Valuation Services Senior Associate focusing on complex financial instruments in RSM's multi-disciplinary valuation services practice. Handling financial analysis, modeling, and business valuations across various sectors.
Responsibilities
serves as a key member of RSM Valuation Services Consulting team
performing multiple business valuation and financial advisory engagements simultaneously
supporting the valuations of client portfolios in accordance with GAAP fair value requirements
opportunity to work in multiple areas in RSM’s multi-disciplinary valuation services practice
supports valuations focusing on fixed income, securitized products and derivatives
provides deep dives, variance resolutions, and other over-the-counter derivatives related to these products in accordance with Audit and PCAOB standards
focus on the Investment Pricing service valuations as volume permits
additional time focused on exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives
Requirements
Bachelor's Degree in a Finance or Quantitative Field preferred, or related area of study preferred
CFA/MBA or other Master’s a plus
2 - 5 years of relevant experience, including financial analysis, modeling and valuation experience
Proficiency in MS Office
Mentor, coach and train staff
Ability to prepare detailed financial models in MS Excel and compose technical reports
Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. preferred
Excellent verbal and written communication skills
Ability to work independently in an entrepreneurial work environment
Ability to travel as needed or requested
Benefits
flexibility in your schedule
empowering you to balance life’s demands and maintain your ability to serve clients
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