Valuation Senior Associate - Financial Services Assurance AM&I (Asset Management)
Core
Assisting in reviewing valuations of businesses, tangible and intangible assets, and financial instruments including equity, debt securities, derivatives, and options for financial reporting purposes.
Role type
Senior Associate, Financial Services Assurance (Valuation)
Builds
Statutory audit assignments for Asset & Wealth Management clients
Domain
Financial Services / Asset Management / Audit
Required skills
Business valuation, Private market investments (PE, VC, Private Credit), Financial modeling (DCF, OPM, Market Multiples), Excel, Financial databases (Bloomberg, Refinitiv, S&P Capital IQ), Accounting standards compliance
Preferred skills
Professional services experience, AI fluency (prompt engineering, agentic tools), Mentoring junior staff
Technologies
Excel, Bloomberg, Refinitiv Workspace, S&P Capital IQ, Claude Code
Responsibilities
Review valuations of financial instruments and private market investments, Support preparation and analysis of financial models, Collaborate with Managers on client deliverables, Mentor junior team members, Assist in ad hoc project work
Seniority
Senior, hands-on IC
