Valuations Analyst Resume Samples

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N Block

Nathen

Block

82541 Ryann Junctions

Chicago

+1 (555) 750 6706

82541 Ryann Junctions

Chicago

Phone

p +1 (555) 750 6706

Experience Experience

Boston, MA

Valuations Analyst

Boston, MA

Welch Group

Boston, MA

Valuations Analyst

Perform completeness checks, calculate Valuation adjustments, Pruval Calculations & adhere to the valuation control Framework
Assist with the development of financial models for financial feasibility, business plans and valuation purposes
Create and analyze financial statements and other financial documents or data to aide management in their decision making process
Work within a limited time frame as part of a team and produce accurate month end adjustments
Develop and maintain productive working relationships with client personnel
Reporting including Trading pack preparation for senior GVG management, Front Office, Risk Management and Finance
Participate and assist in preparing for meetings with target management teams

New York, NY

GVG Valuations Analyst

New York, NY

Johns-Wilderman

New York, NY

GVG Valuations Analyst

Prepare MIS pack presentation and report the same to senior GVG Management, Front Office, Risk Management, and Finance
Perform completeness check and calculate reserve amounts on portfolio
Produce and perform quality checks for testing process for the regional business
Ensure completion/adherence of activity as per standard procedure/key operating procedure
Take ownership of the process and models, thoroughly understand the underlying financial and mathematical concepts, and make change / improvements, in consultation with other stakeholders, if situation warrants
Ensure quality/quantity of processing is maintained as per the SLA
Increase the process efficiency by automating manual steps in the processes. Co-ordinate with CTB to increase efficiency

present

Boston, MA

Senior Valuations Analyst

Boston, MA

Oberbrunner, Thompson and Senger

present

Boston, MA

Senior Valuations Analyst

present

Assist the reporting manager and Head of Valuations, APAC in providing valuations oversight of all trading activities in Hong Kong and other centres in Asia
Directly impact business reported trading results through authoritative approval of the value of trading assets and liabilities
Complete daily review of pricing reports
Perform regular valuations processes (incl. Independent Price Verification and Valuation Adjustments) for trading activities in Asia
Perform Pricing analysis on vendor prices
Assist in the completion and validation of quarterly board reporting
Action review, SMF reviews, and tax reclaims

Education Education

Bachelor’s Degree in Finance

Adelphi University

Bachelor’s Degree in Finance

Skills Skills

Ability to learn quickly with strong communication skills
Proficiency in Arabic language skills are highly desirable
Ability to effectively communicate with co-workers, internal departments, and clients in a professional matter
Good all round commercial aviation knowledge, especially in current affairs, technical issues and commercial aircraft
Strong communication skills and presentation ability
Strong MS Excel ( VBA Skill set desirable)
Strong work initiative and the ability to adapt to new challenges and ideas
Ability to work well in a team & should be detail oriented
Good problem solving instincts and strong analytical skills
Ability to function under pressure and meet deadlines while producing high quality and consistent results

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15 Valuations Analyst resume templates

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Valuations Analyst Resume Examples & Samples

Independently verify the valuation of the Bank's commodity activities
Ensure adequate IPV methodology implementation across various commodity parameters
Understand, review & propose improvements of current processes and methodologies
Ensure consistency and quality regarding collation and review of the IPV process, understand and report accurate reserves in the process and discuss with FO and Risk with a timely and constructive manner
Work within a limited time frame as part of a team and produce accurate month end adjustments
Produce accurate reports highlighting coverage and results of IPV
Various projects to automate and improve processes including the implementation of new processes
Identify and recommend improvements in all price testing methodologies in conjunction with Risk
Control and validation of pricing configuration used for the official PnL
Assist Front Office in model calibration and testing
Ownership of various projects related to IPV, limits and mandate monitoring
Timely reporting of all results in a clear concise format to FO and Finance
MUST have IPV experience
MUST have experience working with third party vendors to obtain independent prices
MUST have experience bringing new ideas to a team related to pricing and managing risk
Excellent product knowledge across a wide range of commodities
Solid IT skills including Excel, VBA and Access
Creative and solution-driven
Demonstrable experience working within deadlines

Valuations Analyst Resume Examples & Samples

Prepare appraisal reviews and quarterly valuations by producing values for properties
Provide unbiased opinions of value using professional sound judgment based on market data, property facts and GE guidelines to derive a concluded value
Perform Net Operating Income comparison to historical actual performance
Conduct sufficient and competent research and analysis including review of operating statements, capital budgets, and tenant leases
Obtain information as necessary from reputable third parties; review third party data and use only information assessed to be reasonable
Assess alternative facts and scenarios and evaluate support to revising valuation when value disputed
Present concluded value to GE Risk for review of consistency and reasonableness
Participate in valuation review meetings; follow-up as necessary to make valuation changes resulting from reviews
Masters Degree/MBA
Experience in the financial services industry MAI designation or working toward the MAI designation
Experience preparing and delivering presentations to management and peers
Experience working in a highly regulated environment Section 19 Job
YOU MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OF THE FEDERAL DEPOSIT INSURANCE ACT

Valuations Analyst Resume Examples & Samples

Develop understanding of various Financial Products and corresponding Valuation Methodologies
Develop and enhance various Financial Models and Reporting Tools utilised in valuations
A desire to develop overall knowledge of Financial Markets and in-depth understanding of Financial Products
Programming experience, including model automation using VBA. Experience in C and SQL along with other programming languages is considered an asset

Senior Valuations Analyst Resume Examples & Samples

Assist the reporting manager and Head of Valuations, APAC in providing valuations oversight of all trading activities in Hong Kong and other centres in Asia
Perform regular valuations processes (incl. Independent Price Verification and Valuation Adjustments) for trading activities in Asia
Devise and maintain IPV and VA methodologies for local trading activities in conjunction with global asset class leads and other members of Valuations teams from other centres
Assist with maintenance of valuations documentation (CESs, VADs, IPV docs)
Act as APAC Valuations subject matter expert for cash and vanilla derivatives products and provide valuations technical expertise to the function
Escalate any valuation issues or concerns on a timely basis to manager, Head of Valuations, APAC and global asset class leads as appropriate
Perform periodic and ad hoc reviews, analyses and investigations of valuation environments and methodologies, on both a routine basis and when problems or unexpected P&L or valuations arise (e.g. illiquid products or markets, large IPV differences, Front Office or others escalating concerns over validity of valuations, etc.)

Valuations Analyst Resume Examples & Samples

Preparing, completing, and ensuring the accuracy of financial models and sophisticated valuation analyses
Writing valuation reports and presentations
Coordinating recurring valuation projects with team members across multiple geographies
Interacting with clients and preparing deliverables
Maintaining proprietary valuation databases
Tracking the capital markets and analyzing any changes within the markets
Preparing marketing materials for meetings with potential clients
Supporting the senior members of the Valuations & Opinions Group
Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Proficiency at financial modeling with advanced Microsoft Excel skills
Strong writing skills and experience with Powerpoint and Microsoft Word
Effective organizational skills and the aptitude to manage people and work products
Strong communication skills and experience interacting with teammates and clients
One to three years of professional experience in valuations, corporate finance, fixed income or accounting
Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
Active CPA and/or minimum of CFA Level I is preferred, but not required

Non-ib Valuations Analyst Resume Examples & Samples

Strong mathematical/analytical ability ideally with a degree in Finance, Math or Economics and experience in valuations
Good understanding of Credit and Fixed Income Securities, Equity Instruments, Fund valuations
Computing skills including strong Excel and PowerPoint skills
Strong communication and inter-personal skills in order to interact confidently with other stakeholders including entity controllers / onshore valuations / Finance management
Attention to detail, strong team player, ability to multitask and work independently
Knowledge of differing accounting treatments and balance sheet impact

Senior Valuations Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting, Economics, and/or Finance
Experience with Valuation, Due Diligence, and Risk Management
Understanding of Hedge Fund, Private Equity and Venture Capital industries
Microsoft Office/Suite proficient (Word, Excel, Outlook, and PowerPoint)
Solid client service skills
CPA and/or MBA
Working knowledge of Visio and Bloomberg

Valuations Analyst Resume Examples & Samples

To make sure that RBC’s LIBOR submissions are appropriately monitored
To manage time critical and complex reporting processes across the London Valuations team
To calculated and communicate independent price verification (IPV) and reserve results for key trading businesses in London, Toronto and New York

Valuations Analyst Resume Examples & Samples

5 – 7 years specific equipment valuation/forecasting experience preferably with a well-recognized leasing company, bank or financial institution
Possess a high degree of critical thinking to recognize equipment, transaction, and portfolio related risks and opportunities and to balance and manage these risks
Well-developed written and oral communication and diplomacy skills
Capable of assertively supporting values and research based on a combination of quantitative and qualitative research and analysis
Strong analytical, organizational, and time management abilities. Able to handle a wide diversity of tasks on a daily basis
Assertive and comfortable dealing with unfamiliar projects. Able to function under pressure and meet deadlines while still producing high quality and consistent results
Extensive database of industry resources
Extensive experience with excel and other modeling tools or systems (e.g. SAS certification, QlikView and/or Spotfire development, Business Objects)

Valuations Analyst Fall Co-op Resume Examples & Samples

Work on streamlining, automation and optimization of the processes employed by the department
Provide programming expertise to support other ad-hoc valuation requests/projects
Currently enrolled in a Computer Science or Engineering program at a post-secondary
Proficiency with MS Excel. MS Access experience is desired

Senior Valuations Analyst Resume Examples & Samples

Complete and Validate Board Reports quarterly
Provide data and analysis as needed for the Fair Value Pricing Committee
Perform Pricing analysis on vendor prices
Ensure the Valuation team’s compliance with Board Procedures and industry guidance
Complete daily review of pricing reports
Serve as a resource to external and internal customers and auditors
Will also participate in daily functions related to Corporate Action review, SMF reviews, and tax reclaims
Bachelor’s/Master’s degree in Finance or Accounting
4-6 years of directly related experience in the investments or investment administration area of a financial industry firm. Without a
Finance or Accounting degree, an additional 2 years of directly related experience is required
Intermediate to Advanced Microsoft Excel Skills
Beginner to Intermediate Microsoft Access Skills
Analytical & Research skills
Time management and multi-tasking skills

Senior Valuations Analyst Resume Examples & Samples

Act as a subject matter expert related to security master setup, pricing and valuation of different investment securities (fixed income, equity, derivatives, etc..) as well as corporate actions processing and review
Assist in the completion and validation of quarterly board reporting
Compilation, review, and analysis of data as needed for the Fair Value Pricing Committee
Perform periodic price analysis on vendor pricing as well as other internal and external valuation sources to ensure compliance with Board procedures as well as industry guidance
Serve as a resource to external and internal customers and
Auditors
Will also participate in daily functions related to Corporate
Action review, SMF reviews, and tax reclaims
Participate in other ad hoc valuation functions and provide operational support to other departments
4-6 years of directly related experience in the investments or investment administration area of a financial industry firm (preferably in an operational function)
Without a Finance or Accounting degree, an additional 2 years of directly related experience is required
Understanding of investment security pricing/valuation
Experience with processing and/or review of security corporate actions

Valuations Analyst Resume Examples & Samples

Assist with the development of financial models for financial feasibility, business plans and valuation purposes
Assist with drafting reports, status reports, and minutes of meetings
Develop spreadsheets and visual analytical charts and graphs
Use of data analytical resources and research tools to find information related to comparable companies, industry trends and economic indicators
Understand TAS’s different service offering and gain broad experience within a specific competency while getting the chance to work on other sub service lines
Contribute to high performing teams and delivery of exceptional client experience through developing both internal and external networks
Technical skills required (strong knowledge of corporate finance, economic and accounting principles, and basic knowledge of the valuation methodologies)
Ideally a professional qualification (CFA, ACCA, MBA etc) but this is not essential
Proficiency in English and Arabic
Team player with an ability to work with different teams and under tight deadlines
Geographic area experience

Valuations Analyst Resume Examples & Samples

To calculate valuations and unit prices for daily and weekly unitised pooled corporate pension funds
Reconcile fund tracking against market benchmarks
To value and reconcile the various funds including, Derivatives, LDI and Fixed Income
To complete monthly valuations and reporting for segregated pension funds
To produce valuations within agreed deadlines and standards of accuracy ensuring all necessary checks are duly observed
To assist in the production of the following valuation related tasks:-
Weekly/monthly stock and market value reconciliations
Preparing quarterly institutional investor reports
Preparing monthly/Quarterly ONS reporting
Responding to audit letters and queries
Segregated fund weekly client reports
Resolve any client enquiries
Production of management information
Provide Ad hoc support to Supervisor / Manager
Good understanding of Valuations process gained from working in similar role before
Good Understanding of different Investment Instruments
Specialist Knowledge
Advanced level of Word and Excel competency

Valuations Analyst Resume Examples & Samples

To learn Ascend’s valuations methodologies and be responsible for the delivery of desktop appraisals for a variety of aircraft types
To ensure that the type of valuation provided matches the client need
To embrace the Ascend methodologies
To build your own network of market contacts to sense check valuation data points and input into values discussions
Potential to specialise in a designated sector/asset type
To, when appropriate, progress through the Ascend Professional Development course and have business sponsorship to gain external accreditation
To contribute to and write Ascend’s suite of commercial aircraft, helicopter, business jet and aero-engine market commentaries
Good all round commercial aviation knowledge, especially in current affairs, technical issues and commercial aircraft
Understanding of the parameters driving demand for aircraft and air transport
The ability to interpret and present numerical, financial and statistical data; excellent numeracy skills (but note that full training will be provided in all of Ascend’s values methodologies and processes)
The ability to meet tight deadlines and work under pressure
Proven ability in problem solving and research skills
Ability to produce written reports in a clear and concise manner
Competence in MS Word, MS Excel, MS PowerPoint essential; MS Access an advantage
A Passion for planes - previous work experience within the air transport industry in an analytical, financial or technical role is useful
Knowledge of a second language is a plus
The role can be located in either of our London Heathrow or New York offices

GVG Valuations Analyst Resume Examples & Samples

Perform the IPV (Independent Price Verification) processes on exotic products like Forwards, Swaps, Options and Swaptions. Analyze and explain the outputs, identify drivers for variance, and publish the results to a broader audience
Discuss price testing results, fair value and model reserves, general modeling issues / uncertainties with front office and reporting on suitability for specific products / markets
Increase the process efficiency by automating manual steps in the processes. Co-ordinate with CTB to increase efficiency
2 to 5 years in valuations or product control areas such as Risk/P&L
Knowledge of the workings of Rates derivative products and markets
Knowledge of pricing models
Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required, leadership skills will be essential for this role. Follow through skills, Effective communication skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected

Valuations Analyst Resume Examples & Samples

Bachelor's Degree in finance, economics, accounting or business
Minimum 2 years working in Finance for a bank or financial services company
Minimum 2 years of experience with Technical Accounting
Must understand banking, including loan process, credit and financial instruments
Excellent quantitative skills with high attention to detail and accuracy
Strong project management skills with the ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment
Ability to build positive relationships both within the Finance Division and throughout the bank
Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel
Familiarity with general GAAP and IFRS principles and internal control procedures
Familiarity with M&A Accounting, Loan accounting, Reserve accounting and Fair Value accounting (e.g. ASC 805 (FAS 141R), ASC 310-30 (SOP 03-3), ASC 310-20 (FAS 91), ASC 825-10-25 (FAS 159), ASC 450 (FAS 5), ASC 310-10-35 (FAS 114) and IFRS 39...) is a plus
Investment valuation knowledge and knowing market data concepts helpful
Hands-on experience with statistical analysis and database tools such as Access, SAS or SQL is a plus
Familiarity with Bloomberg and ALM system is a plus
Financial Modeling experience including experience building complex models in MS Excel and related software preferred
Prefer candidate with knowledge of financial systems, including IBM Cognos (Enterprise Performance Management -EPM), GL requester, etc
Prefer CFA certification or CFA candidate

Valuations Analyst Resume Examples & Samples

Perform industry and company research utilizing online tools and publicly available information
Participate and assist in preparing for meetings with target management teams
Assist in preparing reports and schedules that will be delivered to clients and other parties
Develop and maintain productive working relationships with client personnel
Contribute to people initiatives, including recruiting and retaining Transaction Support professionals
Maintain an educational program to develop personal skills on an ongoing basis
Build strong internal relationships with members of the Transaction Support team and other Ernst & Young services
Knowledge of International Financial Reporting Standards (IFRS)
Strong academic record including, a degree
Excellent analytical and interpersonal abilities
Strong work initiative and the ability to adapt to new challenges and ideas
Proficiency in Arabic language skills are highly desirable

Client Valuations Analyst Resume Examples & Samples

Liaise with the client as well as Salesperson/Marketer to establish valuation requirements
Identify product type and suitable source for the MTM's
Administer access for clients to the self-serve valuations portal and monitor/update user preferences where necessary
Manage manual exception processes for the valuations that cannot currently be supported via the portal; and distribute accurate valuation statements in a timely manner
Investigate valuation queries across the different product groups by extracting data from various systems & liaising with Middle Office
Liaise with Legal and Compliance ensuring new products are accurately disclaimed
Enhance the control framework of the team, working with the Front Office and Middle Office groups to establish robust threshold checks and exception tracking processes for each product the group supports
Provide subject matter expertise for technology deliverables, performing testing, and contributing to post-implementation reviews
Provide top class customer service as it relates to client’s valuation statement, responding to client needs & queries in an efficient manner; participate in customer services initiatives
Actively participate in a number of ad hoc tasks associated with MIS reporting, process improvement initiatives, testing, & on the job/ in house training & job shadowing
Strong aptitude for numbers, accuracy and customer service
Demonstrated communication skills
Ability to transform large amounts of data and information into short and concise presentations with sound business conclusions and recommendations

Valuations Analyst Resume Examples & Samples

Support the valuation control and other Alternative Funds' valuation committees in preparation, analysis, and documentation of meeting materials
Assist in the daily and monthly valuations done for our O'Connor business, our single manager hedge fund platform
Facilitate and coordinate deal analysis from a valuation perspective for our O'Connor Capital Solutions business
Review and validate fair valuation models and security specific valuation issues as needed
Assist in helping to build pricing framework and methodology as part of the strategic change program

Valuations Analyst Resume Examples & Samples

Working within the Pan European Valuation Team assisting with the coordination of external portfolio valuations; ensuring information provided to the External Valuers is accurate and liaising with both with Market Officers and Property Management teams as appropriate
Reviewing portfolio valuation results for accuracy of data, monitoring market transactions and ensuring consistency in pricing across both valuers and markets
Assisting with providing property documents and tenant information to External Valuers to ensure timely and accurate valuations
Coordinating initial acquisition valuations of new properties acquired from third parties
Involvement in reviewing development projects and other balance sheet assets and providing valuation related input together with value estimations of these assets
Assisting with providing guidance on leasing initiatives and their potential impact on asset value
Analytical skills: strong attention to detail and ability to analyze detailed financial information without losing the objective to understand the overall picture, especially in a high volume environment, and an ability to perform calculations accurately as well as understanding sensitivities surrounding relevant variables
Hands-on mentality: ability to manage a diverse range of competing requests from the business at any one time whilst delivering high quality results; proactively and practically assist other departments with valuation related advice and provide and implement solutions to changing requirements
Interpersonal and communication skills: ability to communicate extensively and to build strong relationships with your colleagues and third parties, as well as an ability to quickly summarize and present relevant aspects of valuations to people with different levels of seniority
Self development: ability to develop yourself continuously to become more effective, reflect on your own behavior and take time to listen to feedback from your manager, peers and other relevant stakeholders
Confidentiality: be absolutely trustworthy and treat all information with the highest level of confidentiality
Cultural sensitivity: ability to work in a multi-cultural and matrix structure environment, act and respond appropriately in a political environment, properly handle confidential information and work in a constructive way with other staff groups
Degree level education (Bachelor or Master), preferably in a property related undergraduate course and a minimum of two years property based experience or equivalent
Ideally a Chartered Surveyor (MRICS) with 0-2 years PQE, a background in valuations and preferably portfolio revaluation work. However, consideration will be given to other candidates with suitable skill sets
Strong financial and analytical skills are a must
Knowledge of Argus software or experience with Excel-based financial modeling is a strong preference
Excellent communication skills – the role will involve regular contact with offices throughout Europe, both internal and external
The role would suit an enthusiastic, hard working team player who is flexible in their approach to the work and keen to develop a career in commercial property
Fluent in business English essential, other European languages an advantage

Valuations Analyst Resume Examples & Samples

Perform valuation analysis of assets across all asset types and national markets
Conduct property due diligence to determine asset viability in a timely manner
Review property operating statements and rent rolls to assess the current and stabilized cash flows of properties
Utilize a deduced direct cap rate based on market trends for sales transactions or listings; considering various factors such as time on market
Perform sponsorship analysis, market and financial analysis, including cash flow/sensitivity projections, financial statement reconciliations, and rate-of-return analysis
Analyze and interpret appraisals, engineering reports, operating statements, leases, property financials, contracts, and other reports in order to evaluate markets and asset specific conditions
Identify changes and trends, and the related impact on commercial real estate values and investment strategies
Conduct secondary field research by contacting local market participants/experts and other primary market participants
Research and identify recent comparable sale and lease transactions based on property/document findings
Review market comparable transactions to determine appropriate cap rate and per unit values of a property
Summarize valuation methodology and assumptions for presentation to sellers
Present your findings and recommendations to internal Business Development and Credit Committee departments
Advise and support Business Development members in ad hoc queries related to the analysis of property valuations
Discuss valuation methodology and conclusions with internal departments and personnel, including Executives when necessary
Present findings to sellers when necessary in pricing negotiations
Supervise the Underwriting process to insure that the proper work is being done to set up a property for a successful sale
High level of proficiency in Excel
Experience with financial modeling, including cash flow models and other financial analyses required to evaluate and pursue commercial real estate opportunities
In-depth understanding of real estate investment factors and valuation, coupled with a general understanding of finance, accounting, leasing and capital markets, terms, and concepts
Extremely strong quantitative and analytical skills with an attention-to-detail
Excellent organizational skills with the ability to work independently, prioritize, and multi-task
Ability to work in a high-volume, fast-pace environment
BS/BA required with a preferred focus in business or, real estate finance
At minimum 5-7 years’ experience in any of the following
Acquisition/disposition underwriting for commercial real estate
Analytical role with top brokerage, working with institutional real estate assets
Commercial Valuation Experience is mandatory

Valuations Analyst Resume Examples & Samples

Microsoft office, with a focus on Excel and Word
Ability to effectively communicate with co-workers, internal departments, and clients in a professional matter
Ability to gather and analyze information in order to develop alternative solutions
1+ years experience in the real-estate or appraisal industry. Preferred

Valuations Analyst Resume Examples & Samples

Order BPO’s through system platform distribution channels
Audit, review and analyze BPO recommended values based on sold and list comparable data, market data, and BPO Agent narratives
Review for accuracy and quality based on previous BPOs, and/or original appraisals, as well as access external 3rd party real estate data as needed
Responsible for making any required BPO corrections and adjustments, following up with Agents on overdue, incomplete, or inaccurate BPO’s, as well as requesting additional information or corrections to BPO reports
The Valuations Analyst I is responsible for ultimately delivering the most accurate and timely BPO or other Valuation product report possible to Computershare clients
Regular, consistent, and predictable attendance is an essential function of this job. Hour requirement will be 40 hours to be met over 5 consecutive days during the week. Pay Period to be M- Sunday each week
Must occasionally lift and/or move up to 30 pounds. Regularly required to use hands to touch, handle, or type; reach with hands or arms. May be required to sit or stand for significant periods of time. Specific vision abilities required by this job include close vision and ability to adjust focus

Valuations Analyst Resume Examples & Samples

Independent Price Verification and reserve calculations of GCT parameters such as Bonds, convertible bonds ,CDS, credit correlation volatilities, loans etc
Provide analysis of pricing variance drivers, perform due diligence on the reliability of market data from multiple sources such as Bloomberg, Markit-Totem, brokers and other independent sources
Ensure controls around processes such as population completeness and accuracy, and adherence to key operating procedure
Discuss IPV and reserving results with regional GVG teams and other stakeholders
Ability to work under pressure and deliver within strict timelines
Reporting including Trading pack preparation for senior GVG management, Front Office, Risk Management and Finance
Escalate issues on time when required
Experience in the Bonds, loans valuations or Risk and Pnl / Product Control in relevant asset classes
Good understanding of Credit products
Knowledge and experience with Totem-MarkiT, Bloomberg or Reuters in key markets preferable
Must have strong MS Excel and Access skills and experience in writing macros a plus
Ideal if experienced in VBA and any development in an object-oriented language like C, C++ etc
Needs to be a self-starter and should have demonstrated ownership and accountability in current role
Ability to learn quickly with strong communication skills
Must be okay to work in a team
DB Analyticsfor internal candidate is an additional advantage

Valuations Analyst Resume Examples & Samples

Helping with submission to MarkIT for interest rates products. Identifying where additional submissions would benefit price testing against the costs. Refine methods to reduce rejection rates while analysing results to produce valuable KPI’s for a wide range of interested parties across the bank
Price testing across Fixed Income, in particular IR & FX volatility as well as yield and inflation curves
Implementing new processes where responsibility is being transferred from another area, identifying and recommending improvements in all price testing methodologies in conjunction with Risk-GM
Work within a limited time frame as part of a team and product accurate month end corrections. This might require discussion and timely conclusions with the Front Office and Risk-IM related to the quality and accuracy of the reviews
Documenting methodologies for IPV proposed by Risk-GM whilst at the same time constructively challenging the present policy and looking for improvements
Various projects to automate and/or improve our systems with the assistance of IT
Build and maintain relationships with other Product Control teams, Front Office, Middle Office, Finance and Risk-GM
Contribute to other initiatives within the V&RC function, both within the region and in other locations
Sharing skills and ideas across the group along with providing occasional internal training for junior staff
Strong product knowledge across a wide range of asset classes, especially interest rate derivatives
Particular strength in option & inflation products is required
A good understanding of present practice around collateralised and uncollateralised valuations
A good knowledge of the different consensus services available best practice regarding their use for price testing
Very strong IT skills are necessary with Excel, VBA & Access. Others are an advantage
Technically strong in areas of financial mathematics complemented by knowledge of market practice
To bring new ideas/issues to the team related to all areas around pricing and risk managing