Senior Associate - Valuations, Complex Financial Instruments

About the role

PwC Canada is hiring a Senior Associate for its Valuations, Complex Financial Instruments practice in Toronto. The role sits within the advisory line of service, where people in deals give strategic advice on mergers and acquisitions, divestitures and restructuring. You will provide analysis and valuation services for mergers, acquisitions and other financial transactions, helping clients assess the worth and risks of deals.

Key responsibilities

• Provide valuations of complex financial instruments such as debentures with embedded derivatives, exotic options, structure products, contingent considerations, management equity plans, commodity contracts, private credits and venture capital.
• Prepare valuation reports supporting financial reporting, disputes, taxation, corporate planning, M&A and corporate governance.
• Research and develop quantitative tools that turn market and company data into analytical insights on transactions and asset valuations.
• Review client materials such as term sheets and build robust valuation models tailored to each engagement.
• Manage several client engagements at once, delivering high-quality work on agreed timelines.
• Research valuation methodologies, industry trends and technical topics, and apply new tools and technologies to improve efficiency.
• Build credibility with clients through subject-matter expertise and support audit work, including review of complex financial instrument and private credit portfolio valuations.

Required profile

• Academic background in a quantitative or finance discipline (Mathematics, Statistics, Finance, Financial Engineering or another relevant postgraduate degree).
• Solid understanding of financial derivatives and fixed income securities valuation modelling.
• Excellent verbal and written communication, able to explain complex concepts to non-technical stakeholders.
• Strong analytical and project management skills, critical thinking, and the ability to work independently and in teams.
• Ability to work under tight deadlines with attention to detail.

Required skills

• Knowledge of common programming languages (Python, R, Visual Basic) is an asset.
• Experience with platforms such as Capital IQ, Bloomberg, AtRisk, Crystal Ball and FINCAD is an asset.
• Professional designations such as CFA, FRM or CAIA are an asset.

The salary range is $58,400 - $97,500, and eligible employees may join variable incentive pay programs. The position follows the departure of a team member and offers a hybrid work environment.