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Collateral Management Valuation Jobs in California

... collateral valuations, and guarantor support for SBA lending transactions Other Preferred ... Experience partnering with relationship managers, underwriters, and servicing teams to support ...

... collateral valuations, and guarantor support for SBA lending transactions Other Preferred ... Experience partnering with relationship managers, underwriters, and servicing teams to support ...

Relationship Manager

Paso Robles, CA ยท On-site +1

$83K - $144K/yr

Establish valuations of real estate, personal property and other collateral, effectively utilizing ... management * Ability to understand and interpret increasingly complex financial statements, loan ...

VP, Special Assets Officer

Encino, CA ยท On-site

$140K - $185K/yr

... collateral, and legal analysis; expert knowledge in cash flow and valuation analysis of MF ... Strong relationship management and negotiation abilities. * Ability to analyze complex situations ...

Showing results 41-60

Collateral Management Valuation information

What is collateral management valuation?

Collateral Management Valuation is the process of assessing and monitoring the value of assets pledged as collateral in financial transactions, such as derivatives, loans, or repurchase agreements. This valuation ensures that the collateral held is sufficient to cover the exposure or risk in the event of a counterparty default. Professionals in this field regularly revalue collateral based on market prices and risk factors, helping firms manage credit risk and comply with regulatory requirements. Accurate collateral valuation is essential for maintaining financial stability and protecting both parties in a transaction.

How does a collateral management valuation professional typically interact with other teams within a financial institution?

Collateral Management Valuation professionals work closely with teams such as risk management, trading, and legal to ensure that the value of collateral is accurately assessed and aligned with regulatory requirements. They often coordinate with front office staff to clarify transaction details and with operations teams to resolve discrepancies in collateral records. Regular communication and collaboration are essential to manage daily margin calls, mitigate counterparty risk, and respond to market fluctuations, making teamwork and cross-departmental coordination a key aspect of the role.

What are the key skills and qualifications needed to thrive as a collateral management valuation professional, and why are they important?

To thrive as a Collateral Management Valuation professional, you need strong analytical skills, expertise in financial instruments, and a degree in finance, economics, or a related field. Familiarity with valuation systems, collateral management platforms, and regulatory tools such as Bloomberg, Calypso, or TriOptima is typically required. Attention to detail, effective communication, and the ability to work under pressure are essential soft skills for this role. These competencies ensure accurate collateral valuation, risk mitigation, and compliance with industry regulations in fast-paced financial environments.

What is the difference between Collateral Management Valuation vs Collateral Management Analyst?

AspectCollateral Management ValuationCollateral Management Analyst
CertificationsTypically requires certifications like CFA or valuation-specific credentialsOften requires similar certifications, such as CFA or relevant financial analysis credentials
Work EnvironmentFocuses on valuation processes, risk assessment, and pricing of collateral assetsInvolves monitoring collateral, data analysis, and supporting collateral operations
Industry UsageUsed in banking, asset management, and trading firms for valuation purposesCommonly employed in financial institutions for collateral management and reporting

While both roles operate within collateral management, Collateral Management Valuation specializes in assessing the value of collateral assets, whereas Collateral Management Analyst focuses on day-to-day collateral monitoring and operational support. Understanding these distinctions helps clarify career paths and job expectations in the industry.

What are popular job titles related to Collateral Management Valuation jobs in California?

For Collateral Management Valuation jobs in California, the most frequently searched job titles are:

What job categories do people searching Collateral Management Valuation jobs in California look for?

The top searched job categories for Collateral Management Valuation jobs in California are:

What cities in California are hiring for Collateral Management Valuation jobs?

Cities in California with the most Collateral Management Valuation job openings:

Senior Vice President - Investor Relations and Capital Markets

Kilroy Realty Corp.

Los Angeles, CA โ€ข On-site

$300K - $350K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 24 days ago


Job description

The Senior Vice President, Investor Relations and Capital Markets will partner with the Chief Financial Officer in the execution of Kilroy's overall Corporate Finance and Investor Relations Strategy. This role is responsible for designing, implementing, refining, and executing the investor relations strategy and programs to financial constituencies and company stakeholders. Combining the disciplines of finance and communications, the successful candidate will provide the investment community with an accurate portrayal of the company's strategy, performance, and prospects. Additional responsibilities include implementing capital markets and financial management strategies, corporate analysis, and strategic planning.
Investor Relations
  • Responsible for the development and execution of a strategic investor relations program including investor communication and outreach and the development of the company's external and internal messages.
  • Craft and communicate the company's messaging around financial results, strategy, growth opportunities and business initiatives to analysts and investors.
  • Develop and manage quarterly earnings process - materials preparation (conference call scripts, financial supplemental document, Q&A documents, investor presentations and other associated materials), the earnings call, sell-side and buy-side post-earnings calls, etc.
  • Develop and assist with investor targeting, including creating and updating institutional investor target lists and researching and maintaining profiles on existing investors and potential investors.
  • Plan and manage investor events including Investor Days, meetings, roadshows, property tours, and conferences.
  • Manage IR website and content; ensure all website content is up-to-date and recommend and implement enhancements.
  • Responsible for preparing and proper dissemination of all investor-related materials including quarterly investor presentations, news releases, annual reports, investor website, presentations and various other reports and investor collateral.

Capital Markets and Corporate Finance
  • Serve as a partner with the CFO for corporate analysis, including operational and financial portfolio and risk analysis as well as special analysis and reporting covering macroeconomic trends, portfolio quality/exposure, and the broader office environment.
  • Working directly with the CFO, assist in developing a strategic capital allocation and balance sheet strategy. Assist in executing the capital markets plan including the equity and unsecured debt transactions, bank credit facility, and secured mortgage transactions as well as managing rating agency relationships.
  • Analyze company financial results, relative sector performance, and valuation drivers as well as overall market and real estate trends, economic and financial data, and shareholder issues that could impact the company.
  • Serve as a resource to the leadership team on ad hoc projects including strategic initiatives.

Professional Attributes
Establishment of key relationships
  • 10 or more years of experience engaging with real estate investors and a strong history of creating positive relations with the investor community and equity research analysts. Real estate and public REIT experience is required.
  • Strong and enthusiastic relationship-builder and networker; pre-existing banking, sell-side and buy-side relationships will be viewed positively.

Superb written and verbal communications skills
  • Superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring investors and key stakeholders.
  • Ability to "think on your feet" and use sound judgment in communications to shareholders and investor communities. Knows how to read the room and respond appropriately and strategically.
  • Exhibits leadership presence; Influences persuasively and positively; communicates respectfully up and down the organization.

Capital Markets Acumen
  • Knowledge and understanding of capital markets, as well as a thorough understanding of key metrics for companies in the industry.
  • A strong understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends.

Excellent financial modeling skills with focus on company valuations
  • Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors.
  • Demonstrated ability to manage and prioritize multiple and complex analytical
  • Strong quantitative and qualitative analysis skills; ability to take large volumes of complex information and present it in a clear and concise manner to senior management, shareholders and investor communities.

What we offer
At Kilroy, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within the role. The base pay range for this role is between $300,000 and $350,000 and your base pay will depend on your skills, experience and training, knowledge, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. This role is eligible for an annual discretionary bonus as well.
Our comprehensive group health benefits program is built around your total health and provides employees and their families with care and coverage designed to help you thrive. Our health and wellness program offerings include medical, dental, vision, with FSA, HSA options, Group Life & Disability, LTD coverage and much more. Ancillary programs include a retirement savings plan with a competitive employer match, employee support programs like our parental leave coaching program, wellness, and commuter benefits, just to name a few. We invite you to visit our website at www.kilroyrealty.com to learn more.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.