Analyst, Valuation Resume Sample

5.0
8 votes
Jamir Moore
460 Metz Forge,  Phoenix, AZ
+1 (555) 449 6900

Work Experience


Valuation Control Senior Analyst
03/2018 - PRESENT
Philadelphia, PA
  • Review of P&L daily (MTM and risk based attribution)
  • Prepare/Review of daily consolidated financial packs for Front Office
  • Meet with Front Office daily to review pack
  • Trader flash to actual review and escalation of continued issues
  • Calculate FVA around IPV, Model and Market data uncertainty, CVA, Liquidity (Bid/Ask), etc
  • Review/sample check Off Market Rate Check (OMRC) & Cancel and Amends (C&A)
  • Manage WIRE submissions and any queries / questions
Analyst, Valuation Services
12/2015 - 12/2017
Dallas, TX
  • True up and review month-end reporting (GAS)
  • Review book owner (CAMS)
  • Designing and implementing valuation adjustments and price testing methodologies
  • Production of the monthly mark review to ensure positions are marked correctly in the firm’s books and records
  • Preparation of reconciliations between the firm’s books and records and the underlying positions at month-end
  • Performing valuation control processes across Commodities Markets businesses in EMEA, including Price-Testing and Valuation Adjustment calculations, reporting and analysis
  • Addressing valuation issues across a wide range Commodities products (vanilla and complex products)
  • Working as a member of Valuation Control & Analytics group in Budapest
Analyst‚ Valuation Services
12/2010 - 09/2015
Philadelphia, PA
  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills
  • Analysis of different fiscal, operational and partnership strategies
  • Some experiences in valuation is advantageous but not mandatory (fresh graduates are welcomed)
  • Excellent computer skills such as MS Word and Excel
  • Proficiency in spoken and written English and Chinese (Fluency in Mandarin is essential)
  • A team player, hard-working and with excellent communication and interpersonal skill
  • Excellent knowledge in financial modelling with Excel for discounted cash-flow analysis, pricing of derivative and other financial instruments
  • Basic knowledge/ experience in asset valuation is an advantage

Education


University of Mount Union
2006 - 2010
Bachelor's Degree in Finance

Professional Skills


  • Strong analytical, comprehension and problem-solving skills, as well as strong verbal and written communication skills
  • Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
  • Strong mathematical, analytical, research, comprehension and quantitative skills as well as strong verbal and written communication skills
  • Excellent time management and organization skills and ability to multi-task, be flexible and demonstrate patience in a fluid environment
  • Strong decision making skills and high level of independence
  • A team player, hard-working and with excellent communication and interpersonal skills
  • Demonstrate leadership experience and strong personal integrity

How to write Analyst, Valuation Resume

Analyst, Valuation role is responsible for excel, analytical, word, securities, finance, credit, auditing, security, trading, reporting.
To write great resume for analyst, valuation job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Analyst, Valuation Resume

The section contact information is important in your analyst, valuation resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Analyst, Valuation Resume

The section work experience is an essential part of your analyst, valuation resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous analyst, valuation responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst, valuation position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Analyst, Valuation resume experience can include:

  • Outstanding prioritization skills
  • Manage multiple tasks and work effectively in a rapidly changing environment
  • Experience in banking, risk management, audit, treasury, accounting or a similar function
  • Hands-on character with no fear of getting your hands dirty, since we operate in all sorts of heavy asset industries
  • Experience in a Valuation, Risk or Product Control related function covering Credit derivatives
  • Prioritize and meet reporting deadlines

Education on an Analyst, Valuation Resume

Make sure to make education a priority on your analyst, valuation resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, valuation experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Analyst, Valuation Resume

When listing skills on your analyst, valuation resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical analyst, valuation skills:

  • Good project management skills – ability to track information and provide feedback across multiple reporting packs
  • Able to manage time and work priorities efficiently and effectively
  • Improving transferable skills and gaining knowledge about finance that are highly valued on the job market
  • Experience in a Valuation, Risk or Product Control related function (Commodities experience is preferable but not required)
  • Interact effectively with senior stakeholders
  • Developing a control focused mind-set with strong process improvement capabilities

List of Typical Experience For an Analyst, Valuation Resume

1

Experience For Valuation Control Senior Analyst Resume

  • Strong leadership and accountability for Credit Valuation
  • Experience in the financial industry
  • Organize and lead valuation meetings with the Business, Risk and Product Control counterparts
  • Complete migration tasks as part of the centralization of Credit Valuation processes from other regions
  • Performance of valuations on a wide range of entities using discounted earnings, discounted cash flow, market multiples and option / derivative pricing methodologies
  • Performing monthly valuation control processes, including independent price verification (IPV) and fair value classification (FAS157), valuation adjustment calculations, reporting and analysis
2

Experience For Analyst, Valuation Services Resume

  • Addressing valuation issues across a wide range of financial products such as equities, bonds, commodities, options, vanilla and complex derivatives
  • Directly liaising with the Global Head of GCM VCG in New York on production of packs in relation to IPV (independent price verification) and other valuation controls
  • Functioning as the global lead for reporting and commentary for GCM VCG, driving initiatives for change, and suggesting improvements where necessary
  • Putting together monthly reporting packs of valuation results and other controls (global reporting packs for the head of the trading business, and multiple other regional packs
  • Some experiences in valuation is advantageous but not mandatory
  • Attending the global desk meeting (with global business heads) and taking minutes / tracking action points
  • Coordinating a project to streamline the number of packs and format, while ensuring consistency
3

Experience For Variable Annuity Valuation Risk Analyst Resume

  • Coordinating the receipt of commentary from GCM VCG teams globally, challenging the quality of commentary where necessary
  • Running global calls to review packs across the team
  • Managing other ad hoc projects as required
  • Independently gather data pertinent to the engagement through direct client interaction and client site visits
  • Contribute directly to the development of proposals, presentations and publications communicated to current and prospective clients
4

Experience For Analyst‚ Valuation Services Resume

  • Perform in-depth client, industry, market and competitor research
  • Oversee a team of 4 people to perform and analyze price testing results and fair value adjustments for the North America Credit businesses for multiple types of cash and derivative products (CDS, Tranches, Options, bonds, loans, etc)
  • Manage the team and own the processes in all aspects of valuation control of the business, including validation of market data inputs, reporting and analysis
  • Oversee Fair Value Classification, Level 3 Roll-Forward analysis, and other controls such as Multiple Price Per Instrument and Multiple Fair Value Per CUSIP review in accordance with the Fair Value reporting control framework
  • Ensure production and implementation of guidelines / procedures for valuation adjustments and price testing across the business, with particular attention to the design of control
5

Experience For Valuation Modeling Actuary Analyst Resume

  • Act as the first point of contact with New York City team and coach direct reports in the processes and professional growth
  • Handle regular and ad-hoc requests from global teams, regulatory reviews
  • Formulate and implement new valuation adjustments methodologies
  • Calculate monthly valuation adjustments to ensure that financial instruments are correctly fair valued in accordance with applicable accounting standards and regulatory requirements
  • Work closely with product controllers, market risk department and the front office to identify and resolve valuation related issues
  • Identify potential valuation issues in the new product approval process and recommend/implement valuation adjustments where appropriate

List of Typical Skills For an Analyst, Valuation Resume

1

Skills For Valuation Control Senior Analyst Resume

  • Experience in a Valuation, Risk or Product Control related function covering Equities derivatives
  • Experience in a Valuation, Risk or Product Control related function covering Credit derivatives
  • Professional experience in Finance (preferably in Reporting, Valuations, Risk, Financial Control, Product Control, or similar functions)
  • Work experience
  • Sound financial product knowledge (in equities, bonds, commodities, options, vanilla and complex derivatives) is a strong advantage
  • Min. 3 years of relevant work experience
2

Skills For Analyst, Valuation Services Resume

  • Experience in a Valuation, Risk, or Product Control related function
  • Strong computer literacy with special regards to Microsoft Excel
  • Proven ability to liaise with multiple stakeholders
  • Strong computer literacy with special regards to Microsoft Excel and Powerpoint
  • Strong process improvement capabilities
  • All round team player, personal commitment with a good sense of humour
  • Preferably with some experience in asset valuation but fresh graduates are also welcomed
  • Good command of English an advantage
  • Getting an insight into accounting standards relating to fair value reporting for derivatives
3

Skills For Variable Annuity Valuation Risk Analyst Resume

  • Reporting and presenting analyses and conclusions including writing valuation reports
  • Performing valuation control processes across Rates businesses in EMEA, including price testing and valuation adjustment calculations, reporting and analysis
  • Identifying pricing issues and applying an analytical approach in assessing the risks involved
  • Gaining understanding of the credit business, including the drivers of the valuation, and the scope of trading
  • Gaining an in-depth understanding of pricing and price verification approaches for various cash and derivative products
  • Identifying and communicating potential engagements to internal/ external management and writing engagement letters
  • Managing administrative responsibilities towards the engagement such as code creation, reporting and invoicing
  • Understanding the regulatory impact on valuation and pricing
4

Skills For Analyst‚ Valuation Services Resume

  • Performing valuation analysis on a wide range of public and private entities within various industries using globally accepted relevant approaches and theory
  • Organizing and leading valuation meetings with Business Functions, Risk, and Product Control counterparts
  • Having long-term career opportunities across geographies, business lines
  • Being part of a dynamic and diverse team of financial professionals
  • Receiving a competitive salary package
5

Skills For Valuation Modeling Actuary Analyst Resume

  • Working successfully in teams
  • Travelling to other cities in China is required
  • Contributing directly to the development of proposals, presentations, and publications
  • Ensuring particular attention is given to the design of controls
  • Managing migration related tasks as part of the centralization of Rates Valuation processes from other regions
  • Working as a member of Valuation Control Group group in Budapest
  • Possessing Certified Public Valuer (CPV) qualification or has passed the CPV examination
6

Skills For Analyst, Valuation Control Resume

  • Travelling to other cities in China and other Asia-Pacific countries is required
  • New and existing pricing vendor reviews and onboarding
  • Review of Collateral Disputes and testing for possible pricing model inefficiencies vs client model valuation and where necessary proper escalation
  • Current knowledge of financial reporting standards pertaining to valuation
  • Conception and development of tailor-made analysis tools to support existing valuation models, including equity, debt, derivative and intangible models
  • Analysis of capital markets and assessment of cost of capital according to the Certified Asset Pricing Model (CAPM)
7

Skills For Avp, Senior Analyst Valuation Control Resume

  • Make a difference to our current valuation control reporting framework, leading the drive for change
  • Assist in preparing and presenting the results of our analysis in a clear and concise manner
  • Ownership of the Independent Price Verification of the Credit Derivatives and Fixed Income portfolios, including market data review and analysis
  • Calculation of Counterparty Valuation Adjustments, Debt Valuation Adjustments and Funding Valuation Adjustments
  • Meet tight reporting and project deadlines under pressure
8

Skills For Valuation / Appraisal Analyst Resume

  • Studied engineering / business administration / economics and is scheduled to graduate (or just recently graduated) as a Master of Science
  • Ability and willingness to travel at short notice, including to overseas destinations
  • Exposure to senior management in VCG and the trading business, as well as interaction with VCG team members across the globe
  • Perform valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
  • Design and work with financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
  • Perform IPV completeness exercises to ensure all positions are independently reviewed
  • Analysis and IPV of ‘stick’ positions in Primary markets
  • Calculation of Fair Value Adjustments around Model and Market data uncertainties as well as Liquidity and Concentration
  • Calculation of Prudential Valuation Adjustments around all Credit related products
9

Skills For Analyst‚ Industrial Valuation Resume

  • Valuation Control model governance and documentation
  • Keen attention to detail and controls focused mindset
  • Desire and ability to learn and develop continuously
  • High level of proactiveness
  • Interpret and analyse large-volume and at times complex information
10

Skills For Valuation Control Senior Analyst Hybrids Resume

  • Keen attention to detail and control-focused mindset
  • Review of suitability of purchaser candidates as well as business plans for the Divestment Business
  • Studied business administration / economics, potentially in addition to law
  • Very familiar with MS-Office (Word, Excel, Powerpoint)
  • Strong knowledge in using software packages including MS Word, Excel, and PowerPoint. Good understanding of using Bloomberg and S&P Capital IQ is an additional advantage
  • Well versed in Chinese valuation regulations

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