Analyst, Valuation Resume Samples

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J Lueilwitz

Jakob

Lueilwitz

20110 Dare Station

New York

+1 (555) 239 6090

20110 Dare Station

New York

Phone

p +1 (555) 239 6090

Experience Experience

Dallas, TX

Analyst, Valuation Services

Dallas, TX

Lebsack, Hilll and Herman

Dallas, TX

Analyst, Valuation Services

Assist in performing deal search and contribute to the development of proposals, presentations and publications of Duff & Phelps
Assisting in the development of presentations and publications communicated to clients
Presentation of results in a clear and concise report to project teams. Assisting in the development of presentations and publications communicated to clients
Business Development - Contributing directly to the development of proposals, presentations and publications communicated to prospective clients
Assisting with the development of proposals, presentations and publications communicated to current and prospective clients
Working with management to build and maintain client relationships
Performance of valuations on a wide range of entities using discounted earnings, discounted cash flow, market multiples

Boston, MA

Analyst‚ Valuation Services

Boston, MA

Kihn LLC

Boston, MA

Analyst‚ Valuation Services

Assisting in preparing and presenting the results of our analysis in a clear and concise manner
Designing and working with financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
Identifying and communicating potential engagements to management and writing engagement letters
Analysis of the monthly financial performance of the Divestment Business
Performing in-depth client, industry, market and competitor research
Assisting in the development of presentations and publications communicated to clients (in English)
Valuation Services Analysts work on a variety of assignments, including business enterprise valuations, purchase price allocations, tax appraisals, intellectual property valuations, and dispute consulting. Responsibilities include

present

Detroit, MI

Valuation Control Senior Analyst

Detroit, MI

Quigley and Sons

present

Detroit, MI

Valuation Control Senior Analyst

present

Comply with EMEA regulatory Prudent Valuation, with standardized procedures
Regulatory matters requiring attention and associated reporting demands timely remediated
Adequate Legal Entity focus
Consolidation reporting across EMEA
Valuation Control Governance Framework for CGML and CIP
Implement enhanced documentation standards due to heightened regulatory and audit demand
A member of Valuation Control & Analytics group in Budapest

Education Education

Master’s Degree in Finance

Florida International University

Master’s Degree in Finance

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15 Analyst, Valuation resume templates

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Analyst, Valuation Control Resume Examples & Samples

Reconcile the General ledger and verify balance sheet positions (Proof of Accounting)
This role will be part of a team of within Valuation Control broken down by Product
Bachelors degree in Finance / Economics / Mathematics / Statistics
The role will require good communication skills

Analyst, Valuation Resume Examples & Samples

Complete valuations as a part of the quarterly portfolio valuation process
Assist with the coordination and administration of the private equity valuation function, such as interacting with accounting/marketing/legal departments, external auditors, and valuation firms
Assist with research and analysis projects, such as market area analysis
Assist with other ad hoc projects; and
Ensure that valuations are consistent with legal and regulatory requirements
2-3 years of valuation experience within valuation/appraisal, Big 4, or another financial advisory firm
Strong modeling experience
Experience in Europe and Asian markets a plus
Experience in CRE and Residential loan portfolio valuation a plus; and
A strong ability to efficiently handle multiple demands and priorities under tight deadlines
A Bachelor’s degree, preferably in Accounting, Finance or Economics

Avp, Senior Analyst Valuation Control Resume Examples & Samples

IPV Completeness - ensuring adequate control of the relevant books, including full reconciliations to the General Ledger - in conjunction with Business Financial Control (BFC)
Understanding the business in detail and keeping up to date with business, market and product developments
Recognizing valuation issues relating to the products traded by the Front Office
Understanding how standard processes apply to this specific business, ensuring that any limitations are adjusted for locally and recommending which adjustments should be incorporated into updated standard procedures
Building and maintaining a good working relationship with stakeholders, including the offshore team
Ownership and accountability for delivery to, and relationship with, the local Front office
Working under pressure to meet daily and monthly deadlines
A first and second line defense function within Product Control
The role requires maintaining key controls
The job holder will have frequent contact with various departments and will need to ensure that they have accurate and timely information including mainly Front Office
3-7 years of experience in an IPV / Valuation Control or Product Control role. Knowledge of Credit markets is a must
Bachelor’s degree in Finance / Economics / Mathematics / Statistics
Preferred excellent track record of experience in an IPV or Valuation Control role
Working knowledge of Excel, Access and VBA

Valuation & Risk Analyst Resume Examples & Samples

Daily Valuation of client portfolios by maintaining market data (Yield curves, volatility surfaces etc.),valuation models and risk measures in the system
Real time support of queries related to valuation and risk for clients on our Real Time portfolio Management system (Sungard Front Arena)
Daily production of customized portfolio risk reports and risk measures for financial derivatives (Exotic Options, IR structured products, CDS, Volatility products) in Front Arena trading system
Explain, review and validate valuation and risk measures to clients (trader Greeks etc.)
Participate in strategic projects including development of risk reporting framework, market data integration, model development etc
Experience with Sungard Front Arena and Bloomberg is preferred. Calypso, Murex is highly favourable
Working knowledge of Options, Futures, IR swaps, CDS, and Convertibles
Financial models experience such as Black Scholes, IR 1 factor, 2 factor term structure models, stochastic volatility models is also highly favourable
MS in financial engineering/quantitative disciplines or MBA

Valuation Control Senior Analyst Resume Examples & Samples

Comply with EMEA regulatory Prudent Valuation, with standardized procedures
Adequate Legal Entity focus
Consolidation reporting across EMEA
University or College degree, preferably specialized in accounting or finance
Excellent spoken and written English and strong communication skills
3-5 years of extensive expertise in a Valuation, Risk or Product Control related function
Good understanding of capital markets and theoretical knowledge of financial products
Strong analytical skills and ability to approach problems in a logical, rational way
Control focus / Risk awareness

Valuation Control Senior Analyst Resume Examples & Samples

Performing valuation control processes across Hybrids Markets businesses in EMEA, including Price-Testing and Valuation Adjustment calculations, reporting and analysis
Addressing valuation issues across a wide range Hybrids products (vanilla and complex products)
Extensive expertise, 3-5 years of experience in a Valuation, Risk or Product Control related function covering Equities derivatives

Equities Valuation Risk Analyst Resume Examples & Samples

Involvement in balance sheet categorization based upon observability in accordance with accounting policy FAS157
Challenging existing processes and procedures to improve the quality and efficiency of the mark review and to proactively identify, monitor and manage both the known and unknown risk within those existing processes and procedures
0-3 years’ work experience
Solid knowledge of Excel. VBA programming knowledge is an advantage

Valuation Control Senior Analyst Hybrids Resume Examples & Samples

A member of Valuation Control group in Budapest
Identifying pricing issues that may require particular attention with critical analysis of the risks involved
Ability to perform effectively within a time pressurised environment

Valuation Control Senior Analyst Resume Examples & Samples

Calculation of valuation adjustments, including formulation of methodologies through research and industry best practice where necessary
Participating in accounting driven valuation initiatives
Working closely with product controllers, market risk department and the front office to identify and resolve valuation related issues
Identifying potential valuation issues in the new product approval process and recommend/implement valuation adjustments where appropriate
LI-CT

Analyst‚ Valuation Services Resume Examples & Samples

Working with management with build and maintain client relationships
Identifying and communicating potential engagements to management and writing engagement letters
Assisting in building budgets

Analyst‚ Valuation Services Resume Examples & Samples

Valuation Services Analysts work on a variety of assignments, including business enterprise valuations, purchase price allocations, tax appraisals, intellectual property valuations, and dispute consulting. Responsibilities include
Performing valuation analysis on a wide range of public and private entities with a focus on the power and renewable energy sectors
Designing and working with financial models for discounted cash flow, market multiple, market transaction, as well as including tax equity financing and project finance models
Assisting in preparing and presenting the results of our analysis in a clear and concise manner
Contributing directly to the development of proposals, presentations and publications communicated to current and prospective clients
Performing in-depth client, industry, market and competitor research

Analyst, Valuation Services Resume Examples & Samples

Researching target industries, market and competitor information
Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
Reporting and presenting analyses and conclusions including written reports
Perform business and intangible assets valuation engagements for fair value measurements and transactions
Developing financial models for transaction and valuation engagements

Analyst, Valuation Services Resume Examples & Samples

Performance of in-depth research of capital markets, industries and competitors as well as analyses of target companies, e.g. in terms of market strength, strategic fit, and business model / business plans
Conception and development of tailor-made analysis tools to support existing valuation models
Performance of valuations on a wide range of entities using discounted earnings, discounted cash flow, market multiples
Analysis of capital markets and assessment of cost of capital according to CAPM
Assisting in the development of presentations and publications communicated to clients

Analyst‚ Valuation Services Resume Examples & Samples

Work on a variety of monitoring trustee projects in all stages, from initial client pitches to final satisfaction of the commitments
Analysis of the monthly financial performance of the Divestment Business
Monitoring of all relevant steps in the M&A process
Presentation of results in a clear and concise report to project teams
Assisting in the development of presentations and publications communicated to clients (in English)

Analyst‚ Industrial Valuation Resume Examples & Samples

We are currently looking for an Analyst to join our Industrial Valuation team in Hong Kong. Industrial Valuation Analysts work on a variety of assignments, including machinery and equipment, production facilities, heavy industries, inventory and associated asset valuation and advisory services
Interviewing clients and conducting field investigation to gather data and information pertinent to the engagement
Working with management to build and maintain client relationships
Identifying and communicating potential engagements to management
Performing industrial valuation engagements

Analyst, Valuation Services Resume Examples & Samples

Understand/Learn the basis of valuation by supporting the team in CRN valuations for Risk & Insurance purposes
Perform market research, contact dealers and manufactures to verify and support the value conclusions
Broaden your valuation expertise with Fair Value valuations for different purposes using market-, income-, and cost-approach; Purchase Price Allocation, Pre- and Post-deal advisory, Financial reporting (IFRS, US GAAP, Local GAAP), Technical Due Diligence, etc
Site visits to inspect tangible assets (alone or with a senior consultant)
Presentation of results in a clear and concise report to project team and client
Performance of in-depth research of (capital) markets, industries and competitors as well as analyses of target companies, e.g. in terms of market strength, strategic fit, and business model / business plans

Analyst, Valuation Services Resume Examples & Samples

Perform in-depth research on the target company, industry, market and its competitor
Independently work with management and interview clients, including face-to-face meetings, data gathering and collection of information pertinent to the engagement
Perform various valuation analysis on a wide range of public and private entities across the industries
Able to design and build financial models for engagements, and perform technical analysis on financial and industry data
Reporting and presenting analyses and conclusions including written reports in a clear and concise manner
Assist in performing deal search and contribute to the development of proposals, presentations and publications of Duff & Phelps

Variable Annuity Valuation Risk Analyst Resume Examples & Samples

Completes significant and complex data manipulation as well as complex calculation using macros and other programs
Extracts and integrates data from various databases to analyze and develop reports and spreadsheets
Assists with modeling and analyzes results for the valuation and projection of variable annuities
Provides analytical support to management requiring decision-making on development, presentation and interpretation of various reports
Assists in preparation and testing of inforce files and model changes
Assists with user acceptance and impact testing of changes to models and completes documentation required for change management process
Verifies and reconciles financial reporting data and ensures controls are completed
Understands and manipulates basic actuarial concepts and formula
Works independently with minimal supervision
Finds creative solutions leading to modeling efficiencies and automation
Other duties as assigned based on department needs
Bachelor’s/Master’s degree in Math, Finance, Actuarial Science, Statistics or related field
1-2 years relevant work experience preferred
Basic understanding of investment and insurance products preferred
Basic knowledge of accounting concepts and insurance terminology preferred
Ability to creatively apply concepts in solving analytical problems

Analyst, Valuation Services Resume Examples & Samples

Performing in-depth client, competitor, industry, market and economy research
Performing valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
Independently gathering data pertinent to the engagement through client interaction and site visits
Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analysis
Contributing directly to the development of proposals, presentations and publications

Valuation Modeling Actuary Analyst Resume Examples & Samples

Develop complete, formal business requirements for the modeling of the valuation of various life insurance products (traditional and interest-sensitive), utilizing existing company valuation systems and methodologies from multiple data sources
Interpret technical assumptions and methodologies utilized by the company's current valuation system software, in order to reproduce and explain the existing calculations
Review and analyze data inputs into the calculation of life reserves
Create and execute test plans on findings of valuation methodologies
Provide feedback to actuaries regarding analysis performed
At least 3 years of actuarial experience with life insurance products, with an excellent understanding of statutory and GAAP valuation of life insurance products
Expertise with ARCVAL; experience with Polysystems a plus
Experience with data requirements necessary to properly complete valuations of life insurance products
Strong attention to detail in both work performed and presentation of work products

Valuation / Appraisal Analyst Resume Examples & Samples

Analyzing market data and comparable transactions
Estimating rent values and highest and best use
Performing lease abstracts
Conducting market surveys
Bachelor’s Degree in accounting, economics, finance, and/or real estate
1-2 years of related experience (finance, analysis, research)
Experience in appraisal/valuation services industry highly desirable but not required
Real estate related internship strongly preferred
ARGUS experience preferred but not required

Analyst, Valuation Services Resume Examples & Samples

Research - Performing in-depth industry, market and competitor research
Analysis - Performing valuation analysis on a wide range of public and private entities using all accepted and relevant approaches and theory
Model Building - Designing financial models for discounted cash flow, market multiple, intangible asset, and option pricing analysis
Client Interviewing - Independently gathering data pertinent to the engagement through direct client interaction
Project Management - Overseeing the analysis and quality control of projects for some of the most influential companies in the world
Report Writing - Presenting the results of our analysis in a clear and concise manner
Business Development - Contributing directly to the development of proposals, presentations and publications communicated to prospective clients

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