At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Assistant Manager – Complex Securities Valuation
We are looking for an Assistant Managers with expertise in Quantitative Finance and Complex Securities Valuation to join EY-Assurance Valuation team. This is a fantastic opportunity to be part of a prominent firm and develop your career through a broad scope of engagements, mentoring, and learning & development.
Your key responsibilities
Lead derivatives valuation engagements primarily for financial reporting purposes, ensuring quality and timely delivery. Develop and maintain financial and valuation models using tools like MS Excel, while guiding junior staff/ senior in model creation and improvement. Conduct fair value assessments for financial structures, including private company equity securities, options, warrants, preferred & common stock, convertible notes, debt, fixed income securities, contingent considerations, and derivatives. Contribute to report preparation, financial modeling, and identification of key issues, proposing solutions where necessary. Apply knowledge of option pricing theory, fixed income models, and other quantitative techniques in practical applications. Utilize advanced tools and technologies like MATLAB, Python, R, or similar software to enhance the valuation process and ensure accuracy. Stay updated on current business and economic trends, incorporating relevant information into valuation models and client engagements. Supervise and collaborate with junior team members, mentoring and guiding them in modeling, analysis, and reporting tasks. Manage relationships with clients, ensuring clear communication and understanding of valuation results. Manage a team of 5+ Valuation professionals, overseeing project delivery, providing strategic direction, and ensuring continuous professional development for staff at all levels, including Staff and Senior. Demonstrate strong written and verbal communication skills, presenting findings and recommendations to senior management and clients. Take an active role in process improvement, suggesting strategies to optimize workflows and increase the efficiency of valuations and reporting.
Skills and attributes for success
Experienced with hedge effectiveness analysis and its practical applications. Proficiency in evaluating corporate bonds, treasury bills, and other fixed-income instruments. Strong understanding of debt securities, loans, and related financial structures. Hands-on experience with interest rate swaps, FX & currency swaps, credit default swaps, and other derivatives. Familiarity with forward currency contracts, future contracts, FX spot, forward deals, and similar instruments. Good understanding of Expected Credit Loss (ECL) modeling and its implementation. Experience in valuing financial securities, including: Options, warrants, fixed income securities, and related derivatives. Familiarity with specialized financial instruments such as: Employee Stock Options (ESOPs), Total Shareholder Return (TSR), convertible bonds, bonds with embedded options, and other products. Working knowledge of advanced quantitative methods, including: Monte Carlo simulations, lattice techniques, finite difference methods, etc. Experience with contingent consideration analysis and valuation. Exposure to innovative financial instruments like: Simple Agreements for Future Equity (SAFE) notes and credit-linked notes (CLNs). Ability to assist in calculating and reviewing the Incremental Borrowing Rate (IBR). Proficiency in creating and analyzing financial models using MS Excel and related tools. Working knowledge of financial and statistical software, including: MATLAB, Python, R, and MS Excel/VBA, Word, PowerPoint. Experienced with financial databases such as: Capital IQ, Bloomberg, and other similar tools. Strong project management, communication, interpersonal, and teamwork skills. Ability to manage small teams and support senior management in project execution. Proven ability to explain complex financial concepts clearly to non-technical stakeholders. Willingness and ability to travel, as required for business engagements. Experience or exposure to Equity Research, Investment Banking, or Corporate Finance. Competence in analyzing moderately complex business scenarios using quantitative models.
To qualify for the role, you must have
A post graduate degree in Finance, Economics, Accounting (CA) or Business with 5+ years of related work experience A minimum of 5 years direct experience in utilizing Valuation techniques and methodologies such as Discounted Cash Flow (DCF), Income Approach, market comparable, Option Pricing Model, Monte Carlo Simulation, Binomial Lattice etc. in a business valuation firm or practice or in venture capital, investment banking, commercial banking, financial research, national valuation firm or experience working in a corporate finance role for an organization, preferably for M&A activities. Experience in financial modelling including experience building models from scratch in MS Excel and related software preferred. Preferable achievement in or significant progress towards a CFA, ASA, CPA or related certification.
Ideally, you’ll also have
Project management skills Strong communication and presentation skills
What we offer
EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across multiple locations globally and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.
EY | Building a better working world
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.