Senior Analyst, Complex Financial Instrument Pricing

Req#: 8119
Job title: Senior Analyst, Complex Financial Instrument Pricing

Who we are
You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ over 2500 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

The Complex Financial Instrument Pricing (CFIP) Practice of Grant Thornton LLP Canada provides valuation services in accordance with IFRS, ASPE, and US GAAP to privately held and publicly listed businesses, start-ups, corporations, law firms, private equity funds, and asset management companies for advisory, planning, financial and tax reporting, merger and acquisition transactions, and litigation purposes. The service offering is focused on the valuation of convertible notes, embedded derivatives, warrants, and options with market and performance conditions, restricted shares and stock-based compensation plans, contingent considerations, and preferred stocks using value allocation methodologies.

As a Senior Analyst, Complex Financial Instrument Pricing some of your responsibilities will include:
• Engagement responsibilities:
o Review the agreements/documents describing the terms of the financial instruments, and client models, and prepare summaries for internal team discussion;
o Model the financial instrument valuations in Excel and Python based on technical research and leveraging proprietary valuation models for valuation analyses across a range of financial instrument types;
o Determine valuation inputs such as credit rating, discounting rate(s), volatility, and equity value to be fed into the valuation models;
o Lead discussions with the clients, prepare information requests, perform document management procedures, conduct research, and gather data and information pertinent to the engagement;
o Draft valuation analysis, produce client-ready work, and present results to internal/external clients and audit teams;
o Maintain active communication with the engagement team regarding the interim and final deadline, percent of completion;
o Stay up to date with the developments in the valuation industry with respect to the valuation approaches and theories; and
o Supervise analysts and interns on engagements and provide guidance with project planning, research and development of new valuation methodologies, and other technical writing exercises
• Practice management responsibilities:
o Support the CFIP leadership in practice management initiatives such as developing strategy presentations, new model development, practice statistics, and ‘go-to-market’ strategies; and
o Support the CFIP leadership in monthly administration formalities

Be Grant Thornton
If you’re a bit like us, you’re driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts “we before me”, where flexAbility is a mindset, and where you trust your colleagues to have your back. At Grant Thornton, you’ll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that’s when the magic happens!

Want to learn more about who we are and how we live our purple every day? Read our colleagues’ stories at www.discoveryourpurple.ca

Think you’ve got what it takes to be a Senior Analyst, Complex Financial Instrument Pricing? Like the colour purple? Great. Here's a few more boxes we’re also hoping you can tick:
• Minimum of 3 to 5 years of related work experience in a financial institution or similar consulting practice or function servicing internal or external clients at a national level
• Undergraduate or Master’s degree in Finance, Financial Mathematics, Financial Engineering, or other quantitative disciplines
• CFA credential or substantial progress toward achieving (required). CFA charter holder (preferred)
• Financial analysis, financial modeling, and statistical data analysis
• Ability to work on advanced financial modelling in Microsoft Excel
• Python or R or VBA programming skills (preferred)
• Familiarity with Bloomberg and S&P Capital IQ, Crystal Ball, @Risk, and other simulation software (preferred)
• Familiarity with IFRS/US-GAAP (accounting standards)
• Problem-solving skills with attention to detail
• Strong verbal and written communication skills
• Effective project and time management skills for handling multiple priorities and simultaneous projects while working independently or within a team environment
• Attitude to learning on the job as this job requires a strong up-to-date understanding of the financial instrument valuations.

At Grant Thornton we’re focused on making a difference in the lives of our clients, our colleagues and our communities. That’s our purpose. Or, as we like to say, living our purple.

Are you ready to Discover Your Purple?