Apply on Employer Site

PwC · 3 days ago

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

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

$77K/yr - $202K/yr

1+ years exp

PwC is a professional services firm focused on providing strategic advice and support in areas such as mergers and acquisitions. The Senior Associate in Deals Valuation will provide analysis and valuation services for financial transactions, helping clients make informed decisions by assessing the worth and potential risks of various deals.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

Respond effectively to the diverse perspectives, needs, and feelings of others

Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems

Use critical thinking to break down complex concepts

Understand the broader objectives of your project or role and how your work fits into the overall strategy

Develop a deeper understanding of the business context and how it is changing

Use reflection to develop self awareness, enhance strengths and address development areas

Interpret data to inform insights and recommendations

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements

Prioritizing and handling multiple tasks in a demanding deal-oriented environment

Leading work streams and participating in client projects, understanding a client's business and technology in order to identify, pursue, and ultimately obtain additional consulting opportunities

Conducting independent research to gain an understanding of complex valuation issues, translating and communicating technical concepts in a manner that is understandable to clients and staff

Performing quantitative and qualitative Valuation-related analyses and modelling, utilizing Excel VBA and/or Matlab, as well as Bloomberg or Fincad

Identifying and addressing client needs, including the following: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues

Writing and presenting cogently for industry audiences and clients, including journal articles, practice methodologies and tools, and the writing and presentation of whitepapers

Creating a positive environment, monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members, including providing candid, meaningful feedback in a timely manner, and keeping leadership informed of progress; and

Willingness to travel, as client assignments require it

Qualification

Valuation modelsFinancial modellingDerivatives valuationRisk managementExcel VBAMatlabBloombergFincadClient communicationResearch skillsCritical thinkingTeam leadership

Required

Bachelor's Degree

1-3 year(s) of experience

Engineering and Business, Financial Mathematics, Mathematical Economics, Quantitative Finance as required fields of study

Respond effectively to the diverse perspectives, needs, and feelings of others

Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems

Use critical thinking to break down complex concepts

Understand the broader objectives of your project or role and how your work fits into the overall strategy

Develop a deeper understanding of the business context and how it is changing

Use reflection to develop self awareness, enhance strengths and address development areas

Interpret data to inform insights and recommendations

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements

Preferred

Master Degree

Demonstrates thorough knowledge and proven success in roles leading work streams within and participating in Valuation teams within a professional services firm that emphasizes the following areas: Developing valuation models using option pricing theory, Monte Carlo simulation, binomial trees, contingent claims analysis, and other financial engineering techniques, especially as it applies to valuing financial instruments (i.e. fixed income securities, swaps, exotic options, convertible bonds, commodity derivatives, and other securities)

Leading work streams within and participating in client-facing project teams and engagements that focus on financial modelling, derivatives, securities valuation, risk management - identifying key assumptions and understanding the impact of various inputs into valuation models, deriving creative solutions that involve collecting and analyzing market data used in the valuation, analyzing third party valuations, challenging assumptions, and performing sensitivity analyses

Preparing memoranda and/or reports that communicate findings and recommendations to our clients concisely and effectively

Demonstrates thorough abilities and proven success in roles, preferably within a professional services firm, involving the following areas related to the direction of Valuation engagement teams: Prioritizing and handling multiple tasks in a demanding deal-oriented environment

Leading work streams and participating in client projects, understanding a client's business and technology in order to identify, pursue, and ultimately obtain additional consulting opportunities

Conducting independent research to gain an understanding of complex valuation issues, translating and communicating technical concepts in a manner that is understandable to clients and staff

Performing quantitative and qualitative Valuation-related analyses and modelling, utilizing Excel VBA and/or Matlab, as well as Bloomberg or Fincad

Writing and presenting cogently for industry audiences and clients, including journal articles, practice methodologies and tools, and the writing and presentation of whitepapers

Willingness to travel, as client assignments require it