CareerPlan

Valuations Financial Instruments, Senior Manager

Toronto, CAFull-time$112k2026-10-14 → 2026-11-11
No visa sponsorship

Core

Provide valuation of complex financial instruments including debentures with embedded derivatives, options, structure products, and private credits for clients in M&A, divestitures, and restructuring.

Role type

Senior Manager, Valuation Specialist (Financial Instruments)

Builds

High-quality valuation reports and strategic advice for business deals

Domain

Financial Services / Capital Markets / Derivatives

Required skills

Valuation of financial instruments, Capital markets knowledge, Mathematical modeling, Market research, Team leadership, Client relationship management

Preferred skills

CFA/FRM/PRM designation, Leveraged finance experience, Python/R/SQL programming

Technologies

Python, R, Visual Basic, SQL

Responsibilities

Provide valuation of financial instruments such as debentures with embedded derivatives, options, structure products, contingent considerations, management equity plans, commodity contracts, private credits, venture capitals; Manage multiple client engagements concurrently; Conduct in-depth market research on valuation methodologies; Contribute to pursuit teams and proposal development; Lead Valuations teams and coach staff; Establish credibility with clients by demonstrating subject matter expertise

Seniority

Senior Manager, hands-on IC with team leadership