Complex Financial Instruments Senior Associate

Grant Thornton • Boston, MA

13h

About The Position

As a CFI Senior Associate, you’ll assist clients by applying traditional and cutting-edge valuation approaches and methods to a variety of analyses – all with the resources, environment, and support to help you excel. You will perform valuations of financial instruments such as equity instruments in complex capital structures, options, warrants, redeemable debt, convertible debt and embedded derivatives, and contingent claims, such as earnouts and contingent considerations, utilizing statistical and financial concepts such as Black-Scholes model, Monte Carlo simulation, and binomial lattice model. Your day-to-day may include: Perform valuation analysis and modeling Utilize advanced statistical and financial concepts inbuilding models including Monte Carlo simulation, binomial lattice model, and real options Oversee and perform data- and document-intensive financial analysis and modeling/projections, economic and statistical analysis, valuation analysis, and industry research Oversee and perform research to establish positions on valuation matters, document management, referencing from source documents to analysis, and file preparation Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively Maintain active communication with engagement team regarding interim and final deadline, percent of completion, etc. Other duties as assigned

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Financial Engineering, Mathematics, or related quantitative discipline required
• Minimum 2 years of related work experience in a similar consulting practice or function servicing cross industry clients at a national level with experience in business valuation and financial instruments required
• Superior knowledge of Microsoft Excel required
• Highly analytical with expertise in financial analysis and modeling, econometrics, statistics, and regression analysis
• Accounting, finance, financial engineering, and economics knowledge; proficiency in US GAAP or IFRS preferred
• Can travel as needed. Expected travel is up to 15% per year

Nice To Haves

• Progression towards certification/license such as CFA or other quantitatively intensive certification and valuation credentials such as CVA, ABV preferred
• Visual Basic for Applications (VBA), Stata, C++, R, R Studio, Python with Numpy, Pandas, and/or MATLAB experience preferred

Responsibilities

• Perform valuation analysis and modeling
• Utilize advanced statistical and financial concepts inbuilding models including Monte Carlo simulation, binomial lattice model, and real options
• Oversee and perform data- and document-intensive financial analysis and modeling/projections, economic and statistical analysis, valuation analysis, and industry research
• Oversee and perform research to establish positions on valuation matters, document management, referencing from source documents to analysis, and file preparation
• Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively
• Maintain active communication with engagement team regarding interim and final deadline, percent of completion, etc.
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees