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Tier-1 brand, mid-level generalist role, and common valuation skillset increase candidate competition.
Highly finance-specific valuation skills reduce transferability across industries.
Explicit 2–3 years requirement, mandatory securities pricing experience and Excel skills make screening moderately strict.
Prepare and deliver valuation reports for internal and external clients, ensuring timeliness and accuracy.
Manage valuation processes including control reports for missing, variance, and stale prices, resolving exceptions and discrepancies.
Train and mentor new team members and contribute to process improvement initiatives to reduce risk and increase efficiency.
Minimum 2+ years experience in securities pricing, fund accounting, custody operations, or securities administration in financial markets.
College or university degree preferably in finance, business, accounting, or equivalent experience.
Proficiency in MS Office suite; familiarity with market data vendors like Bloomberg, Reuters is required.
Work Experience Required: Minimum 2+ years in Financial Markets
Strong knowledge of financial markets and complex securities including equity, fixed income, derivatives, FX, loans, futures, and options.
Detail-oriented with ability to analyze issues, research pricing discrepancies, and escalate when appropriate.
Effective communicator with experience in team collaboration and client service in a continuous operations environment.