Complex Financial Instruments Consulting Associate - Fall 2027
Core
Perform business valuation and financial advisory engagements focusing on complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, and private debt.
Role type
Associate, Complex Financial Instruments Valuation Services
Builds
Valuation reports and financial models for clients undergoing mergers, acquisitions, venture financing, IPOs, and strategic planning.
Domain
Financial Services / Valuation / Derivatives
Required skills
Financial modeling, MS Excel, Technical reporting, Financial analysis, Valuation methodologies (DCF, market-based, option pricing), Data organization
Preferred skills
Monte Carlo programming (@risk, Crystal Ball), Lattice models, Coding (MatLab, R), Bloomberg, Intex, Project management, Staff leadership
Technologies
MS Office, MS Excel, @risk, Crystal Ball, MatLab, R, Bloomberg, Intex
Responsibilities
Prepare detailed financial models, compose technical reports, analyze financial statements, interface with client management, gather and organize data, identify issues and propose solutions.
Seniority
Associate, Entry-level
