Valuation Risk Controller Resume Samples

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RO
R O'Kon
Ron
O'Kon
54035 Padberg Centers
Los Angeles
CA
+1 (555) 959 9779
54035 Padberg Centers
Los Angeles
CA
Phone
p +1 (555) 959 9779
Experience Experience
06/2015 present
New York, NY
Equities Valuation Risk Controller
New York, NY
Equities Valuation Risk Controller
06/2015 present
New York, NY
Equities Valuation Risk Controller
06/2015 present
  • Training opportunities/Constant development
  • Preparing reports and documents that clearly explain and summarize the mark review issues for Senior Finance Management and the Business Units
  • Being part of a Global Team
  • Having an opportunity to work with different equity eerivatives
  • Regular interaction and liaison with Global Product Controllers, Trading Desk and other VRG teams regarding specific valuation issues
  • Solid knowledge of Excel. VBA programming knowledge is an advantage
  • Challenging existing processes and procedures to improve the quality and efficiency of the mark review and to proactively identify, monitor and manage both the known and unknown risk within those existing processes and procedures
03/2009 04/2015
Houston, TX
Valuation Risk Controller Lending
Houston, TX
Valuation Risk Controller Lending
03/2009 04/2015
Houston, TX
Valuation Risk Controller Lending
03/2009 04/2015
  • Assist in developing new and revise existing valuation methodologies and procedures as necessary
  • Ideal candidate would have direct working knowledge of syndicated corporate loan facilities
  • Perform the mark review for primary corporate, commodities and/or project finance loans, verifying that marks are in accordance with established policy and procedures
  • Liaise with product controllers, traders and risk management regarding valuation specific issues
  • Perform reconciliations between the firms books and records and the underlying positions at month-end
  • Prepare reports and documents that clearly explain and summarize the mark review issues for Senior Finance Management and the Business Units
  • Identify, escalate and address valuation discrepancies, risks or other issues
03/2004 09/2008
Phoenix, AZ
Valuation Risk Controller
Phoenix, AZ
Valuation Risk Controller
03/2004 09/2008
Phoenix, AZ
Valuation Risk Controller
03/2004 09/2008
  • Monthly mark review production to ensure positions are marked correctly in the firm’s books and records. It covers a broad range of listed and derivative products
  • Interaction with the trading desks and other internal/external parties in New York, London and Hong Kong
  • Preparing summaries on mark review results for senior finance executives and the Business Units
  • Developing and standardizing the existing Mark Review processes
  • Utilize proprietary models, Bloomberg, etc to derive market based prices for interest rate products
  • Work closely with traders and risk management to resolve pricing disparities, substantiate significant mark ups/downs, and report valuation review results to senior management
  • Work closely with strategy/modeling teams as well as model control to facilitate the development of improved valuation methodologies for interest rates products across the Firm
Education Education
Bachelor’s Degree in Economics
Bachelor’s Degree in Economics
Florida International University
Bachelor’s Degree in Economics
Skills Skills
  • Good understanding of financial markets and products and ability to learn new products
  • Ability to translate complex theoretical problems into smaller problems that can be solved practically
  • Strong interpersonal and communication skills
  • Strong analytical and problem solving skills
  • Solid knowledge of Excel. Comfort with and knowledge of programming is a plus as the role may work with valuation techniques and methodologies that may involve working with code
  • 4+ years of finance
  • Valuations experience with a focus on derivatives, structured products, and hard to value products (Level 3)
  • Strong quantitative skills
  • A successful candidate will be able to manage interest rates valuations to ensure compliance with FAS 157, fair value accounting policy and valuation controls as well as responsible for setup and consolidation of valuation results for the Interest Rates Group
  • Utilize proprietary models, Bloomberg, etc to derive market based prices for interest rate products
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1

Valuation Risk Controller Resume Examples & Samples

  • Analyze trades across asset classes (with a particular focus on complex derivatives and structured products)
  • Draft high quality valuation reports
  • Effectively communicate upwards issues identified and liaising across the bank to source relevant information
  • 4+ years of finance
  • Valuations experience with a focus on derivatives, structured products, and hard to value products (Level 3)
2

Valuation Risk Controller Resume Examples & Samples

  • A successful candidate will be able to manage interest rates valuations to ensure compliance with FAS 157, fair value accounting policy and valuation controls as well as responsible for setup and consolidation of valuation results for the Interest Rates Group
  • Utilize proprietary models, Bloomberg, etc to derive market based prices for interest rate products
  • Work closely with strategy/modeling teams as well as model control to facilitate the development of improved valuation methodologies for interest rates products across the Firm
  • Liaise with Global Product Control to validate P&L and understand new transactions. Perform production and policy review regarding the firm’s quarterly FAS157 accounting disclosure
  • Effective in managing relationships at all levels
3

Securitized Products Group Valuation Risk Controller Resume Examples & Samples

  • A successful candidate will be able to manage mortgage asset backed securities portfolio valuations to ensure compliance with FAS 157, fair value accounting policy and valuation controls as well as responsible for setup and consolidation of valuation results for the Securitized Products Group
  • Utilize proprietary models, Bloomberg, TREPP, Intex, ABSNet to derive market based prices for residential and commercial mortgage backed securities and loans
  • Project work as required on new systems and functionality enhancements
  • Strong academics required in a quantitative discipline such as economics, mathematics, physics, engineering or other technical field
4

Valuation Risk Controller Resume Examples & Samples

  • Managing the monthly mark review of Fixed Income products to ensure positions are marked in compliance with fair value on the firm’s books and records
  • Working with both the Front Office quantitative team and Model Risk quantitative team within VRG to develop and review valuation review techniques
  • Serving as the primary local valuation control contact for the group’s clients, eg trading and finance management as well as regulators and auditors
  • Minimum 7-15 years of related experience
  • Solid understanding of Fixed Income preferred. Strong enthusiasm to learn and develop their product and model knowledge within the context of an external price-testing role
  • Quantitative degree (Finance, Mathematics, Engineering, and Economics), Advanced degrees ideal
  • The successful candidate will need drive and determination in order to deliver effective valuation control
  • Self confidence, good communication skills and an ability to work as part of a larger team is critical to the success of the candidate
5

Credit Valuation Risk Controller Resume Examples & Samples

  • Regular interaction and liaison with Global Product Controllers, Trading Desk and other VRG teams regarding specific valuation issues
  • Preparation of reconciliations between the firm’s books and records and the underlying positions at month-end
  • Involvement in balance sheet categorization based upon observability in accordance with accounting policy FAS157
  • Project work like pricing hierarchy assessment, mark consistency monitoring
  • 0-2 years work experience
6

Senior Lead Valuation Risk Controller Interest Rates Resume Examples & Samples

  • Coordinating team (5+) in validating the valuation of the inventory within the firms Equity Division. It covers a broad range of listed and derivative products
  • Preparing summaries on valuation risk review results for senior finance executives and the Business Units
  • Playing active and lead role in functional initiatives
  • Enhancing the processes used to validate the valuation of firm’s inventory and assess valuation risk
  • Experienced individual with minimum 3 years Team Lead experience
  • Solid knowledge of Excel. Comfort with and knowledge of programming is a plus as the role may work with valuation techniques and methodologies that may involve working with code
7

Valuation Risk Controller Resume Examples & Samples

  • Manage monthly mark review of the Tokyo Interest Rate business to ensure positions are marked correctly in the firm’s books and records
  • Work with both the Front Office quantitative team and Model Risk quantitative team within VRG to develop and review valuation techniques
  • Develop full understanding of the products traded by the desk and their marking/valuation adjustment methodologies
  • Performance of documented reviews of the modeling and parameter mark review methodologies of significant new transactions for presentation to management
  • Regular interaction and presentations to Business Unit, Controllers and VRG
  • Minimum 5-10 years of related experience
  • Solid understanding of Interest Rate products preferred. Strong enthusiasm to learn and develop their product and model knowledge within the context of an external price-testing role
  • The successful candidate will need drive and determination in order to deliver effective valuation control. The candidate will be expected to work to tight monthly deadlines
8

Equities Valuation Risk Controller Resume Examples & Samples

  • Completed Masters degree in Economics, Finance or Business related discipline and availability to work full time (8 hours a day)
  • 1-3 years work experience
  • Solid knowledge of Excel. VBA programming knowledge is an advantage
9

Valuation Risk Controller Resume Examples & Samples

  • The production and reporting of the monthly mark review to ensure positions are marked correctly in the firm's books and records. As many of the positions are illiquid, this requires working closely with the Model Risk quantitative team within valuations review group to develop innovative valuation techniques
  • Production and of the monthly mark Prudent Valuation Capital Charge
  • Gain a full understanding of the products traded by the desk and their marking/valuation adjustment methodologies
  • Perform documented reviews of the modelling and parameter mark review methodologies of significant new transactions for presentation to management
  • Interaction with the Business Unit during the monthly mark review process
  • Experience covering the following products within this role will include linear and nonlinear interest rate derivatives and hybrids including, vanilla interest rate swaps, swaptions, constant maturity swaps, constant maturity swap spread options, Bermudans, interest rate/ credit and interest rates/equity hybrids
10

Liquid Flow Rates Valuation Risk Controller Resume Examples & Samples

  • Managing a team of six resources and leading the team to ensure deliverables are met and proper internal controls are adhered to
  • Daily validation responsibilities covering a broad range of products
  • Strong leadership, interpersonal and communication skills
  • Strong analytical and problem solving skills
11

Lending Valuation Risk Controller Resume Examples & Samples

  • Production of the monthly mark review to ensure positions are marked correctly in the firm’s books and records
  • Preparing reports and documents that clearly explain and summarize the mark review issues for Senior Finance Management and the Business Units
  • Project work as required on new systems, methodology and functionality enhancements
  • Completed Bachelors degree in Economics, Finance or Business related discipline and availability to work full time
  • 3-5 years work experience
12

Valuation Risk Controller Structured Rates Resume Examples & Samples

  • Preparing summaries on mark review results for senior finance executives and the Business Units
  • Developing and standardizing the existing Mark Review processes
  • Strong interpersonal and communication skills
13

Valuation & Risk Controller Resume Examples & Samples

  • Very good understanding of a range of Fixed Income products valuation (interest rate, FX) and their associated risk sensitivities. The ability to discuss and resolve valuation issues with traders and market risk specialists is essential
  • Good understanding of control techniques and logic
  • Good numerical / mathematical skills. The ability to understand and apply valuation methodologies, including curve construction and model, is essential
  • Good PC skills, VBA programming, is an advantage
  • Excellent communications skills. Fluent in spoken English
  • Positive attitude to complying with deadlines and objectives
  • Effective time management and ability to prioritise workload
  • Robust and confident personality
  • People oriented and team player
  • Minimum 5 years experience in Market Risk / Valuation related position, with a previous focus on credit, rates. Exposure to non-vanilla products an advantage
  • Supervisory experience of team / section an advantage
  • FRM/CFA qualification would be an advantage
14

Valuation Risk Controller Resume Examples & Samples

  • Product control
  • Trading Strategists, responsible for developing the models
  • Production and reporting of the monthly mark review to ensure positions are marked correctly in the firm’s books and records. As many of the positions are illiquid, this requires working closely with the Model Risk quantitative team within
  • They should also have self-confidence, have good communication skills and be a strong team player as it is important to interact successfully with the broader control function and business unit
  • Good understanding of IT and systems
15

Credit Derivatives Valuation Risk Controller Resume Examples & Samples

  • Manage a team of valuation risk controllers supporting the Credit business
  • Responsible for managing the team’s workflow, ensuring deliverables are met and outputs are maintained at a high standard
  • Act as key point person to internal clients
  • 5 years work experience
16

Valuation Risk Controller Resume Examples & Samples

  • Managing the monthly mark review of Interest Rates derivatives to ensure positions are marked in compliance with fair value on the firm's books and records
  • Providing Totem submissions and other valuation review quantitative/qualitative analysis comments with regards to the coverage area
  • Solid understanding of Fixed Income preferred
  • Strong enthusiasm to learn and develop their product and model knowledge within the context of an external price-testing role
  • Quantitative degree (Finance, Mathematics, Engineering, and Economics), advanced degrees ideal
  • Drive and determination in order to deliver effective valuation control
17

Valuation Risk Controller Resume Examples & Samples

  • Bachelor's degree in Finance or Accounting or in a quantitative discipline such as economics, mathematics, physics, engineering or other technical field
  • At least 2 years of relevant experience
  • Prior experience on fixed income products is preferred
18

Valuation Risk Controller Resume Examples & Samples

  • Production of the monthly mark review to ensure positions are marked correctly in the firm's books and records
  • Regular interaction and liaison with various stakeholders globally, including Product Controllers, Trading Desk, and Strategists
  • Preparing reports and documents that clearly explain and summarize the mark review results and issues for Senior Finance Management and the Business Units
  • Preparation of reconciliations between the firm's books and records and the underlying positions
  • Involvement in balance sheet categorization based upon observability in accordance with FAS157
  • Completed Bachelor's degree in Economics, Finance or Business related discipline and availability to work full time
  • At least 6 months' relevant professional experience (fresh graduates are also welcome to apply)
  • Solid knowledge of Excel
  • VBA programming knowledge is an plus
19

Valuation Risk Controller Resume Examples & Samples

  • A successful candidate will be able to manage emerging market valuations to ensure compliance with FAS 157, fair value accounting policy and valuation controls as well as responsible for setup and consolidation of valuation results for the FXEM/Treasury Group
  • Work with strategy/modeling teams to conduct assessment of models used for valuations of derivatives and other financial instruments, assessment of valuation methodologies, testing of valuation tools, identification and resolution of valuation discrepancies, and communicating assessments to senior management and challenging model developers
  • Utilize proprietary models, Bloomberg, etc.. to derive market based prices for emerging markets products
  • Strong mathematical background and modeling skills
  • Computational skills using VBA/Excel preferred
  • Strong inter-personal skills in order to interact confidently with Front Office Trading and Strategists, Finance senior management, and other internal and external stakeholders
20

Valuation Risk Controller Resume Examples & Samples

  • Monthly independent valuation of a broad range of listed and derivative products portfolio using external data sources and internal models
  • Understanding of financial markets and products and ability to learn new products
  • Programming knowledge is a plus
21

Valuation Risk Controller Resume Examples & Samples

  • Review BU valuation analysis of the underlying investments held within Asset Management?s private equity funds
  • Review business unit valuation methodologies, models, assumptions and inputs
  • Perform independent fundamental valuation analyses under market and income approaches
  • Evaluate portfolio company operational and financial performance and outlook
  • Verify the valuation is in accordance with established procedures and identify potential discrepancies or risks
  • Document valuation methodology and implementation procedures; evaluate present procedures for compliance with established Firm policy and regulatory requirements, revise and develop new and existing valuation methodologies and procedures
  • Present and communicate mark review results to constituents
  • BS/BA in Finance, Economics or Accounting with at least 6 years of business valuation/private equity valuation experience
  • MBA, CFA or MS in related field a plus though not required
  • Excellent technical skills, including a comprehensive understanding of valuation concepts/techniques and Excel modeling skills
  • Proficiency in Word and Power Point
  • Working knowledge of research tools such as Bloomberg and Capital IQ to independently gather relevant market data
  • Excellent interpersonal and communications skills, both written and oral
  • Well organized and detailed oriented
  • Ability to manage time effectively and meet tight deadlines
22

Valuation Risk Controller Lending Resume Examples & Samples

  • Perform the mark review for primary corporate, commodities and/or project finance loans, verifying that marks are in accordance with established policy and procedures
  • Utilize proprietary models, Bloomberg, and other external data sources
  • Identify, escalate and address valuation discrepancies, risks or other issues
  • Liaise with product controllers, traders and risk management regarding valuation specific issues
  • Prepare reports and documents that clearly explain and summarize the mark review issues for Senior Finance Management and the Business Units
  • Perform reconciliations between the firms books and records and the underlying positions at month-end
  • Perform project work as required for process and valuation methodology enhancements
  • Assist in developing new and revise existing valuation methodologies and procedures as necessary
  • Bachelors Degree with 2-4 years of related experience
  • Ideal candidate would have direct working knowledge of syndicated corporate loan facilities
  • Control minded, well organized and detailed oriented
  • Ability to work effectively as a member of a team or independently
  • Ability to develop and maintain consultative relationships with various constituents
  • Ability and willingness to adapt to new challenges in a dynamic environment with shifting priorities
23

Valuation Risk Controller Resume Examples & Samples

  • Monthly independent valuation of the Commodities portfolio using external data sources and internal models
  • Working with derivatives such as forwards, options and swaps with Commodity underliers in addition to customized structured deals
  • Ability to assimilate complex information quickly
  • Strong finance background
  • Strong Microsoft Office skills, particularly in Excel