Valuation Analyst Resume
Objective : As a Valuation Analyst, involved in the preparation of written valuation reports for business interests of operating entities and investment holding entities, as well as other privately held financial assets under the direction of a senior valuation analyst, analyzed financial statements, researched publicly traded and privately held company market data, and communicated with clients and their advisors.
Skills : Financial Analysis, Valuation Methods.
Description :
- Experienced, in finance and accounting principles, a firm understanding of financial statement analysis, ability to excel in a team-based environment, and proficiency using MS Office and Excel.
- Obtained and processed securities pricing for daily and monthly valued portfolios, uploaded pricing files to vendors, downloaded prices, and loaded them into the accounting system, and analysis of price fluctuations based on knowledge of the market.
- Analyzed, processed, and maintained documentation on corporate actions, reviewed information, determined appropriate treatment, and processed in our investment system on several bases of accounting.
- Completed and/or reviewed security master file setup, to ensure correct processing in accounting system.
- Researched and communicated with multiple departments to coordinate changes and updates to the master file data.
- Completed various analyses as needed, and responded to audit requests, vendor invoices, and daily pricing analysis.
- Responded to requests in a timely manner, researching and explaining methodologies, providing documentation, and creating ad hoc files using Excel and Access.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree In Finance
Senior Valuation Analyst Resume
Summary : As a Senior Valuation Analyst, worked closely with outside departments, management, and vendors to ensure accurate information was processed and issues were resolved timely and accurately, developed and maintained internal fair valuation models, and Conducted research to identify, evaluate, and test fair valuation models across equity, fixed income, currencies, and derivatives instruments.
Skills : Market Research, Quantitative Skills.
Description :
- Provided complex securities support by assisting Global Pricing teams with complex securities valuation research and analysis.
- Developed models to be utilized as secondary or tertiary validation sources for securities priced using broker/dealer quotes.
- Attended audit meetings and provided detailed descriptions of valuation models and inputs.
- Provided special reports, analysis, and/or research to the VC and Mutual Funds Boards.
- Supported Global Pricing teams with periodic deep dive analysis and reports, and participated in pricing vendor due diligence specific to vendor methodologies.
- Ran daily derivative pricing processes for internal books & records and external NAV calculation within strict deadlines.
- Validated daily automated pricing across all derivatives, investigated missing, stale, and outside-of-tolerance levels, and raised to appropriate internal or external stakeholders in a timely fashion.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree In Economics
Valuation Analyst Resume
Summary : As a Valuation Analyst, responded to inquiries from both internal (Derivative Operations, Pricing Oversight, Risk, Portfolio Management, Audit) and external (Vendors, Custodians, Counterparties, Audit) client inquiries and responded in a timely, detailed, and professional manner, worked very closely with IT and External Vendors to develop enhancements and applications to continually improve pricing process.
Skills : Financial Reporting, Communication.
Description :
- Implemented and continuously improved quality standards and controls to ensure timely and accurate pricing.
- Searched and implemented the low-cost cost reliable second-source pricing measures to enhance the existing Quality Control.
- Identified key trends and valuation drivers to optimize profitability and value across the company's pipeline, and developed and maintained Carson's valuation and forecasting tools.
- Worked with project developers to optimize the profitability of Carson’s current pipeline and identify future pipeline growth opportunities, assisted in the negotiations of monetizing projects, and executed critical development milestones.
- Evaluated the viability of potential new solar and energy storage markets, helping leadership identify the most value-creating sources of growth.
- Determined how policy changes potentially impact the valuation of the company's pipeline and future growth opportunities.
- Assisted in crafting policy recommendations related to improving the economics in existing markets and/or opening up new growth opportunities.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree In Economics
Valuation Analyst Resume
Headline : As a Valuation Analyst, identified and tracked metrics that ensure the company is operating as efficiently as possible and maximizing returns on invested capital, analyzed incoming property financials, produced property valuations, produced offering memorandums and broker opinion of value materials, participated in Valuation Calls with Owner/Operators.
Skills : Attention to Detail, Software Proficiency.
Description :
- Experienced with financial modeling, assisted in preparing and presenting the results of our analysis in a clear and concise manner.
- Designed and worked with complex financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses.
- Assisted in preparing and presenting the results of our analysis management and other relevant parties.
- Performed research on economic, industry, and market trends impacting the specific entity being analyzed.
- Thoroughly reviewed and analyzed client-provided information, tracked and collected property-specific data including property, lease, sales, and listing information, and maintained this information in a centralized database.
- Obtained and analyzed Land Use and Property Tax Information, and performed in-depth economic and industry research on a wide array of different industries.
- Assisted with the appraisal process, performed company, industry, and economic research, and managed relationships with Lenders.
Experience
5-7 Years
Level
Executive
Education
Bachelor's Degree In Finance
Valuation Analyst Resume
Headline : As a Valuation Analyst, worked with financial models for discounted cash flow, capitalized cash flow, market transaction/multiple, and intangible asset valuation, participated in selected administrative committees and functions, gathered and managed 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.
Skills : Financial Analysis, Valuation Modeling.
Description :
- Reviewed current processes and proactively made changes or proposed initiatives to improve efficiencies in order to provide more effective business support.
- Analyzed and provided recommendations to improve on the processes and procedures for ensuring accurate, daily mark-to-market of customer and company positions.
- Built working relationships with risk strategy, risk compliance, front-office IT, and back-office IT to accomplish all the tasks of the valuation group
- Provided explanation of valuation movements with supporting market information.
- Generated accurate and complete Independent Price Verification and Valuation Adjustments on vanilla derivative and fixed-income products in accordance with
- Ensured accurate and completed Fair Value reporting on all MtM Financial Instruments per policy, performed excellent work and withstood intense scrutiny of work product.
- Ensured process reviews and supervision of processes and outputs were conducted in accordance with Capital Markets Risk Management Standards and made recommendations for improvement or identification of gaps.
Experience
5-7 Years
Level
Executive
Education
Bachelor's Degree In Finance
Valuation Analyst Resume
Headline : As a Valuation Analyst, reported IPV and reserves results to the front office and IPV business owners, increased efficiency by challenging working assumptions used for IPV and reserves calculations, assisted IP Inspection Services with understanding AG-based assets, training and proofing descriptions, calculated bid offer reserves, day one reserves, and valuation adjustments.
Skills : Presentation skills, Research skills.
Description :
- Analyzed and evaluated the valuation of companies using a variety of financial models, including discounted cash flow analysis, multiples, and comparable company analyses.
- Assisted in the preparation of valuations for mergers & acquisitions (M&A) transactions by performing detailed due diligence on target companies to determine fair value.
- Performed research related to industry trends and competitor activity as well as reviewed financial statements and other relevant data for accuracy and completeness.
- Communicated with clients regarding valuation results through written reports that included an explanation of methodology used, key assumptions, conclusions, etc., as well as oral presentations when appropriate.
- Provided support to attorneys during M&A transaction process such as drafting purchase agreements or advising on deal structure issues where necessary.
- Analyzed and reviewed financial statements, tax returns, cash flow reports, balance sheets, and other documents to determine fair market value
- Conducted research on comparable sales data for properties in the area of analysis, and prepared written reports summarizing findings and conclusions based on analyses performed.
Experience
5-7 Years
Level
Executive
Education
Bachelor's Degree In Finance
Valuation Analyst Resume
Summary : As a Valuation Analyst, performed IPV of market data parameters under the Valuation and Risk Control (V&RC) coverage responsibility, with a specific focus on Credit products, actively participated in the evolution of the market parameter verification processes, including identification of the parameters in use and the assessment of alternative checking methods and sources, analyzed and questioned current processes and contribute to their improvement.
Skills : Financial analysis, Financial modeling.
Description :
- Experienced with one or more of the following valuation platforms - Bloomberg, Intex, Polypaths, Derivative Solutions, Yieldbook, or Wall Street Analytics.
- Ensured that all pricing exceptions and discrepancies were properly addressed and resolved, including addressing with pricing vendors and/or sub-advisors.
- Compiled Pricing Committee and Board reporting materials for monthly and quarterly meetings.
- Ensured completeness and accuracy of fair valuation documentation and recordkeeping.
- Supported the VC and other Alternative Funds' valuation committees in the preparation, analysis, and documentation of meeting materials.
- Assessed the value of everything from real estate to intellectual property, and everything in between.
- Worked with other stakeholders to determine the best ways to maximize the value of your portfolio.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree In Economics
Valuation Analyst Resume
Objective : As a Valuation Analyst, experienced with one or more risk management software packages, collected subject data such as land, building, tax, and zoning information, and supported the valuation team in calculating, coordinating, and implementing global swing pricing/dilution levy implementation and governance.
Skills : Financial Modeling, Investment Banking.
Description :
- Provided valuation intelligence and insights through the collection and analysis of market and competitor pricing data, including historical internal pricing Sense of accountability, owning one’s work, and taking pride in it.
- Helped manage and control document flow within a paperless office by organizing and classifying documents in a document management system.
- Reviewed quarterly pricing and assigned ASC820 pricing hierarchy levels, served as the primary contact for audit questions and documentation.
- Collected appropriate data from internal and external sources, including clients, in order to perform the valuation or litigation.
- Reviewed, analyzed, and interpreted data from a variety of secondary sources, including S&P Capital IQ and government and other publicly available websites.
- Identified a specialism and moved towards specialist expertise in advancing new methods of valuation and research, gathered and classified supporting schedules and documents for various stages of engagements.
- Analyzed facts and circumstances relating to fair value issues, and documented background of issues and recommendations to be presented to the John Hancock Pricing Committee.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree In Economics
Assistant Valuation Analyst Resume
Objective : As an Assistant Valuation Analyst, supported the structuring, negotiation, and execution of financing documents for medium to large-size transactions, in accordance with best project finance practices of the ENGIE group, developed presentations for lender and management updates/discussions, supported the valuation of existing assets as part of annual asset impairment testing.
Skills : Time Management, Collaboration.
Description :
- Experienced with leading/managing small teams, experienced in either a Price testing team, a Product Control, Risk, Operations, or Middle Office department.
- Experienced in the valuation of one or more of the following: commercial & industrial, commercial real estate mortgage, and residential whole loans.
- Experienced in reviewing the work of others, working knowledge of Excel, and the ability to learn how to use our in-house software packages.
- Experienced in the theoretical valuation of assets, modeling experience, and implementation experience (new instruments, valuation policy).
- Reviewed valuations via daily, weekly, and monthly processes, produced month-end price verification analysis for MSR and Pipeline, and month-end values for all MTM Portfolios.
- Defined and articulated risks and returns to the values and assumptions used in the valuation models.
- Demonstrated outstanding quantitative and technical skills.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree In Economics
Valuation Analyst Resume
Headline : As a Valuation Analyst, communicated with business owners and professional advisors to ensure delivery of exceptional client service, worked efficiently and effectively in both team and individual environments, performed market research, identified influences, checked record databases, collaborated with specialists in other departments, presented their findings to senior management, and managing stakeholder disputes.
Skills : Bloomberg, FactSet, Capital IQ, Bloomberg Terminal.
Description :
- Utilized order management software to assign all appraisal orders to qualified AMCs/appraisers.
- Worked with appraisers on an ongoing basis to ensure timely delivery of quality appraisal reports within defined SLAs, understood and adhered to all applicable MSPBNA policies and procedures.
- Completed Appraisal Checklist to determine the path of appraisal, and proactively worked on enhancing the team's process and controls.
- Assisted with the preparation of the annual report valuing the company’s combined timberland portfolio.
- Developed and maintained financial models to support investment decisions, following group guidelines.
- Maintained responsibility for the accuracy and correct incorporation of relevant inputs to such models.
- Proposed and implemented relevant sensitivity analysis for investment files, and supported internal approvals process for new economic commitments and associated financing arrangements.
Experience
5-7 Years
Level
Executive
Education
Bachelor's Degree In Economics
