Financial Markets Valuation Senior Associate - REMOTE

PSR Associates Inc

New York New York

United States

Financial Services - Banking / Investment / Finance
(No Timezone Provided)

PSR Associates, Inc. is an IT consulting firm specializing in Staffing and Recruiting Services. People. Solutions. Results. Founded in 2003, PSR Associates, Inc. is headquartered in Atlanta, GA, with additional offices in Tampa, FL; Washington, D.C.; Charlotte, NC; Austin, TX; and Irvine, CA. Trusted, connected, experienced and fast, PSR Associates delivers the right talent to help leading companies perform at their best.

Job Description: Minimum Degree Required:
Bachelor Degree
Minimum Years of Experience:
3 year(s)

Certification(s) Required:
Before starting, must be eligible to sit for the primary credential exam appropriate
for relevant practice area, such as having 150 credit hours to sit for the CPA exam in certain states.

Preferred Qualifications:
Preferred Fields of Study:
Management Information Systems & Accounting, Finance, Finance & Technology, Accounting & Finance

Additional Educational Preferences:
A Juris Doctorate, PhD, MBA or a Master degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics may also be considered.

Certification(s) Preferred:
CPA Exam, Level 1 of the CFA exam, a State Appraiser Trainee License, CHA exam or CCIM which includes completion of all courses, exams and ethics exam,enrolled agent

Preferred Knowledge/Skills:
Demonstrates thorough knowledge and/or a proven record of success in financial products and issues that both issuers and investors face as markets evolve over time, including the following areas in supporting engagements:

  • Applying accounting, tax, and regulatory standards to complex financial instruments;
  • Assisting clients with their understanding of complex financial structures prior to the issuance of securitizations and assisting related parties, underwrites, attorneys, etc., with verifying that disclosures align with the underwriter s intent of the security structure;
  • Performing valuation analysis of financial instruments and structured products;
  • Assessing the reasonableness of valuations and financial models prepared by others; and,
  • Creating independent financial models to project collateral and bond cash-flows for various debt types and related securitizations, including asset backed securities, mortgage backed securities, and collateralized loan obligations.
  • Demonstrates thorough abilities and/or a proven record of success in financial instruments, such as derivatives and fixed income products, which are utilized within real estate finance, consumer finance, corporate finance, and valuation techniques that are utilized for financial products.
  • Demonstrates thorough abilities and/or a proven record of success in effective problem-solving skills and the ability to prioritize and manage multiple tasks, including the following areas:
  • Researching and analyzing pertinent client, industry, and financial matters; while demonstrating strong technical and analytical skills;
  • Being agile and flexible when adapting to changing client needs and market conditions;
  • Utilizing industry software, e.g. INTEX, TREPP, Bloomberg, CapIQ, or, advanced Excel modeling; and,
  • Communicating effectively, both written and verbally, within a professional services business environment.
  • Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs:
  • Managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues.
  • Demonstrating thorough abilities and/or a proven record of success as a team leader.
  • Providing candid, meaningful feedback in a timely manner; and,
  • Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members.

Financial Markets Valuation Senior Associate - REMOTE

PSR Associates Inc

New York New York

United States

Financial Services - Banking / Investment / Finance

(No Timezone Provided)

PSR Associates, Inc. is an IT consulting firm specializing in Staffing and Recruiting Services. People. Solutions. Results. Founded in 2003, PSR Associates, Inc. is headquartered in Atlanta, GA, with additional offices in Tampa, FL; Washington, D.C.; Charlotte, NC; Austin, TX; and Irvine, CA. Trusted, connected, experienced and fast, PSR Associates delivers the right talent to help leading companies perform at their best.

Job Description: Minimum Degree Required:
Bachelor Degree
Minimum Years of Experience:
3 year(s)

Certification(s) Required:
Before starting, must be eligible to sit for the primary credential exam appropriate
for relevant practice area, such as having 150 credit hours to sit for the CPA exam in certain states.

Preferred Qualifications:
Preferred Fields of Study:
Management Information Systems & Accounting, Finance, Finance & Technology, Accounting & Finance

Additional Educational Preferences:
A Juris Doctorate, PhD, MBA or a Master degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics may also be considered.

Certification(s) Preferred:
CPA Exam, Level 1 of the CFA exam, a State Appraiser Trainee License, CHA exam or CCIM which includes completion of all courses, exams and ethics exam,enrolled agent

Preferred Knowledge/Skills:
Demonstrates thorough knowledge and/or a proven record of success in financial products and issues that both issuers and investors face as markets evolve over time, including the following areas in supporting engagements:

  • Applying accounting, tax, and regulatory standards to complex financial instruments;
  • Assisting clients with their understanding of complex financial structures prior to the issuance of securitizations and assisting related parties, underwrites, attorneys, etc., with verifying that disclosures align with the underwriter s intent of the security structure;
  • Performing valuation analysis of financial instruments and structured products;
  • Assessing the reasonableness of valuations and financial models prepared by others; and,
  • Creating independent financial models to project collateral and bond cash-flows for various debt types and related securitizations, including asset backed securities, mortgage backed securities, and collateralized loan obligations.
  • Demonstrates thorough abilities and/or a proven record of success in financial instruments, such as derivatives and fixed income products, which are utilized within real estate finance, consumer finance, corporate finance, and valuation techniques that are utilized for financial products.
  • Demonstrates thorough abilities and/or a proven record of success in effective problem-solving skills and the ability to prioritize and manage multiple tasks, including the following areas:
  • Researching and analyzing pertinent client, industry, and financial matters; while demonstrating strong technical and analytical skills;
  • Being agile and flexible when adapting to changing client needs and market conditions;
  • Utilizing industry software, e.g. INTEX, TREPP, Bloomberg, CapIQ, or, advanced Excel modeling; and,
  • Communicating effectively, both written and verbally, within a professional services business environment.
  • Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs:
  • Managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues.
  • Demonstrating thorough abilities and/or a proven record of success as a team leader.
  • Providing candid, meaningful feedback in a timely manner; and,
  • Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members.