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. 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.
Responsibilities
- Assist 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.
- Construct financial models used in the valuation of complex financial instruments for financial reporting, tax and regulatory compliance, transaction support, and corporate strategy.
- Use mathematical and statistical financial models for valuations of multiple asset classes including complex securities, options, derivatives, and credit instruments, including 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.
- Prepare necessary exhibits and memos illustrating complex issues.
- Compose narrative reports in support of valuation analyses.
- Document and maintain all appropriate aspects of work product.
- Ensure quality controls are adhered to in association with all work products.
- Participate in internal and external client meetings.
- Perform related company, industry, and economic research.
- Assist and provide guidance to peers and staff members in the development of project plans and timelines for deliverables.
Qualifications
Bachelor's degree in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, or Economics (required).Graduate degree or relevant credential (e.g., FRM, CFA) (preferred).Prior experience (internship or work study) in valuation, corporate finance or accounting environment (preferred).Proficient in Microsoft Office Suite, specifically Excel, PowerPoint and Word (required).Familiarity with VBA, Python, R or other programming language (preferred).Prior experience with Capital IQ, FactSet, SNL, or Bloomberg (preferred).Excellent verbal and written communication skills.Superior analytical skills with the ability to deconstruct complex issues.Intermediate or higher knowledge of spreadsheets and computer adaptability.Ability to analyze and organize high volumes of data.Solid organizational skills with the ability to meet project deadlines with a focus on details.Ability to successfully multi-task while working independently or within a group environment.Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.Ability to successfully interact with professionals at all levels.Additional Information
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
Benefits
BDO offers flexibility, career advancement opportunities, and a culture that values meaningful connections. Employees participate in an Employee Stock Ownership Plan (ESOP) and receive comprehensive total rewards. For more details, visit the BDO benefits page.
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M / F / Veteran / Disability.
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