Sr. Product Manager

• May 2020 - Present

Associate - Independent Valuation & Financial Analytics

• Dec 2015 - Jul 2018

Modeled and priced all US, European and Canadian CMBS and CLO securities on a weekly and monthly basis, ensuring our internal price was within 10% of market indicators. Generated daily trade blotter reports, utilizing Sql Server, Toad for Oracle and Microstrategy presenting a summary of all trades, prices and profit-loss scenarios. Used Intex and Trepp software to generate cash flows through collateral details and asset forecasts and compared our results to market makers Blackrock and Pimco. Worked with traders and analyzed all trades by credit rating, tranche level and waterfall distribution and recorded results through pivot tables, graphs and presentations Show less

Investment Banking Analyst

• Jun 2014 - Nov 2015

Built financial models and company valuations to forecast financial growth and project expenses Conducted and reviewed credit agreements and credit analysis on clients and assessed their financial strength through debt service coverage ratio Analyzed and evaluated risk to corporations from a leverage, earnings and cash flow perspective Ensured specific covenants were properly reflected in loan agreements and indentures, and confirmed by the client Worked directly with investment banks, analyzing rating implications of transactions and identified risks and mitigants Examined and reported current/potential exposure and limit of financial institution counterparties Show less

Intern

• May 2011 - Oct 2012

Helped prepare tax returns and assisted on a Australian Superannuation Fund to declare treaty benefits under double taxation agreement. Assisted Associates and Seniors in preparing and editing work papers, roll forwards and APG’s. Utilized internal software to prepare Trust, Estate and Gift Tax returns, Partnership K-1s and disclosure requirement filings for clients Performed test work and walk through on entity level controls and also document and interpreted board meeting minutes Show less