Onsite Valuation Services Manager – Complex Financial Instruments

Posted 6 days ago

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About the role

  • Valuation Services Manager at RSM with a focus on complex financial instruments. Overseeing business valuation and financial advisory engagements for clients.

Responsibilities

  • Serve as a key member of RSM Valuation Services Consulting team
  • Perform multiple business valuation and financial advisory engagements simultaneously
  • Focus on valuations of complex financial instruments and derivatives
  • Support clients with mergers, acquisitions; venture financing and public offerings (IPOs);
  • taxation planning and compliance; financial reporting; and strategic planning
  • Work closely with the practice leader in key business development initiatives

Requirements

  • Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study)
  • CFA/FRM/MBA or other Master’s a plus
  • 5-10 years of relevant experience, including financial analysis, modeling and valuation experience
  • Proficiency in Monte Carlo programs required (@risk, Crystal Ball)
  • Lattice model required
  • coding preferred (MatLab, R, Python, VBA, etc.)
  • Ability to prepare detailed financial models in MS Excel and compose technical reports
  • Excellent verbal and written communication skills
  • Ability to work independently in an entrepreneurial work environment
  • Ability to travel as needed or requested

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Discretionary bonuses

Job title

Valuation Services Manager – Complex Financial Instruments

Job type

Experience level

Mid levelSenior

Salary

$112,100 - $225,500 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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