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Valuation Analyst Resume Samples
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0-5 years of experience
- 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
0-5 years of experience
- 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
0-5 years of experience
- 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.
0-5 years of experience
- 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
0-5 years of experience
- 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.
0-5 years of experience
- 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.
0-5 years of experience
- 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.
0-5 years of experience
- 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
0-5 years of experience
- 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
0-5 years of experience
- 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
0-5 years of experience
- Responsible for valuation and litigation support services for clients
- Value business interests for gift tax and estate planning
- Valuation support for business sales, purchases, and mergers
- Responsible for financial modeling (Microsoft Excel) and analysis for clients
- Performed comparative financial statement analysis
- Prepare valuation and financial analysis reports for client’s use
0-5 years of experience
- Complete appraisal on multi-family apartment buildings, including many proposed apartment buildings, single and multi-tenant commercial and industrial properties throughout New York, New Jersey, and Connecticut
- Experience with Argus discounted cash flow program
- Successful completion of the following courses at the Appraisal Institute: Income Approach Part I & II, Real Estate Statistics & Finance, USPAP, Basic Appraisal Principles & Procedures
0-5 years of experience
- Calculate futures variation margin, book futures trades, analyze and reconcile differences to third party
- Ensure all net asset values are accurate and the accounting records are up to date
- Reconcile cash and security transactions
- Price portfolios including Equities, Options, Futures, Fixed Income, Swaps, OTC's and Forwards
0-5 years of experience
- Provide a conclusion of value for small and mid-sized closely-held businesses within the United States and Canada for various purposes such as estate tax planning, gift taxation, mergers and acquisitions, shareholder buy-out, and third-party or related-party sale, among others.
- Specialize in interpreting financial ratios; as well as data and document intensive financial analysis focusing on the Capitalization of Earnings Method, Discounted Cash Flow Method, Weighted Average Cost of Capital (WACC), Build-Up Method, Asset, Market Methodologies, and Intangible Asset Models.
- Perform data and document intensive financial analysis and modeling/projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, forensic accounting procedures, and related investigative assignments.
- Analyze, normalize, and make proper adjustments to the financial statements, as well as build and analyze financial projections.
- Aid in the development of all valuation reports up to and including peer review analysis of various financial calculations and report content, as well as train analysts on business valuation practices.
- Perform economic and industry research, examining public and private sector operating performance.
- Interview key managerial personnel (business owners, board members, partners, CEOs, etc.) via verbal and written correspondence on a daily basis.
- Work closely with partners and staff on client management, practice development, and business development processes.
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