at UBS
Bulge Bracket Investment BanksPosted 3 days ago
No clicks
**HOLT Sector Specialist: Drive Monthly Valuations, Report on Key Items & Enhance Processes – Global Fintech Firm** Assist in preparing monthly valuation reports, presenting insights to global heads and product leads. Craft compelling, data-driven commentary on valuation issues, IPV results, and reserve movements. Maintain reporting integrity and IPV tool standards, incorporating user feedback. Manage projects to enhance reports and adapt to accounting changes. Oversee cross-team valuation consistency and develop expertise on internal reporting tools. Evaluate regulatory impacts, articulate changes, and coordinate returns. Prepare senior management MIS. **10+ years industry experience, HOLT/HMT experience, strong quantitative & qualitative analysis skills.**
- Compensation
- Not specified
- City
- Not specified
- Country
- Not specified
Currency: Not specified
Full Job Description
| Assisting the team in preparation of monthly valuation reports and presenting them to global head of valuation control, and the Valuation Control product leads. Producing summary commentary on key valuation items including Independent price verification (IPV) results, reserve movements and valuation issues. The commentary needs to convey key messages to management, therefore going beyond factual reporting. Maintain the integrity of the reporting processes and the IPV tool, including appropriate completeness controls, consistency / trending and gathering user feedback on improvements / design aspects. Supporting various ad-hoc projects to enhance the valuations reports driven by changes to accounting standards and/or regulatory requirements and other initiatives that fall within the remit of VOC/RVG work. Managing projects related to consistency of valuations work across product teams and developing subject matter expertise on an internal newly built reporting tool. Understanding and assessing the impact of regulatory requirements for the VCG team, articulating change requirements to VCG asset class teams, oversight and coordination of regulatory returns and financial reporting. Preparing key MIS for senior management | Show more Equity Valuations Controller |
