INVESTMENT PRICING SPECIALIST AND BUSINESS VALUATION (BVAL) VALUATION SERVICES ASSOCIATE

The Investment Pricing Specialist and Business Valuation (BVAL) Valuation Advisory Services Associate serves as a key member of the RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously. RSM’s Investment Pricing Desk assists assurance teams with supporting and validating the valuations of client investment portfolios in accordance with GAAP fair value requirements. This service utilizes RSM’s various pricing vendors to provide security prices, research discrepancies, and solve pricing disputes. The Investment Pricing Specialist liaises directly with our pricing vendors, participating in quarterly due diligence meetings to ensure appropriate controls and procedures are in place. In addition, the position also provides the opportunity to work in multiple areas in RSM’s multi-disciplinary valuation services practice. 

We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to portfolio valuation, financial analysis, business and financial modeling and forecasting, and valuations. RSM’s Investment Pricing Specialist supports valuations focusing on fixed income, securitized products and derivatives, including treasury, municipal and corporate bonds, asset-backed securities, options, warrants, forwards, and equity, interest rates, currency and commodity derivatives, among other derivative products. The Investment Pricing Specialist provides deep dives, variance resolutions, and other over-the-counter derivatives related to these products in accordance with Audit and PCAOB standards.

The Investment Pricing Specialist and BVAL Valuation Services Associate will focus on the Investment Pricing service valuations as volume permits, with additional time focused on general business valuation services, including valuations focusing on business entities, intellectual property, intangible assets, common and preferred stock, and other securities along with partnership interests. These services are provided to assist clients with mergers and 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.

BASIC QUALIFICATIONS:

• Bachelor's Degree in Finance, Accounting, Quantitative Field (Math, Financial Mathematics, Quantitative Finance) or related area of study preferred
• Recent college graduate or one year of relevant experience, including financial analysis, modeling and valuation experience
• General working knowledge of assets / securities, including common stock, fixed income, options, futures, etc
• Ability to multi-task in a high paced environment
• Ability to learn quickly, with a particular focus on financial products and securities
• Proficiency in MS Office, particularly MS Excel
• Ability to prepare detailed financial models in MS Excel and compose technical reports
• Excellent verbal and written communication skills
• Ability to work independently
• Ability to travel as needed or requested

PREFERRED QUALIFICATIONS:

• Ability to utilize security pricing information databases / subscriptions including Bloomberg, Interactive Data, IHS Markit, Refinitiv, and S&P Capital IQ.
• Experience working on the valuation team of a global public accounting or consulting firm or similar industry experience

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective. Experience RSM US. Experience the power of being understood. RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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RSM is the leading provider of professional services to the middle market. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business landscape. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. RSMUS, LLP is led by Brian Becker, managing partner & CEO of RSM US LLP. He oversees over 17,000 assurance, tax and consulting professionals across nearly 100 offices in the U.S., Canada, India and El Salvador. RSM US and RSM UK recently announced plans to merge, creating a transatlantic enterprise with more than 23,000 people across six countries, including U.S., Canada, UK, Ireland, India and El Salvador.