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Collateral Management Valuation Jobs in Texas (NOW HIRING)

Review collateral documentation daily as assigned by the Underwriting Manager, Assistant ... valuation acceptance, and confirm appraisal is completed to Fannie Mae or Freddie Mac standards

Review collateral documentation daily as assigned by the Underwriting Manager, Assistant ... valuation acceptance, and confirm appraisal is completed to Fannie Mae or Freddie Mac standards

Review collateral documentation daily as assigned by the Underwriting Manager, Assistant ... valuation acceptance, and confirm appraisal is completed to Fannie Mae or Freddie Mac standards

Review collateral documentation daily as assigned by the Underwriting Manager, Assistant ... valuation acceptance, and confirm appraisal is completed to Fannie Mae or Freddie Mac standards

This role is crucial for verifying the existence, eligibility, and accurate valuation of collateral ... Professionally interact with borrower management and staff to gather information, clarify ...

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Collateral Management Valuation information

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 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.

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 Texas? For Collateral Management Valuation jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Collateral Management Valuation jobs in Texas look for? The top searched job categories for Collateral Management Valuation jobs in Texas are:
What cities in Texas are hiring for Collateral Management Valuation jobs? Cities in Texas with the most Collateral Management Valuation job openings:

Senior Business Analyst, Derivatives SME

Motion Recruitment Partners, LLC

Houston, TX • On-site

$88K - $114K/yr

Other

Posted 3 days ago

New


Job description

Exciting Senior Business Analyst, Derivatives SME opportunity with our investment management client.
Contract Duration: 6 Months and will probably extend
Hybrid role with offices in Houston, TX Or Atlanta, GA

Senior Business Analyst, Derivatives -
Our client is seeking a highly experienced Senior Business Analyst (BA)/ Esoteric Derivative Lifecycle Specialist SME with deep expertise in derivatives to support critical business growth in QIS Swaps. This individual will partner with business, operations, technology, and external vendors support implementation activities and volume support. The role will serve as a subject matter expert for derivatives, helping ensure operational objectives are met and supported fully.
Key Responsibilities:
Partner with business stakeholders and technology teams to ensure requirements are understood and translated into effective support solutions.
Support testing activities, including test-case development, UAT coordination, and issue resolution.
Serve as the primary SME for QIS Swaps and other complex/esoteric derivative products, providing end-to-end expertise across trade booking, lifecycle event management, valuations, collateral, settlements, reconciliations, and operational support.
Partner with Portfolio Managers, Trading, Operations, Technology, Fund Accounting, Custodians, Brokers, and external vendors to support business growth, resolve operational issues, and ensure accurate and scalable processing of complex derivative transactions.
Documentation, and implementation of business requirements, operating model enhancements, workflow improvements, and platform initiatives to support increasing QIS Swap volumes and evolving product capabilities.
Act as an escalation point for risk-sensitive lifecycle events, trade exceptions, margin and collateral issues, valuation inquiries, and reporting impacts, while driving process controls, operational readiness, and continuous improvement across the derivatives support model.
Required Experience:
10-15+ years of experience in financial services.
5-7+ years of experience in derivatives and derivatives lifecycles concepts/ support.
Strong understanding of transaction management, trade support, derivative lifecycle, collateral management, and margin processes.
Ability to bridge business and technology teams and communicate effectively with senior stakeholders.
Strong analytical, problem-solving, and process improvement skills.
Systems & Tools
Experience with one or more of the following platforms is preferred:
Aladdin, Charles River, FCM Platforms, OTC industry tech, SSB ALPHA, MS Suite
Success Criteria:
High-quality business and functional support.
Identification and resolution of process gaps and implementation issues.
Effective coordination between business, operations, technology, and vendors.
Delivery of business solutions aligned with product events.