BDO · 20 hours ago
Experienced Associate, Complex Securities Valuation
90 Woodbridge Center Dr., Woodbridge, NJ, 07095, US
Full-time
Onsite
Entry, Mid Level
$87K/yr - $100K/yr
1+ years expBDO is a leading accounting and advisory firm dedicated to helping clients thrive. The Experienced Associate in Complex Securities Valuation will assist in the analysis and resolution of client matters, delivering valuation and appraisal engagements while supporting business development activities.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
Assists with the delivery of projects related to the valuation of illiquid and complex securities, hard-to-value assets, financial derivatives (including over-the-counter derivatives), and structured products
Constructs financial models used in the valuation of complex financial instruments for financial reporting, tax and regulatory compliance, transaction support, and corporate strategy
Uses mathematical and statistical financial models for valuations of multiple asset classes including complex securities, options, derivatives, and credit instruments, including but not limited to, Monte Carlo simulations and Lattice Models
May aid in the delivery of services related to hedge advisory, strategic assessment, model validation, economic studies, and other advisory projects
Prepares necessary exhibits and memos in illustration of complex issues
Composes narrative reports in support of valuation analyses
Documents and maintains all appropriate aspects of work product
Ensures quality controls are adhered in association with all work products
Participates in internal and external client meetings
Performs related company, industry, and economic research
Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables
Other duties as required
Qualification
Required
Bachelor's degree, required; focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, or Economics, preferred
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
Ability for intermittent travel within the US and internationally, required
Preferred
Graduate degree or relevant credential (e.g., FRM, CFA), preferred
One (1) or more years of experience within an accounting firm, independent advisory firm, bank or other financial services firm, preferred
Experience with valuation of complex financial instruments (complex securities) or derivatives, preferred
Prior experience in financial reporting valuation and appraisal review, preferred
Experience in business valuation and intangible assets, preferred
CFA, FRM, CPA, AM, ASA or other valuation industry credentials, preferred
Prior experience with Capital IQ, FactSet, SNL, or Bloomberg, preferred
Prior experience with Intex, Moody's Analytics, Crystal Ball, R, Python and other industry software, preferred
Proficiency in one of the following statistical software packages: Matlab, Stata, Octave, Mathematica, etc., preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
Recent News
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