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, data analysis and reporting, valuation modeling
Description :
- Utilized advanced financial statement analysis to prepare detailed valuation reports for various financial assets.
- Managed securities pricing for daily and monthly portfolios, ensuring accurate data entry and analysis of market fluctuations.
- Conducted thorough analysis and documentation of corporate actions, ensuring compliance with accounting standards.
- Reviewed and set up security master files to enhance processing efficiency in the accounting system.
- Collaborated with multiple departments to ensure accurate updates to master file data, improving data integrity.
- Performed various financial analyses and responded to audit requests, enhancing operational transparency.
- Created ad hoc financial reports using Excel and Access, providing valuable insights for decision-making.
Experience
2-5 Years
Level
Executive
Education
BSF
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, risk assessment, financial reporting
Description :
- Provided advanced securities valuation support by assisting Global Pricing teams with in-depth valuation research and analysis.
- Developed financial models utilized as secondary validation sources for securities priced using broker-dealer quotes.
- Participated in regulatory compliance meetings, providing detailed descriptions of valuation models and inputs.
- Delivered special reports and analysis to the VC and Mutual Funds Boards, enhancing decision-making processes.
- Supported Global Pricing teams with in-depth financial analysis and participated in vendor due diligence specific to pricing methodologies.
- Executed daily derivative valuation processes for internal records and external NAV calculations within strict deadlines.
- Validated automated pricing across all derivatives, investigating discrepancies and escalating issues to stakeholders promptly.
Experience
7-10 Years
Level
Management
Education
MBA
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, Financial Modeling, Data Analysis
Description :
- Established robust quality control measures that enhanced pricing accuracy.
- Implemented cost-effective second-source pricing strategies to improve quality control.
- Identified key trends and valuation drivers to optimize profitability across the company's pipeline.
- Collaborated with project developers to enhance the profitability of current projects and identify future growth opportunities.
- Evaluated new solar and energy storage markets, guiding leadership in strategic growth decisions.
- Analyzed policy changes to assess their impact on the company's valuation and growth potential.
- Crafted policy recommendations to improve market economics and explore new growth avenues.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
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 : Analytical Skills, Software Proficiency, Financial Analysis, Market Research
Description :
- Developed and presented comprehensive financial models for discounted cash flow and market analysis, enhancing decision-making processes.
- Conducted in-depth research on economic and market trends, providing actionable insights for property valuations.
- Reviewed and analyzed client-provided financial data, ensuring accuracy and relevance in property-specific databases.
- Collaborated with cross-functional teams to prepare detailed offering memorandums and broker opinions of value.
- Managed relationships with lenders, facilitating smooth appraisal processes and enhancing client satisfaction.
- Utilized advanced software tools to track and analyze property metrics, contributing to improved operational efficiency.
- Participated in valuation calls with stakeholders, effectively communicating findings and recommendations.
Experience
5-7 Years
Level
Executive
Education
B.S. 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, financial reporting, stakeholder communication
Description :
- Reviewed and enhanced existing processes, implementing initiatives that improved operational efficiency and business support.
- Analyzed and recommended improvements for daily mark-to-market processes, ensuring accuracy in customer and company positions.
- Established strong working relationships with risk strategy, compliance, and IT teams to facilitate valuation tasks.
- Provided detailed explanations of valuation movements, supported by relevant market data.
- Generated accurate Independent Price Verification and Valuation Adjustments for vanilla derivatives and fixed-income products.
- Ensured compliance with Capital Markets Risk Management Standards through thorough process reviews and gap identification.
- Collaborated with cross-functional teams to enhance valuation methodologies and reporting accuracy.
Experience
5-7 Years
Level
Executive
Education
BSF
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 : Effective Communication, Research skills, Financial Modeling, Due Diligence
Description :
- Conducted comprehensive valuations of companies utilizing various financial models, including discounted cash flow and comparable company analyses.
- Supported M&A transactions by performing in-depth due diligence on target companies to ascertain fair market value.
- Researched industry trends and competitor activities, ensuring accuracy in financial statements and relevant data.
- Communicated valuation results to clients through detailed reports and presentations, clarifying methodologies and key assumptions.
- Assisted legal teams during M&A processes by drafting purchase agreements and advising on deal structures.
- Reviewed financial documents, including tax returns and cash flow reports, to determine fair market value.
- Analyzed comparable sales data for properties, preparing comprehensive reports summarizing findings and conclusions.
Experience
5-7 Years
Level
Executive
Education
BSF
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, Data Analytics, Regulatory Compliance
Description :
- Proficient in valuation platforms such as Bloomberg, Intex, and Yieldbook, enhancing data accuracy.
- Resolved pricing exceptions and discrepancies, collaborating with vendors to ensure data integrity.
- Prepared detailed Pricing Committee and Board reports for monthly and quarterly evaluations.
- Maintained comprehensive fair valuation documentation, ensuring compliance with regulatory standards.
- Supported valuation committees in the analysis and documentation of meeting materials, facilitating informed decision-making.
- Conducted thorough assessments of diverse asset classes, including real estate and intellectual property.
- Collaborated with stakeholders to optimize portfolio value through strategic valuation methodologies.
Experience
7-10 Years
Level
Management
Education
BSF
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 : Advanced Financial Modeling, Investment Banking, Valuation Analysis, Data Interpretation
Description :
- Delivered valuation insights by analyzing market and competitor pricing data, enhancing decision-making processes.
- Streamlined document management in a paperless office, improving efficiency and accessibility.
- Reviewed quarterly pricing, assigned ASC820 levels, and served as the primary contact for audit inquiries.
- Collected and analyzed data from diverse internal and external sources to support valuation and litigation efforts.
- Interpreted data from secondary sources, including S&P Capital IQ, to inform valuation strategies.
- Specialized in innovative valuation methods, compiling supporting schedules for various engagements.
- Analyzed fair value issues, documenting findings and recommendations for the John Hancock Pricing Committee.
Experience
2-5 Years
Level
Executive
Education
B.S. Finance
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 : Project Management, Collaboration, Financial Analysis, Risk Assessment
Description :
- Led and managed small teams within Price Testing, Product Control, and Risk departments, enhancing operational efficiency.
- Conducted valuations for commercial and industrial assets, including real estate and residential loans, ensuring compliance with industry standards.
- Reviewed and validated the work of peers, demonstrating proficiency in Excel and in-house software for accurate asset valuation.
- Applied theoretical valuation techniques and modeling experience to implement new instruments and valuation policies effectively.
- Performed regular reviews of valuations, producing month-end price verification analyses for MSR and Pipeline portfolios.
- Defined and communicated risks and returns associated with valuation models, contributing to informed decision-making.
- Exhibited strong quantitative and technical skills, leading to improved valuation processes and outcomes.
Experience
2-5 Years
Level
Executive
Education
B.S. Finance
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, Financial Analysis Software, Capital IQ, Bloomberg Terminal
Description :
- Utilized order management software to assign appraisal orders to qualified AMCs and appraisers.
- Collaborated with appraisers to ensure timely delivery of quality appraisal reports within defined SLAs, adhering to all applicable MSPBNA policies.
- Completed Appraisal Checklist to determine the appraisal path and proactively enhanced team processes and controls.
- Assisted in preparing the annual report valuing the company's combined timberland portfolio, ensuring accuracy and compliance.
- Developed and maintained financial models to support investment decisions, following group guidelines and ensuring data integrity.
- Conducted sensitivity analysis for investment files, supporting the internal approvals process for new economic commitments and financing arrangements.
- Streamlined communication with stakeholders to resolve disputes effectively, enhancing overall client satisfaction.
Experience
5-7 Years
Level
Executive
Education
BSF
