BDO USA · 1 day ago
Experienced Associate, Complex Securities Valuation
Woodbridge, NJ
Full-time
Hybrid
Entry, Mid Level
$87K/yr - $100K/yr
1+ years expBDO USA is a leading accounting and advisory organization, and they are seeking an Experienced Associate to assist in the analysis and resolution of client matters. This role involves executing and delivering challenging valuation and appraisal engagements while participating in business development activities and appraisal reviews.
AccountingConsultingFinancial Services
Responsibilities
Assists with the delivery of projects related to the valuation of illiquid and complex securities, hard-to-value assets, financial derivatives (including over-the-counter derivatives), and structured products
Constructs financial models used in the valuation of complex financial instruments for financial reporting, tax and regulatory compliance, transaction support, and corporate strategy
Uses mathematical and statistical financial models for valuations of multiple asset classes including complex securities, options, derivatives, and credit instruments, including but not limited to, Monte Carlo simulations and Lattice Models
May aid in the delivery of services related to hedge advisory, strategic assessment, model validation, economic studies, and other advisory projects
Prepares necessary exhibits and memos in illustration of complex issues
Composes narrative reports in support of valuation analyses
Documents and maintains all appropriate aspects of work product
Ensures quality controls are adhered in association with all work products
Participates in internal and external client meetings
Performs related company, industry, and economic research
Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables
Other duties as required
Qualification
Required
Bachelor's degree, required; focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, or Economics, preferred
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
Ability for intermittent travel within the US and internationally, required
Superior verbal and written communication skills
Superior analytical and research skills
Solid organizational skills
Ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Build and maintain strong relationships with internal and client personnel
Able to encourage team environment on engagements and contribute to the professional development of assigned personnel
Able to successfully interact with professionals at all levels
Preferred
Graduate degree or relevant credential (e.g., FRM, CFA), preferred
One (1) or more years of experience within an accounting firm, independent advisory firm, bank or other financial services firm, preferred
Experience with valuation of complex financial instruments (complex securities) or derivatives, preferred
Prior experience in financial reporting valuation and appraisal review, preferred
Experience in business valuation and intangible assets, preferred
CFA, FRM, CPA, AM, ASA or other valuation industry credentials, preferred
Prior experience with Capital IQ, FactSet, SNL, or Bloomberg, preferred
Prior experience with Intex, Moody's Analytics, Crystal Ball, R, Python and other industry software, preferred
Proficiency in one of the following statistical software packages: Matlab, Stata, Octave, Mathematica, etc., preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Wayne Berson
CEO and BDO Principal
Catherine Moy
Chief People Officer
Recent News
2026-01-22
2026-01-20
International Accounting Bulletin
2026-01-12
Company data provided by crunchbase