Senior Professional Complex Financial Instruments Valuation

17 hours ago

Mysore, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,52,00,000

Position Director

We are looking to hire a senior professional with expertise in complex financial instruments (CFI) valuation. This role involves working on various challenging projects that will provide exposure to financial analysis, business and financial modeling, forecasting, and valuations focusing on CFI and derivatives.

Our team offers the opportunity to work on a wide variety of tasks that will provide exposure to financial analysis, business and financial modeling, forecasting, and valuations focusing on complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock, and other securities along with private debt instruments, options, warrants, and other derivative products.

The services we provide include assisting clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs.

Overall Responsibilities:

  • Establish and maintain an effective sales and marketing process in the Valuation practice area including specific growth goals.
  • Maintain an established referral network.
  • Network with peers in other geographic markets and in other areas of assurance, tax, and business consulting.
  • Contribute thought leadership in practice area.
  • Primary advisor to clients/manage CFI engagement team members.
  • Manager/Oversee/Train/develop other CFI valuation professionals.

Specific Responsibilities:

  • Develop and maintain strong relationships with centers of influence and professionals.
  • Effectively manage overall client relationships to exceed client satisfaction.
  • Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses).
  • Be a thought leader.
  • Mentor, coach, and train staff.
  • Successfully integrate strategy of the firm.
  • Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm.
  • Promote cross-selling and integrating of service line of business and more.

Basic Qualifications:

  • Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plus.
  • Professional Certifications: ABV/CPA, ASA or CFA.
  • Experience valuing complex financial instruments.
  • Experience with Option Pricing Models, Monte Carlo, and Binomial Models.
  • Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc.
  • Practice development and management, marketing, and thought leadership as it relates to complex financial instruments.
  • Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions.

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