Valuation Analyst Job Description
Valuation analyst
provides support in analyzing information, and applies critical thinking skills and independent judgment to evaluate the reasonableness of the base and stressed case free cash flow projections, provided by the various underwriting functions for use in a discounted cash flow analysis.
Valuation Analyst Duties & Responsibilities
To write an effective valuation analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included valuation analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Monitor cash activity, corporate actions, trade and cap stock activity, investment valuation, derivative processing, custody and counterparty reconciliation
Explain, review and validate valuation and risk measures to clients (trader Greeks )
Participate in strategic projects including development of risk reporting framework, market data integration, model development
Review third party pricing to determine reasonableness and challenge vendor assumptions with supporting market data resulting in updated vendor pricing
Perform valuations of businesses and other specific assets and liabilities as required for management planning and financial reporting
Actively contribute to research, report generation and financial modeling
Obtain and communicate information that is accounting, financial and operational in nature, analyzing the information, and preparing various management reports and summaries of results to be used at various levels
Assist with quarterly/annual audit of the funds valuations
Regular interaction and liaison with Global Product Controllers, Trading Desk, Strategists and other VRG teams regarding specific
Maintain and monitor the asset portfolios by periodically communicating with the deal group to understand how the latest macro-economic trends and company’s developments will influence the investment’s holding value
Valuation Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Valuation Analyst
List any licenses or certifications required by the position: ASA, CFA, EASA, FAA, A&P, CPA, AVA, CVA, ABV, MBA
Education for Valuation Analyst
Typically a job would require a certain level of education.
Employers hiring for the valuation analyst 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 Valuation Analyst
Desired skills for valuation analyst include:
Department procedures and requirements
Excel
Bloomberg
Discounted cash flow models
Petroleum geology
Petroleum economics and relevant software all advantageous
Derivative financial instruments
Excel and the ability learn how to use our in-house software packages
Black Scholes
GARCH
Desired experience for valuation analyst includes:
Bachelor's degree in finance, accounting or economics required
Bachelor's Degree in business, finance, accounting or economics required
Strong analytical, comprehension and problem solving skills, strong verbal and written communication skills
Big Four Valuation experience a strong plus
Master's in Business Valuations preferred
Provide support and explain the methodologies used to value the asset portfolios to the firm’s Auditors and Investors on a quarterly basis to the Independent Valuation Consultant on a semi-annual basis
Valuation Analyst Examples
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Valuation Analyst Job Description
Job Description Example
Our company is looking for a valuation analyst. 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 valuation analyst
- Valuation Services Analysts work on a variety of assignments, including business enterprise valuations, purchase price allocations, tax appraisals, intellectual property valuations, and dispute consulting
- Performance of in-depth research of capital markets, industries and competitors analyses of target companies, in terms of market strength, strategic fit, and business model / business plans
- Review of suitability of purchaser candidates business plans for the Divestment Business
- We are currently looking for an Analyst to join our Industrial Valuation team in Hong Kong
- Broaden your valuation expertise with Fair Value valuations for different purposes using market-, income-, and cost-approach
- Participate in Property Owner Contact
- Participate in the Research and Confirmation of Sales
- Participate in the data analysis
- Perform valuation services
- Perform and maintain appropriate and professional client contact with CEOs, presidents, COOs, CFOs, controllers, accounting and finance teams, and legal counsel
Qualifications for valuation analyst
- Experience in CRE and Residential loan portfolio valuation a plus
- In depth understanding of complex financial model valuation concepts -SABR, LMM, Hull White
- Minimum of 2 years’ experience as a Staff Accountant, preferably with a public accounting or consulting firm
- Ability to read and interpret financial statements and/or tax returns
- Motivated to perform creative research and quickly get familiar with trends and characteristics related to new client ventures and various industries
- Ability to work on assignments in a fast-paced, tight deadline scenario
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Valuation Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a valuation analyst. 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 valuation analyst
- Performs valuation duties and support senior valuation actuaries by developing/maintaining actuarial models used to support reserve valuation, planning, cash flow testing
- Investigates unexpected changes and tracks unresolved issues
- Work closely with other departments in order to assist and support them
- Manage and enhance global valuation processes
- Compile, track, and maintain pricing and valuation data for global assets under management
- Present findings at monthly Pricing Committee meetings
- Develop, review, and improve internal pricing models for diverse and complex asset classes
- Perform daily, weekly and monthly variance analysis
- Field internal and external inquiries for pricing support and methodology from auditors, Pricing Committee and third-party administrators
- Review pricing sources and research third party providers
Qualifications for valuation analyst
- A minimum of 1 year of experiences in financial modeling, business valuation, investment analysis, corporate finance, security pricing with consulting firms / investment banks / private equity firms or international accounting firms
- ASA, CBA, CFA, CPA/ABV, CPV credential holders or holders of other business valuation related designations preferred
- Studied business administration / economics and have recently passed your diploma / bachelor / master with excellence
- Ideally, you have already gathered practical experience (apprenticeship or internship)
- You are characterized by superior analytical and problem solving skills capacity for teamwork and personal commitment
- Ideally, you have already gathered 1 year's practical experience
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Valuation Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a valuation analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for valuation analyst
- Perform quality control duties on all jobs, tracking requests for changes/updates through completion
- Conduct order follow-up, as appropriate, to ensure complete and accurate valuation products/services are delivered according to established SLAs and turnaround times
- Write formal email documentation on specific problems and on process updates
- Monitor designated vendors for issues and tracking
- May be assigned requests that are identified as high-risk, strategic, and/or sensitive, requiring a higher level of expertise and experience
- Ensures that quality reviews, corrections, or updates align with defined turn-around times and department SLAs
- Updates logs, tracking action items
- May perform commercial evaluations and reviews
- Provides exceptional analytical and judgmental skills
- Balances monthly accounts including the vendors and accounts receivable
Qualifications for valuation analyst
- Pursuit or completion of CFA/FRM is an asset
- Strong technical & professional knowledge
- Currently enrolled in a Bachelor’s or Master’s degree program 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
- Currently pursuing 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
- Must be willing to start between January 2017 and August 2017
- Currently enrolled in a Bachelor's or Master's degree in Finance, Accounting, Economics or Business Administration from an accredited college or university
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Valuation Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a valuation analyst. 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 valuation analyst
- Review reports and/or specific valuation products/services for completeness and accuracy by both internal and external vendors to ensure accuracy and compliance
- Ensure quality reviews, corrections, or updates align with defined turn-around times and department SLAs
- Uses analytical tools to aid in the development of the evaluation or review, researches information using internet and internal database update logs, tracking action items
- Maintain and update procedure manuals
- Performs financial pro forma modeling and analysis work products
- Coordinates the gathering of Subject Matter Expert (SME) assumptions
- Participates in the review of SME assumptions
- Presents analysis work in team meetings, and Risk Committee/CFO meetings (based on ability)
- Analysing valuation input data provided by clients and their external consultants and ensuring valuation models accurately reflect this information
- Assist in valuation reporting and presenting to clients, including attending client meetings
Qualifications for valuation analyst
- Professional and independent attitude since you will be direct point of contact with clients during the exercise
- Be flexible and very much a team player
- Be a self-starter with excellent communication skills
- Possess the commitment and ability to prioritise and meet deadlines
- Be able to demonstrate that they can work on their own initiative and unsupervised
- Possess an exceptional attention to detail and an ability to commercially interpret data
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Valuation Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a valuation analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for valuation analyst
- Conduct economic and industry research
- Summarize analysis performed in written form to be shared with the client as a deliverable
- Managing daily analysis and implementation of valuations for fixed income and equity assets
- Quality assurance for the daily and monthly position level NAV and performance of the fund
- Support the daily calculation of analytics for the funds overall portfolio of fixed income instruments
- Run and administer the price challenge processes related to external service providers
- Proactively support and interact with internal stakeholders
- Contribute to the development of internal tools and models
- Participating in projects and initiatives relevant to the Valuation & Accounting group
- Collects, analyzes, and reports appraisal related market data through internal and outside sources
Qualifications for valuation analyst
- Ability to direct the work and goals of junior employees, report results to senior executives
- Bachelor’s degree in Accounting, Finance, Economics or other field that would provide a strong background for qualitative and quantitative reasoning
- Ability to sit and work at computer for extended periods of time
- Ability to plan, organize and schedule own work
- Proficient Microsoft Word
- Perform daily reviews of Funds’ securities valuation, including, but not limited to