Analyst, Valuation Job Description

Analyst, Valuation Job Description

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Analyst, valuation provides financial consulting support to executive and operational managers across the organization on topics such as discounted cash flow analysis, financial modeling, and operating budgets.

Analyst, Valuation Duties & Responsibilities

To write an effective analyst, valuation job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, valuation job description templates that you can modify and use.

Sample responsibilities for this position include:

Assess financial impact by Fund of holding value changes for the asset portfolios on a monthly basis
Liaising with Portfolio Managers and conducting comprehensive analysis on portfolios to determine financial performance
Conduct cash flow modelling ans loan restrucuring
Credit modelling in line with regulatory requirements
Forecast modelling in line with the companies requirements
Performs the daily
Analysis and formal communication of key valuation results, issues and risks to Head of Valuation/Valuation Team on a monthly basis
Disciplined valuation control process effective to internal and external standards
Implementation and ongoing operations of the portfolio company and investment database (iLevel)
Management of the COE team

Analyst, Valuation Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Analyst, Valuation

List any licenses or certifications required by the position: ASA, CFA, EASA, FAA, A&P, CPA, AVA, CVA, ABV, MBA

Education for Analyst, Valuation

Typically a job would require a certain level of education.

Employers hiring for the analyst, valuation job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, MBA, Engineering, Business/Administration, Management, Mathematics, Real Estate, Education

Skills for Analyst, Valuation

Desired skills for analyst, valuation include:

Pricing of derivative and other financial instruments
Excel
Financial modelling with Excel for discounted cash-flow analysis
PowerPoint
Financial modeling with Excel for discounted cash-flow analysis
German
Argus
Access and VBA
Current role
Financial modelling with MS Excel for discounted cash-flow analysis

Desired experience for analyst, valuation includes:

Experience with Sungard Front Arena and Bloomberg is preferred
2-3 years experience in Financial Services in the area's of Investment Banking, Private Equity, Business Development Division of a Corporate or Transaction services in Accountancy firm
Understanding of rating agencies, warehouse banking and credit enhancement
Data analysis and Financial modelling
Exposure to commercial real estate or loan portfolios would be an advantage
Previous valuation experience preferred

Analyst, Valuation Examples

1

Analyst, Valuation Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of analyst, valuation. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, valuation
  • Preparing valuation, economic, and other analyses to support engagements
  • Handle group annuity reserve analysis and audits
  • Handle financial and statutory reporting
  • Maintain the group annuity reserve calculation system
  • Provide support for SPGA participant issues
  • Use or create databases to generate mathematical and statistical spreadsheets
  • Responsible for preparation and analysis of register valuation adjustments across the planner network
  • Provision of advice/support to enable calculation of adjustments for deferred payment
  • Provision of implementation support to strategic and tactical projects
  • Provision of back-up support for Technical Manager and Strategic Client Allocation Manager
Qualifications for analyst, valuation
  • Analyzes regional and local area economic profiles including employment, population, household income, and real estate trends identifying emerging development trends for the real estate market
  • Collects, analyzes, and reports findings of regional and local area economic profiles including employment, population, household income, and real estate trends identifying and reporting on emerging development trends for the real estate market
  • Investigates, gathers, and reports data required for determining value
  • Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
  • Bachelor’s or Master’s degree in Finance, Accounting, Economics, Management (with a concentration in Finance) or MBA from an accredited college or university
  • Bachelor's or Master's degree in Finance, Accounting or MBA
2

Analyst, Valuation Job Description

Job Description Example
Our growing company is hiring for an analyst, valuation. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, valuation
  • Back-test pricing support and depth
  • Process documentation and control
  • Support special and ad hoc projects across the Finance group
  • Design and take ownership of financial models for valuations purposes (discounted cash flows, market multiple, transaction)
  • Works closely with the CVA II and Review Appraiser to engage and track all Appraisal Bids and Reviews Identify and resolve any issues
  • Determines the acceptability of the evaluation or appraisal and makes the decision to use the valuation for lending purposes
  • Works with a senior reviewer to resolve any issues with the reports
  • Perform complex tasks in handling escalated QC inquires and problems
  • Provide feedback to appraisers on quality issues
  • Contact vendors and/or internal groups to validate information and/or inquire further, requesting updates and corrections, as appropriate
Qualifications for analyst, valuation
  • Candidate will be expected to prepare for the CFA and ASA designations
  • Recently passed your diploma / bachelor / master with excellence
  • Strong mathematical, analytical, research, comprehension and quantitative skills strong verbal and written communication skills
  • Minimum of 1 year experience in Big 4 or investment banking or equivalent, having been focused in valuation, due diligence or restructuring
  • Bachelor's degree in finance, economics or engineering
  • Currently enrolled in a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration (with a concentration in Accounting or Finance), Management (with a concentration in Accounting or Finance), Engineering (with a minimum of four Junior and/or Senior level courses in Accounting, Economics or Finance) or MBA from an accredited college or university
3

Analyst, Valuation Job Description

Job Description Example
Our company is looking for an analyst, valuation. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, valuation
  • Presents and attends required department training each quarter
  • Prepare for and actively participate in internal and external conference calls
  • Maintains and updates procedure manuals
  • Updates and maintains the department Sharepoint website
  • Reviews request to identify and resolve any issues then processes the request
  • Conducts the AVM’s, researches and analyzes to assure the relevant data was utilized and the valuation is reasonable
  • Writes formal email documentation on specific problems and on process updates
  • Monitors designated vendors for issues and tracking
  • Ensures quality reviews, corrections, or updates align with defined turn-around times and department SLAs
  • Has the ability to make decisions based on standard procedures and policies
Qualifications for analyst, valuation
  • Candidate must possess and demonstrate a working knowledge of fixed income, equity and derivative instruments finance with the skills and ability to work in an entrepreneurial and team oriented environment
  • Working knowledge of Bloomberg, Reuters, Interactive Data and MS Office Suite SQL, Unix commands, PERL, is an advantage
  • Undergraduate or graduate degree in Business, Economics, Mathematics, Finance, Engineering, Physics, Computer Science, or other quantitative disciplines
  • Strong technical and professional knowledge
  • Bachelor's or Master's degree in Finance, Accounting, MBA or Engineering
  • You are characterized by superior analytical and problem solving skills
4

Analyst, Valuation Job Description

Job Description Example
Our company is looking for an analyst, valuation. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, valuation
  • Collaborating with other departments within the firm, including the research team to assist with streamlining processes and help deliver a high and insightful service to clients
  • Keeping up to date with market developments and changes in valuation practice
  • Ensures files are maintained in accordance with Practice Area Guidelines and keeps work progress under review, communicating changes and escalating any need for additional resources
  • Performs complex tasks in handling escalated QC inquires and problems
  • Provides feedback to appraisers on quality issues
  • Ensures quality reviews, corrections, or updates align with defined turn-around times and department
  • SLAs Updates logs, tracking action items
  • Analyze macro-economic events and how they may impact the valuation of the Funds’ holdings
  • Assist on engagements which may include financial modeling, business enterprise valuations, private-company equity security valuations, debt valuations, option valuation, intangible asset valuations (ASC 805), lost profits/economic damage analysis, goodwill impairment analysis (ASC 350), and complex capital structure valuations (ASC 718 and 409A)
  • Summarize and analyze financial data
Qualifications for analyst, valuation
  • Prefer a Bachelor’s Degree in Business, Finance or Real Estate
  • Solid research/analytical and organizational skills, creative thinking skills
  • Advanced (Masters or higher) degree in financial engineering/math/science/finance/computer science
  • 5+ years hands on technical market experience across a range of OTC derivative products
  • Able to work with a minimum of supervision while understanding the necessity for communicating and coordinating work efforts with other employees and organizations
  • Experience with risk management software packages
5

Analyst, Valuation Job Description

Job Description Example
Our company is hiring for an analyst, valuation. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, valuation
  • Prepares basic appraisal reports
  • Valuation Services Analysts work on a variety of assignments, including financial modeling performed for acquisitions using discounted cash flow, market approach and transaction approach analyses, reviewing equity and debt securities with hedge funds and private equity funds, purchase price allocations, intellectual property valuations, business unit and asset impairment valuations, intangible asset valuations and stock option valuations for multiple industries
  • Prepare report drafts
  • Updates logs, tracking action items May train peers within department
  • Balances monthly accounts including the vendorsand accounts receivable Provides and attends required department training
  • Responsible for understanding all company research related database programs including G2
  • Prepare and review detailed and transparent quantitative modeling and valuation recommendations for instrument types ranging from global equities, fixed income, real estate, distressed debt and derivatives
  • Engage with specialty portfolio management teams to challenge and review fair valuation recommendations
  • Real-time oversight of security valuations especially in case of material event impacting certain securities or the market more broadly
  • Engage with Risk team to review pricing models, pricing processes and assess potential impacts to portfolios from changes
Qualifications for analyst, valuation
  • Prepare and/or review price request templates for over-the counter derivative investments
  • Communicate pricing decisions to the Funds’ third party accounting agents
  • Issue pricing vendor challenges, maintain a log and follow through to resolution
  • Assist in the preparation of materials for Valuation Committee, Audit Committee and Board of Trustees
  • Assist, as necessary, in the Funds’ financial statement preparation and annual audits
  • 1-3 years of relevant investment company work experience

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