Complex Financial Instruments Associate - Summer 2027

Grant Thornton's Complex Financial Instruments (CFI) professionals analyze and value complex financial instruments for financial reporting, tax reporting and strategic planning purposes.

Our CFI services help companies understand the value of complex financial instruments including:

• Derivatives and hedge instruments
• Market-based and performance-based stock options
• Convertible debt
• Contingent consideration (i.e. earnouts)
• Preferred equity
• Management incentive units
• Real options

Interested candidates should display an affinity for learning and problem-solving skills as well as have the adaptability to work cross-functionally within the Valuation & Modeling practice. Interested candidates should be self-starters and should demonstrate strength in or a desire to build skills related to Grant Thornton's core values of: Collaboration, Leadership, Excellence, Agility, Respect and Responsibility.

Your day-to-day may include:

As a CFI Associate your primary responsibility will be executing high quality projects and services from beginning to end under the supervision of experienced CFI leadership. Associates are expected to aid project teams with deliverables, perform detailed financial analysis, and build strong working relationships with clients. In addition, as a CFI Associate you will focus on continuously developing your technical and professional skills to build and expand your role in the CFI and Valuation & Modeling practice.

Throughout engagements, CFI Associates will:

• Gain an understanding of client operations, processes and business objectives and utilize that knowledge to add value on Valuation & modeling engagements
• Perform market company and industry research in connection with ongoing engagements
• Perform detailed financial analysis and interpret various financial and operational information
• Assist with engagement administration including engagement set up
• Work closely with the project team to promptly resolve client issues
• 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 related to engagements as well as document management, referencing from source documents to analysis, and file preparation
• Write opinion letters and reports
• 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, qualifications, and abilities:

• Master's degree in Finance, Financial Mathematics, Financial Engineering or other quantitative fields
• Minimum overall GPA of 3.0/4.0
• Willingness and ability to work additional hours and travel to various client sites (as needed)
• Excellent analytical, communication (written and verbal) and interpersonal skills
• Strong technical aptitude and problem-solving skills
• Effective project and time management skills for handling multiple priorities and simultaneous projects
• Enthusiasm to learn through a combination of structured, on-the-job and self-directed training
• Ability to work efficiently and effectively in a team environment
• High level of expertise with computer skills including Microsoft Excel, PowerPoint, and Word
• Highly analytical with expertise in financial analysis and modeling, econometrics, statistics, and regression analysis.
• Desire to pursue applicable professional certifications (e.g. ASA, CFA, CVA, ABV, or FRM)
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position.

The base salary for this position in the firm's Boston, MA office is $111,800 per year.