Senior Associate

• Feb 2023 - Present

Associate

• Mar 2022 - Feb 2023

Associate

• Jan 2021 - Mar 2022

Analyst

• Sep 2018 - Jan 2021

Senior Associate - Loan Operations

• Jul 2017 - Sep 2018

* Implement loan closing processes and procedures while onboarding a leading Global Asset Management Client * Support the Client’s Trading desk through settlement coordination through ClearPar, legal documentation review, and Trade & Position Reconciliations on par & distressed trading activity * Liaise and coordinate closings and amendments with Counterparties and External Agents * Responsible for managing closings to meet Redemptions and BWIC requirements * Monitor Compliance results and investigate Compliance Fails * Perform Borrowing Requests for daily CLO Trading Activity and monitoring Cash Balances across all CLO & Separately-Managed Accounts * Develop Loan Closing reporting and metrics which is presented daily, weekly, and monthly to the Client’s Trading desk * Assist the Servicing Team by performing Trade Date reconciliation and internal updates to reflect current contract details and corporate actions. Show less

Secondary Par Closing Analyst

• Nov 2016 - Jun 2017

- Support the Sales & Trading desk through system settlement and reconciliations on par & distressed trading activity- Responsible for managing settlement of primary syndications and taking all fees related to each deal into Profits and Loss; Track and maintain loan inventory positions- Liaise and coordinate closings with Counterparties and External Agents- Review and execute appropriate legal documentation such as: Trade confirmation, Assignment and Assumption Agreements, and Funding Memos Show less

Interest Rate Derivatives Analyst

• Jun 2015 - Nov 2016

- Supporting traders by booking interest rate derivative trades onto the risk system and ensuring all trade details match with various teams that encompass the life cycle of each trade. This involves making amendments when necessary and performing post-trade activity in the risk system, all while managing Profits & Loss.- Setting the most recently published floating interest rate in the risk system that are assigned on each interest rate derivative trade, which helps determine the trade's present value.- Reconciling trade details on Credit Default Swaps by matching the sales recap with the trade booking in the credit risk system.- Gathering requested documents pertaining to Collateralized Loan Obligation deals and providing them to various divisions, as well as imputing pricing onto the CLO risk system- Training new analysts, current analysts, and interns on all trade support functions ; Developing techniques and projects to more effectively perform the trade support duty Show less

Peer Tutor

• Oct 2013 - May 2015

• Assisting students with Business and Spanish courses; reviewing essential material in preparation for exams• Developing effective teaching strategies to match each individual’s learning techniques and habits. Diligently deciphering notes from class in order to ensure each student has a sufficient understanding of the course objectives• CRLA Certified, December 2013

Student

• 2011 - 2015

Wealth Advisory Services Intern

• Jun 2014 - Aug 2014

• Collecting, analyzing, and delivering data specific to financial portfolios of Institutional clients for a team of Investment Advisors throughout the Mid-Atlantic coast; utilized quantitative and analytical skills • Attending meetings and calls on updates to financial markets, conditions, and important headlines, as well as changes and additions within the various areas of the organization • Researching and discussing components, performance, and attribution for several mutual funds which are offered and utilized in the investments of our clients; promoted strong interpersonal and communicative skills Show less

Client Services Intern

• May 2013 - Aug 2013

• Assisted VP Advisor throughout his office and with clients • Acquired potential prospects as well as updated client emails and sent out monthly market reports • Attended meetings and performed mandates which provided interns the necessary skills to perform ethically sound Financial services, such as stressing the importance of internal and external security as well as building skills in software such as SalesForce • Assisted VP Advisor throughout his office and with clients • Acquired potential prospects as well as updated client emails and sent out monthly market reports • Attended meetings and performed mandates which provided interns the necessary skills to perform ethically sound Financial services, such as stressing the importance of internal and external security as well as building skills in software such as SalesForce