Valuation Analyst Resume Samples

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Valuation Analysts derive values from private company stocks to help them with transactions. Specific duties seen on a Valuation Analyst resume sample are performing market research, identifying influences, checking record databases, collaborating with specialists in other departments, presenting their findings to senior management, and managing stakeholder disputes. A well-written example resume in this field should mention skills like financial analysis expertise, detail orientation, computer proficiency, knowledge of relevant software, being able to deal with complexity, teamwork, and conflict resolution. Most Valuation Analysts hold a Bachelor’s Degree in a financial field.

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1

Valuation Analyst

  • Was on a team of 4 valuation analysts that evaluated companies from a private level that ranged from $50k-$100m in annual revenues
  • Conducted and created detailed valuation reports using the following three methods: Asset Approach, Market
  • Created discount cash flow statements to help value various specific intangibles
Candidate Info
2
years in
workforce
4
months
at this job
BS
Business Administration
2

Structure Finance Valuation Analyst

  • Implemented and improved the valuation models for structured securities such as Auto ABS, CLOs both in the US and the Chi- nese markets; set up excel cash flow models, ran Monte-Carlo Simulation using VBA and established credit ratings for various tranches
  • Completed over 20 Auto ABS deal valuations using the [company name] proprietary cash flow modeling system (WFE)
  • Completed Auto ABS portfolio analysis and provided investment strategy improvement for clients
Candidate Info
2
years in
workforce
8
months
at this job
BA
Economics And Mathematics
MS
Financial Engineering
3

Senior Valuation Analyst

  • Awarded outstanding contribution to the valuation department in 2015.
  • Served as lead analyst for determining intrinsic and fair market value of privately held enterprises across different economic life cycles primarily through Discounted Cash Flow, Capitalized Economic Income, and Company Comparable Analysis.
  • Conducted in depth analysis of financial and operational results of enterprises with revenues ranging from $1.0 million to $50.0 million, by reviewing financial statements and tax returns, in addition to conducting interviews with senior management.
  • Normalized financial statements to determine any non-operating, non-recurring, and accounting adjustment items reported on financial statements to determine public equivalent income stream.
  • Developed appropriate cost of capital given economic cycles, industry trends, and historical financial performance with Capital Asset Pricing model, Build-Up model, and Weighted Average Cost of Capital.
  • Assembled and produced business valuation report containing general economic conditions; industry assessment; financial and valuation analysis of enterprise being appraised.
Candidate Info
5
years in
workforce
5
years
at this job
BS
Finance
4

Broker/valuation Analyst

  • Completed asset valuation assignments for various mortgage market entities (BPO Valuations).
  • Achieved cumulative sales and valuation volume of $5.1 Million & $1.8 Million respectively.
  • Broadened my competency for asset/market trend analysis and predictive valuation analytics.
  • Utilized techniques obtained in academic career to develop a strong core of data analysis skills
Candidate Info
8
years in
workforce
2
years
at this job
AAS
Business Administration
BBA
Finance
5

Quantitative Valuation Analyst

  • Used MatLab, FinCAD, Numerix, and proprietary software to provide valuations for OTC derivatives across multiple asset classes (IRS, Swaption, CDS, IFS, FX and equity options).
  • Provided evaluated prices for over 2,000 fixed income securities on daily basis; managed challenge procedures and conducted deep dive analysis.
  • Managed procedure enhancement projects using VBA and SQL.
Candidate Info
2
years in
workforce
2
years
at this job
BS
Civil Engineering
Environmental Engineering
Finance
6

Valuation Analyst

  • Experience with listed and exotic securities including equity, fixed income, IRS, CDS, and OTC options; understanding the complexity of each product type in order to apply appropriate valuation methods.
  • Performed daily and monthly valuations on multiple client portfolios and ensured accurate and timely delivery of net asset valuation for multiple hedge fund clients.
  • Utilize Excel to streamline Manual Pricing and Multiple Source Report detailing all held securities and formatted according to client specific requirements, resulting in increased accuracy and turnaround time.
  • Perform risk analysis on market data from brokers, traders, counterparties, and vendors to reconcile and verify potential suspect market values as well as providing valuation analysis to calculate the Net Asset Valuations.
  • Coordinate with valuation control group to analyze client instructed prices, verify the consistency of pricing source, and ensure the net impact to the fund does not break set basis point (BPS) levels.
  • Presented lunch and learn sessions to various team members across department lines to provide employee insight into hedge fund valuations day to day operations.
  • Coordinated monthly and daily hand over meetings between JPMorgan global sites.
Candidate Info
3
years in
workforce
3
years
at this job
BS
Business Administration Finance
7

Securities Valuation Analyst

  • Responsible for monitoring risk that pertain in the clearing houses by performing daily valuations of fixed income and equity securities to ensure that [company name]-eligible securities are adequately priced.
  • Identified and Spearheaded a project with the quantitative team to change the inputs of the parametric VAR model that existed since 1999.
  • Develop strategies to use VWAP as a pricing source when there was a merger between two vendors.
  • Identified discrepancies in vendor based pricing models by using Bloomberg and Thomson Reuters Eikon.
  • Resolve daily independent price testing of tolerance breaks and monitor vendor price challenges.
  • Conduct periodic benchmark testing and assist in the development of new pricing mechanisms.
Candidate Info
9
years in
workforce
2
years
at this job
BBA
Corporate Finance
MBA
Finance And Investments
8

Valuation Analyst

  • Providing oversight for critical assets measured at fair value or on a similar basis, and preparing inputs for various bank’s business units
  • Construction and execution of models for valuation of portfolios and assets using Excel, SQL, Hyperion, BlackRock, Citrix, and Bloomberg
  • Valuation of critical assets and liabilities, reconciling valuations to general ledger balances, preparing and reviewing quarterly bank’s financials
  • Assist and prepare financial and external reporting, roll forward and reconciliation, and actual Profit & Loss schedules
  • Performing quarterly reviews of SOX compliance with respect to such valuations
Candidate Info
2
years in
workforce
1
year
at this job
BS
Business Administration
9

Valuation Analyst

  • Analyze privately-held securities to provide audit defensible 409A valuation reports
  • Interfacing with client’s upper management teams to understand value drivers across various industries
  • Adapting analysis to specified formats, templates, styles and deadlines when creating reports
  • Manage multiple projects and deadlines as well as collaborating with other team members to share information and insights
  • Researching a wide range of companies and industries through CapitalIQ and IbisWorld
  • Working with and improving eShares financial software tools and models
Candidate Info
5
years in
workforce
3
months
at this job
BS
Economics-finance
MS
Financial Analysis
10

Valuation Analyst

  • QC checking of various appraisal reports (1004, 1025, 1073, 2055, 2090, etc)
  • Ensure specific client guidelines are followed by appraisers.
  • Work with appraisers on correcting revisions as needed
  • Reaching out to appraisers on issue as needed
Candidate Info
25
years in
workforce
1
year
at this job
BS
Business Administration

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