Senior Valuation Associate Job Description
Senior valuation associate
provides financial analysis, excel modeling, and valuation associated with potential partnerships and M&A deals.
Senior Valuation Associate Duties & Responsibilities
To write an effective senior valuation associate job description, begin by listing detailed duties, responsibilities and expectations. We have included senior valuation associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Valuation of illiquid portfolio investments
Responsible for all aspects of valuation control across the business
Participation in financial advisory assignments, mostly in valuation and modelling assignments, in merit and administrative aspects
Participation in preparation of financial models for valuation, business planning, controlling, refinancing and transaction advisory purposes
Interact with Hedge Fund, Private Equity, Venture Capital, and Limited Partner investment and finance officers on the valuation of investments
Build new and update existing financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
Prepare valuation and other types of reports and presentations
Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
Ability to utilize security pricing information databases / subscriptions including Bloomberg, Interactive Data, MarkIt, Thompson Reuters, Standard & Poor’s
Daily processing of derivative valuations
Senior Valuation Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Valuation Associate
List any licenses or certifications required by the position: ASA, CFA, ABV
Education for Senior Valuation Associate
Typically a job would require a certain level of education.
Employers hiring for the senior valuation associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, MBA, Engineering, Business, Business School, Real Estate, Mathematics, Management
Skills for Senior Valuation Associate
Desired skills for senior valuation associate include:
Financial real estate terms and principles
Securities and the investment industry
Valuation methods
Excel
PowerPoint
Pricing of derivative and other financial instruments
Credit and capital management and risk analysis
Risk appetite
Governance and oversight processes
Risk management
Desired experience for senior valuation associate includes:
Analysis of daily valuations
Analysis of profit and loss on OTC derivatives
Evaluating daily yield curve inputs, credit curve inputs, and volatility inputs used in pricing methods
Analysis of market data
Assisting in operational processing for all derivative products
Experience with use of swap calculators
Senior Valuation Associate Examples
1
Senior Valuation Associate Job Description
Job Description Example
Our company is hiring for a senior valuation associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior valuation associate
- Perform quarterly credit impairment analysis using SAS, SQL, PolyPaths, and/or other tools for the company’s investment securities
- Assist in business valuation, financial modeling and advisory engagements
- Participating in investment and operational due diligence reviews of investment advisors in the alternative investments space
- Modeling of management company and industry economics
- Identifying and documenting risk and control points for clients
- Regulatory Reporting (Form PF, NFA CPO-PQR, and AIFMD Annex IV)
- Operational assessments
- Consulting Engagements
- Liaising with other service providers
- Stock and asset valuations
Qualifications for senior valuation associate
- Ability to work in a fast-paced and deadline-oriented work environment
- Ability to navigate and/or create complex financial models based on engagement requirements
- Bachelor's degree in Real Estate, Accounting, Finance or Business from an accredited college/university
- Bachelor’s or Master’s degree in a quantitative discipline preferred
- Oversee and perform research related to cases document identification, acquisition, and management, and the preparation of demonstratives
- Accounting, finance, and economics knowledge
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Senior Valuation Associate Job Description
Job Description Example
Our company is looking to fill the role of senior valuation associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior valuation associate
- Perform detailed analysis and testing to support the enhancements to the Mortgage Serving Right (MSR) valuation process
- Support the CCAR/DFAST stress testing process related to mortgage valuation and income forecasted as directed
- Contributing to business development and sales process
- Assist in the preparation of valuations for closely held or publicly traded companies with a focus on the Alternative Investment space
- Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis
- General working knowledge of assets / securities including common stock, fixed income, options, futures
- Prepare and review valuations related to a variety of equity interests and assets and liabilities related to the financial services industry, such as loan portfolios, core deposit intangible, fixed maturity deposits, intangible assets, indemnification assets
- Senior Associates work on a variety of assignments, including business enterprise valuations, purchase price allocations, valuations of complex securities including financial assets and liabilities capital structures, intellectual property valuations, stock option valuations, reviews of valuations of hedge funds and private equity interests, and dispute consulting
- Assist in the development and application of models using Monte Carlo simulation, lattices or other complex methods as requested
- Assist in projects requiring economic or statistical analysis, database management of large databases or model validation
Qualifications for senior valuation associate
- Professional Certification completed or in process Polish Chartered Accountant (Bieły rewident), ACCA or CF
- Solid knowledge of valuation methods ( DCF and multiples), financial statements and accounting principles
- Excellent knowledge of Excel based tools
- Possess a strong knowledge of all valuation methodologies
- Performing business valuations across various sectors and various geographies
- Business valuations utilising various approaches (DCF, relative valuation, excess earnings, DDM etc)
3
Senior Valuation Associate Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of senior valuation associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior valuation associate
- Perform valuations of, and advisory services related to business, intangible asset and financial instrument valuation, both for transactions and financial reporting purposes under HKFRS, IFRS and US GAAP
- Perform advanced cash flow modeling using Argus and Excel based models
- Assist the audit team in reviewing externally and management prepared valuation reports
- Continue pursuit of a professional designation in the real estate valuation field, such as the Appraisal Institute’s MAI, multiple state licenses
- Play an active role in campus and off-campus recruiting to assist in the growth and development of the real estate valuation practice
- Assist in preparing reports, letters, and other client deliverables
- Assist in reviews of third party appraisals for audit support purposes
- Review various agreements, documents, research papers and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
- Facilitate certain work streams with the help of Associate-level team members
- Review and gain a sufficient understanding of the necessary guidance governing the analysis
Qualifications for senior valuation associate
- 3-4 years of experience in the areas of valuation and modeling
- Financial reporting valuation services including goodwill impairment testing, purchase price allocation & fair value computation
- Performing valuations of intangible assets
- Building and reviewing models
- Testing of assumptions, and
- Full time MBA / qualified CA / CFA (level 2 or 3)
4
Senior Valuation Associate Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of senior valuation associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior valuation associate
- Review monthly valuation reconciliations to determine fair value of portfolio for inclusion in published NAV and downstream systems
- Lead CCAR/DFAST stress testing process for the securities credit impairment assessment by performing the analysis, coordinating with a cross-functional stress test team, prepare whitepaper and compliance documentation
- Support testing and performance monitoring of loss forecasting models (including sensitivity analysis, benchmarking, and back testing)
- Support the communication and reporting of results to senior management and related committees
- Actively contribute to and support Accounting projects which may have impact on the securities credit impairment process, including CECL and the new allowance project, by providing analytics and special matter expertise
- Work with investment portfolio managers to understand key risk factors affecting those portfolios
- Work with model governance group to support model validation used for the credit impairment process
- Work with cross-functional teams in Capital Markets Analytics, Home Loans and IT groups and perform detailed analysis and testing related to the project tasks
- Work with the Fund Transfer Pricing (FTP) and Quantitative Modeling team to evaluate the mortgage loan attributes and prepayment modeling approach and enhance the mortgage FTP framework
- Work with the IT and Home Loans LOB to analyze the data sources and quality in the source and downstream systems and identify any data discrepancies and propose solutions
Qualifications for senior valuation associate
- Working knowledge of a programming language (VBA, SQL, Matlab, ) is a plus
- Two plus years of experience with advisory related projects
- Bachelor’s degree in Finance, Accounting, Economics, or Business from an accredited college/university
- Three to four years of commercial real estate valuation experience
- Pursuing the MAI designation and a General Appraiser State Certification
- Minimum 2 years of financial reporting valuation experience
5
Senior Valuation Associate Job Description
Job Description Example
Our innovative and growing company is looking for a senior valuation associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior valuation associate
- Performing valuation validation controls and ensuring strict adherence to MAMs Pricing Policy
- Assisting in the modelling and valuation of OTC securities derived for unit pricing purposes
- Asset Valuation & Reference Data Management
- Work with the Home Loans and Quantitative Modeling team to evaluate prepayment modeling consistency between various systems and business processes and test and implement the potential solutions
- Perform testing and documentation of the credit loss model and support the implementation for the mortgage loans
- Work with model governance group to support model and methodology changes
- Document processes and controls to support internal and external reviews/exams
- Perform and support the daily MSR production processes
- Support the Investment Portfolio securities analytics production as needed
- Also have the opportunity to work on financial due diligence engagements if you have audit experience
Qualifications for senior valuation associate
- Financial reporting valuation training
- Progress towards completion of ABV, AM, ASA, or CFA certifications
- Possess strong organizational, time management and project management skills and meet deadlines without compromising accuracy, excellent product quality
- At least 2 years or experience working with fixed income products with an emphasis in capital markets analytics function
- Bachelor's degree in Information Systems or Bachelor's degree in Finance
- Master's in Business Administration (MBA) or Certified Financial Analyst designation