BranchFactor Summary

The original posting with the fluff stripped out

Compensation

No salary listed for this role.

Role speciality

Business ValuationFinancial Instrument Valuation

Useful technologies

BloombergCapital IQExcelMicrosoft OfficePythonThomson ReutersWord

Required qualifications

Field of studyApplied Mathematics, Economics, Finance, Quantitative Finance

Study levelBachelor's or higher

Preferred qualifications

CertificationsCfa

Original posting

Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions.
Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes
Strong understanding of DCF, binomial, and option pricing modelling techniques.
Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method.
Perform market, industry, and economic research and analyses
Review and summarize financial, corporate, and legal agreements and other documents
Write narrative valuation reports and memorandums
Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate
Maintain active communication with supervisors throughout engagements and begin to develop client relationships

Requirements

Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus.
Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg).
3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm.
Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc.
Experience working with Capital IQ.
Highly Proficient in Microsoft Office, especially Excel and Word
Good understanding of the accounting standards related to financial instruments and valuations is a plus.
Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment
Excellent written, interpersonal, and presentation skills
Python programming/coding is a plus