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Grant Thornton LLP (US)

Complex Financial Instruments Senior Associate

Posted 7 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
Junior
Hybrid
Charlotte, NC, USA
Junior
As a CFI Senior Associate, you will perform complex valuation analyses and modeling for financial instruments, utilizing advanced statistical concepts and maintaining client relationships.
The summary above was generated by AI

As a CFI Senior Associate, you’ll assist clients by applying traditional and cutting-edge valuation approaches and methods to a variety of analyses – all with the resources, environment, and support to help you excel. You will perform valuations of financial instruments such as equity instruments in complex capital structures, options, warrants, redeemable debt, convertible debt and embedded derivatives, and contingent claims, such as earnouts and contingent considerations, utilizing statistical and financial concepts such as Black-Scholes model, Monte Carlo simulation, and binomial lattice model.    

From day one, you’ll be empowered by the greater CFO Advisory team to help clients make the moves that will help them achieve their vision and help you achieve more, confidently.  

 Your day-to-day may include: 

  • Perform valuation analysis and modeling 
  • Utilize advanced statistical and financial concepts inbuilding models including Monte Carlo simulation, binomial lattice model, and real options 
  • Oversee and perform data- and document-intensive financial analysis and modeling/projections, economic and statistical analysis, valuation analysis, and industry research 
  • Oversee and perform research to establish positions on valuation matters, document management, referencing from source documents to analysis, and file preparation 
  • Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively 
  • Maintain active communication with engagement team regarding interim and final deadline, percent of completion, etc. 
  • Other duties as assigned 

You have the following technical skills and qualifications: 

  • Bachelor’s degree in Finance, Accounting, Economics, Financial Engineering, Mathematics, or related quantitative discipline required 
  • Minimum 2 years of related work experience in a similar consulting practice or function servicing cross industry clients at a national level with experience in business valuation and financial instruments required 
  • Superior knowledge of Microsoft Excel required
  • Progression towards certification/license such as CFA or other quantitatively intensive certification and valuation credentials such as CVA, ABV preferred 
  • Visual Basic for Applications (VBA), Stata, C++, R, R Studio, Python with Numpy, Pandas, and/or MATLAB experience preferred 
  • Highly analytical with expertise in financial analysis and modeling, econometrics, statistics, and regression analysis 
  • Accounting, finance, financial engineering, and economics knowledge; proficiency in US GAAP or IFRS preferred 
  • Can travel as needed. Expected travel is up to 15% per year 

#LI-SW1

About UsAt Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It’s what makes us different, and we think being different makes us better. 

In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.

In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the TeamThe team you’re about to join is ready to help you thrive. Here’s how:
• Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work the way that it best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a GT office or client site.   
• Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. 
• We understand that your needs, responsibilities and experiences are different — and we think that’s a good thing. That’s why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at  www.gt.com/careers
• When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we’re taking action for diversity, equity & inclusion at  www.gt.com/careers

Here’s what you can expect next: 
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at   www.gt.com/careers

Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that’s a good thing. That’s why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: https://www.grantthornton.com/careers/rewards-and-benefits
  • Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period.
  • Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Seasonal employees may also be eligible to participate in the firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. 
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.

Additional Details:         
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
 
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton LLP to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact [email protected]

For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Gran Thornton does not require or administer lie detector tests as a condition of employments or continued employment.   

Top Skills

C++
Matlab
Excel
Numpy
Pandas
Python
R
R Studio
Stata
Visual Basic For Applications

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