Hybrid Senior Associate – Valuation Services, Complex Financial Instruments

Posted 6 days ago

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About the role

  • Valuation Services Senior Associate focusing on complex financial instruments in RSM's multi-disciplinary valuation services practice. Handling financial analysis, modeling, and business valuations across various sectors.

Responsibilities

  • serves as a key member of RSM Valuation Services Consulting team
  • performing multiple business valuation and financial advisory engagements simultaneously
  • supporting the valuations of client portfolios in accordance with GAAP fair value requirements
  • opportunity to work in multiple areas in RSM’s multi-disciplinary valuation services practice
  • supports valuations focusing on fixed income, securitized products and derivatives
  • provides deep dives, variance resolutions, and other over-the-counter derivatives related to these products in accordance with Audit and PCAOB standards
  • focus on the Investment Pricing service valuations as volume permits
  • additional time focused on exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives

Requirements

  • Bachelor's Degree in a Finance or Quantitative Field preferred, or related area of study preferred
  • CFA/MBA or other Master’s a plus
  • 2 - 5 years of relevant experience, including financial analysis, modeling and valuation experience
  • Proficiency in MS Office
  • Mentor, coach and train staff
  • Ability to prepare detailed financial models in MS Excel and compose technical reports
  • Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. preferred
  • Excellent verbal and written communication skills
  • Ability to work independently in an entrepreneurial work environment
  • Ability to travel as needed or requested

Benefits

  • flexibility in your schedule
  • empowering you to balance life’s demands and maintain your ability to serve clients

Job title

Senior Associate – Valuation Services, Complex Financial Instruments

Job type

Experience level

Senior

Salary

$85,100 - $161,700 per year

Degree requirement

Bachelor's Degree

Location requirements

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