Note: The job is a remote job and is open to candidates in USA. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. The Senior Associate, Complex Securities Valuation supports valuation and appraisal engagements involving illiquid and complex securities, derivatives, structured products, and other financial instruments. The role develops financial models, prepares analyses and reports, supports client meetings and business development, and guides peers and staff.
Responsibilities
- 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
Skills
- Bachelor's degree, required
- Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
- Superior verbal and written communication skills
- Superior analytical and research skills
- Solid organizational skills
- 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
- Capacity to build and maintain strong relationships with internal and client personnel
- Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
- Executive presence and ability to act as primary contact on assigned engagements
- Ability to successfully interact with professionals at all levels
- Ability for intermittent travel within the US and internationally required
- Focus in Accounting, Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics or Economics, preferred
- Graduate Degree or relevant credential (e.g., FRM, CFA), preferred
- Two (2) or more years of experience within an accounting firm, independent advisory firm, bank or other financial services firm, preferred
- Experience with valuation of complex financial instruments (complex securities) or derivatives, preferred
- Prior experience in financial reporting valuation and appraisal review, preferred
- Experience in business valuation and intangible assets, preferred
- CFA, FRM, CPA, AM, ASA or other valuation industry credentials, preferred
- Prior experience with Capital IQ, FactSet, SNL, or Bloomberg, preferred
- Prior experience with Intex, Moody's Analytics, Crystal Ball, R, Python and other industry software, preferred
- Proficiency in one of the following statistical software packages: Matlab, Stata, Octave, Mathematica, etc., preferred
Benefits
- Employee Stock Ownership Plan (ESOP), offering participants a stake in the firm’s success through beneficial ownership
- Qualified retirement plan
Company Overview
Company H1B Sponsorship