1032 - Senior Manager, Complex Securities Valuation

About the position

In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Valuation. KPMG's valuation professionals provide clients robust and informed guidance on valuation matters across multiple sectors, deal stages and business needs. We determine fair (market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Our engagements include providing pre and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations, and recurring fund valuations. As a member of our diverse team, you will help high-profile clients understand, analyze, and respond to complex business opportunities and challenges. You have the opportunity to develop your career through a range of multifaceted engagements, formal training, as well as informal mentoring. At KPMG, we put our culture and values front and center. There is nothing more important than investing in our culture because it's an investment in our people, our future, in who we are, and what we stand for.

Responsibilities

• Oversee management of multiple engagements relating to the valuation, auditing and structuring of complex financial instruments, in the context of financial reporting, tax, as well as mergers and acquisitions
• Use advanced financial engineering, mathematical, econometric and statistical techniques, including Monte Carlo simulation and lattice models, to perform, manage and review valuations of complex financial instruments including contingent consideration, put/call deal structures, stock compensation, warrants, financial derivatives (equity, interest rate, FX, commodity, credit, inflation), embedded derivatives, debt, insurance contracts, convertible notes and other hybrid instruments
• Manage, present, document and support effectively complex securities valuations to various stakeholders, including superiors, clients, auditors and regulators
• Develop, review, validate, document and enhance models to be used by the complex securities practice to perform valuations
• Understand, research and stay-current with authoritative guidance and industry best practices in the context of valuations for financial reporting, tax, and litigation purposes; assist in the management and growth of the national complex securities team including recruiting, training, annual performance reviews and go-to-market initiatives
• Grow client business, including both non-audit and audit clients, that is sustainable and recurring, based on strong client and internal relationship networks, highly competent technical expertise, experience and professionalism

Requirements

• Minimum six years of recent experience in the valuation of complex financial instruments with experience in consulting preferred
• Bachelor's degree from an accredited college or university with a focus in financial engineering, computational finance, applied mathematics, statistical or equivalent quantitative discipline; Masters or higher degree is preferred
• Background with stochastic models used to value complex financial instruments within a risk-neutral framework
• Experience valuing financial instruments including fixed income securities, interest rate and equity derivatives; background with valuation software tools (Bloomberg, Fincad, Numerix, Matlab and Intex) preferred
• Possess programming skills (such as VBA, C++, R and Python) and excellent communication and presentation skills; strong technical aptitude, demonstrated quality service mindset, critical thinking skills and ability to navigate MS Office applications, including Excel, PowerPoint, Word and Outlook
• Completion of at least one approved complex security professional designation (including CVFI, CFA, FRM, CPA, PRM, ABV, FSA. FCAS, or equivalent)

Benefits

• Comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle
• Medical and dental plans
• Vision coverage
• Disability and life insurance
• 401(k) plans
• Robust suite of personal well-being benefits to support your mental health
• Personal Time Off per fiscal year
• Calendar of holidays to be observed during the year
• Two firmwide breaks each year where employees will not be required to use Personal Time Off