Michael Kwiatkowski, CFA
Assistant Director of Investments - Fixed Income at The Board of Pensions of the Presbyterian Church (U.S.A.)- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteSep, 2010- Nov, 2024
Experience
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The Board of Pensions of the Presbyterian Church (U.S.A.)
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United States
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Religious Institutions
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100 - 200 Employee
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Assistant Director of Investments - Fixed Income
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Jan 2016 - Present
• Responsible for asset allocation decisions within the fixed income component of the Board’s defined benefit pension plan • Conduct quarterly reviews of all existing fixed income managers retained by the Board of Pensions and report on performance to the Board of Directors • Conduct research to ascertain the relative value of various fixed income sub-asset classes and make recommendations for capital allocation capital • Contribute to overall portfolio asset allocation decisions for the Board’s defined benefit pension plan Show less
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Navient
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United States
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Financial Services
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700 & Above Employee
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Financial Services Manager
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Apr 2013 - Dec 2015
• Development and maintenance of a financial model designed to forecast Navient’s net interest income and earnings per share for the next 36 months • Analyzed corporate performance against plan objectives and explained variances while providing support to the capital markets group • Created debt models forecasting the cost of funds for $98 billion in fixed and floating ABS debt and $16 billion of unsecured debt • Built a financial model utilized by the CFO to forecast unrestricted cash balances in order to adhere to debt covenants and accurately represent the impact of potential financing decisions Show less
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Villanova University
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United States
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Higher Education
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700 & Above Employee
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Graduate Research Fellow
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Sep 2011 - Apr 2013
Graduate Researcher - Fellowship Program • Analyzed the effects of Japanese mutual funds on the flow of funds into the US REIT market • Completed statistical analysis of economic data, specifically performed regression analysis of magazine advertising levels and leading economic indicators to find possible correlations • Assisted in the development of a financial model to predict potential bankruptcies using FDIC data Graduate Researcher - Fellowship Program • Analyzed the effects of Japanese mutual funds on the flow of funds into the US REIT market • Completed statistical analysis of economic data, specifically performed regression analysis of magazine advertising levels and leading economic indicators to find possible correlations • Assisted in the development of a financial model to predict potential bankruptcies using FDIC data
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BlackRock
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United States
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Financial Services
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700 & Above Employee
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Associate
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Jun 2007 - Sep 2011
• Provided accurate, daily cash projections to portfolio managers under time-sensitive deadlines by reconciling and balancing all daily transactions for 46 portfolios covering equity and fixed income • Managed the daily custody operations relationship with Brown Brothers Harriman for the cash desk • Streamlined multiple processes that reduced daily workload, and wrote macros utilized by multiple teams to automate daily manual processes • Provided accurate, daily cash projections to portfolio managers under time-sensitive deadlines by reconciling and balancing all daily transactions for 46 portfolios covering equity and fixed income • Managed the daily custody operations relationship with Brown Brothers Harriman for the cash desk • Streamlined multiple processes that reduced daily workload, and wrote macros utilized by multiple teams to automate daily manual processes
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst
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Oct 2001 - Jun 2007
Management Training Program – 2006-2007 • Two year, rotation-based leadership program focused on project management and process improvement. Completed three rotations: corporate reporting, master swap, and cash management Corporate reporting o Analyzed profit and loss data, resolved inter-company breaks and prepared and reported monthly financial ratios to senior management Master Swap Team o Led the migration of the client on-boarding process from London to NYC while responsible for trade execution for London and New York clientele Cash Management o Ensured funding for 48 accounts with weekly activity of $10 billion Collateral Risk Analyst – 2001-2006 o Managed the collateral process for Over-the-Counter derivative portfolios of approximately 500 clients, namely investment banks and hedge funds o Resolved client disputes, totaling $5 billion, pertaining to deal pricing, mark to market discrepancies and interpretation of the ISDA agreement Show less
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Education
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2011 - 2013
Villanova University
Master of Business Administration - MBA, Finance, General -
1995 - 2000
University of Delaware
Bachelor's degree, Criminology
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