Complex Financial Instruments Consulting Associate - Fall 2027
About The Position
The Complex Financial Instrument (CFI) 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 offers exposure to financial analysis, business and financial modeling and forecasting, and valuation of complex financial instruments and derivatives. These include convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock, private debt instruments, options, warrants, and other derivative products. The work supports clients with mergers and acquisitions, venture financing and public offerings (IPOs), tax planning and compliance, financial reporting, and strategic planning. The team also supports assurance and tax clients with valuation needs. Most RSM roles follow a hybrid workstyle, with team members aligned to an RSM office and meeting in person when it supports clients, teams, development, or relationship-building; some roles may be virtual or primarily on-site based on role requirements, team priorities, and client needs.
Requirements
- Bachelor’s degree in a quantitative field such as mathematics, financial mathematics, quantitative finance, or a related area of study is listed as preferred; an MBA or other master’s degree is a plus.
- Proficiency in MS Office.
- Ability to prepare detailed financial models in MS 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 (Big 4) or consulting firm, or similar industry experience.
- 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 in a business valuation firm or practice, including discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, or 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.
- Conduct financial analysis, business and financial modeling, and forecasting.
- Value 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 derivative products.
- Support client needs related to mergers and acquisitions, venture financing and public offerings, tax planning and compliance, financial reporting, and strategic planning.
- Support assurance and tax clients with valuation needs.
- Prepare detailed financial models in MS Excel and compose technical reports.
- As applicable to preferred qualifications, manage staff on projects of varying sizes and support talent development and retention.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
