164 Stock Trading jobs in the United States

Please Note: This role requires the ability to work on site 3 days per week per company policy

The annual salary range for this role is $80,000 to $85,000 in New York and San Francisco

The World Economic Forum, committed to improving the state of the world, is the international organization for public-private cooperation.

The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas.

Why we are Recruiting

The Centre for Financial and Monetary System (FMS) is comprised of leading global and regional institutions from the financial services and investing industries, among other critical stakeholders. It engages this broad set of actors to design and develop a more sustainable, resilient, trusted, and accessible financial system that reinforces long-term value creation and economic growth.

The Specialist, Financial Markets and Resilience will be responsible for supporting Centre-specific content focused on developing and deepening cooperation and positive impact on topics of systemic importance. Areas of potential focus include financial system stability, European capital market integration, growth of private capital, democratization to retail investors, longevity economy.

Reporting Lines & Interactions

The Specialist, Financial Markets and Resilience will report to Head, Financial Markets and Resilience Initiatives and collaborate with initiative leads across the team. Internally, the person will also work with colleagues in our Account Management and Business Development Teams, the internal FMS Centre team, Global Industry Team, and a broad range of other stakeholders. Externally, this person will interact and collaborate with constituents ranging from Forum Partner and non-Partner companies, governments, academia, and civil society.

Main Responsibilities:

A successful candidate will play a key role in supporting the initiatives and facilitating engagement among Forum constituents - both business and non-business and will support the portfolio of work of team across a range of initiative s, events and outputs. Some responsibilities may include:

Initiative Management

• Contribute to scoping and delivering on existing initiatives that align with and promote the Forum's and Centre's mission
• Initiative organization, including ensuring deliverables are on track across multiple workstreams, coordinating with internal colleagues and external consultants (if applicable)
• Support initiative management governance; report and monitor initiative progress, impact and evaluation.
• Support development of deliverables from white papers and blog posts to communication strategies, that includes using various media channels from podcasts to social media

Stakeholder management and Business Development

• Contribute to identification and outreach for the community of potential and existing Forum partners
• Support engagement of a diverse set of executive stakeholders from private and public sectors on strategic deliverables and convenings, frameworks and policies
• Collaborate with relevant teams to ensure that opportunities to leverage Forum networks, events, and public engagement opportunities for initiative outcomes are fully utilized

Requirements and Experience

• Bachelor's degree in a Business, Economics, or related field
• 2+years of professional work experience working with public or private sectors in areas that may include but not limited to banking, capital markets, investment management, investor relations, asset management, portfolio operations, strategy consulting, economic analysis
• Professional experience and existing relationships with public and private stakeholders in developed and emerging economies is a plus
• Ability to build strong internal relationships and networks within a complex, collaborative and ambiguous environment; can work well globally across cultures
• Energetic, self-directed, customer-oriented team player with a mission-oriented mindset
• Fluency in English with excellent written and verbal communication skills; additional foreign languages a plus
• Willingness to travel 15% of the time

Why work at the Forum:

The Forum believes that progress happens by bringing together people from all walks of life who have the drive and the influence to improve the state of the world by building awareness and cooperation, shaping mindsets and agendas, and driving collective action. Join us and become a driver for positive change!

Our client, a leading financial institution, is seeking a highly analytical and results-oriented Senior Quantitative Analyst to join their remote-first trading strategies team. In this pivotal role, you will be responsible for developing, testing, and implementing sophisticated quantitative models that drive our trading decisions across various asset classes. You will work closely with portfolio managers and traders to identify market opportunities, assess risk, and optimize portfolio performance. The ideal candidate possesses a deep understanding of financial markets, econometrics, statistical modeling, and advanced programming techniques. Your responsibilities will include conducting rigorous back-testing and performance analysis of trading algorithms, researching and incorporating new data sources, and staying abreast of the latest advancements in quantitative finance. You will also be tasked with developing risk management frameworks, performing stress testing, and ensuring the robustness and accuracy of our quantitative systems. This is a fully remote position, requiring strong self-discipline, exceptional communication skills, and the ability to collaborate effectively with colleagues across different time zones via virtual platforms. You will be expected to contribute to the team's research pipeline, present findings to senior management, and document methodologies clearly and concisely. A Ph.D. or Master's degree in a quantitative field such as Mathematics, Statistics, Physics, Computer Science, or Economics is required. Proficiency in languages like Python, R, C++, or similar, along with experience in large-scale data manipulation and database technologies, is essential. This role offers a challenging and rewarding opportunity to make a significant impact on the firm's success in the dynamic global financial landscape.

Responsibilities:

• Develop, implement, and back-test quantitative trading strategies and models.
• Conduct in-depth research on market dynamics, statistical arbitrage, and asset pricing.
• Analyze large datasets to identify trading signals and patterns.
• Build and maintain risk management models and perform stress testing.
• Collaborate with traders and portfolio managers to execute trading strategies.
• Optimize portfolio allocation based on quantitative analysis and risk assessment.
• Stay current with the latest research in quantitative finance and machine learning.
• Communicate complex findings and recommendations to both technical and non-technical audiences.
• Develop and maintain robust code for data analysis and strategy implementation.
• Ensure the accuracy, reliability, and scalability of quantitative systems.

Qualifications:

• Ph.D. or Master's degree in Mathematics, Statistics, Physics, Computer Science, Economics, or a related quantitative field.
• 5+ years of experience in quantitative analysis, algorithmic trading, or a similar role within the financial industry.
• Strong knowledge of financial markets, derivatives, and portfolio theory.
• Expertise in statistical modeling, time series analysis, and econometrics.
• Advanced programming skills in Python, R, C++, or similar languages.
• Experience with SQL, NoSQL databases, and data manipulation libraries (e.g., Pandas, NumPy).
• Familiarity with machine learning techniques is a plus.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong written and verbal communication skills.
• Proven ability to work independently and collaboratively in a remote environment.

Our client, a leading financial institution, is seeking a talented Senior Quantitative Analyst to join their sophisticated trading analytics team. This role is pivotal in developing and implementing complex mathematical models and algorithms for pricing, risk management, and trading strategies across various financial markets. The ideal candidate will possess deep expertise in financial engineering, stochastic calculus, and statistical modeling. Responsibilities include researching, designing, and backtesting trading strategies, building sophisticated pricing models for derivatives, and performing rigorous risk analysis on portfolio exposures. You will collaborate closely with traders, portfolio managers, and technologists to translate market insights into actionable quantitative solutions. This position demands a strong programming skill set, particularly in languages like Python, C++, or R, coupled with extensive experience in data analysis and machine learning techniques applied to finance.

The successful candidate must hold a Master's or Ph.D. in a quantitative field such as Mathematics, Physics, Computer Science, or Financial Engineering. A minimum of 5 years of relevant experience in quantitative finance, preferably within an investment bank or hedge fund, is required. Proven ability to work independently and as part of a high-performing team is essential. Excellent communication skills are needed to explain complex quantitative concepts to non-technical stakeholders. The ability to work from a remote location is a key feature of this position, offering flexibility to qualified candidates. Our client is committed to fostering an environment of innovation and technical excellence. This is an exceptional opportunity for a seasoned quant to drive impactful strategies in a challenging and rewarding financial landscape, based out of their operations center that supports analysis for the Durham, North Carolina, US region.

Our client is a leading financial institution seeking a highly analytical and experienced Principal Quantitative Analyst to join their sophisticated trading and risk management division in San Diego, California, US . This hybrid role offers the flexibility to work both remotely and in our state-of-the-art offices. You will be responsible for developing and implementing complex mathematical models, algorithms, and pricing strategies for various financial instruments. The ideal candidate will possess a deep understanding of financial markets, stochastic calculus, time series analysis, and advanced statistical modeling techniques. You will work with large datasets, leverage programming languages such as Python, R, and C++, and collaborate closely with traders, portfolio managers, and risk officers to drive informed decision-making. This position requires exceptional problem-solving skills, a rigorous analytical approach, and the ability to translate complex quantitative concepts into practical business solutions. Responsibilities include:

• Developing, testing, and deploying sophisticated quantitative models for pricing, hedging, and risk management of derivatives and other financial products.
• Designing and implementing algorithms for algorithmic trading strategies.
• Performing complex statistical analysis on large financial datasets to identify market trends and patterns.
• Collaborating with portfolio managers and traders to develop and refine investment strategies.
• Assessing and quantifying market risk, credit risk, and operational risk.
• Building and maintaining robust data infrastructure for quantitative research and analysis.
• Staying current with the latest academic research and industry best practices in quantitative finance.
• Communicating complex quantitative findings and recommendations to both technical and non-technical audiences.
• Developing tools and software to support quantitative trading and risk management activities.
• Validating and back-testing trading strategies and risk models.
• Working with IT to implement models into production environments.
• Ensuring compliance with regulatory requirements and internal policies.
• Mentoring junior quantitative analysts.
• Contributing to the firm's intellectual capital in quantitative finance.
• Proposing innovative solutions to complex financial challenges.

Qualifications:

• Ph.D. or Master's degree in a quantitative field such as Mathematics, Statistics, Physics, Computer Science, or Financial Engineering.
• 8+ years of relevant experience in quantitative finance, asset management, or investment banking.
• Expert knowledge of stochastic calculus, probability theory, and statistical modeling.
• Proficiency in programming languages such as Python, R, C++, and SQL.
• Strong experience with time series analysis and econometrics.
• Deep understanding of financial markets, derivatives pricing, and risk management.
• Experience with big data technologies and machine learning techniques is a plus.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong communication and presentation skills, with the ability to explain complex topics clearly.
• Proven ability to work independently and as part of a collaborative team.

Industry/Sector
FS X-Sector

Specialism
Assurance

Management Level
Manager

Job Description & Summary
At PwC, our people in project portfolio management focus on optimising project portfolios to drive strategic business outcomes. These individuals oversee project selection, prioritisation, and resource allocation to facilitate successful project delivery.

In project management at PwC, you will oversee and coordinate various projects to facilitate successful delivery within budget and timeline. You will leverage strong organisational and communication skills to effectively manage teams and stakeholders.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Analyse and identify the linkages and interactions between the component parts of an entire system.
• Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
• Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
• Develop skills outside your comfort zone, and encourage others to do the same.
• Effectively mentor others.
• Use the review of work as an opportunity to deepen the expertise of team members.
• Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity
As part of the Strategic Program Management Office Sourcing team you are going to implement risk and control frameworks within Financial Services. As a Manager, you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop rigorous deliverables. This role requires significant experience in project management, evaluating enterprise data architecture, and developing and validating business stakeholders' conceptual data models.

Responsibilities
- Implement risk and control frameworks within Financial Services
- Supervise, develop, and coach teams to deliver top-quality results
- Manage client service accounts and oversee client engagement workstreams
- Independently analyze and solve complex technical problems
- Evaluate enterprise data architecture and develop conceptual data models
- Foster a culture of innovation and continuous improvement
- Assure adherence to the firm's methodologies and quality standards

What You Must Have
- Bachelor's Degree
- 6 years of experience
- CAPM or PMP certification

What Sets You Apart
- Applying experience in project management (e.g. project governance, project management controls, complex schedule analytics, performance metrics and reporting)
- Implementing risk and control frameworks within Financial Services
- Reading situations and modify behavior to build quality relationships
- Using straightforward communication, in a structured way, when influencing and connecting with others
- Evaluating enterprise data architecture feasibility, risk and technologies related to business change i.e. assessing, identifying and recommending technology and related business stakeholders' data requirements: Solution prototyping and development, processes and performance from business and technical standpoints, and the impact of data changes on business and/or IT processes
- Prioritizing, preparing and implementing data architectural improvements i.e. developing and recommending alternative technical and data management solutions, methodologies, strategies and architectural improvement plans
- Developing and validating business stakeholders' conceptual data models, including socializing and implementing logical and physical solutions; identifying data sources and metadata to deliver requirements and having completed two or more life cycle implementations
- Interacting with end users to understand and document business and functional requirements for complex projects, including software development life cycle
- Participating in consulting-related projects within a professional services environment
- Master's Degree preferred

Travel Requirements
Up to 20%

Job Posting End Date

Learn more about how we work:

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy:

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

The salary range for this position is: $99,000 - $297,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** Assurance
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory team you advise clients on complex financial structures and securitizations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together.
Responsibilities
- Advising clients on complex financial structures and securitizations
- Leading business development initiatives to drive growth
- Making impactful decisions at an executive level
- Shaping and managing client engagements
- Mentoring and developing future leaders
- Promoting a collaborative environment where technology and people thrive
- Overseeing multiple projects to confirm successful outcomes
- Upholding the firm's principles and reputation
What You Must Have
- Bachelor's Degree
- 8 years of experience
- One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP
What Sets You Apart
- Master's Degree in Accounting, Accounting & Finance, Finance, Mathematics, Real Estate, Engineering, Engineering and Business preferred
- Advising clients on complex financial structures
- Performing valuation analysis of financial instruments
- Assessing soundness of valuations and financial models
- Creating/reviewing independent financial models
- Researching and analyzing client, industry, and financial matters
- Developing and utilizing complex financial models
- Utilizing industry software like INTEX, TREPP, Bloomberg
- Applying accounting treatments of financial products
- Communicating effectively in a professional services environment
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $134,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** Assurance
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the US-Trust Solutions-Financial Markets & Real Estate-Manager-PE Valuations team you are expected to perform valuation analysis of financial instruments and structured products, and create independent financial models utilizing income or market approaches to estimate or assess the worth of a business and the securities within its capital structure. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding standards, enhancing your leadership style, and motivating, developing, and inspiring others to deliver quality.
Responsibilities
- Perform valuation analysis of financial instruments and structured products
- Create independent financial models using income or market approaches
- Lead and manage client accounts focusing on valuations
- Mentor and develop junior staff members
- Secure project success and maintain rigorous standards
- Implement strategic planning for client engagements
- Inspire and motivate team members to deliver quality
- Cultivate meaningful client relationships
What You Must Have
- Bachelor's Degree
- 5 years of experience
- One or more of the following credentials or certifications is required: CPA License in work office state; Levels 1 & 2 of the CFA exam; JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality; State Licensed Appraiser, Member Appraisal Institute (MAI), or completion of requirements for CCIM designation; CHA; or Project Management Professional (PMP).
What Sets You Apart
- Accounting, Accounting & Finance, Engineering, Engineering and Business, Finance, Management Information Systems, Mathematics, Real Estate preferred
- Broad abilities and success in managerial roles involving financial issues, capital markets, and product life cycle
- Understanding of financial products and issues that both issuers and investors face
- Fundamental understanding of valuation methodologies and equity allocation methodologies
- Assessing validity of valuations and financial models prepared by others
- Applying accounting, tax, and regulatory standards to complex financial instruments
- Performing valuation analysis of financial instruments and structured products
- Creating independent financial models utilizing income or market approaches
- Communicating effectively within a professional services business environment
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $297,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** Assurance
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the US-Trust Solutions-Financial Markets & Real Estate-Manager-PE Valuations team you are expected to perform valuation analysis of financial instruments and structured products, and create independent financial models utilizing income or market approaches to estimate or assess the worth of a business and the securities within its capital structure. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding standards, enhancing your leadership style, and motivating, developing, and inspiring others to deliver quality.
Responsibilities
- Perform valuation analysis of financial instruments and structured products
- Create independent financial models using income or market approaches
- Lead and manage client accounts focusing on valuations
- Mentor and develop junior staff members
- Secure project success and maintain rigorous standards
- Implement strategic planning for client engagements
- Inspire and motivate team members to deliver quality
- Cultivate meaningful client relationships
What You Must Have
- Bachelor's Degree
- 5 years of experience
- One or more of the following credentials or certifications is required: CPA License in work office state; Levels 1 & 2 of the CFA exam; JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality; State Licensed Appraiser, Member Appraisal Institute (MAI), or completion of requirements for CCIM designation; CHA; or Project Management Professional (PMP).
What Sets You Apart
- Accounting, Accounting & Finance, Engineering, Engineering and Business, Finance, Management Information Systems, Mathematics, Real Estate preferred
- Broad abilities and success in managerial roles involving financial issues, capital markets, and product life cycle
- Understanding of financial products and issues that both issuers and investors face
- Fundamental understanding of valuation methodologies and equity allocation methodologies
- Assessing validity of valuations and financial models prepared by others
- Applying accounting, tax, and regulatory standards to complex financial instruments
- Performing valuation analysis of financial instruments and structured products
- Creating independent financial models utilizing income or market approaches
- Communicating effectively within a professional services business environment
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $297,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** Assurance
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 60%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory team you help audit teams assess the validity of Private Equity client's portfolio company valuations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together.
Responsibilities
- Assisting audit teams in evaluating Private Equity portfolio valuations
- Setting the strategic direction for business development
- Making critical decisions at an executive level
- Shaping and managing client engagements
- Mentoring and developing future leaders
- Promoting a collaborative environment where technology and people thrive
- Overseeing multiple projects to confirm successful outcomes
- Upholding the firm's principles and reputation
What You Must Have
- Bachelor's Degree
- 8 years of experience
- One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP
What Sets You Apart
- Accounting, Accounting & Finance, Engineering, Engineering and Business, Mathematics, Finance, Real Estate preferred
- Interacting directly with clients clarifying points and answering questions
- Taking responsibility for the quality of the team's work products
- Addressing conflicts in a timely, sensitive manner
- Preparing complex written documents and presentations
- Demonstrating confidence and proficiency in the presentation of ideas
- Identifying, anticipating, and resolving technical issues
- Defining and managing projects, including resource requirements and project workflow
- Managing project financials
- Leading and developing industry contacts and identifying market opportunities
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $134,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: