Valuation Controller Resume Sample
Cristopher Block
8270 Rohan Via,
Houston,
TX
+1 (555) 120 1221
Work Experience
Senior Manager Valuation Controller
03/2017
-
PRESENT
Chicago, IL
- Fair value adjustments and independent price testing execution, methodology review and documentation
- Participate in Totem consensus services on rates products
- Analysis of markets, P&L & Risk with understanding of the factors that drive valuation and risk
- Highlight concentration, illiquidity, uncertainty in valuation as well as price variances to Front Office and Finance management
- Review of concentrated/illiquid positions, complex/approximately loaded transactions affecting valuation
- Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments
- Working with Trading, QR, Middle Office, MRM, Finance and Model Review to continually monitor the various valuation risks of the business and implement appropriate adjustments
- Primary purpose is to ensure that processes are accurately followed so specific parts of the Balance Sheet for Vanilla
- Experience in finance
Valuation Controller
05/2013
-
09/2016
San Francisco, CA
- Highly numerate with good understanding of a range of fixed income products and markets
- Able to methodically apply first principles in solving new problems
- Self-motivated and able to work under pressure to meet tight deadlines and deliver high quality output
- Strong control mindset and meticulous to details
- Masters in quantitative disciple and Accounting Qualification is desirable
- Good awareness of systems, processes, market-standard practices
- Strong understanding of the valuation of Interest Rate products
- Good analytical and modelling skills to support a valuation judgment
Independent Price Verification Valuation Controller
07/2007
-
02/2013
Philadelphia, PA
- Motivation to change and improve existing processes
- Communicate clearly the drivers behind risk and valuation trends
- Confidence to constructively engage traders on valuation control results and methods
- Previous experience of project management an advantage
- Previous experience of Valuation Control reporting and Prudent Valuation calculations an advantage
- Have the ability to multitask, work independently. Have the willingness and capability to build a solid control environment for the testing of RMBS and ABS products
- Work closely with other control groups and the front office
- In-depth understanding of complex structures, using advanced Excel Cash-Flow modelling and bank’s internal pricing libraries
- Understanding, in-depth complex structures, using advanced Excel Cash-Flow modelling and the Bank’s internal pricing libraries
Education
Northwood University - Florida Campus
2002 - 2006
Bachelor's Degree in Finance
Professional Skills
- Very strong writing skills that need to be demonstrated
- A proven track record of execution Leadership skills
- Strong quantitative skill set relating to valuation models with a focus on interest rate models
- Advanced Microsoft Office skills, particularly in Excel (preferably with basic VBA knowledge)
- Prior experience managing small specialist team in a banking environment
- Great Microsoft Excel and Microsoft Access Skills
- Strong Fixed Income valuation experience and knowledge
How to write Valuation Controller Resume
Valuation Controller role is responsible for excel, basic, design, reporting, trading, credit, finance, microsoft, vba, leadership.
To write great resume for valuation controller job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Valuation Controller Resume
The section contact information is important in your valuation controller 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
- Telephone number
Work Experience in Your Valuation Controller Resume
The section work experience is an essential part of your valuation controller 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 valuation controller responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular valuation controller position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Valuation Controller resume experience can include:
- Experience in a finance, valuation, market risk or product control related function, covering a major asset class (FX, equities, rates, commodities, etc.)
- Good knowledge of capital market products and derivative pricing methodologies, with the aptitude to learn
- Experience of managing a large and diverse team
- Good knowledge of Excel, Access (VBA)
- Previous experience in a Product Control or other valuations oriented area with exposure to performance of structured trade reviews an advantage
- Good appreciation of Microsoft Excel, Access and Word
Education on a Valuation Controller Resume
Make sure to make education a priority on your valuation controller resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your valuation controller 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 Valuation Controller Resume
When listing skills on your valuation controller 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 valuation controller skills:
- Relevant experience. Bachelors in these fields would be acceptable with very strong relevant experience
- Attention to detail, strong team player, willing to perform some reporting work for management
- Experience of working in valuation roles or relevant areas e.g. Risk/Front Office, Structuring
- Strong understanding of derivatives pricing concepts, methodologies (swaps and options) and associated risks
- Min5+ years of quantitative modeling / valuations control or experience in related areas noted below in a major trading or investment firm
- Experience in finance/banking environment
List of Typical Skills For a Valuation Controller Resume
1
Skills For Valuation Controller Global Valuation Group Resume
- Min 3+ years of quantitative modeling / valuations control or experience in related areas noted below in a major trading or investment firm
- Solid understanding of valuation principles spanning a range of asset classes
- Ensuring in-depth understanding of complex structures, using advanced Excel Cash-Flow modelling and the Bank’s internal pricing libraries
- Developing and carrying out price testing for derivatives on FX and interest rates markets
- Developing valuation adjustments methodologies and performing relevant calculations
- Ensuring appropriate regulatory reporting on monthly basis
2
Skills For Senior Manager Valuation Controller Resume
- Creating and maintaining relevant process documentation
- Identify areas with low testing coverage and identify testing alternatives to close this gap
- Manage a growing team in a rapidly changing environment
- Perform IPV on secondary trading loans using direct observable prices from external sources
- Perform Proxy testing on originated loans & commitments using observable market inputs
- Computation & reporting of reserves for the Credit business with primary focus on the Structured financing business
3
Skills For Valuation Controller / Specialist Resume
- Expertise in a valuation, market risk or product control related function, covering a major asset class (FX, equities, rates, commodities, etc.)
- Multitask, work independently, willingness and capability to build robust control environment for IPV & regulatory reporting
- Think critically, challenge and improve existing processes
- Appreciation of challenges and opportunities associated with working across cultures, tome zones and locations
- Further qualification in accounting and / or valuation
- Preparation of monthly Valuation packs along with commentaries explaining the reserves & IPV
- Enhance governance around IPV, assist in writing up procedural documents, identify best practices
- Participate in the testing of new enhancements to processes and toolsets
4
Skills For Independent Price Verification Valuation Controller Resume
- Compilation of data to produce detailed Valuation reports for Desk Heads, Controllers and Risk summarizing the valuation control results across the Business
- Supervise the monthly Independent Price Verification (‘IPV’) processes to ensure positions are marked correctly in the firm’s books and records
- Enhance governance around IPV, including assisting in writing up procedural / guideline documents, identifying best practices and sharing these globally. Interact with other regional valuation controllers and working to implement best practices from other regions
- Analyze key valuation drivers and structures, cash waterfalls, pricing models, collateral characteristics, market trends, and technical factors that impact valuation
- Interact with the Business, Finance and Risk to close out gaps in processes / controls. Build and maintain strong relationships with these groups
- Work experience in structured products
- Strong finance background as well as knowledge of fixed income products (preferably corporate bonds, corporate loans and credit defaults swaps)
- Conduct monthly valuation meetings with senior stakeholders
- Identify, analyse, condense and articulate complicated ideas and findings clearly and succinctly
5
Skills For Equities Valuation Controller Resume
- Work well in a teams (actual and matrix)
- Influence individuals outside of core management hierarchy
- Solid understanding and hands on experience in valuations with emphasis on Yield Curve construction, Cost of Tenor, Options valuations to support IPV and reserving
- Familiarity/Market experience with Rates and FX derivatives non-linear instruments
- Maintain strong relationships with the Business (equities), Finance and Risk
- Performing IPV calculations, and other control processes across a range of products
6
Skills For Securitized Products Valuation Controller Resume
- Critically think, review & challenge valuation methodologies
- Resolve complex issues independently and communicate results to all stakeholders in a timely manner
- Strong understanding of capital market products including Interest Rate Derivatives, FX, Credit derivatives, Swaps & Swaptions, corp CDS, contingent CDS, Commodity and as well as collateral exposure modeling
- Knowledge of XVA modeling
- Solid understanding of cash and derivative markets for at least one asset class and an appreciation of risk-management and hedging practices in this space by sell-side firms. Knowledge of over-hedging techniques for derivatives is viewed favorably
7
Skills For Valuation Controller Rmbs Specialist Resume
- Expert knowledge of Microsoft Excel, Bloomberg and Intex
- 1) Valuation Governance and Execution: ensure independent, complete, and robust inventory valuation; evaluate and integrate new products and businesses into the bank’s financial environment in a controlled manner
- 2) Valuation Consultation: provide reliable and meaningful valuation information to interested parties, including Front Office and regulators
- Responsible to perform the Independent Price Testing (IPV) of all Fair Valued Assets & Liabilities in the Credit space, with a primary focus on Loans & Bonds
- Review & determine appropriate data hierarchy used to perform IPV for the bonds portfolio
8
Skills For Exotic Rates Valuation Controller, AVP / VP Resume
- Perform Prudential Valuation calculation for the fair valued positions in the credit business
- Work across asset class teams globally to understand the business and the drivers for IPV , Valuation Adjustment and Prudential Valuation numbers amongst others. Present the analysis and details to the senior management
- On a continuous basis review/challenge client needs and prepare reports in standardized format, with adhoc reports and analysis for senior management
- Price test Banks (XVA's) CVA/ DVA/ FVA estimates, and their hedges (credit hedges, interest rate hedges and Fx hedges)
- Challenge and improve CVA/FVA reserving policy , challenge internal credit ratings and desk mappings on proxy names, review credit information published internally and externally on significant risk carrying names, entities or issuers
- Participate and lead global audit calls with external and internal stakeholders(including senior management) on the upcoming regulatory requirements in the XVA space (Fed/IFRS/PRA mandates)
9
Skills For Avp-rates Valuation Controller Resume
- Challenge desk methodologies in their approach in XVA determination and further participate in regular calls with methodology/quants in enhancing XVA pricing models
- Review existing methodologies for market data unrertainty calculations and is able to estimate impacts due to recovery rates, spread movements, ratings, other credit parameters and further calculate uncertainty inherent in XVA models. Is able to understand and estimate FVA uncertainty values
- Understand and validate valuation differences from the application of different models for pricing CVA, FVA, KVA and MVA. Is able to understand different risks associated with each XVA and explain pricing impacts of collateral and CCP requirements, margins and counterparty netting set changes
- Perform Independent price verification ('IPV') processes to ensure the Firm’s positions are marked correctly
- Review IPV work performed by a team offsite
- Undertake in-depth analysis on core product portfolios
- Support senior Valuation Controllers in several ad-hoc and time-sensitive requests
10
Skills For Rates Valuation Controller Resume
- Enhancing existing control framework by reviewing pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
- Performing ad hoc analysis on any new pricing issues
- Monthly independent valuation of the global Structured Notes portfolio using external data sources and internal models
- Working with rates products such as Primary structured notes and Secondary structured notes for global Fixed Income Derivatives and Structured Products businesses
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