Senior Associate, Complex Valuation

3 months ago


Boston, United States KPMG-UnitedStates Full time
Business Title:Senior Associate, Complex ValuationRequisition Number:111989 - 11Function:Tax Services
Area of Interest:State:CA
City:San Francisco
Description:

In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you are 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 and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Valuation.

KPMG’s valuation professionals provide clients 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 will help high-profile clients understand, analyze, and respond to complex business opportunities and challenges. You 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 is 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.

KPMG is currently seeking a Senior Associate, Complex Valuation to join our Economic and Valuation Services practice with a focus on climate change and policy analysis.

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 instrumentsPresent / document / support complex securities valuations effectively to various stakeholders, including managers, clients, auditors and regulatorsDevelop, document and enhance models to be used by the complex securities practice to perform valuationsUnderstand, research and stay-current with authoritative guidance and industry best practices in the context of valuations for financial reporting, tax, and litigation purposesContribute to the training of team members and go-to-market initiatives of the complex securities valuation practiceQualifications:Minimum two years of recent relevant experienceBachelor’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 preferredProgramming skills, for example, VBA, C++, R and Python; excellent communication and presentation skillsStrong 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”.Follow this link to obtain salary ranges by city outside of CA: KPMG LLP (the member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (, to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.GL:5
GF:15300


  • Boston, Massachusetts, United States KPMG-UnitedStates Full time

    About the RoleWe are seeking a highly skilled Senior Associate, Complex Valuation to join our Economic and Valuation Services practice at KPMG-UnitedStates. As a member of our team, you will play a key role in providing expert valuation services to our clients, utilizing advanced financial engineering, mathematical, econometric, and statistical...


  • Boston, Massachusetts, United States KPMG-UnitedStates Full time

    About the RoleKPMG-UnitedStates is seeking a highly skilled Senior Associate, Complex Valuation to join our Economic and Valuation Services practice. As a member of our team, you will play a key role in providing clients with robust and informed guidance on valuation matters across multiple sectors, deal stages, and business needs.ResponsibilitiesUtilize...


  • Boston, Massachusetts, United States KPMG-UnitedStates Full time

    About the RoleKPMG-UnitedStates is seeking a highly skilled Senior Associate, Complex Valuation to join our Economic and Valuation Services practice. As a member of our team, you will play a key role in providing clients with robust and informed guidance on valuation matters across multiple sectors, deal stages, and business needs.ResponsibilitiesUtilize...


  • Boston, United States Withum Full time

    Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the...


  • Boston, United States Fidelity Investments Inc. Full time

    Job Description:Job TitleSenior Manager, Asset Management Treasurers Office - Valuation OversightThe RoleAs a Senior Manager of Valuation Oversight in Asset Management’s Treasurers Office, you will be responsible for overseeing the pricing operations of the Fidelity retail and institutional funds and monitoring operational controls. In this role you will...


  • Boston, Massachusetts, United States Andersen Full time

    About AndersenAt Andersen, we're a trailblazing force in the world of Tax, Valuation, and Business Advisory. With the most extensive global presence among professional services organizations, we offer a thrilling expedition into the world of Tax, Valuation, and Business Expertise.We're more than just a company; we're a community that thrives on diversity,...


  • Boston, Massachusetts, United States Fidelity Full time

    Job Description: The Role As a Director of Valuation Oversight in Asset Management's Treasurer's Office, you will be responsible for overseeing the pricing operations of the Fidelity retail and institutional funds and monitoring operational controls. In this role you will manage the valuation processes for private and complex securities held across the...


  • Boston, United States State Street Corporation Full time

    Who we are looking for The Global Funds Management ("GFM") team within State Street Global Advisors drives sound fund oversight programs across our funds and services. GFM's Valuation Oversight Team is looking for a Private Investments Valuation Analyst to execute and own the valuation processes for private and complex securities held across our funds and...

  • Tax Senior Associate

    2 weeks ago


    Boston, United States Andersen Full time

    The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...


  • Boston, United States Atlantic Group Full time

    The Atlantic Group is partnered with a prestigious global investment firm in Boston that is seeking an experienced Senior Investment Operations Associate to join their team! This role involves managing and overseeing all operational activities supporting our alternatives sub-advisory middle and back-office operations. You will handle the full operational...


  • Boston, United States Centraprise Full time

    Senior Business Financial Analyst Boston, MA (Complete Onsite ) Long Term Contract Job Description:Role / Skills – 10+ years of experience with in-depth understanding of Accounting Book of Records, Investment Book of Records.Candidate should have at least 10+ years of experience with in-depth understanding of Accounting Book of Records, Investment Book of...


  • Boston, United States Centraprise Full time

    Senior Business Financial Analyst Boston, MA (Complete Onsite ) Long Term Contract Job Description:Role / Skills – 10+ years of experience with in-depth understanding of Accounting Book of Records, Investment Book of Records.Candidate should have at least 10+ years of experience with in-depth understanding of Accounting Book of Records, Investment Book of...


  • Boston, United States F.L.Putnam Investment Management Company Full time

    Reporting to our Chief Financial Officer, we are seeking a talented and motivated Senior Corporate Finance Analyst to join our finance team and play a key role in evaluating and valuing potential acquisition targets within the financial services sector. Responsibilities Conduct comprehensive financial analysis of potential acquisition targets, utilizing...


  • Boston, United States FL Putnam Investment Management Full time

    Job DescriptionJob DescriptionReporting to our Chief Financial Officer, we are seeking a talented and motivated Senior Corporate Finance Analyst to join our finance team and play a key role in evaluating and valuing potential acquisition targets within the financial services sector.ResponsibilitiesConduct comprehensive financial analysis of potential...


  • Boston, United States FL Putnam Investment Management Full time

    Job DescriptionJob DescriptionReporting to our Chief Financial Officer, we are seeking a talented and motivated Senior Corporate Finance Analyst to join our finance team and play a key role in evaluating and valuing potential acquisition targets within the financial services sector.ResponsibilitiesConduct comprehensive financial analysis of potential...


  • Boston, United States TM Capital Corp Full time

    Job DescriptionJob DescriptionJob Location: New York, Boston or Atlanta OfficeDuties and ResponsibilitiesAnalysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive...


  • Boston, United States TM Capital Corp Full time

    Job Location: New York, Boston or Atlanta OfficeDuties and ResponsibilitiesAnalysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth...


  • Boston, United States R & T Services Group LLC Full time

    Job DescriptionJob DescriptionComplex Disputes Associate AttorneyJob Description:Our Complex Disputes Practice Group is seeking to hire a mid-level litigation associate to join our Boston, MA office.In accordance with applicable Federal and State laws, the anticipated annual salary range for this position is as follows.In addition to a standard benefits...


  • Boston, United States Keller Augusta Full time

    Company Description:The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration. The firm invests throughout the United States in single property transactions and multiple...


  • Boston, United States Keller Augusta Full time

    Company Description:The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration. The firm invests throughout the United States in single property transactions and multiple...