Advisory Associate

About the Role

The Valuation & Capital Market Analysis Associate – Complex Financial Instruments is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of the Valuation & Capital Market Analysis group. In this role, the Associate will work within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members. The Associate will be involved in all stages of client management including construction of valuation modeling, completion of industry and client research, and analysis of financial statements.

Key Responsibilities

• 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 to 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.

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.

Requirements & Tech Stack

• Prior experience (internship or work study) in valuation, corporate finance, or accounting environment, preferred.
• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required.
• Familiarity with VBA, Python, R, or other programming language, preferred.
• Prior experience with Capital IQ, FactSet, SNL, or Bloomberg, preferred.
• Excellent verbal and written communication skills.
• Superior analytical skills with the ability to deconstruct complex issues.
• Intermediate or higher knowledge of spreadsheets and computer adaptability.
• Ability to analyze and organize high volumes of data.
• Solid organizational skills, especially the 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.
• Ability to successfully interact with professionals at all levels.