Senior Associate, Complex Securities Valuation

BDO USA; United States; On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA is seeking a Senior Associate in Valuation & Capital Markets Analytics focusing on Complex Financial Instruments. You will work in a team to analyze client matters, develop models, and deliver final analyses from proposal to presentation.

Responsibilities include valuing illiquid assets, derivatives, and structured products; building Monte Carlo and lattice models; supporting business development and reviews; and preparing exhibits and narrative reports.

Qualifications

• Bachelor's degree required in a related field.
• Graduate credentials (FRM, CFA) preferred.
• Experience with valuation of complex instruments or derivatives preferred.
• Experience in financial reporting valuation and appraisal review preferred.

Responsibilities

• Assist in delivering projects related to valuation of complex securities and derivatives.
• Build financial models for valuation, reporting and regulatory uses.
• Apply Monte Carlo simulations and lattice models to asset classes.
• Prepare exhibits and memos explaining complex issues.
• Develop narrative reports supporting valuation analyses.

Skills

Valuation analytics

Financial modeling

Statistical methods

Communication

Project management

Education

Bachelor's degree

Graduate degree or credentials (FRM, CFA)

Tools

Microsoft Office (Excel, PowerPoint, Word)

Capital IQ

FactSet

SNL

Bloomberg

Intex

Moody’s Analytics

Crystal Ball

R

Python

Matlab

Job description

Senior Associate, Valuation & Capital Markets Analytics - Complex Financial Instruments

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

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: $90,000 - $110,000

Maryland Range: $90,000 - $110,000

NYC/Long Island/Westchester Range: $90,000 - $110,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"