Valuations, Complex Financial Instruments Director

PricewaterhouseCoopers International; Toronto; On-site; CAD 120,000 - 160,000; Full time

Job summary

A leading company in financial services is seeking a Complex Financial Instrument Valuations Director to deliver high-quality client service and operational efficiency. The role involves providing analysis for mergers, acquisitions, and financial transactions while leading and mentoring a team to ensure the highest standard of service and expertise. The ideal candidate will possess advanced knowledge of financial instruments, a Master’s degree, and substantial experience in the field.

Benefits

Inclusive benefits

Competitive package

Flexible work environment

Qualifications

• Previous experience in valuations and risk management.
• Deep knowledge of private investments and capital markets.
• Proven experience leading diverse teams.

Responsibilities

• Provide valuation reports for M&A and financial reporting.
• Lead valuations teams and support technical knowledge sharing.
• Develop proposals addressing specific client requirements.

Skills

Valuation of complex financial instruments

Understanding of capital markets

Leadership

Project management

Client relationship management

Education

Master of Mathematical Finance

CFA, FRM, or PRM designation

Tools

Python

R

Visual Basic

SQL

Job description

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.

In deal valuation at PwC, you will focus on providing analysis and valuation services for mergers, acquisitions, and other financial transactions. You will help clients make informed decisions by assessing the worth and potential risks of various deals.

The ideal candidate for this role will have previous experience and deep knowledge of complex financial instruments combined with a keen understanding of capital markets and business acumen.

Meaningful work you’ll be part of

As a Complex Financial Instrument Valuations Director, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service, and operational efficiency. Responsibilities include but are not limited to:

• Provide valuation of complex financial instruments such as debentures with embedded derivatives, exotic options, structured products, contingent considerations, management equity plans, commodity contracts, private credits, venture capital. Prepare valuation reports in support of financial reporting, disputes, taxation, corporate planning, mergers and acquisitions (M&A), and corporate governance.
• Lead Valuations teams, coaching and supporting team development and sharing technical knowledge across the national and global PwC network.
• Establish credibility with existing clients by demonstrating subject matter expertise and knowledge.
• Contribute to pursuit teams and proposal development including innovative approaches and methodologies tailored to address specific client requirements.
• Lead business development efforts to grow and expand the practice.

Experiences and skills you’ll use to solve

• Completed Master of Mathematical Finance (or equivalent) and a strong academic background in a quantitative or finance discipline (Mathematics, Statistics, Finance, Financial Engineering, or other relevant postgraduate degrees).
• Successful completion of CFA, FRM, or PRM designation is an asset.
• Experience in valuations, leveraged finance, banking, risk management.
• In-depth understanding of mathematical models used for pricing complex financial instruments, deep knowledge of private investments and capital markets.
• Strong commitment to identifying and addressing client needs and building, maintaining, and utilizing client networks and community involvement.
• Proven ability to manage project workflows and deliver on time.
• Proactive, takes ownership of tasks and assignments, accepts responsibility for outcomes.
• Experience in preparing and/or coordinating complex written and verbal materials.
• Considerable experience as a team leader supervising diverse teams to create trust, encourage improvement and innovation, and coach staff including providing timely feedback.
• Experience with programming languages (e.g., Python, R, Visual Basic, SQL) is an asset.
• PwC Canada is committed to an inclusive, hybrid work environment. Exact expectations can be discussed with your interviewer.

Why you’ll love PwC

We’re inspiring and empowering our people to change the world. Powered by the latest technology, you’ll be part of diverse teams helping clients build trust and deliver outcomes. This meaningful work, and our development environment, will elevate your career. We reward impact and support wellbeing through a competitive package, inclusive benefits, and flexibility programs. Learn more at: https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work across Turtle Island, on lands of First Nations, Métis, and Inuit Peoples. We recognize systemic issues and commit to allyship and solidarity.

Our most valuable asset is our people. We’re committed to creating an equitable, inclusive community where everyone belongs. We understand that experience is diverse and building trust in society requires reflecting society’s mosaic.

We provide accommodations throughout the application and employment process. Please let us know if you require an accommodation.