Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate

PwC; San Francisco (CA); On-site; USD 77,000 - 202,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Holiday pay

Vacation leave

Personal and family sick leave

Job summary

PwC in San Francisco seeks a Deals Valuation - Financial Analytics & Derivatives Senior Associate to value derivatives and other instruments, assess deal risks, and support mergers and acquisitions. You will manage valuation workstreams, develop models, and present insights to clients and deal teams.

You'll leverage Bloomberg, MATLAB, Python, VBA, and Alteryx to source data, run simulations, and automate calculations, while mentoring junior staff and ensuring high professional standards on

Qualifications

• Bachelor’s degree required
• At least 3 years of experience
• Strong quantitative and financial analysis skills
• Experience with derivatives valuation

Responsibilities

• Develop quantitative models to value derivatives and other instruments
• Apply option pricing and Monte Carlo methods to assess structures and risks
• Analyze balance sheets and cash flows to assess values in M&A
• Evaluate fair value measurements and purchase price allocations
• Test model inputs via sensitivity analysis and market data comparisons
• Use Bloomberg, MATLAB, Python, VBA, and Alteryx to source data and automate calculations
• Present valuation findings to clients and deal teams and explain implications
• Manage valuation workstreams and coordinate stakeholder feedback

Skills

Quantitative modeling

Derivatives valuation

Client communication

Mentoring juniors

Education

Bachelor’s degree

Master’s degree (Quant Finance)

Tools

Bloomberg Terminal

MATLAB

Python

VBA

Alteryx

Job description

Industry/Sector

Not applicable

Specialism

Valuation

Management Level

Senior Associate

Job Description & Summary

The Opportunity

As a Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate, you will help clients evaluate financial transactions within our Advisory practice, applying financial analytics to value derivatives and other financial instruments, assess deal risks, and inform decisions about mergers, acquisitions, and divestitures.

As a Senior Associate, you will manage assigned valuation workstreams, analyze complex questions, develop connections with clients, and guide junior colleagues as you anticipate the needs of your team. In this role at PwC, you will turn valuation analysis into clear insights that help clients understand the worth and potential risks of a transaction. You will draw on valuation methods and technology resources, consider the broader business context, and review deliverables while maintaining professional and technical standards. When a transaction presents ambiguity, you will ask questions, interpret feedback, and work with colleagues to determine a path forward. This role offers opportunities to deepen your technical skills and develop your approach to mentoring others through varied client engagements.

Responsibilities

• Developing quantitative models to value derivatives, options, swaps, convertible bonds, fixed income securities, and commodity instruments for transaction and financial reporting decisions

• Applying option pricing, Monte Carlo simulation, and financial engineering techniques to assess complex deal structures, market assumptions, and valuation risks

• Analyzing balance sheets, cash flows, cost of capital, peer groups, and industry trends to assess business, equity, and asset values in mergers and acquisitions

• Evaluating fair value measurements, purchase price allocations, goodwill impairment, and legal entity valuations using financial statement models and documented valuation methods

• Testing model inputs and outputs through sensitivity analysis, market data comparisons, and mark-to-market reviews, documenting limitations and questions for further investigation

• Using Bloomberg Terminal, MATLAB, Python, VBA, and Alteryx to source market data, automate calculations, and review outputs from AI-assisted valuation workflows

• Presenting valuation findings to clients and deal teams, explaining key assumptions, transaction implications, and potential effects on value creation and capital allocation

• Managing assigned valuation workstreams, coordinating schedules and budgets, reviewing junior colleagues’ work, and incorporating stakeholder feedback into deliverables for complex transactions

What You Must Have

• At least a Bachelor’s degree

• At least 3 years of experience

What Sets You Apart

• Preference for a Master’s degree in Quantitative Finance or similar

• Valuing derivatives, swaps, and convertible bonds using option pricing and Monte Carlo simulation for transaction analyses

• Building financial and cash flow models to assess deal structures, capital allocation, and business value

• Applying market data analysis and sensitivity testing to validate valuation models for complex financial instruments

• Leveraging Bloomberg Terminal, MATLAB, Python, or VBA to streamline quantitative analysis and review modeling outputs

• Assessing fair value measurements and purchase price allocations for financial reporting in acquisitions

• Presenting valuation findings to clients while guiding junior colleagues through analysis and incorporating stakeholder feedback

Travel Requirements

Up to 40%

Job Posting End Date

The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual’s skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

As PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Learn more about how we work: https://pwc.to/how-we-work

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.