PwC
Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate
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Provides valuation advisory for mergers, acquisitions, divestitures, and financial reporting. Develops quantitative models for derivatives and other financial instruments using option pricing, Monte Carlo simulation, and financial engineering techniques. Analyzes deal structures, market data, fair value, purchase price allocations, and impairment. Presents findings to clients, manages valuation workstreams, reviews deliverables, and mentors junior colleagues.
The Opportunity
As a Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate, you will help clients evaluate financial transactions within our Advisory practice, applying financial analytics to value derivatives and other financial instruments, assess deal risks, and inform decisions about mergers, acquisitions, and divestitures.
As a Senior Associate, you will manage assigned valuation workstreams, analyze complex questions, develop connections with clients, and guide junior colleagues as you anticipate the needs of your team. In this role at PwC, you will turn valuation analysis into clear insights that help clients understand the worth and potential risks of a transaction. You will draw on valuation methods and technology resources, consider the broader business context, and review deliverables while maintaining professional and technical standards. When a transaction presents ambiguity, you will ask questions, interpret feedback, and work with colleagues to determine a path forward. This role offers opportunities to deepen your technical skills and develop your approach to mentoring others through varied client engagements.
Responsibilities
- Developing quantitative models to value derivatives, options, swaps, convertible bonds, fixed income securities, and commodity instruments for transaction and financial reporting decisions
- Applying option pricing, Monte Carlo simulation, and financial engineering techniques to assess complex deal structures, market assumptions, and valuation risks
- Analyzing balance sheets, cash flows, cost of capital, peer groups, and industry trends to assess business, equity, and asset values in mergers and acquisitions
- Evaluating fair value measurements, purchase price allocations, goodwill impairment, and legal entity valuations using financial statement models and documented valuation methods
- Testing model inputs and outputs through sensitivity analysis, market data comparisons, and mark-to-market reviews, documenting limitations and questions for further investigation
- Using Bloomberg Terminal, MATLAB, Python, VBA, and Alteryx to source market data, automate calculations, and review outputs from AI-assisted valuation workflows
- Presenting valuation findings to clients and deal teams, explaining key assumptions, transaction implications, and potential effects on value creation and capital allocation
- Managing assigned valuation workstreams, coordinating schedules and budgets, reviewing junior colleagues' work, and incorporating stakeholder feedback into deliverables for complex transactions
What You Must Have
- At least a Bachelor's degree
- At least 3 years of experience
What Sets You Apart
- Preference for a Master's degree in Quantitative Finance or similar
- Valuing derivatives, swaps, and convertible bonds using option pricing and Monte Carlo simulation for transaction analyses
- Building financial and cash flow models to assess deal structures, capital allocation, and business value
- Applying market data analysis and sensitivity testing to validate valuation models for complex financial instruments
- Leveraging Bloomberg Terminal, MATLAB, Python, or VBA to streamline quantitative analysis and review modeling outputs
- Assessing fair value measurements and purchase price allocations for financial reporting in acquisitions
- Presenting valuation findings to clients while guiding junior colleagues through analysis and incorporating stakeholder feedback
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
As a Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate, you will help clients evaluate financial transactions within our Advisory practice, applying financial analytics to value derivatives and other financial instruments, assess deal risks, and inform decisions about mergers, acquisitions, and divestitures.
As a Senior Associate, you will manage assigned valuation workstreams, analyze complex questions, develop connections with clients, and guide junior colleagues as you anticipate the needs of your team. In this role at PwC, you will turn valuation analysis into clear insights that help clients understand the worth and potential risks of a transaction. You will draw on valuation methods and technology resources, consider the broader business context, and review deliverables while maintaining professional and technical standards. When a transaction presents ambiguity, you will ask questions, interpret feedback, and work with colleagues to determine a path forward. This role offers opportunities to deepen your technical skills and develop your approach to mentoring others through varied client engagements.
Responsibilities
- Developing quantitative models to value derivatives, options, swaps, convertible bonds, fixed income securities, and commodity instruments for transaction and financial reporting decisions
- Applying option pricing, Monte Carlo simulation, and financial engineering techniques to assess complex deal structures, market assumptions, and valuation risks
- Analyzing balance sheets, cash flows, cost of capital, peer groups, and industry trends to assess business, equity, and asset values in mergers and acquisitions
- Evaluating fair value measurements, purchase price allocations, goodwill impairment, and legal entity valuations using financial statement models and documented valuation methods
- Testing model inputs and outputs through sensitivity analysis, market data comparisons, and mark-to-market reviews, documenting limitations and questions for further investigation
- Using Bloomberg Terminal, MATLAB, Python, VBA, and Alteryx to source market data, automate calculations, and review outputs from AI-assisted valuation workflows
- Presenting valuation findings to clients and deal teams, explaining key assumptions, transaction implications, and potential effects on value creation and capital allocation
- Managing assigned valuation workstreams, coordinating schedules and budgets, reviewing junior colleagues' work, and incorporating stakeholder feedback into deliverables for complex transactions
What You Must Have
- At least a Bachelor's degree
- At least 3 years of experience
What Sets You Apart
- Preference for a Master's degree in Quantitative Finance or similar
- Valuing derivatives, swaps, and convertible bonds using option pricing and Monte Carlo simulation for transaction analyses
- Building financial and cash flow models to assess deal structures, capital allocation, and business value
- Applying market data analysis and sensitivity testing to validate valuation models for complex financial instruments
- Leveraging Bloomberg Terminal, MATLAB, Python, or VBA to streamline quantitative analysis and review modeling outputs
- Assessing fair value measurements and purchase price allocations for financial reporting in acquisitions
- Presenting valuation findings to clients while guiding junior colleagues through analysis and incorporating stakeholder feedback
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
PwC Boston, Massachusetts, USA Office
101 Seaport Boulevard, Boston, MA, United States, 02210
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