The Complex Financial Instrument (CFI) Valuation Services Intern serves as a key member of RSM Valuation Services Consulting.

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. 

  Basic Qualifications: 

• Pursuing Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master’s a plus 

• Proficiency in MS Office 

• Ability to prepare detailed financial models in MS Excel and compose technical reports 

• Excellent verbal and written communication skills 

• Ability to work independently in an entrepreneurial work environment 

• Ability to travel as needed or requested

Preferred Qualifications: 

• Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, Intex preferred 

• Experience working on the valuation team of a global public accounting (Big 4) or consulting firm or similar industry experience 

• Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions 

• Considerable experience with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives,  

• Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent

  The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on RSM’s total rewards, visit our website at https://rsmus.com/careers/working-at-rsm/benefits.html.

If required by applicable law or client policy, you may be required to be vaccinated for COVID-19 or have an approved accommodation.

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

RSM is the leading provider of audit, tax and consulting services to the middle market, with over 16,600 professionals across the U.S., Canada, El Salvador and India. RSM has a global presence in 120 countries, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. Our culture embodies inclusiveness and understanding, empowering our people to be their authentic selves, share their unique perspectives and own their futures to achieve their personal and professional aspirations.