Valuations, Complex Financial Instruments Senior Associate
Posted 14 hours ago
Job Description
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. The ideal candidate for this role will have previous experience and deep knowledge of complex financial instruments combined with a keen understanding of capital markets and business acumen.
Meaningful work you'll be a part of:
As a Valuations, Complex Financial Instrument s Senior Associate, you'll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited to:
• Provide valuation of complex financial instruments such as debentures with embedded derivatives, exotic options, structure products, contingent considerations, management equity plans, commodity contracts, private credits , venture capitals. Prepare valuation reports in support of financial reporting, disputes, taxation, corporate planning, mergers and acquisitions (M&A), and corporate governance.
• Research and develop quantitative tools to provide analytical insights into business transactions and asset valuations using market and company data.
• Review client-provided materials, including term sheets, and independently construct robust valuation models tailored to the engagement context.
• Manage multiple client engagements concurrently, ensuring timely delivery of high-quality work products in accordance with agreed-upon timelines.
• Conduct in-depth market research on valuation methodologies, industry trends, and technical topics to support analysis and client deliverables.
• Develop a strong understanding of relevant accounting standards as they relate to valuation issues and financial reporting requirements.
• Embrace and apply new tools and technologies to enhance workflow efficiency, analytical depth, and client service delivery.
• Establish credibility with existing clients by demonstrating subject matter expertise and knowledge.
• Perform audit support work including the review of complex financial instrument valuation and private credit portfolio valuations.
Experiences and skills you'll use to solve:
• A strong academic background in a quantitative or finance discipline (Mathematics, Statistics, Finance, Financial Engineering, or other relevant postgraduate degrees) .
• Solid understanding of financial derivatives and fixed income securities valuation modelling.
• Excellent verbal and written communication skills and the ability to explain complex concepts to non-technical stakeholders.
• Strong analytical and project management skills, an ability to analyze business situations and a professional and personable demeanour to interact with clients and work effectively in teams.
• Exhibit strong critical thinking skills and the ability to work both independently and collaboratively in a team-oriented environment.
• Knowledge and experience in common programming languages ( e.g. Python/R/Visual Basic) will be an asset .
• Knowledge and experience in software and platforms such as Capital IQ, Bloomberg, AtRisk , Crystal Ball, and F IN CAD is considered an asset.
• Actively pursuing or have completed professional designations such as CFA, FRM, or CAIA is an asset.
• Demonstrate the ability to work effectively under tight deadlines while maintaining attention to detail and analytical rigor.
• PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer.
Why you'll love PwC
We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc
PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations, Métis and Inuit Peoples. We recognize the systemic racism, colonialism and oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.
At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.
We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Meaningful work you'll be a part of:
As a Valuations, Complex Financial Instrument s Senior Associate, you'll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited to:
• Provide valuation of complex financial instruments such as debentures with embedded derivatives, exotic options, structure products, contingent considerations, management equity plans, commodity contracts, private credits , venture capitals. Prepare valuation reports in support of financial reporting, disputes, taxation, corporate planning, mergers and acquisitions (M&A), and corporate governance.
• Research and develop quantitative tools to provide analytical insights into business transactions and asset valuations using market and company data.
• Review client-provided materials, including term sheets, and independently construct robust valuation models tailored to the engagement context.
• Manage multiple client engagements concurrently, ensuring timely delivery of high-quality work products in accordance with agreed-upon timelines.
• Conduct in-depth market research on valuation methodologies, industry trends, and technical topics to support analysis and client deliverables.
• Develop a strong understanding of relevant accounting standards as they relate to valuation issues and financial reporting requirements.
• Embrace and apply new tools and technologies to enhance workflow efficiency, analytical depth, and client service delivery.
• Establish credibility with existing clients by demonstrating subject matter expertise and knowledge.
• Perform audit support work including the review of complex financial instrument valuation and private credit portfolio valuations.
Experiences and skills you'll use to solve:
• A strong academic background in a quantitative or finance discipline (Mathematics, Statistics, Finance, Financial Engineering, or other relevant postgraduate degrees) .
• Solid understanding of financial derivatives and fixed income securities valuation modelling.
• Excellent verbal and written communication skills and the ability to explain complex concepts to non-technical stakeholders.
• Strong analytical and project management skills, an ability to analyze business situations and a professional and personable demeanour to interact with clients and work effectively in teams.
• Exhibit strong critical thinking skills and the ability to work both independently and collaboratively in a team-oriented environment.
• Knowledge and experience in common programming languages ( e.g. Python/R/Visual Basic) will be an asset .
• Knowledge and experience in software and platforms such as Capital IQ, Bloomberg, AtRisk , Crystal Ball, and F IN CAD is considered an asset.
• Actively pursuing or have completed professional designations such as CFA, FRM, or CAIA is an asset.
• Demonstrate the ability to work effectively under tight deadlines while maintaining attention to detail and analytical rigor.
• PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer.
Why you'll love PwC
We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc
PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations, Métis and Inuit Peoples. We recognize the systemic racism, colonialism and oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.
At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.
We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
About PwC
Industry
Management and ConsultingCompany Size
5001-10,000 employees
Application closing date is 2025-08-13
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