Manager Valuations Job Description
Manager valuations
provides technical valuation assistance to the product controllers on each desk to ensure that all valuations control requirements are optimally met.
Manager Valuations Duties & Responsibilities
To write an effective manager valuations job description, begin by listing detailed duties, responsibilities and expectations. We have included manager valuations job description templates that you can modify and use.
Sample responsibilities for this position include:
The production and development (including documentation) of IPVs, VAs and other similar procedures
Assist with the development, enhancement & implementation of departmental policies & procedures
Produce and implement guidelines / procedures for valuation adjustments and price testing across the business
Carry out the Valuations Group's daily monitoring and review of RBC's DMO submissions and related reporting in accordance with approved policies and procedures
Perform submission monitoring procedures (such as for LIBOR), in adherence with approved policies, escalating exceptions to management and Compliance
Ensure that any procedures carried out are compliant with End User Computing (EUC) policy
Act as the product lead to the project that will change our support for OTC derivatives and work with colleagues and other product partners
Conduct research of various residential markets
Gather market information on residential transactions by drawing reports on the system Light stone, the Deeds Office
Provide information in the preparation of the income and expenditure projections to support regional budget by analysing the market and economic data
Manager Valuations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Manager Valuations
List any licenses or certifications required by the position: CFA, CPA, FRM, EASA, FAA, A&P, CBA, CVA, ABV, ASA
Education for Manager Valuations
Typically a job would require a certain level of education.
Employers hiring for the manager valuations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Accounting, Business, Graduate, Engineering, Mathematics, Real Estate, MBA, Statistics
Skills for Manager Valuations
Desired skills for manager valuations include:
Microsoft Office applications
Particularly Microsoft Word and Excel
MS Excel
Procedures
Technology
Of types of valuations and requirements
Valuations office processes
Energy Risk Management and contract valuation techniques
Financial product pricing and portfolio valuations
MS Access and VBA
Desired experience for manager valuations includes:
Participate in regular joint root cause analysis with BUs to identify ways to reduce risk exposure by streamlining of processes, improvement in governance
Create a network and build relationships, strategic alliances and business partners (both internally and externally with vendors or counterparts
Bachelor's Degree with a minimum of 5 years of experience in valuing energy-related investments in the energy industry, specifically with respect to the thermal power, renewable power, midstream energy and upstream oil and gas sectors
This role is also required to provide subject matter expertise to various valuations related projects, as required, such as ad hoc Regulatory reviews, new business initiatives
To perform IPV (Independent Price Verification) and Valuation Adjustment calculations and other control processes across a range of products in the FX and Funding businesses
To act as point person for a number of local and global reporting processes
Manager Valuations Examples
1
Manager Valuations Job Description
Job Description Example
Our growing company is looking for a manager valuations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager valuations
- Maintain lists of accounts, funds, securities, needed to support pricing and valuation process
- Oversee all aspects of valuation control of the business
- Act as a Business Partner to the Business, Risk, Compliance and Finance teams
- Identify pricing issues, valuation parameters or instrument types that may require particular attention
- Dissolution and solvency matters
- Employee stock option plans
- Exit strategies
- Insurance-related matters
- Internal management analysis
- Matrimonial matters and disputes
Qualifications for manager valuations
- Some experience of either valuations or business planning or financial analysis and reporting
- Working knowledge of laws, best practices and investor guidelines for the respective area of management
- Of business strategy development and industry knowledge is required
- Knowledge of Derivative or structured security products
- Shareholder buy-sell agreements and disputes
- ABV
2
Manager Valuations Job Description
Job Description Example
Our company is hiring for a manager valuations. 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 manager valuations
- Provide weekly reports on significant price changes & trends and their P&L impact on related trading books
- Develop new and enhance existing Valuation policies
- To carry out monitoring of RBC's submissions to other benchmarks as required
- Focus of valuation initiatives will be on CVA/FVA, FX options, equitly linked derivatives
- There may be a requirement to design, construct and execute own model initatives for valuations purposes and to take ownership of the full institutionalisation of that process to ensure its stability and robustness as an ongoing process used by the Valuations Group
- Managing of developing valuation models using the company's modeling tools, such as Lacima, FEA, Allegro, and ZEMA
- Developing and maintaining analytic framework to explain the variability of results reported to the accounting office
- Coordinating Internal and External Audits as pertained to Risk Reporting, Financial Reporting, and Valuation Modeling
- Creating and implementing methodologies of MTM exposure forecasting, stress testing, scenario analysis, and model’s backtesting
- Facilitating internal model reviews and approvals
Qualifications for manager valuations
- Determine assumptions and valuation basis
- Programming skills should ideally be any combination of C, C++, VBA, MatLab, Python or others
- Modeling process optimization and associated modeling documentation including inventory of manuals
- Designing and implementing meaningful risk metrics and methodologies including reporting to various constituents and key stakeholders
- Overseeing an integrity and accuracy of credit exposure reporting including potential future credit exposure
- 4+ years of Valuation & Risk Reporting experience
3
Manager Valuations Job Description
Job Description Example
Our growing company is looking for a manager valuations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager valuations
- Contribute to on-going enhancements and development of Valuations’ control environment
- Managing and/or assisting in managing major contentious valuation assignments
- Working on cases from initial client meetings through to delivery of Expert Reports for the Court / Tribunal and assistance in preparing the named Expert and legal team for trial / hearing
- Clearly identifying key valuation issues and present them in a succinct manner
- Debating key valuation issues fully and propose well-reasoned solutions
- Challenging team members work while engaging in open debate and responding to challenges
- Independently managing mid to large-size engagements, including client relationships
- Taking a leading role in people development and training
- Leading broader group initiatives
- Building brand and eminence internally and externally
Qualifications for manager valuations
- Minimum of 5 years of work experience in the real estate field
- Professional affiliations with the Appraisal Institute, AICPA, American Society of Appraisers, CCIM Institute or accreditation such as the MAI, CPA, CFA, CCIM or ASA preferred
- Previous experience in commercial real estate appraisal/valuation, transaction advisory, accounting, acquisition due diligence, asset management, or real estate finance
- Advanced skills with Microsoft Office (Excel and Word)
- Experience using Argus a plus
- Very strong excel modelling skills including experience of VBA
4
Manager Valuations Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of manager valuations. 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 manager valuations
- Understands and is responsible for a variety of functional operations within the department
- Participates in the development of both short and long range plans for the organization
- Performing accurate and clearly presented analysis
- Self-challenging analysis and clearly articulating rationale for conclusions
- Understanding and discussing client acceptance and engagement risk mitigation processes
- Gaining a deep understanding of valuation theory and obtaining an approved/relevant qualification
- Liaising with clients as and when appropriate
- Actively pursuing self-learning, on the job training and knowledge from other team members
- Contributing to broader group initiatives
- Beginning to build internal network
Qualifications for manager valuations
- Stochastic modelling knowledge
- Experience of working on contentious matters, ideally preparing reports for service at Court and/or an Arbitral Tribunal
- Exceptional analytical and oral and written communication skills with a strong attention for detail
- Ability to take complicated analysis and to present and communicate it in a concise and clear manner
- Show initiative to learn, ask questions and perform delegated tasks accurately
- Enthusiasm for and ideally, previous exposure to Valuations
5
Manager Valuations Job Description
Job Description Example
Our company is looking for a manager valuations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager valuations
- Contributing to ensure existing VA/IPV processes continue to be aligned and keep pace with the business, Regulator and Accounting Best Practice
- Assist the reporting activities including taking on ad-hoc requests
- Ownership of the valuation process
- Leading monthly/quarterly meetings with valuers
- Challenging valuations, external consultants and AI Teams to ensure accuracy and consistency for AI clients
- Ensuring that valuers have a full and appropriate information set on which to derive valuations
- Work with Valuers to provide a consistent and fully informative reporting format across all funds
- Managing, appointing and reviewing valuation consultants
- Working with the Asset Management and Fund Management teams to ensure coordinated management of the valuations for each Fund
- Acting as a liaison between internal and external parties to resolve valuation issues
Qualifications for manager valuations
- Experience of visualisation tools such as QlikView or Tableau
- Understanding of regulatory and/or market good practice in the area of credit risk
- Sound knowledge of a range of retail, commercial and corporate banking products
- Degree qualified in either Maths/Stats/Actuarial
- Experience in Matlab an advantage
- Experience in VBA an advantage