Advisory Associate, Valuation & Capital Market Analysis, Complex Financial Instruments - September 2026 (Atlanta, Baltimore, Houston, Los Angeles, New York, San Francisco, San Jose, Walnut Creek)
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Entry level$1.3B raised
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Managing Director, Tax Equity Advisory, BDO Capital Advisors
New York, New York, United States · On-site
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Advisory Associate, Valuation & Capital Market Analysis, Complex Financial Instruments - September 2026 (Atlanta, Baltimore, Houston, Los Angeles, New York, San Francisco, San Jose, Walnut Creek)
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$70k–$90k/yr
Full-time
bachelor degree, postgraduate degree
Esop, Retirement plan, Total rewards
Posted 3h ago
Apply by Aug 11
~40 hrs/week
Responsibilities
The associate will construct financial models for the valuation of complex financial instruments and assist in client matters including research and financial statement analysis. They will also prepare narrative reports and exhibits while ensuring quality control standards are met across all project deliverables.
Requirements
Candidates must hold a bachelor's degree in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, or Economics. Proficiency in Microsoft Office Suite is required, with preference given to those with programming skills and prior experience in valuation or corporate finance.
Full job description
Job Summary:
The Valuation & Capital Market Analysis Associate – Complex Financial Instruments is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of the Valuation & Capital Market Analysis group. In this role, the Associate will work within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members. The Associate will be involved in all stages of client management including construction of valuation modeling, completion of industry and client research and analysis of financial statements.
Job Duties:
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
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor’s degree in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, or Economics, required
Graduate degree or relevant credential (e.g., FRM, CFA), preferred
Experience:
Prior experience (internship or work study) in valuation, corporate finance or accounting environment, preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, required
Familiarity with VBA, Python, R, or other programming language, preferred
Prior experience with Capital IQ, FactSet, SNL, or Bloomberg, preferred
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Superior analytical skills with the ability to deconstruct complex issues
Intermediate or higher knowledge of spreadsheets and computer adaptability
Ability to analyze and organize high volumes of data
Solid organizational skills especially 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
Ability to successfully interact with professionals at all levels
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
California Range: $85,000 - $90,000 Colorado Range: $73,000 - $77,000 Illinois Range: $78,000 - $82,000 Maryland Range: $83,000 - $87,000 Massachusetts Range: $83,000 - $87,000 Minnesota Range: $70,000 - $74,000 New Jersey Range: $78,000 - $82,000 NYC/Long Island/Westchester Range: $75,000 - $87,000 Washington Range: $78,000 - $80,000 Washington DC Range: $83,000 - $87,000
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
At BDO, our success is measured by what we achieve together. As a leading provider of audit, tax, and advisory services, we put people first cultivating a conscious, caring corporate culture that empowers our professionals and clients to thrive. Our commitment to excellence drives us to deliver innovative solutions, actionable insights, and trusted guidance for middle market businesses and global organizations.
We help clients navigate complex financial, regulatory, and operational challenges, unlocking growth and value at every stage. By fostering a collaborative environment, we support the development of our people, the success of our clients, and the betterment of our communities. BDO’s insight-driven perspectives and tailored assurance, tax, and consulting services enable companies to move beyond business as usual—achieving exceptional outcomes.
BDO is the brand name for the BDO network and each of its independent member firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a global network of trusted advisors dedicated to helping businesses succeed.
Offices: 225 W Randolph St, Suite 2200, Chicago, Illinois 60606, US · 200 Park Avenue, 38th Floor, New York, NY 10166, US · 2600 W Big Beaver Rd, Troy, MI 48084, US · 501 E Kennedy Blvd, Suite 920, Tampa, Florida 33602, US · 515 S Flower Street, 47th Floor, Los Angeles, CA 90071, US
At BDO, our success is measured by what we achieve together. As a leading provider of audit, tax, and advisory services, we put people first cultivating a conscious, caring corporate culture that empowers our professionals and clients to thrive. Our commitment to excellence drives us to deliver innovative solutions, actionable insights, and trusted guidance for middle market businesses and global organizations.
We help clients navigate complex financial, regulatory, and operational challenges, unlocking growth and value at every stage. By fostering a collaborative environment, we support the development of our people, the success of our clients, and the betterment of our communities. BDO’s insight-driven perspectives and tailored assurance, tax, and consulting services enable companies to move beyond business as usual—achieving exceptional outcomes.
BDO is the brand name for the BDO network and each of its independent member firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a global network of trusted advisors dedicated to helping businesses succeed.
Offices: 225 W Randolph St, Suite 2200, Chicago, Illinois 60606, US · 200 Park Avenue, 38th Floor, New York, NY 10166, US · 2600 W Big Beaver Rd, Troy, MI 48084, US · 501 E Kennedy Blvd, Suite 920, Tampa, Florida 33602, US · 515 S Flower Street, 47th Floor, Los Angeles, CA 90071, US
