Advisory Associate Valuation Capital Market Analysis Complex Financial Instruments Fall 2026 At[...]

Overview

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.

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 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

Supervisory Responsibilities

Qualifications, Knowledge, Skills and Abilities

Education

Experience

Software

Other Knowledge, Skills & Abilities

Compensation

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