Nicholas Whalen

Finance at Pipe
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New York, New York, United States, US

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Experience

    • Romania
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Finance
      • Feb 2022 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Credit Product Strategist
      • Aug 2020 - Feb 2022
    • United Arab Emirates
    • IT Services and IT Consulting
    • Investment Strategy (Global Macroeconomics Team)
      • Apr 2019 - Sep 2019

      • Created a Python tool that constructs a leading index for any economic indicator by scraping and analyzing Google search data• Wrote an algorithm to extract key areas of text from 30+ years of online Fed Minutes for a research project that used advanced topic-modeling to gain insights on future Fed releases• Built a market-condition-based language processing dictionary that classified over 25k noun-adjective pairs by their hawkish/dovish sentiment which was used to create an index that tracks the historical tone of Fed minutes• Aggregated, visualized, and statistically analyzed 5 prominent Fed Funds Rate expectation measures over the last 20 years to refine Vanguard’s monetary policy forecasting methodology • Participated in global macro outlook meetings, white paper review sessions, and economic readouts to senior leaders Show less

    • Fixed Income Trade Support
      • Apr 2019 - Aug 2019

      • Communicated with 150+ brokers to confirm, allocate, and ensure matching of 5000 trades totaling over $29 billion • Supported pricing of new issue bonds to prevent breaks on trades critical to matching our funds’ benchmarks• Leveraged fixed income product experts to create a fund flow dashboard used by traders to monitor in/outflows across various competitive issuers, product classes, and domiciles• Created an interactive map to advise traders on regulations, market idiosyncrasies, and trading mechanics for over 50 countries• Refined legacy trade match report to save time, improve accuracy, and prevent trade breaks costing above $10 million annually• Provided daily support for all traders/PMs within the Fixed Income Group as their liaison between brokers, banks, and internal teams• Led a strategic effort to research, define, and plan the future service model between investment support and the trading desk Show less

    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Chapter President
      • Jul 2018 - Jul 2019

      • First college chapter of organization providing crowdsourced data visualization/analysis to major international non-profits • First college chapter of organization providing crowdsourced data visualization/analysis to major international non-profits

    • Teacher Assistant
      • Sep 2018 - Apr 2019

      • Mentor, teacher, and liaison to professors for a 40-person Business 101 & 102 course • Prepared lessons, activities, and real-world examples to facilitate learning about all core areas of business • Mentor, teacher, and liaison to professors for a 40-person Business 101 & 102 course • Prepared lessons, activities, and real-world examples to facilitate learning about all core areas of business

    • Data Science Analyst
      • Feb 2018 - Sep 2018

      • Maintained KPI, forecasting, resource-planning, and efficiency models for 10 teams in the Finance Division • Supported ad-hoc data mining/analysis/visualization requests from senior leadership and over 200 group members • Helped build cloud data hub for all Vanguard transactional data through collaboration with IT/business units in multiple countries • Produced fully automated Tableau dashboards utilizing custom SQL to manipulate millions of rows of live data from AWS • Coded multiple machine learning and regression models in Python to predict DJIA movements based on news headlines • Established a portfolio complexity rating system used to predict the impact of 2019 fund launches • Analyzed the effect of system migrations on the publishing of cash, exposure, and liquidity figures to Portfolio Managers • Provided business insights to management via monthly reports and a custom, interactive, web-based metrics portal Show less

    • Corporate Actions Co-op
      • Apr 2017 - Sep 2017

      • Analyzed security exposure and trading activity of over 390 funds to determine eligibility for securities litigation settlements • Calculated NAV impacts resulting from class action proceeds and communicated them to internal/external parties for fund pricing • Processed over $40 million of class action proceeds into various Vanguard funds worldwide • Conducted quantitative breakdowns of cash entitlements to determine the proper capital allocation between sub-funds • Investigated and reconciled cash breaks relating to various types of corporate actions and foreign exchange discrepancies • Researched and compiled data for all types of equity corporate actions by utilizing Bloomberg and other resources Show less

    • Peer Leader
      • Jun 2016 - Dec 2016

      • Serving as teaching assistant for a Freshmen University 101 class • Led fundraising effort throughout Drexel and helped organize charity walk raising over $6,000 for Bringing Hope Home • Work as academic and social mentor for 40 freshmen business students to enrich their college experience • Serving as teaching assistant for a Freshmen University 101 class • Led fundraising effort throughout Drexel and helped organize charity walk raising over $6,000 for Bringing Hope Home • Work as academic and social mentor for 40 freshmen business students to enrich their college experience

    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Jun 2016 - Sep 2016

      • Worked directly for the CEO of a mid-sized pharmaceutical consulting firm • Conducted lead generation, market research, and CRM database management to facilitate client relations • Utilized project management skills to oversee the implementation and onboarding of numerous internal computer systems • Used SQL to analyze client data as well as scripted/conducted UAT and regression testing to improve company software • Worked directly for the CEO of a mid-sized pharmaceutical consulting firm • Conducted lead generation, market research, and CRM database management to facilitate client relations • Utilized project management skills to oversee the implementation and onboarding of numerous internal computer systems • Used SQL to analyze client data as well as scripted/conducted UAT and regression testing to improve company software

Education

  • Drexel University
    Bachelor’s Degree, Majors: Finance and Business Analytics | Minor: Philosophy
    2015 - 2020
  • Penncrest
    High School
    2011 - 2015

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