Experienced Manager, Complex Securities Valuation

Job Summary:

The Manager, Valuation & Capital Markets Analytics  – Complex Financial Instruments is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion.   This role is actively engaged in the management of valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Manager will be charged with assisting with business development activities and appraisal reviews. 

Job Duties:

• Manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, and other business purposes
• Oversees client engagement from beginning to end, including but not limited to, project set up and other administrative items, manages associates and senior associates, communications, and presentations with the client.    
• Works with mathematical and statistical financial models for valuations of multiple asset classes including complex securities, options, derivatives, and credit instruments, including, but are not limited to, Monte Carlo simulations and Lattice Models  
• Works with valuing structured products such as collateralized debt obligations including building cash flow waterfalls and experience with the use of industry data bases 
• Critically reviews model functionality, evaluates, and documents the methodology employed, assumptions used, and conclusions reached
• Ensures quality controls are adhered to in association with all work products 
• Participates in internal and external client meetings 
• Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables 
• Other duties as required

Supervisory Responsibilities:

• Supervises associates and senior associates, as needed

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree, required
• Focus in Accounting, Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, or Economics, preferred
• Master’s in Business Administration (MBA), Financial Engineering, Mathematics, Statistics, or other relevant field preferred

Experience:

• Five (5) or more years of experience within accounting firm, independent advisory firm, bank or other financial services firm, preferred
• Experience with valuation of complex financial instruments (complex securities) or derivatives, required
• Experience in financial reporting valuation and appraisal review, required
• Experience in business valuation and intangible assets, preferred

License/Certifications:

• CPA, CFA, AM, ASA or other valuation industry credentials, preferred 

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, required
• Prior experience with Capital IQ and Bloomberg, preferred
• Prior experience with Intex, Moody’s Analytics, Crystal Ball, R, Python, and other industry software, preferred

Other Knowledge, Skills & Abilities:

• Superior verbal and written communication skills
• Superior analytical and research skills 
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously 
• Capable of effectively managing a team of valuation professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel 
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Ability for intermittent travel within the US and internationally required

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range: $140,000 - $175,000
Colorado Range: $140,000 - $175,000
Illinois Range: $140,000 - $175,000
Maryland Range: $140,000 - $175,000
Minnesota Range: $140,000 - $175,000
NYC/Long Island/Westchester Range: $140,000 - $175,000
Washington Range: $140,000 - $175,000
Washington DC Range: $140,000 - $175,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. 

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. 

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.”  Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets