Valuation & Complex Instruments Associate — Advanced Modeling

BDO USA; Walnut Creek (CA); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

ESOP program

Job summary

BDO USA seeks a Valuation & Capital Market Analysis Associate – Complex Financial Instruments to join our team in California. You will support valuation modeling, industry research, and financial statement analysis under supervision of experienced staff and management.

This role involves client interaction, data analysis, and producing narrative reports and exhibits. Ideal candidates hold a finance-related degree, with extra credentials (e.g., FRM, CFA) preferred; practical experience in

Qualifications

• Bachelor’s degree in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, or Economics.
• Graduate degree or relevant credential (e.g., FRM, CFA), preferred.
• Prior internship or work-study in valuation, corporate finance or accounting environment, preferred.
• Proficient in Microsoft Office Suite, Excel, PowerPoint and Word, required.

Responsibilities

• Assists with the delivery of projects related to the valuation of illiquid and complex securities, hard-to-value assets, financial 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 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 exhibits and memos illustrating complex issues; composes narrative reports in support of valuation analyses
• Documents and maintains all aspects of work product; ensures quality controls
• Participates in internal and external client meetings; performs related research
• Assists and guides peers in project planning and timelines; handles multiple projects"],
• CoT_job_summary_short
• COMPANY NAME: BDO USAKEY POINTS: Valuation modeling, complex financial instruments, CA location

Skills

Communication

Analytical skills

Data analysis

Organizational skills

Team collaboration

Education

Bachelor's degree in Finance/Mathematics/Economics

Graduate degree or credentials (FRM/CFA)

Tools

Microsoft Excel

PowerPoint

Word

VBA

Python

R

Capital IQ

FactSet

SNL

Bloomberg

Job description

BDO USA seeks a Valuation & Capital Market Analysis Associate – Complex Financial Instruments to join our team in California. You will support valuation modeling, industry research, and financial statement analysis under supervision of experienced staff and management.

This role involves client interaction, data analysis, and producing narrative reports and exhibits. Ideal candidates hold a finance-related degree, with extra credentials (e.g., FRM, CFA) preferred; practical experience in