Overview
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 memorandum
Full job description
Full Job Description
- 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.
This job description is not an exhaustive list of all responsibilities, and duties may change
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