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Employment Type: Full-time

Executive, Complex Securities Valuations, Strategy & Transactions

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.

Join EY and help to build a better working world.

The opportunity

At EY-Parthenon, our unique combination of transformative strategy, transactions, tax and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, boards, private equity and governments every step of the way.

Your key responsibilities

The Complex Securities team provides quantitative financial valuation services to clients. Projects can range from valuation of bespoke financial products and contracts, the construction of models that price or analyse financial risk, to reviewing of client models or valuations in a similar field.

As part of your role, you will:

  • Price complex and often bespoke financial products and derivatives, sometimes building models from scratch.
  • Develop solutions for external and internal clients based on sound quantitative models.
  • Collect and analyse financial market data and time series.
  • Prepare and present reports to support the analysis.
  • Review quantitative models developed by clients or third parties.
  • Work within available budgets and timelines on a variety of projects whilst keeping the assignment manager updated with progress.

Skills and attributes for success

Successful applicants will be highly numerate and analytical. You will understand the fundamentals of financial instrument valuations, be comfortable preparing an independent analysis and be able to explain the rationale behind the chosen approach.

In addition, you will be well-organized in your work, be a team player and possess good communication skills. Specifically, you can explain the essence of complex models and technical concepts to the team and to clients.

What we look for:

  • Practical experience of applying financial engineering techniques, e. g. modelling securities or derivative instruments;
  • Strong technical modelling skills, with knowledge of Excel and VBA and/or other programming tools such as MATLAB, Python or R; and
  • Experience of working in financial services, consultancy or in a relevant role in industry, with demonstrable problem-solving skills.

Ideally, you’ll also have

  • An MSc or PhD in financial mathematics or another numerate subject.  A qualification such as CQF or FRM would be advantageous.
  • Capital markets or financial risk management experience.
  • Knowledge of simulation or other numerical techniques in financial engineering or economics.

What we offer you

We will fuel your ambition and potential with future-focused skills development that equips you with state-of-the-art methodologies and technology-enabled solutions. With more than 25,000 people in 150 countries, you will join an inclusive and empowering culture that values your uniqueness, prioritizes your wellbeing, and immerses you in the diverse thinking and cross-cultural experiences necessary to help deliver impact to clients across the globe and to help build a better working world. Learn more about careers at EY-Parthenon.

Specifically within the role you will be coached via on the job training in areas of valuation where you may previously not have had direct experience.  You will gain a wide range of experience across diverse asset classes and types of valuation approach, as well as gaining wider business skills and interacting with clients and a wide range of internal EY stakeholders.  We have a track record of progression and collaborative working to help build your career path.

Are you ready to shape your future with confidence? Apply today.

To help create the best experience during the recruitment process, please describe any disability-related adjustments or accommodations you may need.

Model Strategy & Monitoring Lead

Credit Risk Model Development is an international, global team (more than 400 risk experts) located in different locations in Europe (e.g., Amsterdam, Milan, Warsaw). The key responsibility is development of robust credit risk models firmly embedded in the regulatory environment.

Seniors – Derivatives – Audit Valuation – Pakistan

EY is seeking a Valuation Specialist to join its Assurance Valuation team. This role involves reviewing and evaluating the valuation of complex financial instruments, including derivatives, for audit purposes. It presents an opportunity to grow within a leading firm through diverse engagements, mentoring, and continuous learning.

Market Risk + Counterparty Credit Risk Management – SME

We are seeking a seasoned Traded Risk Practice Leader to drive growth, delivery excellence, and capability development across Market Risk and Counterparty Credit Risk (CCR) domains. The role blends domain leadership with business growth responsibilities which include shaping strategy, strengthening client relationships and expanding the firm’s Traded Risk franchise across global financial institutions.

Trader

Please see job role.

Head of Market and External Managers Risk, P4

Under the overall supervision of the Chief, the incumbent will perform the following duties: 1) Contributing to Asset-Liability management within a pension fund context and strategic asset allocation exercises. 2) Providing independent oversight on tactical asset allocation and risk distribution across internal investment teams and external asset managers through a robust risk budgeting framework, without direct involvement in front office decision-making. 3) Analysis of risk for public market asset classes (fixed income, equities, currencies) 4) Create, prepare on a regular basis and analyze risk reports. 5) Monitor and identify risk, interpret reports and formulate risk reduction in accordance with OIM goals. 6) Perform risk-related due diligence and monitoring of external asset managers in public asset classes. 7) Model and integrate risk statistics by conducting research on macroeconomic factors and risk metrics reports to provide quantitative inputs on various investment proposals and existing portfolios of investments. 8) Conduct quantitative analysis of the Fund’s assets for the effectiveness and use of indexed tools and derivatives instruments for hedging equity, currency, duration, interest rate, and other risks. 9) Functional owner of the risk data management database and conduct independent risk calculations. 10) Develop and deliver an assessment of portfolio risks of both internally and externally managed investments. 11) Monitor market and external manager risks. 12) Represent the Fund at inter-agency meetings, seminars, etc., on substantive­ relative issues as instructed by Senior risk officer or the Chief, Risk and Compliance. Participate in international, regional or national meetings and provide programmatic/substantive expertise on Portfolio Risk Analysis and Attribution, or holds programmatic/substantive and organizational discussions with representatives of other institutions. 13) Collects and analyzes data to identify trends or patterns and provide insights through graphs, charts, tables and reports using data visualization methods to enable data-driven planning, decision-making, presentation and reporting. 14) Carries out other tasks as may be assigned by Senior risk officer or Chief Risk and Compliance Officer.

Fund Services.Risk Analyst

Your Role: 

  • You will produce accurate custom and regulatory risk management and fund performance analytics reports to be distributed to hedge fund clients, their investors and regulatory bodies in a timely manner
  • Resolve all queries to risk reports
  • Support the new business process – on-boarding new clients, assisting in the preparation of demos, marketing literature, maintaining demo risk system and product development (eg exploring/researching/bringing to market possible new revenue streams such as in response to emerging regulations)
  • Be involved in the maintenance, prototyping and user acceptance testing of internally developed valuation models and risk tools
  • Perform operational risk management – risk reporting process documentation, improving processes through increasing level of automation, ensure consistent application of CFS policies and procedures, identify and appropriately communicate potential internal and external risks.
  • Assist relationship managers by participating in monthly calls or any escalation relating to day-to-day risk reporting issues, participate in communication/escalation aspects of complex issues resolution
  • Contribute to cross functional training initiatives

Qualifications

About You:

  • You have a quantitative background with a Bachelor/higher level degree or professional qualification (MSc, PhD, CQF, FRM, PRMIA, GARP, CFA, FIA)
  • A quick learner who is self-motivated and demonstrates a strong attention to detail while multi-tasking
  • Excellent oral and written communication skills and interpersonal skills
  • Proficient in Excel, VBA, SQL and Python
  • 0-2 years of experience in Financial Services, preferably with detailed knowledge of pricing/valuing/risk management of OTC derivatives using both in-house models/financial libraries/risk systems and specialist vendors such as Bloomberg BVAL, SuperDerivatives and IHS Markit
  • Knowledge of investment risk measurement and management under regulatory frameworks such as Form PF, Form CPO-PQR, Annex IV, Basel III/CRD IV/CRR and Solvency II is advantageous

Portfolio and Quantitative Analytics Analyst – Lazard Wealth

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Lazard Wealth (LW), LAM’s wealth management business, collaborates with our clients to help solve and simplify the complexities of wealth, while delivering sophisticated investment solutions and advice. We combine years of history and experience to help preserve and grow our clients’ wealth across generations. The principal areas of focus with clients are strategic advice and planning, investment management and direct private investments. Working in partnership with families, we customize an investment process that meets their specific needs.

 

We are seeking a Portfolio & Quantitative Analytics Analyst to play a critical role in supporting and overseeing risk management functions within our firm. You will be responsible for developing and implementing effective risk management strategies, models, reports, and procedures across client portfolios, market research, and technology solutions.

We’ll trust you to:

 

  • Utilize and assist in the development and maintenance of risk models and tools to identify and monitor portfolio risk factors, stress test portfolios, and ensure compliance with risk management guidelines.
  • Proactively monitor market conditions and perform scenario analysis to assess potential impacts on portfolio risk exposures and recommend necessary adjustments.
  • Observe and contribute to portfolio and investment decisions; contribute to the development of investment strategies, asset allocation models, and risk management frameworks, incorporating quantitative research insights.
  • Become proficient in statistical techniques and quantitative models to assess portfolio and investment risk, estimate potential returns, and optimize portfolio construction in order to deliver performance attribution analysis, factor-based exposures, and portfolio optimization.
  • Stay updated on the latest industry trends and research advancements in risk management, quantitative analysis, and portfolio construction methodologies.
  • Collaborate with other groups within the Firm to offer quantitative support and industry specific input.
  • Support the Investment Team with quantitative research and analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments with a strong focus on risk management and portfolio construction.
  • Evaluate and implement risk management techniques, such as hedging strategies, derivatives, and asset allocation adjustments to mitigate portfolio risks and enhance risk-adjusted returns.

 

You’ll need to have:

  • 3-5 years’ experience in a risk management, analytical, or quantitative role, particularly within the asset allocator and wealth management space.
  • A Bachelor’s degree in finance, economics, mathematics, statistics, or a related field. Advanced degree (e.g., MBA, MSc) with a focus on quantitative finance or risk management is preferred.
  • Understanding of risk management principles, quantitative modeling techniques, and statistical analysis.
  • Experience using programming languages such as R and MATLAB for quantitative research, data analysis, model implementation and creation of interactive dashboards.
  • Proven experience in MATLAB programming and software development.
  • Ability to prioritize and manage multiple tasks and projects effectively.
  • Ability to access, manipulate, and clean large data sets from various databases and sources.
  • Experience with risk modeling software, quantitative analytics platforms, and market data providers (e.g. Bloomberg).
  • Familiarity with risk measurement methodologies (e.g., VaR, stress testing, factor analysis) and risk management frameworks (e.g., risk budgeting, risk-adjusted performance metrics).
  • Baseline knowledge of financial derivatives, options pricing models, and portfolio optimization techniques.
  • Excellent problem-solving and critical-thinking skills, with the ability to analyze complex data sets and draw meaningful insights.
  • Strong communication and presentation skills, with the ability to explain quantitative concepts to non-technical stakeholders.
  • A strong interest in working on a wide range of problems related to diverse asset classes and investment strategies. Understanding or interest in learning about alternative asset classes.
  • Professional certifications such as FRM, CQF, or CFA are desirable.

Manager, Stress Testing Oversight

Key Responsibilities

  • Define the specifications and methodology for the stress testing program, ensuring alignment with ECB and other applicable EU regulatory requirements, in particular for systemically important institutions.
  • Lead the coordination and definition of key stress testing assumptions (macro, idiosyncratic, and reverse stress scenarios) with internal stakeholders and expert teams across risk, finance, and business lines.
  • Oversee and ensure the ongoing adequacy, calibration, and fit-for-purpose operation of stress testing models and engines.
  • Interpret, review, and document all stress test results, including the rationale for key assumptions and their impacts on capital, liquidity, and solvency positions.
  • Present stress testing methodology and outcomes to senior management, risk committees, and regulatory bodies (ECB, CSSF) as required, articulating material risks and model limitations in a clear and concise manner.
  • Maintain up-to-date documentation and process control for all elements of the stress testing lifecycle, including scenario selection, data inputs, model parameters, and reporting outputs.
  • Monitor market and regulatory developments, proactively enhancing the stress testing framework to ensure best-in-class standards and ongoing regulatory compliance (ECB Guide on ICAAP/ILAAP, EBA Guidelines, CRR).
  • Assist with the integration of stress testing outcomes into risk appetite, capital planning, recovery planning, and other strategic processes (e.g., ICAAP/ILAAP, SREP submissions).
  • Support ad hoc regulatory data requests, internal reviews, audits, and examinations related to stress testing frameworks and outcomes.

Ideally, you would have

  • 7+ years of experience in stress testing, risk management, or quantitative analytics within a regulated EU/EEA banking environment, ideally with direct exposure to ECB SSM supervision.
  • Proven track record in leading or coordinating stress testing or capital planning projects
  • Hands-on experience with quantitative modeling and scenario design.
  • Master’s degree in finance, economics, quantitative discipline, or related field; professional certification (CFA, FRM, PRM, CQF) advantageous.
  • Strong analytical skills and attention to detail, with outstanding verbal and written communication abilities.
  • Capacity to interpret complex technical results for diverse audiences up to senior executive and regulator level.
  • Proven experience working in a fast-paced, international environment, managing multiple stakeholders and deadlines.

VP- Digital Value Creation-TAS India

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Financial and Valuation Advisory
Over the past 40 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise, leadership in the field of valuation, and objective approach to independent due diligence advice inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2020, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Transaction Advisory Services
Houlihan Lokey’s Transaction Advisory Services (TAS) practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics, and technical accounting matters associated with corporate mergers, divestitures, and acquisitions (M&A). Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our due diligence experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.
TAS India
TAS India covers Financial due diligence, Accounting and financial reporting and Digital value creation services. We have a highly integrated ‘one-team’ working model where TAS India team members are fully embedded into an engagement lifecycle – from client pitch to client discussions through closure. They have similar exposure to project complexities and client situations as their counterparts in the global TAS teams, and work in similar ownership and accountability construct. With a strong industry orientation and innovation-focused environment, we offer a unique proposition comprising best-in-class functional, industry and technology competencies along with an exposure to global M&A markets.

Job Description
TAS is seeking talented professionals to join our fast-growing Digital Value Creation group (DVC) at the Vice President level. DVC provides our clients value-creating insights from vast market, operational, and financial data. DVC professionals work closely with HL due diligence, valuation and investment banking teams alongside clients’ deal and operating teams. As a professional in the group, you will be teamed with highly talented and dedicated M&A professionals in various industry groups including Industrials, Consumer, Technology, Business Services and Financial Services. This opportunity provides you broad exposure to different transactional issues affecting businesses in an M&A environment.

This is a unique opportunity for someone with proficiency in data analytics along with experience in applying data analytics techniques to financial and operational analyses that is fundamental to an M&A process. DVC provides you ample exposure to the M&A and corporate finance industry and capital markets. You will further develop and extend your data analytics knowledge, and hone your interpersonal skills as you deliver valuable insights that derive transaction and strategic decision making for internal and external stakeholders.

Responsibilities
• Participate in buy-side and sell-side M&A engagements and data-focused operational reporting engagements
• Lead engagements or substantial workstreams within an engagement, taking ownership of the execution, quality and timeliness of deliverable to clients
• Day-to-day project management, ensuring progress in line with project plan and effective resource management; resolving bottlenecks and complex questions; identifying risks and delays; reporting and escalating issues as required; tracking budgets; etc.
• Communicate directly and effectively with senior business executives and internal stakeholders, providing project updates, discussing questions and bottlenecks, and sharing points of view and recommendations as defined within project scope
• Gather, evaluate, sanitize, and organize applicable meta data
• Prepare data workflows to clean and combine data from multiple sources
• Prepare data visualizations and dashboards to deliver key insights
• Generate insights on the drivers of business growth, profitability, and liquidity, and story-board key findings into a structured and comprehensible report
• Identify key business risks and opportunities impacting business valuation
• Be willing to learn and train peers on data analysis and visualization tools
• Continuously develop industry knowledge and qualifications
• Be able to work on and lead multiple assignments simultaneously
• Support and actively participate in business development efforts
• Review the work of junior team members, ensuring desired quality and insights, and providing timely feedback for their continuous learning
• Manage a team of 2-3 Analysts and/or Associates, being responsible for their learning and professional development

Basic (must-have) Qualifications
• Bachelor’s degree in technology / computer science / accounting / finance or quantitative finance, or similar (with concentration in data analytics or another quantitative field)
• Experience in financial analytics based on sound understanding of financial statements like Profit & Loss and Balance sheet and ability to analyze financial and operating performance of a company
• Hands-on experience in working on one of the data wrangling / ETL tool i.e. Alteryx, Dataiku etc.
• Sound knowledge of and experience in data visualization tools, either Tableau or Power BI
• Strong command of advanced Microsoft Excel functions, PowerPivot, Power Query, etc.
• Experience working in a global organization across different time zones, managing both internal and external stakeholders
• Team management experience, covering role expectations, learning and development, and performance management
• Exceptional work ethic, high motivation, and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Strong analytical abilities
• Exceptional verbal and written communication skills
• A demonstrated ability to work cooperatively and be a team player

Preferred (good-to-have) Qualifications
• Post graduate degree or diploma, or certification in any of the above fields of study or business administration (for instance MBA, CFA, CQF etc.)
• Experience in M&A and financial consulting areas such as Financial due diligence, Valuation, Financial Planning & Analysis will be a strong advantage
• Strong command of at least one programming language Python, R, VBA
• Prior work experience in relational database management systems (including experience in SQL Server, Snowflake, or similar)