Margrit Azadianfar
Senior Vice President - Investment Operations at The TCW Group- Claim this Profile
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Bio
John Casparian
I worked with Margrit for 21 years, 10 at Transamerica and 11 at Churchill. Margrit has strong accounting and managerial skills. She was responsible for all Portfolio Accounting activities and managed the activities of 3 staff members. She exibited excellent problem solving skills and worked well in leading the staff meet tight reporting deadlines. She was able to work with very complex portfolio management software that was necessary to produce very detailed reports.
John Casparian
I worked with Margrit for 21 years, 10 at Transamerica and 11 at Churchill. Margrit has strong accounting and managerial skills. She was responsible for all Portfolio Accounting activities and managed the activities of 3 staff members. She exibited excellent problem solving skills and worked well in leading the staff meet tight reporting deadlines. She was able to work with very complex portfolio management software that was necessary to produce very detailed reports.
John Casparian
I worked with Margrit for 21 years, 10 at Transamerica and 11 at Churchill. Margrit has strong accounting and managerial skills. She was responsible for all Portfolio Accounting activities and managed the activities of 3 staff members. She exibited excellent problem solving skills and worked well in leading the staff meet tight reporting deadlines. She was able to work with very complex portfolio management software that was necessary to produce very detailed reports.
John Casparian
I worked with Margrit for 21 years, 10 at Transamerica and 11 at Churchill. Margrit has strong accounting and managerial skills. She was responsible for all Portfolio Accounting activities and managed the activities of 3 staff members. She exibited excellent problem solving skills and worked well in leading the staff meet tight reporting deadlines. She was able to work with very complex portfolio management software that was necessary to produce very detailed reports.
Experience
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The TCW Group
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United States
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Financial Services
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400 - 500 Employee
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Senior Vice President - Investment Operations
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May 2015 - Present
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Bradford and Marzec LLC
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Greater Los Angeles Area
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Portfolio Analyst
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May 2014 - May 2015
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DPSS
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Greater Los Angeles Area
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Eligibility Specialist
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Jan 2013 - May 2014
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GUGGENHEIM PARTNERS INVESMTENT MANAGEMENT
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Santa Monica, CA
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Consultant - Asset Backed Securities Administration
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Aug 2011 - Dec 2012
Designed and implemented reports and procedures in the administration and operation of Asset Backed Securities Portfolios. Designed and implemented reports and procedures in the administration and operation of Asset Backed Securities Portfolios.
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CHURCHILL PACIFIC ASSET MANAGEMENT LLC
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Investment Management
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1 - 100 Employee
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Portfolio Adminstration Manager
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Sep 2000 - Mar 2011
Portfolio Adminstration Manager - 2008-2011 Senior Portfolio Adminstration - 2000-2008 •Oversaw and directed Portfolio Administrators for the operation and compliance of 6 CLOs with 6 billion in investment funds. Lead the team to provide support to Portfolio Managers and the Trading Desk. • Designed and implemented a daily trade log and settlement log. • Actively involved in monthly pricing of the portfolios using manual pricing, IDC, LPC and Markit. •… Show more Portfolio Adminstration Manager - 2008-2011 Senior Portfolio Adminstration - 2000-2008 •Oversaw and directed Portfolio Administrators for the operation and compliance of 6 CLOs with 6 billion in investment funds. Lead the team to provide support to Portfolio Managers and the Trading Desk. • Designed and implemented a daily trade log and settlement log. • Actively involved in monthly pricing of the portfolios using manual pricing, IDC, LPC and Markit. • Prepared performance reports and pricing reports both internally and to external sources. • Reviewed Indenture definitions, Eligibility Criteria, Waterfalls, Note Valuation Reports and Trustee Compliance reports. • Responsible for the administration of CLO portfolios including account reconciliation, monitor and review compliance, generate and review reports, data maintenance and research, responsible for approving Monthly Reports provided to investors by reviewing and reconciling compliance restrictions with custodian. Show less Portfolio Adminstration Manager - 2008-2011 Senior Portfolio Adminstration - 2000-2008 •Oversaw and directed Portfolio Administrators for the operation and compliance of 6 CLOs with 6 billion in investment funds. Lead the team to provide support to Portfolio Managers and the Trading Desk. • Designed and implemented a daily trade log and settlement log. • Actively involved in monthly pricing of the portfolios using manual pricing, IDC, LPC and Markit. •… Show more Portfolio Adminstration Manager - 2008-2011 Senior Portfolio Adminstration - 2000-2008 •Oversaw and directed Portfolio Administrators for the operation and compliance of 6 CLOs with 6 billion in investment funds. Lead the team to provide support to Portfolio Managers and the Trading Desk. • Designed and implemented a daily trade log and settlement log. • Actively involved in monthly pricing of the portfolios using manual pricing, IDC, LPC and Markit. • Prepared performance reports and pricing reports both internally and to external sources. • Reviewed Indenture definitions, Eligibility Criteria, Waterfalls, Note Valuation Reports and Trustee Compliance reports. • Responsible for the administration of CLO portfolios including account reconciliation, monitor and review compliance, generate and review reports, data maintenance and research, responsible for approving Monthly Reports provided to investors by reviewing and reconciling compliance restrictions with custodian. Show less
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TRANSAMERICA INVESTMENT SERVICES
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Los Angeles
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Trading Assistant
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Sep 1988 - Sep 2000
Trading Assistant to 3 Fixed Income Portfolio Managers •Trading Assistant to three Fixed Income Portfolio Managers- presenting bids and offers to the portfolio manager, updating the daily trade log, processing trades and confirming trade information with dealers , reviewing yields, payment dates, ratings and other additional information using Bloomberg. •Processed daily trades for Corporate Bonds, Municipal Bonds, Convertible Bonds, Call Options and Derivatives, High Yield Bonds… Show more Trading Assistant to 3 Fixed Income Portfolio Managers •Trading Assistant to three Fixed Income Portfolio Managers- presenting bids and offers to the portfolio manager, updating the daily trade log, processing trades and confirming trade information with dealers , reviewing yields, payment dates, ratings and other additional information using Bloomberg. •Processed daily trades for Corporate Bonds, Municipal Bonds, Convertible Bonds, Call Options and Derivatives, High Yield Bonds, Treasury Bonds, Private Placements, Mortgage Back Securities, ABS and CMO trades, Short-Term trades such as Commercial papers, Repo. •Responsible for daily pricing of the securities. Show less Trading Assistant to 3 Fixed Income Portfolio Managers •Trading Assistant to three Fixed Income Portfolio Managers- presenting bids and offers to the portfolio manager, updating the daily trade log, processing trades and confirming trade information with dealers , reviewing yields, payment dates, ratings and other additional information using Bloomberg. •Processed daily trades for Corporate Bonds, Municipal Bonds, Convertible Bonds, Call Options and Derivatives, High Yield Bonds… Show more Trading Assistant to 3 Fixed Income Portfolio Managers •Trading Assistant to three Fixed Income Portfolio Managers- presenting bids and offers to the portfolio manager, updating the daily trade log, processing trades and confirming trade information with dealers , reviewing yields, payment dates, ratings and other additional information using Bloomberg. •Processed daily trades for Corporate Bonds, Municipal Bonds, Convertible Bonds, Call Options and Derivatives, High Yield Bonds, Treasury Bonds, Private Placements, Mortgage Back Securities, ABS and CMO trades, Short-Term trades such as Commercial papers, Repo. •Responsible for daily pricing of the securities. Show less
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Education
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1978 - 1982
Woodbury University
Bachlors Degrees, Business Adminstration
Community
