Senior Associate - Deals Valuation - Financial Analytics & Derivatives (FAD)
PwC, San Francisco
Senior Associate - Deals Valuation - Financial Analytics & Derivatives (FAD)
Join to apply for the Senior Associate - Deals Valuation - Financial Analytics & Derivatives (FAD) role at PwC
Senior Associate - Deals Valuation - Financial Analytics & Derivatives (FAD)
Join to apply for the Senior Associate - Deals Valuation - Financial Analytics & Derivatives (FAD) role at PwC
Specialty/Competency: Valuation
Industry/Sector: IMA X-Sector
Time Type: Full time
Travel Requirements: Up to 20%
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. In deal valuation at PwC, you will focus on providing analysis and valuation services for mergers, acquisitions, and other financial transactions. You will help clients make informed decisions by assessing the worth and potential risks of various deals.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.
Skills
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
- Respond effectively to the diverse perspectives, needs, and feelings of others.
- Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
- Use critical thinking to break down complex concepts.
- Understand the broader objectives of your project or role and how your work fits into the overall strategy.
- Develop a deeper understanding of the business context and how it is changing.
- Use reflection to develop self awareness, enhance strengths and address development areas.
- Interpret data to inform insights and recommendations.
- Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
Bachelor's Degree
Required Fields Of Study
Engineering and Business, Financial Mathematics, Mathematical Economics, Quantitative Finance
Minimum Years Of Experience
1-3 year(s)
Preferred Qualifications
Preferred Degree Required :
Master Degree
Preferred Knowledge/Skills
Demonstrates thorough knowledge and proven success in roles leading work streams within and participating in Valuation teams within a professional services firm that emphasizes the following areas:
- Developing valuation models using option pricing theory, Monte Carlo simulation, binomial trees, contingent claims analysis, and other financial engineering techniques, especially as it applies to valuing financial instruments (i.e. fixed income securities, swaps, exotic options, convertible bonds, commodity derivatives, and other securities);
- Leading work streams within and participating in client-facing project teams and engagements that focus on financial modelling, derivatives, securities valuation, risk management - identifying key assumptions and understanding the impact of various inputs into valuation models, deriving creative solutions that involve collecting and analyzing market data used in the valuation, analyzing third party valuations, challenging assumptions, and performing sensitivity analyses;
- Preparing memoranda and/or reports that communicate findings and recommendations to our clients concisely and effectively.
Demonstrates thorough abilities and proven success in roles, preferably within a professional services firm, involving the following areas related to the direction of Valuation engagement teams:
- Prioritizing and handling multiple tasks in a demanding deal-oriented environment;
- Leading work streams and participating in client projects, understanding a client's business and technology in order to identify, pursue, and ultimately obtain additional consulting opportunities;
- Conducting independent research to gain an understanding of complex valuation issues, translating and communicating technical concepts in a manner that is understandable to clients and staff;
- Performing quantitative and qualitative Valuation-related analyses and modelling, utilizing Excel VBA and/or Matlab, as well as Bloomberg or Fincad;
- Identifying and addressing client needs, including the following: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues;
- Writing and presenting cogently for industry audiences and clients, including journal articles, practice methodologies and tools, and the writing and presentation of whitepapers;
- Creating a positive environment, monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members, including providing candid, meaningful feedback in a timely manner, and keeping leadership informed of progress; and,
- Willingness to travel, as client assignments require it.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $77,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance and SalesIndustries
Accounting, Financial Services, and Business Consulting and Services
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