Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate

PwC•San Francisco, CA

1d•$77,000 - $202,000

About The Position

As a Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate, you will help clients evaluate financial transactions within PwC’s Advisory practice. You will apply financial analytics to value derivatives and other financial instruments, assess deal risks, and inform decisions about mergers, acquisitions, and divestitures. You will manage assigned valuation workstreams, analyze complex questions, develop connections with clients, and guide junior colleagues. You will turn valuation analysis into clear insights that help clients understand transaction value and potential risks. The role involves using valuation methods and technology resources, considering broader business context, reviewing deliverables, and maintaining professional and technical standards. When transactions present ambiguity, you will ask questions, interpret feedback, and work with colleagues to determine a path forward. The position offers opportunities to deepen technical skills and develop mentoring capabilities through varied client engagements.

Requirements

At least a Bachelor's degree.
At least 3 years of experience.

Nice To Haves

Preference for a Master's degree in Quantitative Finance or similar.
Experience valuing derivatives, swaps, and convertible bonds using option pricing and Monte Carlo simulation for transaction analyses.
Experience building financial and cash flow models to assess deal structures, capital allocation, and business value.
Experience applying market data analysis and sensitivity testing to validate valuation models for complex financial instruments.
Experience leveraging Bloomberg Terminal, MATLAB, Python, or VBA to streamline quantitative analysis and review modeling outputs.
Experience assessing fair value measurements and purchase price allocations for financial reporting in acquisitions.
Experience presenting valuation findings to clients while guiding junior colleagues through analysis and incorporating stakeholder feedback.

Responsibilities

Develop quantitative models to value derivatives, options, swaps, convertible bonds, fixed income securities, and commodity instruments for transaction and financial reporting decisions.
Apply option pricing, Monte Carlo simulation, and financial engineering techniques to assess complex deal structures, market assumptions, and valuation risks.
Analyze balance sheets, cash flows, cost of capital, peer groups, and industry trends to assess business, equity, and asset values in mergers and acquisitions.
Evaluate fair value measurements, purchase price allocations, goodwill impairment, and legal entity valuations using financial statement models and documented valuation methods.
Test model inputs and outputs through sensitivity analysis, market data comparisons, and mark-to-market reviews; document limitations and questions for further investigation.
Use Bloomberg Terminal, MATLAB, Python, VBA, and Alteryx to source market data, automate calculations, and review outputs from AI-assisted valuation workflows.
Present valuation findings to clients and deal teams, explaining key assumptions, transaction implications, and potential effects on value creation and capital allocation.
Manage assigned valuation workstreams, coordinate schedules and budgets, review junior colleagues’ work, and incorporate stakeholder feedback into deliverables for complex transactions.