Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions.
•
Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes
•
Strong understanding of DCF, binomial, and option pricing modelling techniques.
•
Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method.
•
Perform market, industry, and economic research and analyses
•
Review and summarize financial, corporate, and legal agreements and other documents
•
Write narrative valuation reports and memorandums
•
Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate
•
Maintain active communication with supervisors throughout engagements and begin to develop client relationships
Requirements
•
Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus.
•
Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg).
•
3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm.
•
Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc.
•
Experience working with Capital IQ.
•
Highly Proficient in Microsoft Office, especially Excel and Word
•
Good understanding of the accounting standards related to financial instruments and valuations is a plus.
•
Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment
•
Excellent written, interpersonal, and presentation skills
•
Python programming/coding is a plus
•
Individuals on the path to obtaining the CFA qualification is a plus.
Legal
This job description is not an exhaustive list of all responsibilities, and duties may change