Sr Valuation Analyst jobs in United States
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Aflac · 4 hours ago

Sr Valuation Analyst

Aflac is a Fortune 500 company and an industry leader in voluntary insurance products. They are seeking a Sr Valuation Analyst to execute valuation processes for their substantial investment portfolio, leveraging knowledge of financial principles and quantitative models.

FinanceFinancial ServicesHealth CareInsurance
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H1B Sponsor Likelynote

Responsibilities

Draws on solid knowledge of investments and/or derivatives, fixed income and equity pricing and portfolio valuation to execute the duties of the position, under general direction
Completes daily and monthly valuation processes (pricing) for Aflac’s $100+ billion investment portfolio
May apply knowledge of mathematical, financial, and/or computational principles to assist in development and implementation of quantitative valuation models
May maintain securities of interest (SoI) lists/tables in external and internal resources to facilitate automated and manual data feeds to pricing data warehouses and downstream applications
May maintain, adjust and/or monitor data feeds for accuracy and completeness and proactively addresses exceptions or service issues
Assists with review and analysis of practices, policies and procedures for portfolio valuation and performance measurement
Prepares and maintains on-going documentation efforts related to valuation and performance measurement policies, internal controls, processes and results
Interacts with other areas in Investments, such as Portfolio Managers, Risk Management, Compliance, Finance and Analytics to integrate and streamline applicable valuation and performance measurement processes
Assists with the reporting of fair value accounting (i.e. Topic 820, formerly FAS 157, etc.)
Assists with preparation and documentation for an officer-level Valuation and Pricing Committee focusing on key pricing and valuation initiatives and decisions
Performs due diligence and process reviews with various third-party valuation service providers, in addition to other external and internal pricing sources
Participates in special projects and performs analyses as requested by management
Performs other duties as required

Qualification

Valuation modelsFinancial software proficiencyData analysis toolsInvestment knowledgeProgramming languagesMicrosoft ExcelAnalytical skillsAttention to detailCommunication skillsProblem-solving skills

Required

Solid practical knowledge of investments and/or derivatives, fixed income and equity pricing, and portfolio valuation
Demonstrated technical proficiency with financial software and data analysis tools; or
Demonstrated ability to perform some database or data warehouse tasks and/or execute data extracts or reports utilizing native functions or external query tools / applications (MS Power BI, Qlik, etc.); or
Demonstrated ability to perform some programming of valuation models, and at a minimum utilizing tools such as Excel (macros) and market data from providers such as Bloomberg, LSEG/Refinitiv, etc
Demonstrated ability to perform tasks and manage process workflow steps in and among integrated or standalone investment or market data platforms to meet functional requirements and deadlines
Intermediate knowledge of Bloomberg, LSEG Refinitiv, and/or ICE Data Services products and API functions
Strong attention to detail
Strong analytical / quantitative skills and problem-solving skills
Ability to run or otherwise utilize quantitative, statistical, mathematical, and/or computational financial models to generate independent fair valuations to include, but not requiring, prior experience in model development, risk, valuation, and model validation and implementation for Foreign Exchange, Fixed Income and OTC derivatives
Advanced knowledge of Microsoft Office, particularly Excel
Excellent oral, written, and interpersonal communications skills to effectively interact with peers, management, and internal customers, and external vendor representatives
Bachelor's Degree in Accounting, Finance, Business, Economics, Computational Finance, Financial Engineering, Mathematics, Statistics, Computer Science, Engineering, or other quantitatively intensive field
Six years of professional job-related work experience

Preferred

Graduate degree or work toward an MBA or a graduate degree
Progress toward or willingness to work toward Chartered Financial Analyst (CFA) designation, CPA, or other similar professional designation
Financial institution (bank, investment bank, mutual fund, insurance company, etc.) experience in similar or related capacity (pricing control, pricing operations, data management, investment accounting, etc.)
Familiarity with one or more programming languages (e.g. Python, R, SQL, C++, etc.) preferred

Benefits

Medical, dental, and vision coverage
Prescription drug coverage
Health care flexible spending
Dependent care flexible spending
Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
401(k) plans
Annual bonuses
Opportunity to purchase company stock
11 paid holidays
Up to 20 days PTO to be used for any reason
State-mandated sick leave (Washington employees accrue 1-hour sick leave for every 40 hours worked)
Other leaves of absence, if eligible, when needed to support your physical, financial, and emotional well-being

Company

Aflac is a company that offers individuals and companies supplemental disability insurance.

H1B Sponsorship

Aflac has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (2)
2023 (3)
2022 (7)
2021 (2)

Funding

Current Stage
Public Company
Total Funding
unknown
1974-06-14IPO

Leadership Team

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Hideto Yamamoto
Director, Senior Vice President, Japn Chief Investment Officer
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JR Shamley
SVP National Accounts Business Development & Growth Solutions
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Company data provided by crunchbase