Valuation Analyst Resume Samples
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Valuation Analyst Resume Samples
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HC
H Conn
Hudson
Conn
28070 Bert Trail
Phoenix
AZ
+1 (555) 610 1860
28070 Bert Trail
Phoenix
AZ
Phone
p
+1 (555) 610 1860
Experience
Experience
Los Angeles, CA
Valuation Analyst
Los Angeles, CA
Tremblay, Pfannerstill and Nienow
Los Angeles, CA
Valuation Analyst
- Assisting in preparing and presenting the results of our analysis in a clear and concise manner
- Designing and working with complex financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
- Assist in preparing and presenting of the results of our analysis to management and other relevant parties
- Perform research on economic, industry, and market trends impacting the specific entity being analyzed
- Thoroughly reviewing and analyzing client provided information
- Track and collect property specific data including property, lease, sales and listing information and maintain this information in a centralized database
- Obtaining and analyzing Land Use and Property Tax Information
San Francisco, CA
Business Valuation Analyst
San Francisco, CA
DuBuque-Morissette
San Francisco, CA
Business Valuation Analyst
- Project management
- Performing in depth economic and industry research on a wide array of different industries
- Assisting with the appraisal process; and,
- Performing company, industry, and economic research
- Working with financial models for discounted cash flow, capitalized cash flow, market transaction/multiple, intangible asset valuation, etc
- Participating in selected administrative committees and functions
- Gathering and managing data pertinent to the engagement, analyzing and inputting the data into financial models, and communicating the status of data with other members of the department
present
Houston, TX
Senior Valuation Analyst
Houston, TX
Nolan, Beier and Towne
present
Houston, TX
Senior Valuation Analyst
present
- Review current processes and pro-actively make changes or propose initiatives to improve efficiencies in order to provide more effective business support
- Analyze and provide recommendations to improve on the processes and procedures for ensuring accurate, daily mark-to-market of customer and company positions
- Advanced certification in Risk Management (FRM or PRM), or in-process
- Build working relationships with risk strategy, risk compliance, front-office IT and back-office IT to accomplish all the tasks of the valuation group
- Provide explanation of valuation movements with supporting market information
- Generate accurate and complete Independent Price Verification and Valuation Adjustments on vanilla derivative and fixed income products in accordance with Global IPV and VA policies and associated business line policies, to ensure accurate and complete Fair Value reporting on all MtM Financial Instruments per policy
- Ensure process reviews and supervision of process and outputs are conducted in accordance with Capital Markets Risk Management Standards and make recommendations for improvement or identify gaps
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Columbia University
Bachelor’s Degree in Finance
Skills
Skills
- Strong attention to detail
- Candidate should have strong securities knowledge
- Ability to perform excellent work and withstand intense scrutiny of work product
- Ability to develop business or ability to learn to develop business
- Ability to communicate with business owners and professional advisors to ensure delivery of exceptional client service
- Strong interpersonal skills including ability to work with and influence John Hancock’s sub-advisers, as well as the John Hancock Pricing Committee
- Strong analytical and problem solving skills, as well as strong team building, interpersonal and communication skills (both written and oral)
- Strong analytical, organizational, and time management abilities. Able to handle a wide diversity of tasks on a daily basis
- Ability to function under pressure and meet deadlines while producing high quality and consistent results
- Highly collaborative and able to work efficiently and effectively in both team and individual environments
15 Valuation Analyst resume templates
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1
Valuation Analyst Resume Examples & Samples
- Manage workflow of data to 3rd party valuation firms; working with investment teams to ensure all relevant information is incorporated into valuations
- Communicate any comments and coordinate sign off in coordination with Investment, Pricing and Fund Administration teams
- Assisting in the preparation of valuation documentation for private equity and other alternative investments
- Confirming ownership in Investments on a regular basis
- Review legal documents to determine rights associated with new securities purchased
- Assisting in the preparation of materials to be provided to the Valuation Committee and presenting findings to Pricing Committees and other management as necessary
- Liaison with independent auditors. Provide support for valuations and answer questions as necessary in a controlled and efficient manner
- Maintaining procedural documentation and updating as necessary
- Assist in running and reviewing various valuation controls and resolve exceptions as needed
- Constantly evaluating processes and procedures for inefficiencies, and make recommendations for improvement
- Interacting with internal and external clients to serve as a financial services helpdesk, managing expectations of service delivery, and providing superior customer service
- Operating as part of a global team
- The candidate would ideally have up to two years’ experience in hedge fund administration or public accounting of alternative investment companies, or similar roles
- Candidate must have enthusiasm for, and comfort with, working in a fast pace environment while maintaining attention to detail
- Candidate must possess strong analytical skills
- Candidate must have flexibility regarding their work hours
- A college/university degree in Finance, Accounting, Economics or a related field is preferred
- Working knowledge of Bloomberg, Reuters, Interactive Data and MS Office Suite as well as SQL, Unix commands, PERL, etc. is an advantage
2
Bval Cmbs Valuation Analyst Resume Examples & Samples
- Bachelor's degree (MBA or graduate degree a plus)
- Three or more years of experience in CMBS trading, underwriting or price evaluation
- Deep understanding and knowledge of credit sensitive mortgage rates products, fixed income analytics and pricing models
- Enhancing and maintaining BVAL's Non-Agency CMBS pricing models
- Highly motivated with excellent communication skills
- Strong relationships with sell-side and buy-side trading desks and portfolio managers
- Deep understanding and knowledge of CMBS structures, underlying loan structures, commercial real estate valuation, and market-implied pricing activity
- Highly detail-oriented with solid analytical skills
- Commitment to enhancing and developing existing products
- Ability to work with and analyze a large amount of market data
- Superior knowledge of Microsoft Excel and Bloomberg applications
3
Business Valuation Analyst Resume Examples & Samples
- Bachelor's degree in finance, accounting, economics, or related field required
- 1 year of related experience preferred
- Candidate will be expected to prepare for the CFA and ASA designations, etc
4
Business Valuation Analyst Senior Resume Examples & Samples
- Bachelor's Degree in business, finance, accounting, economics, or related field required
- Team player and deadline oriented
- Flexibility with travel and hours
5
Experienced Bond Valuation Analyst Resume Examples & Samples
- BS degree in mathematics, finance, related discipline or work experience
- Minimum of 5 years of experience in high yield or convertible corporate bond trading, underwriting, credit analysis or valuation
- Understanding of defaulted bond pricing a plus
- Strong knowledge of capital structures, bond structures, collateral types, credit ratings and fixed income bond math
- Solid understanding of Bloomberg data & analytics
- Strong Excel skills, particularly with large data sets
- Strong communication and verbal skills
6
Valuation Analyst Resume Examples & Samples
- Independently gathering data pertinent to the project
- Designing and working with complex financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
- Performing valuation analysis on a wide range of asset managers and private financial institutions using accepted and relevant approaches and theory
- Contributing directly to the development of proposals and presentations to management
7
Valuation Analyst Resume Examples & Samples
- 2+ years of Debt Valuation experience
- CFA (level II at least)
- Previous experience with Loans
8
Mortgage Asset Valuation Analyst Resume Examples & Samples
- Facilitate user (e.g. line of business (LOB)) and management understanding and acceptance of proposed models by preparing high quality documentation, including presentations, explaining the model and its validity for its intended use. Provide support during verbal presentations to stakeholders and oversight groups
- For deployed models, develop and execute ongoing model verification, performance reporting, and assist with change management processes and procedures, including but not limited to back testing including outcomes analysis
- Ensure that models comply with BB&T requirements for model development, documentation, ongoing verification, change management and other policy requirements; address model validation recommendations and remediate issues
- Perform other analytical activities, as requested by managers
- Continuously broaden and deepen expertise in analytical methods via self-directed research and training
- For Model Risk Management roles, ensure models subject to validation have received effective challenge, document the strengths, weaknesses and limitations of models, write model validation issues and observations in the course of model validation and promote sound model governance throughout the Corporation
- Master’s degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training
- Strong work ethic and desire to enhance knowledge base and technical skills
- Ability to work independently and to seek and use guidance appropriately
- Ability to handle ambiguity and adapt to shifting objectives
- Proficiency in a computer programming language, including code development, and exposure to SAS or other statistical software
- PhD
- Two years of experience in a related field
- Three years of SAS experience with demonstrated application to large data problems of Data Step, SQL, SAS Macros, and relevant statistical procedures
9
Business Valuation Analyst Resume Examples & Samples
- Maintaining and organizing client information
- Populating valuation templates with client information
- Assisting with the appraisal process; and,
- Performing company, industry, and economic research
- Basic understanding of financial markets
- Proficiency with Microsoft Excel and Word
- Ability to work independently, organize data, analyze financial statements and other financial data, and run multiple projects simultaneously
- Working on or degree in Accounting, Finance, or Economics
- Experience with Investing or M&A a plus
- A candidate for this position should have an interest in understanding how parties make valuation decisions
10
Valuation Analyst Resume Examples & Samples
- Support the GVC and other Alternative Funds' valuation committees in preparation, analysis, and documentation of meeting materials
- Assist in evaluation of pricing vendors and annual due diligence process
- Perform/review analysis of security liquidity
- Review pricing vendor tolerance breaks and stale/unchanged pricing
- Assist in the preparation and review of fair valuations for illiquid or private securities
- Coordinate and perform security back-testing analytics
- Assist in the daily and monthly valuations done for the O'Connor business – UBS Asset Management's single manager hedge fund platform
- Facilitate and coordinate deal analysis from a valuation perspective for the O'Connor Capital Solutions business
- Review corporate actions and instruct Fund Administrators/Custodians on appropriate valuation
- Review price override requests from Portfolio Managers and validate appropriateness
- Assist in helping to build pricing framework and methodology as part of the strategic change program in Asset Management
- Assist in various other ad hoc projects as needed
11
Valuation Analyst Resume Examples & Samples
- Master’s degree in Financial Engineering, Engineering, Physics, or Math required
- 2+ years of relevant experience required
- Knowledgeable of fixed income and credit derivatives
- In depth understanding of complex financial model valuation concepts -SABR, LMM, Hull White, etc
- Familiarity with FinCad Developer or similar financial analytic software
- Prior working knowledge of Probability Theory, Stochastic Calculus, Linear Algebra, Linear Optimization, Convex Optimization
- Capacity to understand models such as SABR, SABR LMM, forward
- Strong coding language and math skills required
12
Valuation Analyst Resume Examples & Samples
- Oversee and review appraisals for an assigned portfolio of real estate investments, including communication with and supervision of appraisal review services provided by a third-party appraisal review firm. Meet high quality appraisal review and reporting standards
- Provide training and guidance to third-party appraisal firms on UBS Realty appraisal process and standards. Monitor and report on appraisal process and compliance with established UBS Realty timing and procedures
- Coordinate collection and distribution of property information for quarterly appraisal assignments
- Complete information requests for independent or internal auditors. Handle ad hoc reporting requests
- Participate in the design, implementation, and maintenance and distribution of appraisal information reports
- Participate on real estate acquisition due diligence teams. Provide appraisal assistance to asset management or portfolio management, as necessary, on assigned investments
- Coordinate centralized valuation functions impacting all real estate investments, such as updating management information systems, preparing appraisal engagement information, maintaining centralized work files and managing collection of appraisal files and appraisal reports
- Work with accounting to deliver final valuation results
- Work independently to research information, compile and analyze data, and prepare and reconcile quarterly appraisal reports
- Prepare information for and participate in quarterly Valuation Information Review meetings or other meetings, as necessary
- Solid understanding of real estate valuation techniques with experience in Argus Asset Management (f/k/a DYNA), Argus Valuation, Excel, Word and other programs preferred
- Given quarter-end reporting pressure, strong time management skills and efficient utilization of technology
- Strong team coordination with asset management, accounting, portfolio management, the valuation consulting firm, and the independent appraisers requires good oral and written communication skills
- Occasional travel to inspect the assigned portfolio of investments and represent the UBS Realty valuation function at various trade associations (e.g. NCREIF)
- Bachelor’s degree with emphasis on real estate, economics or finance. Advanced appraisal coursework toward MAI professional designation or equivalent work experience is desired
13
Valuation Analyst Resume Examples & Samples
- Use credit related derivatives to help value loans
- Assist in the documentation of processes, procedures, and model assumptions in accordance with internal validation standards
- Contribute to the development of behavioral models intended to capture unique cash flows
- Provide implementable statistical analytics for the support of portfolio modeling
- Build market intelligence and reporting around current deals, valuations, and pricing
- Background in one or more of the following: Loan valuation, mergers and acquisitions, credit modeling, portfolio analytics, securitizations, capital markets, or quantitative modeling
14
Valuation Analyst Resume Examples & Samples
- Compute values of land and improvements
- Conduct field inspections of properties by physically examining land and buildings to determine size, class, quality and locations
- Observe depreciation, compare to benchmark properties and make adjustments
- Discover new buildings or additions not previously on the assessment and tax rolls
- Obtain pertinent resource materials to help establish assessed values
- Analyzes regional and local area economic profiles including employment, population, household income, and real estate trends as well as identifying emerging development trends for the real estate market
- Collects, analyzes, and reports findings of regional and local area economic profiles including employment, population, household income, and real estate trends as well as identifying and reporting on emerging development trends for the real estate market
- Confirms and analyzes legal and physical features of the subject property including the site size, flood plain data, seismic zone, zoning, easements and encumbrances and access and exposure of real property
- Investigates and gathers data required for determining value. This would include but is not limited to tax and assessment data, market statistics including vacancy, absorption, and other supply/demand factors, comparable data (land sales, lease and sale comparable)
- Investigates, gathers, and reports data required for determining value. This would include but is not limited to tax and assessment data, market statistics including vacancy, absorption, and other supply/demand factors, comparable data (land sales, lease and sale comparable)
- Completes appraisal reports including area descriptions, market analysis, site description and improvement descriptions
- Conducts valuation analysis and conclusions of licensed appraisers
- Active Certified General Appraiser license or working towards
- Has or working towards MAI designation
- 3+ years of experience performing equivalent duties as a certified commercial real estate appraiser
- An established book of business
- Strong work ethic and desire to take their valuation career to the next level
- Ability to multi-task, managing several projects at once
- Uncompromised ethics and integrity
- Additional computer proficiency is required with an ability to research multiple subjects on the internet and manipulate graphics
- Candidate must be self-starter who is well-organized, self-motivated, efficient, responsible, and dependable. The candidate must also be able to take directions and have adequate interpersonal skills
15
Valuation Analyst Resume Examples & Samples
- 4-5 years of work experience in related discipline in Market Risk / Valuations Control/ Product Control acquired from a banking / finance environment
- Bachelor / Master degree holder in Risk Management, Quantitative Finance, Mathematics or related discipline
- FRM/CFA qualification would be an advantage
16
Valuation Analyst Resume Examples & Samples
- Under supervision, conduct comprehensive analysis of historical financial performance
- Conduct insightful market research on various industries or specific issues and identify potential market risks and opportunities
- Assist the senior staff with the development of assumptions in the preparation of prospective financial statements
- Under supervision apply templates, tools, models and best practices to support the delivery of our services
- Apply firm, TAS and V&BM policy and procedure guidance, as appropriate, to ensure that all of our V&BM deliverables are consistent with our branding and visual identity guidelines
- Assist with engagement administration activities including managing/monitoring engagement economics, document retention, knowledge sharing and client communication
- Assist in client acquisition activities including developing proposals and engagement agreements
- 1-2 year’s related work experience
- The willingness to travel
17
Business Valuation Analyst Resume Examples & Samples
- Working with financial models for discounted cash flow, capitalized cash flow, market transaction/multiple, intangible asset valuation, etc
- Gathering and managing data pertinent to the engagement, analyzing and inputting the data into financial models, and communicating the status of data with other members of the department
- Performing in depth economic and industry research on a wide array of different industries
- Analyzing target company data in support of financial due diligence engagements while developing a thorough understanding of business processes, key risk areas, and strengths and weakness of the target company
- Benchmarking, financial analysis, identification potential irregularities, etc
- Development of client deliverables
- Performing ad hoc and administrative projects as needed
- Participating in selected administrative committees and functions
- Intermediate/advanced understanding of economics, financial theory and principals of accounting
- Strong attention to detail, accuracy and reliability
- Strong written and verbal communication skills with the ability to work effectively as a team player
- The ability to work independently, multi-task and proactively communicate
- Possesses high standards of work output, delivers on commitments and takes initiative
- Problem-solving and analytical skills with the ability to take ownership of projects producing high quality results
- Excellent organizational skills with the ability to prioritize and manage multiple tasks
- Highly proficient in Microsoft Excel and other Microsoft Office products) and focus on using technology to improve processes
- Entrepreneurial approach with a technical curiosity
- Minimumof 2 years of previous public accounting, corporate finance, or other relevant business experience
- Candidates must meet educational requirements to sit for and obtain CPA or CFA license. CPA or CFA licensed a plus
- Other accounting related credentials are welcome (i.e., ABV, CVA, CFF, CFE, CM&AA, CFA)
18
Valuation Analyst Resume Examples & Samples
- BA or BS Degree or equivalent Equipment Appraisal experience required
- 5 – 7 years specific equipment valuation/forecasting experience/leasing experience preferably with a well-recognized leasing company, bank or financial institution
- Ability to function under pressure and meet deadlines while producing high quality and consistent results
- Ability to understand new and unique structures, which allow the Company to be competitive, with an eye toward future equipment issues
19
Valuation Analyst Resume Examples & Samples
- Performing valuation analysis on a wide range of public and private entities across industries
- Designing and working with financial models for discounted cash flow, market multiple, market transaction
- Independently gathering data pertinent to the engagement through direct client interaction
- The ideal candidate is a motivated self-starter, highly collaborative, creative, outgoing, and possesses strong financial analysis, modeling, and valuation skills
- B.A./B.S./B.B.A./Masters in finance, accounting, business, or applied economics graduating from August 2015 through May 2016
- Must have valid work authorization for the US and will not require sponsorship
- Course work in accounting and finance
- Strong qualitative and quantitative research and analytical abilities (applicants with prior valuation internships or full time valuation roles will be given preferential consideration)
- A fundamental understanding of financial valuation and lost profits theory, methodologies, and applications
- Demonstrated ability to work cooperatively with team members and exceptional work ethic
- CFA Track (not required but is a plus)
20
Market Risk Valuation Analyst Resume Examples & Samples
- 8 years of banking experience, including knowledge of Value-at-Risk (VaR), Mark to Market (MTM), and interest rate and capital models
- BA in accounting, finance, economics, or related field
- MBA in finance/banking
- Well-developed analytical, decision-making, and problem-solving skills
- Considerable tact, diplomacy, and relationship management skills
21
Valuation Analyst Resume Examples & Samples
- 3-5 years wholesale car experience
- Basic MS office proficiency
- Ability to work weekends, holidays, and evenings
22
Senior Valuation Analyst Resume Examples & Samples
- Bachelor’s degree in accounting, finance, economics or related field required Master’s level in accounting, finance, business or related field a plus
- Professional or valuation related credentials a plus (but not required), including, CPA, The Accredited Senior Appraiser (ASA) or Accredited Member (AM) designation of the American Society of Appraisers, Accredited in Business Valuation (ABV) designation by the AICPA, Chartered Financial Analyst (CFA) by the CFA Institute
- 3-5 years relevant financial modeling, business valuation or financial planning and analysis experience required Previous experience with valuation, feasibility and compensation models
- Proven ability to lead projects and train staff
- Experience understanding valuation methods, principles and approaches
- Strong project management skills and proven ability to run multiple projects independently
- Strong MS Excel skills, including us of quick keys preferred
- Strong Word skills MS Excel financial modeling training or skills a plus
- Solid research/analytical and organizational skills, as well as creative thinking skills
- Strong detail orientation and accuracy in work required
- Strong goal or task orientation/self-motivation
- Sound judgment and ability to make reasonable decisions pertaining to projects
23
Senior Valuation Analyst Resume Examples & Samples
- Develop complete understanding of and documentation on systems, models, data inputs and sources to ensure completeness, accuracy and validity of all business related to price and risk valuations on customer and company positions
- Analyze and provide recommendations to improve on the processes and procedures for ensuring accurate, daily mark-to-market of customer and company positions
- Identify weaknesses in processes and price testing sources with ability to document, present findings and offer alternative solutions
- Provide explanation of valuation movements with supporting market information
- Participate in model validation reviews with other risk, back-office and front-office personnel or groups
- Participate in new product reviews and represent the valuation group point of view
- Build working relationships with risk strategy, risk compliance, front-office IT and back-office IT to accomplish all the tasks of the valuation group
- Mentor junior analysts; provide guidance and training as needed
24
Collateral Valuation Analyst Resume Examples & Samples
- Utilize order management software to assign all appraisal orders to qualified AMC’s/appraisers
- Utilize established policy and procedures to ensure efficient workflow within established standards and industry guidelines
- Facilitate appraiser and lending partner communications. Resolve questions, concerns and issues; utilizing their knowledge base or quickly escalate to Supervisor
- Communicate routinely and openly with Supervisor and teammates regarding issues, conflicts and concerns as they arise
- Display comfort with and ability to implement frequent changes to SLAs, internal policies and overall procedures as needed
- Diagnose problems identified through telephone and email with appraisal service providers and address or escalate efficiently
- Complete Appraisal Checklist Review on the appraisal report when it is returned to ensure the appraisal meets minimum standards
- Complete Morgan Stanley “White Glove” appraisal review
- Deliver valuation findings to review system(s)
- Knowledge of the mortgage industry in general and appraisals in particular a plus
- Ability to work well in a collaborative team environment
- Attention to detail and strong organizational skills are mandatory
- Display the consistent ability to embrace rapid changes to SLAs, internal policies and overall procedures
- Good judgment, ability to escalate when unable or unauthorized to resolve conflict, issue or concern, minimizing issues to be escalated to Manager
- Ability to utilize professional judgment in bringing non-routine matters to a conclusion
- Strong Interpersonal Skills
25
Valuation Analyst Resume Examples & Samples
- 3-4 years business valuation or financial planning and analysis experience required with the proven ability to run multiple projects independently
- Strong MS Excel and Word experience
- Experience understanding valuation methods, principles and approaches and experience using research databases
- Ability to work in a fast paced environment and work independently with multiple deadlines/projects
26
Valuation Analyst Resume Examples & Samples
- Familiarity or experience with financial models, financial analysis, business valuation or financial planning and analysis
- Familiarity or experience understanding valuation methods, principles and approaches
- Familiarity or experience using research databases
- Proven ability to solve problems and build new skills
- Strong MS Excel skills, including use of quick keys preferred
- Strong MS Word skills
- MS Excel financial modeling training or skills a plus
- Ability to work within a team setting
27
Valuation Analyst Resume Examples & Samples
- Preparing valuation, economic, and other analyses to support engagements. This work may include directing and overseeing analysts and staff and reviewing their work
- Communicating with clients and their professional advisors throughout the engagement under the direction of a senior member of the team. This communication will be through written reports and presentations
- Maintain high levels of service for existing clients to ensure continued strong relationships
- Extensive knowledge of economics, accounting, or valuation theory
- Ability to communicate with business owners and professional advisors to ensure delivery of exceptional client service
- Ability to develop business or ability to learn to develop business
- Ability to multi-task and handle multiple projects
- Ability to perform excellent work and withstand intense scrutiny of work product
- Possess entrepreneurial ability
- Ability to work in an incentive based environment
- Exceptional oral and writing skills
28
Lsc-experienced Valuation Analyst Resume Examples & Samples
- Work as part of a team to deliver actuarial and other services related to pensions schemes
- Use our software to set up schemes that are processed at the LSC, with an analysis against what was done at the previous valuation
- Perform checks on valuation data and software output
- Through training and continuous development, become proficient in the use of valuation tools and processes
- Communicate with internal clients via telephone and email. Monitor own workflow to ensure service levels are achieved
- Develop technical knowledge of UK and other European benefit schemes
29
Valuation Analyst Resume Examples & Samples
- Prepare financial models and technical reports consistent with stated assumptions
- Assist in the preparation of proposals and engagement letters
- Complete valuation and litigation engagements
- Produce valuation reports
- Perform relevant, in-depth client, industry, competitor and market research
- Quantitatively calculate and apply appropriate discounts for minority positions and the lack of marketability
- Utilize and apply the appropriate valuation methods for each valuation project
- Analyze, comprehend, interpret, apply and adjust data from historical financial statements as is appropriate for each valuation engagement
- Ability to effectively communicate the valuation process to clients and collect relevant data through written and verbal communication
30
Valuation Analyst Resume Examples & Samples
- A strong focus on customer satisfaction through the accuracy of data and development of reporting tools
- Strong analytical skills to understand broader business performance
- Sound decision making, problem solving and negotiation skills
- Understanding of the Financial Planning industry
- Strong level of computer literacy
31
Valuation Analyst Resume Examples & Samples
- Monitor and review day-to-day activities in accordance with service level agreements, management goals and processes to ensure delivery meets expectations
- Ensure timely resolution of escalated queries and issues by proactively seeking to minimize or eliminate by addressing root causes
- Proactively identify gaps in existing processes, propose and implement continuous improvement opportunities incorporating best practices
- Develop and maintain strong working relationships with key internal partners and external stakeholders at relevant levels
- Support a control framework within the areas of FIFO, COSA, and Hydrocarbon BSI which avoids material errors and sustained integrity of external reporting
- Perform required control activities (per CET’s) and maintain EUC compliant workbooks
- Perform the month end FIFO/COSA/NRV/UPII calculations in line with Group Accounting Policy. In addition perform analytics, reasonableness and validation checks to ensure results are valid, accurate and complete
- Manage automated FIFO/COSA/NRV/UPII platform and other related processes for hydrocarbon inventory
- Analyze, report and account for various monthly, quarterly, annual and adhoc requests related to hydrocarbon inventory valuation impacts
- Support audit activities performed by external and internal audit
- Investigate and resolve differences or anomalies
- At least 5 years of accounting/business experience in related area
- Strong numerical, analytical and problem-solving skills
- Robust understanding of control processes; able to exercise sound technical judgment in making business decisions
- Good organizational and attention to detail
- Strong working knowledge of Microsoft Excel (data manipulation, validation, complex formulae, pivot tables)
- Ability to influence and drive changes across cross functional teams
32
Valuation Analyst Resume Examples & Samples
- Previous experience / understanding of Refinery and Supply Accounting
- Previous experience and working knowledge of SAP
- Previous experience with Inventory Valuation and Analytics
33
Valuation Analyst Resume Examples & Samples
- Thoroughly reviewing and analyzing client provided information
- Track and collect property specific data including property, lease, sales and listing information and maintain this information in a centralized database
- Conducting surveys (vacancy, market rent, op costs, etc.)
- Obtaining and analyzing Land Use and Property Tax Information
- Completing site inspections (if licensed and required to)
- Assisting with the preparation of appraisal reports under the direction of a designated/qualified member
- Preparation of client presentations
- Assist in preparing local and national market surveys
- Ideally a commitment to becoming an AIC candidate member, progressing towards your AACI designation
- Experience or interest in commercial real estate is a benefit to success in this role
- 1-2 years of work experience in a business or office environment
- Advanced skills in Microsoft Office applications (MS Word, Excel, PowerPoint and Outlook)
- Ability to meet deadlines without compromising accuracy, excellent product quality and attention to detail
- Multi-tasker leading and controlling multiple projects and tasks simultaneously
- Ability to learn quickly and retain information
- High standards, high quality work is of utmost importance
- Structured, organized and efficient work expected of self and others
- Communication is direct, candid and to the point
- Ability to lead teams or influence as needed to meet goals and deadlines
- Ability to think critically and analytically about complex topics and ideas
34
Margin Collateral & Valuation Analyst Resume Examples & Samples
- Bachelor?s degree
- Strong motivation to succeed, both as an individual and as a team
- Ability to work under pressure, prioritize and meet deadlines
- Effective problem solving and critical-thinking skills
- Ability to use discretion and good judgement
- Excellent communication and interpersonal skills with a strong appreciation of client service
- Strong analytical skills and exposure to project work
- Ability to mentor and manage a team
- Ability to deal with multiple complex issues at the same time while meeting client deadlines
- Understanding of derivatives and interest in financial markets
35
Valuation Analyst Resume Examples & Samples
- Independently gathering data related to the valuation
- Design and take ownership of financial models for valuations purposes (discounted cash flows, market multiple, transaction, etc.)
- Perform and maintain valuation analysis on a wide range of hedge fund and private equity investments using widely accepted and relevant approaches and theory
- Assist in preparing and presenting of the results of our analysis to management and other relevant parties
- Complete information requests as received
- Complete ad hoc requests
- Assist in preparing for various quarterly valuation committee meetings
- Support the year-end audit valuation testing by working with the 3rd party valuation party and investment team
36
Valuation Analyst Resume Examples & Samples
- Easily interprets the operational and technology needs of Controllers, CFOs, COOs, and CROs in the banking and capital markets areas
- Provides top-quality analytical and writing skills for all deliverables and is able to produce deliverables in a timely fashion
- Manages one’s own work and meets preset timelines
- Effectively communicates with team and client on a regular basis regarding status updates and deliverables
- Effectively manages multiple engagements simultaneously
- Adapts quickly to new environments and changes of pace
- Proficient in addressing the client to meet project needs and displaying confidence in the subject matter and work product
- Knowledge of technology and systems that support financial reporting
- Excellent oral, written, interpersonal, organizational, and presentation skills a must
- Demonstrates proficiency in all MS office programs, specifically MS Excel, and MS Access
- SQL proficiency desired
- Knowledge of Discounted Cash Flow Modeling (“DCF”)
- Must be committed to achieving results - ability to understand both strategic impact of decisions yet able to operate at a tactical level to accomplish tasks with proven ability to take initiative to solve problems independently
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Valuation Analyst Resume Examples & Samples
- Work closely with each BL in support of any global initiatives impacting the BL workflow
- Work independently and leverage across many teams/functions to assess issues, quantify their impact and provide suggestions for remediation
- Maintain a strong relationship with Global Process Owners (GPO) to ensure that the processes are globally aligned
- Follow and comment UK PnL and Risk
- Produce KPI for UK trading desk
- Perform daily controls (validation, KPI…)
- Work on regulatory topics for UK desks: Volker, French Banking Law
- Ideally, experience in Investment Banking with exposure to all Market Trading and Products
- Preferably deep knowledge in Fixed Income exotic products
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Valuation Analyst Resume Examples & Samples
- Research potential fair valuation items and obtain recommendation from portfolio managers and research analysts
- Complete weekly review of fair valued securities
- Track and follow-up on critical dates relating to fair valued securities
- Compile Pricing Committee and Board reporting
- Research and understand local market practices relating to valuation issues
- Utilize technology to improve efficiencies within the Securities Valuation Group
- Complete daily reviews of fund accounting agent exception reporting
- Daily, supply fair valued prices to fund accounting agents
- Participate on projects, as needed
- An understanding of investment management industry and mutual fund administration is recommended
- Bachelor's degree in Accounting, Finance, Economics, Business or related field required
- Knowledge of foreign and domestic securities markets is a plus
- Candidate should have strong securities knowledge
- Excellent quantitative skills, highly preferred
- Candidate must be highly proficient with Microsoft Excel; proficiency with Microsoft Access, preferred
- Ability to identify, evaluate and make recommendations with respect to both internal controls and accounting issues with respect to security valuation
- Strong interpersonal skills including ability to work with and influence John Hancock’s sub-advisers, as well as the John Hancock Pricing Committee
- Candidate must have strong organizational and oral/written communication skills. Must be able to set priorities and meet deadlines
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Valuation Analyst Resume Examples & Samples
- Design and / or validation of existing valuation models for hard to value assets
- Assist in completion and validation of pricing of hard to value securities on monthly / quarterly basis
- Coordinate with 3rd party valuation service providers to ensure valuation reports are completed in timely manner
- Document all key decision making rationale and model assumptions and build support files
- At least 2+ years of prior credit analysis experience within an investment bank or buy- side investment manager
- Experience in building highly complex valuation models in MS Excel
- Familiarity with financial services applications including but not limited to Capital IQ, Bloomberg, Intex etc
- Prior modeling experience in structured securities (e.g., ABS, CLO), private debt, private equity, bank loans and derivatives
- Strong analytical and problem solving skills, as well as strong team building, interpersonal and communication skills (both written and oral)
- Proficient in the use of Microsoft Office Suite, specifically Excel
- Highly collaborative and able to work efficiently and effectively in both team and individual environments
- Highly motivated team player with ability to deliver under time constraints
- CFA, CVA, CPA or other relevant professional designation or working towards one strongly preferred but not required
- Bachelor’s degree in Accounting, Finance, Economics or Business from an accredited college/university
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IP Valuation Analyst Resume Examples & Samples
- Create and assist in developing complex financial models that provide an understanding of the key value drivers of IP & technology assets across a wide range of industries and technology fields
- Relying upon generally accepted and relevant methodologies and theory to perform financial and/or statistical analyses for clients
- Assist in developing coherent strategies for using IP assets to improve our clients' overall businesses
- Contribute directly to the development of client reports and presentations
- Undertake in-depth company, industry and technical research
- Take direction from Associates and Officers to develop a work plan and execute the steps required of the work plan to ensure the delivery of an accurate and thorough work product within the required timeframe
- Research and provide information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures within specific industries, and (d) various investment attributes of publicly traded and privately held securities
- Perform financial statement analysis and other quantitative and qualitative assessments
- Perform other ad-hoc research, analytics, and support for the Tech+IP project teams as required
- Minimum Requirements
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Valuation Analyst Resume Examples & Samples
- Accurate and timely submission of prices for all securities into the accounting system
- Researches and validates all significant market value movements and provides appropriate support
- Coordinates and communicates with brokers, sub-advisors and vendors to ensure consistent pricing
- Answers inquiries from accounting staff on pricing and security set up issues
- Creates various daily and month-end reports
- Gathers and gains confirmation of material for internal and external audit matters
- Supports senior analysts with research and validates significant market value movements and provides appropriate documentation
- Works to enhance current processes
- General knowledge of financial markets and complex securities
- Basic understanding of accounting principles and procedures
- Advanced MS Excel skills required
- Good PC skills including MS Word, Access, and other relevant department software
- Must be detail oriented, organized and able to prioritize work to meet deadlines
- Must be able to work independently or as part of a team
- Bachelor's degree in accounting, finance, or equivalent business related experience
- 0-2 years of work experience
- SunGard InvestOne knowledge a plus
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Timberland Valuation Analyst Resume Examples & Samples
- Financial modeling of acquisition and divestiture opportunities, including data analysis, collaboration with key Timberlands business leads, and utilization of proprietary timberland valuation tools
- Operation and improvement of proprietary financial and valuation models
- Assist with preparation of the annual report valuing the company’s combined timberland portfolio
- Support of strategic transactions, including due diligence items such as data room management, inventory review, and timberland market analysis
- Monitoring the industrial timberland market and analyzing comparable sales
- Tracking and benchmarking performance of key acquisitions over time
- Tracking pricing metrics in strategic timber markets
- Assisting with competitor benchmarking and analysis
- Meets one of the following criteria
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Valuation Analyst Resume Examples & Samples
- Assist in analyzing regional and local area economic profiles including employment, population, household income, and real estate trends as well as identifying emerging development trends for the real estate market
- Learn how to collect, analyze, and report findings of regional and local area economic profiles including employment, population, household income, and real estate trends as well as identifying and reporting on emerging development trends for the real estate market
- Completes appraisals including area descriptions, market analysis, site description and improvement descriptions
- Eventually travel with senior appraiser to property inspections
- Receives on-the-job training and works towards property appraisal
- Participates in valuation analysis and conclusions under the direct supervision of a licensed appraiser
- Participates in writing some sections of appraisal report
- Bachelor’s degree in Real Estate, Business Administration, Finance, or Economics is preferred. Other degrees will be considered, but candidate must have excellent analytical and writing skills
- Must be working towards valid appraiser’s trainee license
- Must be working towards obtaining a Certified General Appraisal License
- Strong knowledge base in Microsoft Office including Word and Excel
- Excellent research and writing skills
- Work well in a team/office environment
- Ability to independently travel to property inspections
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XVA Valuation Analyst M / F-vie Resume Examples & Samples
- In charge of the certification, analysis and reporting of
- Accounting XVA for the group (CVA/DVA, FVA)
- Financial statements for the XVA trading desk (daily PnL, Income Attribution, EoM PnL)
- Risk analysis and other ad hoc indicators for the management of the positions
- Value-at-Risk, Stress tests and market risk limits consumptions
- Able to build a macro in a short period of time
- On top of that, XVA Analyst is a key contact, within MACC as for our partners MARK, RISQ and DFIN
- Special requests
- Relations with external (CACs, regulators) as with internal (DCPE) auditors
- Accompany the business in its transformations
- Contribute to IT projects
