Complex Financial Instruments Consulting Associate

About the Role

The Complex Financial Instrument (CFI) Valuation Services Associate serves as a key member of RSM Valuation Services Consulting team, taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously.

Key Responsibilities

• Performing multiple business valuation and financial advisory engagements.
• Exposure to financial analysis, business and financial modeling and forecasting.
• Valuations focusing on complex financial instruments and derivatives, including:
• Convertible instruments
• Embedded derivatives
• Earn-outs
• Interest rate derivatives
• Common and preferred stock and other securities
• Private debt instruments
• Options, warrants, and other derivative products.
• Providing services to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning.
• Supporting assurance and tax clients pursuant to their valuation needs.

Requirements & Tech Stack

• Proficiency in MS Office
• Ability to prepare detailed financial models in MS Excel
• Ability to compose technical reports
• Excellent verbal and written communication skills
• Ability to work independently in an entrepreneurial work environment
• Ability to travel as needed or requested

Qualifications

• Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred.
• MBA or other Master's a plus.
• Preferred: Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, Intex.
• Preferred: Experience working on the valuation team of a global public accounting (Big 4) or consulting firm or similar industry experience.
• Preferred: Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions.
• Preferred: Considerable experience with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas:
• Discounted cash flow
• Market-based approaches
• Option pricing models
• Monte Carlo and binomial models
• Derivatives
• Preferred: Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent.