Valuations Analyst Resume Sample
Grayce Veum
640 Raynor Cove,
Boston,
MA
+1 (555) 883 6859
Work Experience
Senior Valuations Analyst
06/2016
-
PRESENT
Philadelphia, PA
- The reporting of fair value classification to senior management, balance sheet and Chief Accountant Department
- The fair value hierarchy of debt securities issue
- Reporting quantitative information about the significant unobservable inputs
- Reporting the sensitivity of the fair value measurement to changes in unobservable inputs
- Commentary on amounts of any transfers into or out of Level 3 of the fair value hierarchy
- Cooperation with IT team, including preparation of business specification for IT development
- Strong problem solving skills, data collection, analysis and presentation experience
Valuations Analyst
09/2011
-
02/2016
Phoenix, AZ
- Be a self-starter, goal oriented, focused and precise
- Independent Price Verification (IPV) for trading portfolio held by London trading desk
- Calculating Bid Offer reserves, Day 1 reserves and valuation adjustments
- IPV and reserves methodology verification
- Producing commentary for IPV results, including confirmation of prices with external data providers and the Front Office
- Independent Price Verification for trading portfolio held by London trading desk
- Producing commentary of IPV results, including confirmation of prices with external data providers and the Front Office
- Proficient with Microsoft Office with a specific focus on Excel and Word
- Strong problem solving skills, data collection, analysis and ability to professionally present your findings in a clear and concise manner
GVG Valuations Analyst
08/2004
-
08/2011
Phoenix, AZ
- Effectively communicate with co-workers, internal departements, and clients in a professional manner
- Gather and analyze information in order to develop alternative solutions for the business
- Demonstrate efficiency, accuracy and thoroughness
- Be a self-started who is goal oriented, focused and precise
- The noise level in the environment is minimall
- Independent Price Verification (IPV) for the trading portfolio held by London trading desk (We look at variety of products -mainly for derivatives - futures, forwards, interest rate derivatives, inflation derivatives, currency and structured products)
- Commentary on IPV results, including confirmation of prices with external data providers and the front office
Education
Southwest Minnesota State University
1999 - 2004
Bachelor's Degree in Finance
Professional Skills
- Strong communication skills including the ability to distil complex issues into an easy to digest summary for senior management
- Strong workflow management skills and good knowledge of a high standard reporting function
- Strong organisational skills and structured approach
- Outstanding communication and interpersonal skills, including the ability to articulate key valuation issues to Senior Stakeholders in a non-technical manner
- Great overall communication skills
- Experience in an asset management firm or similar valuation experience
- Experience using reporting and statistical tools including Business Objects, SAS and/or MiniTab
How to write Valuations Analyst Resume
Valuations Analyst role is responsible for trading, peak, analysis, reporting, finance, credit, securities, procurement, research, modeling.
To write great resume for valuations analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Valuations Analyst Resume
The section contact information is important in your valuations analyst 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 Valuations Analyst Resume
The section work experience is an essential part of your valuations analyst 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 valuations analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular valuations analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Valuations Analyst resume experience can include:
- Ensure valuation environments and all IPV and VA processes are agreed and built as a prerequisite of new trading initiatives through active participation in and/or contribution to New Business Committees
- Experience of developing methodology and shaping policy for IPV / FVAs is a distinct advantage
- Good understanding of Funding, Liquity and Capital requirements for Global Markets
- Good understanding of accounting requirements for Valuation activity in Global Markets
- Experience with Bloomberg and Reuters in key markets data sets & using pricing functions
- Residential valuation experience, completing valuations or performing Quality Control of residential valuation products
Education on a Valuations Analyst Resume
Make sure to make education a priority on your valuations analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your valuations analyst 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 Valuations Analyst Resume
When listing skills on your valuations analyst 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 valuations analyst skills:
- Experience and interest in renewable energy, excellent problem solving skills, self-starter
- Strong programming skills in Excel/VBA & Access
- Strong experience with MS Excel financial functions and experience in writing macros
- Experience in; accounting, financial analysis, budgets or other directly related experience
- Experience with Excel-based financial modeling is a strong preference
- Experience using data visualization software, including Qlikview or Spotfire
List of Typical Experience For a Valuations Analyst Resume
1
Experience For Senior Valuations Analyst Resume
- Strong presentation and communication skills – written and verbal
- Demonstrated ability to prioritize and manage multiple assignments in a fast-paced environment to meet deadlines with efficiency and accuracy
- Basic understanding of real estate financial analysis and cash flow modeling experience
- Mentor team members to improve team’s overall technical skill
- Monitoring market transactions and ensuring consistency in pricing
- Providing guidance on leasing initiatives and their potential impact on asset value
- Assisting with the coordination of external portfolio valuations
2
Experience For Client Valuations Analyst Resume
- Ensuring accurate information to the External Valuers
- Liaising with both Market Officers and Property Management teams
- Reviewing portfolio valuation results for accuracy of data
- Providing property documents and tenant information to External Valuers
- Reviewing development projects and balance sheet assets
- Providing valuation related input together with value estimations of assets
- Monitoring model restrictions and recommendations
3
Experience For GVG Valuations Analyst Resume
- Levelling determination of assets and liabilities
- Streamline and automate auction data procurement processes to deliver timely and accurate data for ongoing and ad-hoc reporting
- Deliver joint pitches with the Sales team of valuations services including state of the industry updates to customers
- Complete analysis in one or more of the following areas
- Front Office Trading desks
- Interact with regional operating teams and market officers to understand local market trends and property specific characteristics
- Ensure the Valuation team’s compliance with Board Procedures and industry guidance
4
Experience For Valuations Analyst Fall Co-op Resume
- To learn Ascend’s valuations methodologies and be responsible for the delivery of desktop appraisals for a variety of aircraft types
- To contribute to and write Ascend’s suite of commercial aircraft, helicopter, business jet and aero-engine market commentaries
- Assist the global Sales team in client growth and retention to understand their needs and identify new opportunities
- Able to grow own professional network both internally and within global client base
- Contribute to Flightglobal news services on a regular basis
- Significant involvement in ad-hoc projects / investigations and co-ordinate in the activities of the team
- Escalate all issues in time, to the appropriate level, to avoid any adverse impact on the business
5
Experience For Non-ib Valuations Analyst Resume
- Ensure proper back-ups are created and assist other teams during contingencies (Staff shortage, high volumes etc). Create / modify / update the supporting documentation like KOP etc
- 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
- Strong client service skills: The team is extremely """"client service focused"""" and has a great deal of interaction with clients, Sales and Trading and Middle Office globally, thus requiring a confident and professional telephone manner
- Time management/organization skills: The group has peak periods where volumes are high — during these periods it is imperative that all individuals are able to manage their workload effectively and prioritize as necessary
- OTC Product Knowledge: Understanding of broad range of financial products (e.g. Interest Rates Derivatives, Credit Derivatives, Equity Derivatives, FX & Commodities) and any embedded components to value various trade structures & Fixed Income Bond
- Teamwork: The group has to work efficiently as a team to function. It is essential that each individual member shares information with the rest of the team and can communicate and maintain strong working relationships
- Prioritize, organize workload and react promptly under pressure at peak periods
6
Experience For Valuations Analyst Resume
- Strong negotiation, communication and influence
- Relative Industry experience
- GVG London, APAC and NY
- GFS Risk and Pnl and TMG
- Market Risk Management and MRO
- 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
- Assist with information gathering for Auditors for any pricing and/or valuations matters
- Monitor oversight of all pricing related functions
7
Experience For Senior Valuations Analyst Resume
- Execute procedures related to ASC 820 (formerly FAS 157) reporting and disclosures
- Order BPO’s through system platform distribution channels
- 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
- Interact closely with Portfolio Managers, Traders, and research analysts to gather data to develop fair value recommendations
- Participate in ad-hoc and/or monthly committee meetings
8
Experience For Client Valuations Analyst Resume
- Prepare and review Board related materials
- 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
- 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
- Performing existing centralized business controls, including monitoring valuation threshold breaches and levelling financial instruments according to IFRS
- Supporting the team leader in supervising the team's tasks
- Reporting valuation control results to senior management
- Escalating issues in a timely manner to the relevant stakeholders
9
Experience For GVG Valuations Analyst Resume
- Supporting the development of new centralized valuation business controls across the global range of products
- Confidentiality:be absolutely trustworthy and treat all information with the highest level of confidentiality
- Manage manual exception processes for the valuations that cannot currently be supported via the portal and distribute accurate valuation statements in a timely manner
- Strong client service skills: The unit is extremely """"client service focused"""" and has a great deal of interaction with clients, Sales and Trading and Middle Office globally, thus requiring a confident and professional telephone manner
- Time management/organization skills: The group has peak periods where volumes are high during these periods it is imperative that all individuals are able to manage their workload effectively and prioritize as necessary
10
Experience For Valuations Analyst Fall Co-op Resume
- OTC Product Knowledge: Understanding of broad range of financial products (e.g. Interest Rates Derivatives, Credit Derivatives, Equity Derivatives, FX & Commodities) and any embedded components to value various trade structures & Fixed Income Bonds
- Also responsible for the tracking and monitoring of BPO Agent performance. Regular, consistent, and predictable attendance is an essential function of this job
- Complete financial modeling and transaction approval materials for wind, solar, and storage investment opportunities
- Complete financial modeling and presentations to evaluate asset performance
- Ad-hoc financial and renewable energy market analysis and project development support
- The Valuations Analyst is responsible for ultimately delivering the most accurate and timely BPO or other Valuation products possible to all Computershare clients
List of Typical Skills For a Valuations Analyst Resume
1
Skills For Senior Valuations Analyst Resume
- Work effectively with co-workers and both internal and external customers
- Work experience in a reporting or analytics role
- Strong communicator (written and interpersonal) with an understanding of senior management perspective
- Good understanding of Microsoft Office products
- An understanding of control environments and the requirements that need to be met for a control to be effective
- General understanding of how financial instruments and markets operate
- Experience in tax equity modeling, structured finance, project valuation,
- Mortgage servicing experience
- Good knowledge of derivative financial instruments
2
Skills For Client Valuations Analyst Resume
- Experience in financial control department, preferably in a bank or other financial institution
- Strong team player as it is important to interact successfully with other team members and management
- Valuations experience
- Experience with ASC 728 and IRC 409 a
- Related work experience
- Understanding of fundamental accounting principles related to valuations
3
Skills For GVG Valuations Analyst Resume
- Creating/ analyzing financial models
- Researching and analyzing industry changes
- Interacting with/ meeting with clients
- Understanding of a range of asset classes
- Reporting to management as needed
- Assist in the on-going analysis of the portfolio by tracking significant events for each asset, reviewing valuation assumptions and cash flow projections
- Appreciation of their pricing drivers, and risk measures. To be able to work in a demanding environment, with the ability to work
- Knowledge of Financial Products & markets. Understanding of Pricing & Valuation concepts
- Review quotes from brokers and pricing vendors and hold discussions with trading desk to monitor the reasonableness of quotes received
4
Skills For Valuations Analyst Fall Co-op Resume
- Compile valuations and supporting information and prepare summary packages to be reviewed by senior management and pricing committee
- Rapport building and networking – the ability to build a personal network both internally and externally
- Capable reviewer of meeting materials and commentary, with a high level of attention to detail
- Prepare written collateral evaluations and residual analysis supporting BMO TF recommendations
- Coordinate the receipt of monthly valuations from pricing vendors, brokers and asset managers
- CFA tracking or certified
- A CFA designation or working towards it
- Proactive change champion who looks to develop and embed best practice
5
Skills For Non-ib Valuations Analyst Resume
- Confident and assertive with the ability to negotiate and influence constructively across teams and geographies
- Strong organisational skills and structured management approach, supporting timely delivery of complex meeting material that includes input from across the global Valuations team
- Track record of successful improvement initiatives
- Complete collateral value research and analysis for proposed equipment lease/finance transactions utilizing the existing resources of EMG, external sources and prior experience to provide researched, supportable, and accurate values
- Strong knowledge on a wide range of derivatives products with a good
- Excellent knowledge in Math’s or Statistics
- Well under strong pressure. To be very self-disciplined, reactive, able to take initiatives and autonomous in its job
- Constant worry of the good quality of the rendered customer service
- To work in a climate of confidence and to adhere to a project or a new organization
6
Skills For Valuations Analyst Resume
- Perform the IPV (Independent Price Verification) processes for Financial instruments
- Analyze and explain the outputs, identify drivers for variance, and publish the results to a broader audience
- Assist in the monthly valuation of a diverse set of investments, including but not limited to asset backed securities, bonds, public and private loans, trade claims, private equities, real estate loans, rediscount loans, and derivatives
- Transportation finance experience
- Review internal valuations with asset managers to understand movements in valuations
- Perform and report the independent price verification to ensure that trading positions are marked correctly (market parameters review, price testing, valuation adjustments, as well as working on improving methodology and tools)
- Local risk limits and trader mandates monitoring,
7
Skills For Senior Valuations Analyst Resume
- Maintain, review and document the cartographies of market datas, pricing configuration and models parameters
- An enthusiastic, hardworking, team player mentality
- The role provides a unique opportunity to join a leading Pan European team and gain firsthand knowledge in multiple markets
- P&L analysis regard to risk positions and market movements, cross control analysis
- Sense of the risk
8
Skills For Client Valuations Analyst Resume
- Positive attitude and keen to develop a career in commercial property
- Dynamic and highly professional international work environment
- Great possibilities for personal growth and development
- Knowledge of utility scale renewable energy project development process
- Knowledge of wholesale electricity markets, renewable energy policy incentives, renewable energy technologies
- Adaptable to change and able to quickly learn new systems and processes
- Interact with all levels of the organization and to explain complex data clearly and concisely
- 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
9
Skills For GVG Valuations Analyst Resume
- Experience and familiarity with valuation procedures across all asset classes (equity, fixed income, derivatives, structured products)
- Experience in the real estate or appraisal industry
- Experience in the real-estate or appraisal industry
- Self-confident – has opinion and is prepared to constructively defend it
- Driven to succeed – ambitious for yourself and department
- Trust, integrity and discretion
10
Skills For Valuations Analyst Fall Co-op Resume
- 27 ACT or better
- Bright, quick learner, reliable, self-motivated
- Take initiative and work independently, as well as work closely with fellow team members in a collaborative environment
- To make sure that RBC’s LIBOR submissions are appropriately monitored
- Run daily and monthly processes that check that LIBOR submissions have been carried out in line with agreed policies. Involves monitoring market data, reviewing submitter’s commentary and discussing issues with compliance
List of Typical Responsibilities For a Valuations Analyst Resume
1
Responsibilities For Senior Valuations Analyst Resume
- Support the valuation team in preparing, reviewing, and presenting models across markets using discounted cash flow, residual analysis, and income capitalization methods
- Participate in market research of comparables for quarterly tracking, and provide feedback for determination of market rents, growth rates, cap rates, value trends and risk factors
- Provide 3rd party appraisers with property information, review appraisals for reasonableness, accuracy, and consistency; and assist in providing feedback on draft appraisal reports
- Assist in the preparation of quarterly Investment Committee reports summarizing portfolio results, value changes, and the group’s outlook based on the market trends
- Experience of Fixed Income Models and Derivatives Valuation Framework (OIS Discounting /IR Curve constructions)
- Good understanding and appreciation of Regulatory requirements and guidelines for Valuation activity
- Experience of interacting with internal and external stakeholder groups (Business, Risk, Internal and External Audit, Compliance, Regulators)
- Mortgage servicing experience
- Coordinate and contribute to the preparation of Valuation Committee meeting materials, coordinating across the global Valuations team
2
Responsibilities For Client Valuations Analyst Resume
- Assign collateral values to portfolio assets including problem lease and loan accounts, lease returns and repossessions
- Identify areas where existing reports can be improved or automated; lead projects to enact identified change
- To participate in the monitoring of all GECD activities
- Maintain focus on process optimization and identify opportunities to enhance cost efficiency where possible (e.g. automation, outsourcing, centralization etc)
- Drive standardization and streamlining of processes within the Fixed Income Valuations Group
3
Responsibilities For GVG Valuations Analyst Resume
- Fast learner and adapts easily with changing guidelines
- Provide internal valuations and analytical assistance to regional teams and for strategic decisions and acquisition/disposition efforts, as needed
- Assist in ongoing development of the Valuations group, including the development of appropriate applications and processes, and the enhancement of our data mining capabilities
- Strong Excel skills and proficient knowledge of the Microsoft Office Suite (i.e. Word, PowerPoint, Outlook, etc.)
- Execute responsibilities with a positive, reliable, team-oriented attitude
- Develop regression analysis to help forecast short and long term collateral values
- Produce/distribute data repositories, analytical datasets and contribute to development of reports & dashboards for over the road transportation collateral
- Maintain competency through continuing education, training, practice, and experience to ensure skills are up to date and knowledge is relevant to the current environment
4
Responsibilities For Valuations Analyst Fall Co-op Resume
- To participate in the various tasks of the team
- To make sure that the agreed methods are applied
- Production of XVA: CVA, DVA and FVA
- PPNR: CCAR/DFAST/GMS XVA impact runs
- Risk Not In CVA (RNIC) framework ownership
- All IPV, other Fair Value Adjustments and Prudent Valuation balances
5
Responsibilities For Non-ib Valuations Analyst Resume
- All IPV and FVA methodologies and documentation
- Help improve and ensure global consistency of the XVA methodology, processes and governance
- Engagement with Fixed Income core Product Control to ensure that the valuation conclusions are accurately reflected in the books and that the communication with the business is seamless and consistent
- Keep up to date with any core Product Control production issues
- Ensure that the governance and controls of fair value is adhered to. Prepare for and contribute to the valuation committees that opine on fair value for the business areas concerned
- Ensure Valuation Group FIM requirements and other applicable accounting / regulatory standards are met. Liaise with Internal/External audit and regulators where necessary
6
Responsibilities For Valuations Analyst Resume
- Work to ensure consistency in policies/standards across sites/teams and implement strategies to improve consistency where it is not already in place
- Identify, communicate and drive resolution of issues; whether people, process or system
- Extensive market derivative knowledge in all fixed income asset classes: Rates and Flow Credit
- 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
- Time management/organization skills: The group has peak periods where volumes are high and during these periods it is imperative that all individuals are able to manage their workload effectively and prioritize as necessary
7
Responsibilities For Senior Valuations Analyst Resume
- 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
- Time management/organization skills: The group has peak periods where volumes are high, during these periods it is imperative that all individuals are able to manage their workload effectively and prioritize as necessary
- Create and deliver clear and detailed reports to senior management (up to CEO and committee level) covering all of the Valuation department’s remit. Involves reviewing and challenging draft wordings and taking ownership of understanding key numbers and trends to be reported to business leaders
- Experience in the real-estate or appraisal industry
- Contribute to on-going enhancements and development of Valuations’ control environment; showing an awareness of the accounting and regulatory constraints
- Support the production of Valuation Committee meetings, and an associated series of subcommittee meetings
8
Responsibilities For Client Valuations Analyst Resume
- Provide initial review and challenge of Valuation Committee meeting materials to ensure they meet quality and content standards suitable for Executive Committee level presentation
- Run controls processes for materials presented to sub committees and other relevant governance forums (e.g. asset class IPV meetings) to ensure completeness of issues to be escalated to Valuation Committee
- Coordinate production of review materials for IFRS 13 fair value disclosures including balance sheet categorisation
- Track actions or decisions from valuation governance meetings and co-ordinate with colleagues to ensure timely delivery of appropriately focused responses
- Liaise with leaders in Product Control and other infrastructure areas as required
- Contribute to discussions of valuation related matters with Compliance and internal/external audit
9
Responsibilities For GVG Valuations Analyst Resume
- Commercial Real Estate valuation knowledge
- FDFM and Analytics
- In adherence with approved policies, carry out independent price verification and reserve calculations, with an emphasis on interest rate swaps and the potential to cover other products. Involves ownership of complex calculations, understanding the independence of the calculation and managing the communication of the results with the business and other stakeholders
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