures quality controls are adhered in association with all work products
• Participates in internal and external client meetings
• Performs related company, industry, and economic research
• Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables
• Other duties as required

Supervisory Responsibilities :

Qualifications, Knowledge, Skills and Abilities :

Education :

Experience :

Software :

Other Knowledge, Skills & Abilities :

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range : $85,000 - $90,000

Colorado Range : $73,000 - $77,000

Illinois Range : $78,000 - $82,000

Maryland Range : $83,000 - $87,000

Massachusetts Range : $83,000 - $87,000

Minnesota Range : $70,000 - $74,000

New Jersey Range : $74,000 - $82,000

NYC / Long Island / Westchester Range : $75,000 - $87,000

Washington Range : $78,000 - $80,000

Washington DC Range : $83,000 - $87,000

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on :

Equal Opportunity Employer, including disability / vets

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Keywords :

financial modeling, valuation, complex financial instruments, capital market analysis, derivatives, Monte Carlo simulations, financial reporting, regulatory compliance, corporate strategy, client advisory