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Montgomery Investment Technology, Inc.

Valuation services and software for options

Quantitative Finance Analyst

Quantitative ResearchConfirmed live in the last 24 hours
Full-timeCinnaminson, NJ, USAIn-person

About the Job

Requirements

  • An undergraduate or master's degree in Finance, Mathematics, and/or Economics.
  • Professional certification such as Chartered Financial Analyst, Financial Risk Manager, Certified Public Accountant, Certified Equity Professional, or Chartered Alternative Investment Analyst.
  • Knowledge of financial markets, options, and investment research.
  • Experience and training as an analyst.
  • Proficiency using Microsoft Excel and analytical software.
  • Strong mathematical and analytical aptitude.
  • Demonstrated written communication skills.
  • Organization and time-management efficiency.
  • Ability to build and expand client relationships through high-quality servicing.
  • Demonstrated success in handling multiple responsibilities and meeting deadlines.
  • Aptitude to learn complex concepts, including the valuation of option contracts.
  • Experience designing Excel financial analysis templates and reports.
  • Effective use of technology for presentations and account servicing.

Responsibilities

  • Value option and derivative securities using the advanced modeling techniques contained in FinTools software.
  • Provide customer support for the Option Tracker software application, which integrates employee stock option administration, ASC 718 valuation, and SEC financial reporting.
  • Interact with financial officers of publicly traded companies, valuation consultants, and independent auditors regarding compliance with fair value accounting standards and the application of risk-management techniques.

About the Company

Montgomery Investment Technology, Inc.

Valuation services and software for options

MITI focuses on valuing options and derivative securities for financial professionals. It offers valuation services (ASC 718/815/820, SEC pay-vs-performance), and software tools like FinTools XL (Excel library), FinCalcs.NET (web-based calculators), and FinTools API Library to embed functions in apps; it also provides consulting and training. The products work by integrating financial functions into Excel, a web SaaS suite, and APIs for easy integration, enabling users to compute fair values and run analyses. MITI differentiates itself through a specialized, independent valuation focus and seamless links between valuation methods, software tools, and advisory services, aiming to improve accurate reporting for investments and compensation plans.

Company size
1-10
Company stage
Not listed
Total funding
Not listed
Headquarters
Camden, NJ
Founded
1988

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