Associate, Economic Valuation Services - Complex Securities | Multiple Locations Winter 2026

Overview

Associate, Economic Valuation Services - Complex Securities | Multiple Locations Winter 2026

Join to apply for the Associate, Economic Valuation Services - Complex Securities | Multiple Locations Winter 2026 role at KPMG US .

At KPMG, you can become an integral part of a dynamic team at one of the world's top professional services firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists and access to our Ignition Centers, where industry knowledge merges with cutting-edge technologies to create innovative solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it has an investment in our people, our future, and what we stand for as a firm.

Responsibilities

• Use advanced financial engineering/numerical, mathematical, econometric and statistical techniques, including Monte Carlo simulation and lattice models, to perform and review valuations of complex financial instruments including contingent consideration, put/call deal structures, stock compensation, warrants, financial derivatives (equity, interest rate, commodity, CPI, credit), embedded derivatives, debt, loans, fixed interest securities, insurance contracts, convertible notes and other hybrid instruments
• Effectively present / document / support complex securities valuations to various stakeholders, including managers, clients, auditors and regulators
• Develop, document and enhance models to be used by the complex securities practice to perform valuations
• Understand, research and stay-current with authoritative guidance and industry best practices in the context of valuations for financial reporting, tax and litigation purposes
• Contribute to the training of team members and go-to-market initiatives of the complex securities valuation practice
• Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI, and more

Qualifications

• Must be pursuing and have obtained by the start date or have completed the following degrees/majors in the past 12 months: an advanced (preferred) or Bachelors with a focus in Quantitative Finance, Financial Engineering, Mathematical Finance, Computational Finance, or equivalent program from an accredited college or university
• Preferred GPA of 3.0 or above
• Familiarity with stochastic models used to value complex financial instruments within a risk-neutral framework
• Familiarity with financial instruments including fixed income securities, interest rate and equity derivatives
• Experience with valuation software tools (Bloomberg, Fincad, Numerix, Matlab and Intex) preferred
• Programming skills (VBA, C++, R and Python), excellent communication and presentation skills
• Strong technical aptitude, demonstrated quality service mindset, critical thinking skills and ability to navigate MS Office applications, including Excel, PowerPoint, Word and Outlook
• Ability to learn and navigate technologies such as artificial intelligence (AI), Alteryx and Power BI
• Must reside within a reasonably commutable distance to the office for this position and be able to travel to reasonably commutable work locations using own means of transportation, such as a personal vehicle or public transportation
• Ability to travel and/or work on-site at client premises as needed, at times with relatively short notice
• Authorization to work in the U.S. without the need for employment-based visa sponsorship now or in the future is preferred

Salary, benefits, and equal opportunity

KPMG LLP and its affiliates and subsidiaries (“KPMG”) comply with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at “Benefits & How We Work”.

Follow this link to obtain salary ranges by city outside of CA:

California Salary Range: $79,000 - $82,000

KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. No phone calls or agencies please.

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.