Senior, Complex Securities Valuation

Job Description

Job Summary:

The Senior Associate, Valuation & Capital Markets Analytics - Complex Financial Instruments is responsible for working within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from management members. This role is charged with execution and delivery of challenging valuation and appraisal engagements by participating in all aspects of the project from initial proposal preparation through marketing and concluding with the presentation of final analyses. In addition, this role will be charged with assisting with business development activities and appraisal reviews.

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

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree, 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

Experience:

• 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

License/Certifications:

• CFA, FRM, CPA, AM, ASA or other valuation industry credentials, preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
• 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

Other Knowledge, Skills & Abilities:

• 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

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.

National Range: $85,000 - $100,000
Maryland Range: $85,000 - $100,000
NYC/Long Island/Westchester Range: $85,000 - $100,000

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* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

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:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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