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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in valuing and reviewing public and private fixed income and equity holdings, with strong analytical skills to conduct variance analysis and develop valuation models. Proficient in communicating with auditors and developing controlled processes to mitigate organizational risk.
Highest-signal resume keywords
Valuation ModelsVariance AnalysisFixed Income HoldingsEquity HoldingsMarket Fundamentals
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Asset ValuationFinancial MarketsDue DiligenceAnalytical SkillsValuation Modeling
Soft Skills
Critical ThinkingAccountabilityCommunicationConflict Management
Industry Keywords
Public EquityPrivate EquityCommercial MortgagesReal AssetsDerivatives
About the role
Key responsibilities & impact- Value and review selected public and private fixed income and/or equity holdings
- Develop valuation models for private and public investment portfolio holdings
- Monitor and challenge third-party or General Partner valuations using supporting data
- Conduct and review variance analysis to identify mass-priced holdings, assess variance risks, and develop mitigation plans
- Prepare and deliver valuations and pricing solutions to internal clients, auditors, and regulators
- Communicate frequently with internal and external auditors to mitigate organizational risk
- Research current and future macro and micro market conditions and market fundamentals affecting pricing and valuations
- Develop and update processes and procedures that strengthen controls and reduce risk
- Deliver supported valuations and credit losses for respective accounts
- Estimate fair market pricing when third-party pricing is unavailable or unreasonable
- Monitor third-party providers and pricing and maintain current market knowledge
Requirements
What you’ll need- 3+ years of required work experience
- 5+ years of preferred work experience
- Experience valuing and reviewing public and private fixed income and/or equity holdings
- Ability to work independently under limited supervision
- Experience with bonds, equities, commercial mortgages, commercial real estate, real assets, private equity, and/or derivatives
- Knowledge of valuation models and asset/investment modeling
- Experience monitoring and challenging third-party or General Partner valuations
- Experience conducting variance analysis of portfolio valuations
- Understanding of macro and micro market conditions and market fundamentals
- Ability to develop and update controlled processes and procedures
- Skills in asset valuation, financial markets, due diligence, analytical skills, critical thinking, accountability, communication, conflict management, and market/industry dynamics
- University degree preferred
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Incentive program linked to performance, depending on the role
- Future-focused skills and AI tools
- Meaningful learning experiences and development pathways
- Reasonable accommodation support for applicants with disabilities