Mandy Eisenberg, CFA
Associate Director - Asset Management at Värde Partners- Claim this Profile
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English -
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA) Charterholder
CFA InstituteFeb, 2020- Nov, 2024 -
Python Data Structures
CourseraJan, 2020- Nov, 2024
Experience
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Värde Partners
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United States
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Financial Services
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100 - 200 Employee
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Associate Director - Asset Management
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Feb 2023 - Present
Financial Services Industry Financial Services Industry
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Senior Associate
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Apr 2021 - Feb 2023
Alternative Investment Valuation - Private debt, private equity, complex securities Alternative Investment Valuation - Private debt, private equity, complex securities
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Duff & Phelps
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United States
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Business Consulting and Services
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700 & Above Employee
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Senior Associate
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Mar 2020 - Mar 2021
- Provide valuation advisory services specifically to the consumer marketplace lenders and alternative investment community including private equity and hedge funds, and present analyses to clients - Provide consulting services to various market participants, including market research, due diligence and collateral audit - Review investment memoranda, governing documents of structured investments, board of directors presentations, and client models - Design financial models for discounted cash flow, market multiple, market transaction and option pricing analyses across a range of financial instrument types, including Private Equity, Private Debt, CMBS, and other structured credit products Show less
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Sculptor Capital Management
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United States
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Financial Services
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200 - 300 Employee
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Global Trade Management Analyst
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Nov 2017 - Mar 2020
- Work alongside the investment team to review pricing marks and analyze EoD P&L for a hedge fund with $33 billion in AUM. This is within various trading strategies including derivatives arbitrage, event-driven, credit, real estate, and private equity - Manage the communication on investment rationale behind portfolio positioning and position reconciliation process for trading counterparties. Responsibilities include: processing trades and performing daily trade, cash, holdings and P&L reconciliation, identifying and resolving trade breaks - Communicate and escalate with our US, London and Hong Kong trading desk on exposure from unsettled transactions through daily deliverables. Mitigate risk and cost by working with our portfolio finance desk to address fails and short positions within the portfolio - Product knowledge includes: Equities, CDS, Convertibles, Equity Swaps, IRS, Vol/Var Swaps, FX, Futures and Options - Monitor corporate action events (tender offer, dividends distribution, rights distribution, rights subscription, and spinoff), conveying client’s economic preference based on the analysis of investment outlook - Support valuation control group by completing a monthly review of positions vs. counterparty data to maintain accuracy of financial reporting Show less
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Margin Lending Analyst
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May 2016 - Aug 2017
- Analyzed the investment strategies within the portfolios of Institutional clients, across a wide variety of products (equities, fixed income, and OTC derivatives) - Calculated regulatory/house margin requirements in order to support asset movements - Sought resolutions with Institutional clients on meeting daily margin calls - Interacted with credit team, risk managers, senior management, and IT department to facilitate trades reconciliation and settlement - Took initiatives and utilized different resources to resolve ad-hoc queries from front, middle, and back office within the bank Show less
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Education
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2014 - 2015
The Johns Hopkins University
Master of Science (M.S.), Finance, General -
2010 - 2014
Jilin University
Bachelor's degree, Finance, General
Community
