3 Embedded Derivatives Jobs

As the leading provider of professional services to the middle market globally, our purpose at RSM is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our inclusive culture and talent experience, driven by exceptional individuals, are key to our success in being compelling to our clients. At RSM, you will discover an environment that inspires and empowers you to thrive both personally and professionally, recognizing that there's no one like you and nowhere like RSM. We are currently seeking a Valuation Services Director with a focus on Complex Financial Instruments (CFI) to join our Valuation Team. This role offers the opportunity to engage in diverse and challenging projects involving financial analysis, business and financial modeling and forecasting, and valuations specifically concentrating on various complex financial instruments and derivatives. These include convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock, private debt instruments, options, warrants, and other derivative products. Our services aim to support clients in areas such as mergers, acquisitions, venture financing, public offerings (IPOs), taxation planning and compliance, financial reporting, and strategic planning, as well as cater to the needs of assurance and tax clients. **Overall Responsibilities:** - Establish and maintain an effective sales and marketing process within the Valuation practice area - Maintain a referral network and engage with peers in different markets and areas of assurance, tax, and business consulting - Provide thought leadership in the practice area - Act as the primary advisor to clients and manage the CFI engagement team members - Oversee, train, and develop other CFI valuation professionals **Specific Responsibilities:** - Develop and nurture strong relationships with centers of influence and professionals - Manage client relationships effectively to ensure high levels of client satisfaction - Handle the fundamentals of the practice area including realization, utilization, leverage, accounts receivable, and expenses - Serve as a thought leader and mentor to staff - Integrate the firm's strategy successfully - Enhance the RSM brand through thought leadership and support of marketing campaigns - Encourage cross-selling and integration of service lines **Basic Qualifications:** - Bachelor's Degree in a Quantitative Field preferred; MBA or other Masters a plus - Professional Certifications such as ABV/CPA, ASA, or CFA - Experience in valuing complex financial instruments - Proficiency in Option Pricing Models, Monte Carlo and Binomial Models - Familiarity with Monte Carlo programs, coding, Bloomberg, etc. - Strong experience in practice development, management, marketing, and thought leadership related to complex financial instruments - Demonstrated ability to manage client relationships and sell firm solutions - Minimum 8 years of Management/Leadership/Supervisory experience - Database experience with Capital IQ and proficiency in Microsoft Excel, Word, and PowerPoint - Willingness to travel to clients and other RSM offices - Ability to work independently, analyze financial data, and identify relevant issues effectively RSM offers a competitive benefits and compensation package, providing flexibility in your schedule to help you balance life's demands while serving clients. For more information on our total rewards, visit https://rsmus.com/careers/india.html. Accommodations for applicants with disabilities are available upon request during the recruitment process or employment. RSM is committed to providing equal opportunity and reasonable accommodation for individuals with disabilities. If you need assistance during the application or interview process, please contact us at careers@rsmus.com.,

As the leading provider of professional services to the middle market globally, RSM's purpose is to instill confidence in a world of change, empowering clients and individuals to realize their full potential. The exceptional people at RSM are the cornerstone of its inclusive culture and talent experience, making the company compelling to its clients. At RSM, you will discover an environment that inspires and empowers you to thrive personally and professionally. RSM is currently seeking a Director of Business Valuation with a focus on Complex Financial Instruments (CFI) to join its Valuation Team. This role offers the opportunity to work on a diverse range of challenging projects involving financial analysis, business and financial modeling, forecasting, and valuations focusing on complex financial instruments and derivatives. These instruments include convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock, private debt instruments, options, warrants, and other derivative products. The services provided by the Valuation Team assist clients with mergers, acquisitions, venture financing, public offerings (IPOs), taxation planning and compliance, financial reporting, and strategic planning. Responsibilities for this role include establishing and maintaining an effective sales and marketing process within the Valuation practice. This involves maintaining referral networks, networking with peers, contributing thought leadership, advising clients, managing CFI engagement teams, overseeing and developing other CFI valuation professionals, and more. The Director will be expected to develop strong relationships with professionals, manage client relationships, mentor and train staff, integrate firm strategies, promote thought leadership, and enhance the RSM brand. Basic qualifications for this position include a Bachelor's Degree in a Quantitative Field (such as Math, Financial Mathematics, or Quantitative Finance), preferred professional certifications (ABV/CPA, ASA, or CFA), experience in valuing complex financial instruments, proficiency in Option Pricing Models, Monte Carlo and Binomial Models, Monte Carlo programs, coding, practice development and management, and more. The successful candidate should have experience in managing client relationships, developing business, and working in a large consulting or accounting firm environment. RSM offers a competitive benefits and compensation package, flexibility in work schedules, and opportunities to serve clients while balancing personal demands. To learn more about the total rewards at RSM, visit the company's careers page. Accommodations for applicants with disabilities are available upon request, and RSM is committed to providing equal opportunity and reasonable accommodation for individuals with disabilities throughout the recruitment process and employment/partnership. If you require an accommodation to participate in the recruiting process, please contact careers@rsmus.com.,

Position Director We are looking to hire an Associate Director of Business Valuation with a focus Complex Financial Instruments (CFI) to be part of our Valuation Team. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, 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. Overall Responsibilities: Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. Specific growth goals will be established and incorporated in key goals Maintaining an established referral network Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting Contributing thought leadership in practice area Primary advisor to clients/manage CFI engagement team members Manager/Oversee/Train/develop other CFI valuation professionals Specific Responsibilities: Develop and maintain strong relationships with centers of influence and professionals Effectively manage overall client relationships to exceed client satisfaction Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses) Be a thought leader Mentor, coach and train staff Successfully integrate strategy of the firm Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm Promote cross selling and integrating of service line of business and more Basic Qualifications: Education: Bachelor&aposs Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Masters a plus Professional Certifications: ABV/CPA, ASA or CFA Experience valuing complex financial instruments Experience with Option Pricing Models, Monte Carlo and Binomial Models Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. Practice development and management, marketing and thought leadership as it relates to complex financial instruments Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions Show more Show less