Valuation Manager Job Description
Valuation manager
provides expertise as it relates to best practices and industry trends in people metrics, benchmarks, and key performance indicators.
Valuation Manager Duties & Responsibilities
To write an effective valuation manager job description, begin by listing detailed duties, responsibilities and expectations. We have included valuation manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Interact with various third party service providers, such as Fund Administrators and Accountants to ensure outstanding support of IM business
Building quantitative models by translating the finance to an appropriate math formulation
Proactively identify, quantify, and communicate the risks inherent in the fair value of investments
Present to senior management, trustees, regulators, and auditors
Coordinate with relevant business partners (Accounting, Asset Management, Middle Office) to ensure alignment of objectives
Engaging with clients across all levels
Preparing detailed technical analysis
Lead the delivery of a wide variety of valuation assignments primarily within the Dispute Valuations area to support the nominated expert
Apply appropriate valuation methodologies, including market multiples and Discounted Cash Flow (DCF)
Prepare concise and well written expert reports
Valuation Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Valuation Manager
List any licenses or certifications required by the position: CPA, CFA, CFE, ABV, ASA, CVA, CBA, FRM, MBA, JD
Education for Valuation Manager
Typically a job would require a certain level of education.
Employers hiring for the valuation manager job most commonly would prefer for their future employee to have a relevant degree such as Collage and University Degree in Finance, Accounting, Economics, Business, Business/Administration, Statistics, Mathematics, Graduate, Engineering, Education
Skills for Valuation Manager
Desired skills for valuation manager include:
Accounting and operational systems
Business data
Financial and emerging management concepts
Improve client business results
Industry trends
Performance measures and benchmarks to identify trends
Risk/problem areas and opportunities to deliver high quality services
Benchmarks
Best practices
Bench
Desired experience for valuation manager includes:
Build relationships and interact well with legal teams and clients
Support the Dispute Valuation and wider Valuations practice in the development of key client relationships and contribute to the growth of the business
Contributing to and supporting Senior Management in development of new business relationships and business proposals
Work with Product Control, Risk and Front Office functions to design, implement and assess controls related to the valuation and risk management of financial instruments
Managing a Banking and Capital Markets client portfolio reporting to the Partner/ Director Group
Significant experience of working and developing new business within capital markets organisations (specifically investment banks), with specific project experience in valuation controls
Valuation Manager Examples
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Valuation Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of valuation manager. 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 valuation manager
- Documenting policies, procedures and testing methods
- Responding to internal and external audit queries around policies, procedures and methods
- Creating, maintaining and reviewing the spread reserve policies
- Calculating and reporting the more complex spread reserves
- Calculating valuation adjustments required to compensate for limitations in the risk management systems
- Work with local office leadership and the Director of Business Development to create and execute a sales strategy for the assigned territory
- Conduct and report on sales activity within assigned territory
- Coordinate with Client Service groups to develop and execute sales campaigns under the direction of the Director of Business Development
- Identify and qualify sales opportunities through relationships, sales campaign activity, or other sales activity
- Work with local and regional leadership to identify pursuit team members and client relationship owners
Qualifications for valuation manager
- An interest in building a career in risk management
- The ability to see tasks through to completion
- The successful candidate will have a Bachelor’s degree in business administration or accounting
- Proven sales ability represented by a minimum of three years of direct sales experience
- Possess industry knowledge in valuation of tangible assets
- Expand business practice
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Valuation Manager Job Description
Job Description Example
Our company is searching for experienced candidates for the position of valuation manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for valuation manager
- Directs and provides leadership in the Statutory, Tax and IFRS valuation of our UL insurance products
- Monitors and analyzes developments in actuarial techniques, laws and regulations applicable to company operations, and competitive developments in the marketplace those specific to UL block
- Provide analysis on market evolution
- Investigate local valuation issues
- Give opinion on new products valuation methodology and setup
- Take ownership of some of the calculations the team performs at month-end
- Participate in the ongoing effort of streamlining the processes of the team
- Provide support to the Front Office on valuation methodologies and adjustments on all the activities originated in Americas
- Meet with internal and external auditors on selected activities
- Interact with external teams
Qualifications for valuation manager
- Strong leadership skills / experience managing/directing teams
- Reporting key results to various committees, senior management and Business Heads
- Calculating complex valuation adjustments required to compensate for risk management system limitations
- Preparing a balance sheet based on the fair value hierarchy
- Reviewing new business proposals
- Assisting product control with large PnL substantiation
3
Valuation Manager Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of valuation manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for valuation manager
- Work with local office leadership to create and execute a sales strategy for the assigned territory
- Coordinate with Client Service groups to develop and execute sales campaigns
- Identify and qualify sales opportunities through relationships, sales campaign activity, social media and direct prospecting
- Provide support to the Front Office on valuation methodologies and adjustments on all the activities originated in America
- Interact with the VAL team
- Drafting reports on impairment of assets valuation of goodwill and indefinite and long-lived asset impairment testing for financial reporting purposes
- Understand and manage firm risk on projects and proposals
- Supervise, train, and mentor Managers, Associates, and Interns on valuation of financial instruments and related services
- Work closely with audit teams and regulators
- The Valuation Manager will complete the valuation procedures in accordance with the PBGC plan asset evaluation procedures
Qualifications for valuation manager
- The successful candidate will have a Bachelor’s degree in business administration, marketing, or accounting
- In depth knowledge of Canadian GAAP actuarial valuation concepts
- Design, implement and document model related fair valuation adjustments
- Design, implement and document model related prudent valuation adjustments
- Further enhance the VC-Methodology Calculation Library (written in Haskell)
- To work with the individual VC asset groups to determine price testing methodologies
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Valuation Manager Job Description
Job Description Example
Our company is looking for a valuation manager. 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 valuation manager
- Prepare intangible asset valuations (patents, trademarks, non-compete agreements, goodwill)
- Assist in preparing valuation reports, letters, and other client deliverables
- Perform in-depth industry, market, competitor, and economic research and valuation analysis on a wide range of public and private entities using all accepted approaches and theory
- Review various agreements, loan documents and market research with the intent of capturing salient points to be used for financial modeling purposes and clearly communicate the key drivers of value to others
- Facilitate certain work streams with the help of other staff
- Lead team to conduct fixed assets appraisal, real estate advisory, and real property valuation for financial reporting, taxation, transaction, financing, litigation and strategic management purposes
- Execute property valuations, performing cash flow and financial analysis modeling, conducting market research, report writing and proposal preparation
- Perform valuations for financial reporting purposes (such as purchase price allocation) and provide technical support to audit on fair value financial reporting matters under HKFRS, IFRS PRC GAAP and US GAAP
- Execute business valuations, value calculation including financial modeling and advisory engagements, performing business and financial analysis, conducting industry research, report writing and proposal preparation
- Manage and supervise staff in day to day work
Qualifications for valuation manager
- Master in Financial Mathematics or a PhD in a quantitative area
- Experience of structured products is essential
- Experience of Bloomberg, Reuters and other information systems, would be helpful
- Excellent interpersonal skills, with the ability to communicate at all levels both written and verbally
- Good team worker with the ability to work with a minimum of supervision, to organize and prioritize own work
- Experience of valuation control or model validation is desirable
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Valuation Manager Job Description
Job Description Example
Our company is searching for experienced candidates for the position of valuation manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for valuation manager
- Act as a liaison between underwriters, reviewers, collateral risk and escalation personnel and Staff Appraisers when appraisal issues occur that require management intervention
- Manage the ongoing maintenance of the Staff Appraiser profiles, and overseeing all aspects of the profile settings as necessary to ensure a well-balanced level of success for the Staff Appraisers, which would include territory alignment/adjustments, product expertise and training, capacity setting
- Accountable for P&L management to an acceptable profit margin
- Oversee/complete special projects as assigned by Staff Production leadership
- Partner with other internal Divisions such as Review, Escalations, Client Management, Panel Management, Operations/Fulfillment, in support of maintaining/creating a fluid and efficient work flow and increasing efficiencies with team collaboration
- Identify and propose improvements to existing workflows and technology
- Analyze numerous and ongoing management reports, and implement necessary improvements and/or modifications to achieve successful results
- Manage and deliver valuation services
- Build customized valuation models for complex securities valuations
- Collect appropriate data from internal and external sources, including clients, in order to perform the valuation
Qualifications for valuation manager
- Ability to work independently in teams.12… 6 seek to 10%, 20% … 60%
- MBA in Accounting, Finance, Economics, Business Administration, or related field
- Certification/license such as CPA or CFA
- Ability to solve complex valuation issues
- Must have strong knowledge of structured products and complex financial instrument valuation
- Experience with debt valuation, valuation for private equity, and valuation for hedge funds