Complex Financial Instruments Consulting Associate - Fall 2027

RSM•McLean, VA

7d•Hybrid

About The Position

The Complex Financial Instruments Valuation Services Associate is a key member of RSM’s Valuation Services Consulting team and performs multiple business valuation and financial advisory engagements simultaneously. The role provides exposure to financial analysis, business and financial modeling and forecasting, and valuation of complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock, private debt instruments, options, warrants, and other securities and derivative products. The services support clients’ mergers and acquisitions, venture financing and public offerings, taxation planning and compliance, financial reporting, and strategic planning. The team also supports assurance and tax clients with valuation needs. The position may require travel as needed or requested. Most RSM roles follow a hybrid workstyle, with team members aligned to an RSM office and meeting in person when it best supports clients, teams, development, or relationship-building; some roles may be virtual or primarily on-site based on role and team needs.

Requirements

Bachelor’s degree in a quantitative field such as mathematics, financial mathematics, quantitative finance, or a related area of study is preferred; an MBA or other master’s degree is a plus.
Proficiency in Microsoft Office.
Ability to prepare detailed financial models in Microsoft Excel and 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.

Nice To Haves

Experience with Monte Carlo programs such as @RISK or Crystal Ball, lattice models, coding tools such as MATLAB or R, Bloomberg, or Intex.
Experience on the valuation team of a global public accounting firm (Big Four) or consulting firm, or similar industry experience.
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.
Considerable experience with valuation techniques and methodologies, including discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, and derivatives.
Strong project management skills, including the ability to manage staff on projects of varying sizes, and a passion for developing and retaining talent.

Responsibilities

Perform multiple business valuation and financial advisory engagements simultaneously.
Prepare financial analyses, business and financial models, forecasts, valuations, and technical reports related to complex financial instruments and derivatives.
Support valuation needs associated with mergers and acquisitions, venture financing and public offerings, taxation planning and compliance, financial reporting, and strategic planning.
Support assurance and tax clients with valuation needs.
Interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues, and propose solutions.
Manage project work and staff on projects of varying sizes, and support the development and retention of talent.
Travel as needed or requested.