Senior Associate, Complex Valuation Expert

2 weeks ago


Boston, Massachusetts, United States KPMG-UnitedStates Full time
About the Role:

In a rapidly evolving market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our top priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we ensure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility to constantly find new areas of inspiration and expand your capabilities, consider a career in Valuation.

KPMG's valuation professionals provide clients with robust and informed guidance on valuation matters across multiple sectors, deal stages, and business needs. We determine fair market value of equity shares, assets, or complex financial instruments for mergers and acquisitions, financial reporting, tax, and other regulatory standards. Our engagements include providing pre and post-deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations, and recurring fund valuations. As a member of our diverse team, you'll help high-profile clients understand, analyze, and respond to complex business opportunities and challenges. You'll have the opportunity to develop your career through a range of multifaceted engagements, formal training, as well as informal mentoring. At KPMG, we put our culture and values front and center. There's nothing more important than investing in our culture because it's an investment in our people, our future, in who we are, and what we stand for.

Key Responsibilities:

• Use advanced financial engineering, mathematical, econometric, and statistical techniques, such as Monte Carlo simulation and lattice models, to perform and review valuations of complex financial instruments, including contingent consideration, put/call deal structures, stock compensation, warrants, financial derivatives (equity, interest rate, commodity, CPI, credit), embedded derivatives, debt, insurance contracts, convertible notes, and other hybrid instruments.
• Present/document/support complex securities valuations effectively to various stakeholders, including managers, clients, auditors, and regulators.
• Develop, document, and enhance models to be used by the complex securities practice to perform valuations.
• Understand, research, and stay-current with authoritative guidance and industry best practices in the context of valuations for financial reporting, tax, and litigation purposes.
• Contribute to the training of team members and go-to-market initiatives of the complex securities valuation practice.

Requirements:

• Minimum two years of recent relevant experience.
• Bachelor's degree from an accredited college or university with a focus in financial engineering, computational finance, applied mathematics, statistical, or equivalent quantitative discipline; Master's degree from an accredited college or university preferred.
• Experience with stochastic models used to value complex financial instruments within a risk-neutral framework; previous experience valuing financial instruments, including fixed income securities, interest rate, and equity derivatives.
• Experience with valuation software tools, such as Bloomberg, Fincad, Numerix, Matlab, and Intex, preferred.
• Programming skills, for example, VBA, C++, R, and Python; excellent communication and presentation skills.
• Strong technical aptitude, demonstrated quality service mindset, and critical thinking skills; ability to navigate Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook.

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors, such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability, and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work".
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