Valuation Services Manager – Complex Financial Instruments
RSM US LLP
full-time
Posted on:
Location Type: Office
Location: Cleveland • California • Colorado • United States
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Salary
💰 $112,100 - $225,500 per year
About the role
- Serve as a key member of RSM Valuation Services Consulting team
- Perform multiple business valuation and financial advisory engagements simultaneously
- Focus on valuations of complex financial instruments and derivatives
- Support clients with mergers, acquisitions; venture financing and public offerings (IPOs);
- taxation planning and compliance; financial reporting; and strategic planning
- Work closely with the practice leader in key business development initiatives
Requirements
- Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study)
- CFA/FRM/MBA or other Master’s a plus
- 5-10 years of relevant experience, including financial analysis, modeling and valuation experience
- Proficiency in Monte Carlo programs required (@risk, Crystal Ball)
- Lattice model required
- coding preferred (MatLab, R, Python, VBA, etc.)
- Ability to prepare detailed financial models in MS Excel and compose technical reports
- Excellent verbal and written communication skills
- Ability to work independently in an entrepreneurial work environment
- Ability to travel as needed or requested
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Discretionary bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisfinancial modelingbusiness valuationvaluation of financial instrumentsMonte Carlo programslattice modelMatLabRPythonVBA
Soft skills
verbal communicationwritten communicationindependent workentrepreneurial mindset
Certifications
CFAFRMMBA