Valuation of Complex Securities Associate

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

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA hires an Asset Valuation & Capital Market Analysis Associate to join a team dedicated to modeling illiquid and complex securities, derivatives, and structured products for financial reporting and advisory work. You will collaborate with experienced staff to deliver rigorous analyses and client-ready insights.

The role focuses on building valuation models, performing industry and client research, and producing exhibits and narrative reports that clearly communicate conclusions, while

Qualifications

• Bachelor’s degree in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, or Economics, required
• Graduate degree or relevant credential (e.g., FRM, CFA), preferred

Responsibilities

• Assists with the delivery of projects related to valuation of illiquid and complex securities, hard-to-value assets, derivatives, and structured products
• Constructs financial models used in valuation for reporting, tax and regulatory, transaction support, and strategy
• Uses mathematical and statistical models for valuations across asset classes including Monte Carlo simulations and lattice models
• Prepares exhibits and memos illustrating complex issues and composes narrative reports supporting analyses
• Documents and maintains all relevant work product and ensures quality controls

Skills

Analytical thinking

Data analysis

Communication skills

Time management

Team collaboration

Education

Bachelor's degree in Finance/Financial Engineering/Actuarial Science/Risk Management/Mathematics/Economics

FRM/CFA or equivalent credential (preferred)

Tools

Excel

PowerPoint

Word

VBA

Python

R

Capital IQ

FactSet

SNL

Bloomberg

Job description

BDO USA hires an Asset Valuation & Capital Market Analysis Associate to join a team dedicated to modeling illiquid and complex securities, derivatives, and structured products for financial reporting and advisory work. You will collaborate with experienced staff to deliver rigorous analyses and client-ready insights.

The role focuses on building valuation models, performing industry and client research, and producing exhibits and narrative reports that clearly communicate conclusions, while