Senior Associate

• Jan 2022 - Present

CLO Operations Associate

• Jun 2021 - Dec 2021

• Corresponding with trustee, accounting department, administrative agents & counterparties on post-trade closing activity (i.e. paydowns, interest payments, fees, etc.)• Reconciling positions and cash from trustees to CDO Suite daily• Reviewing monthly CLO trustee reports / comparing to CDO Suite• Reviewing CLO payment date reports and waterfalls• Working with analysts and accounting department on corporate restructurings• Working closely with front office traders to run reports and assist with trade/position issues• Liaising with external business partners (prime brokers, agents, auditors, administrators, third party vendors)• Booking trades, transactions and processing bank debt entries• Maintaining Moody’s and S&P ratings database for positions in CDO Suite• Developing and implementing process improvements Show less

Lead CDO Analyst

• Mar 2021 - Jun 2021

Senior CDO Analyst

• Oct 2019 - Feb 2021

• Compiling monthly and quarterly investor reports as well as ESMA reports• Reading and interpreting CDO indentures with regard to reporting requirements• Creating technical report specifications from indenture language • Performing portfolio compliance tests on a selection of structured fixed income deals (trade testing)• Assisting with the modelling of calculations onto a variety of in-house systems• Build and maintain financial models for CDO Transactions.• Use excel models to allocate a collateral pool's payments to various bondholders and investment managers;• Calculate various portfolio statistics, ratios and thresholds for use in hypothetical trading scenarios and periodic reporting• Use SQL and other software to manipulate the considerable amount of collateral-related information maintained in the US Bank databases;• Responsible for ongoing transaction deliverables (e.g. Financial Models, Waterfalls, Investor Reports, Hypothetical test trades)• Liaise with business partners (Technology, Legal, Compliance, Trustee, Relationship Management, Deal Admin and Sales) to ensure highest client service levels in compliance with US Bank standards• Interaction with asset managers, investors, auditors and rating agencies• Responsible for six CLO deals Show less

Structured Finance Analyst

• Oct 2018 - Jul 2019

Structured Finance Analyst

• Apr 2018 - Jul 2019

• Covering various asset classes including Collateralised Loan Obligations (funding facilities), European Residential Mortgage Backed Securities (warehouse facilities), Project Finance, Trade Receivables – Backed Securitisations, Global Consumer ABS• Present to and discuss recommendations for new ratings or rating changes with a rating committee and communicate ARC’s credit opinions externally for new Structured Finance ratings as well as review and surveillance of existing ratings• Assume responsibility for rating Structured Finance transactions• Review of term sheets and legal documentation; assessing the overall structure, transaction counterparties, underlying collateral, credit policy, priority of payments, default triggers, eligibility criteria, portfolio concentration limits and credit enhancement• Compile loss models and interpret cash flow models related to structured finance transactions• Monitoring and surveillance of existing transactions and respective performance triggers• Participation in ad-hoc sector commentaries and topical research• Attend meetings with client management• Liaising and communicating ratings and rating rationale to senior management of client companies• Interaction with issuers, investors and bankers• Compilation and maintenance of a pair comparison database as well as some involvement with analysis of corporate ratings Show less

High Yield Bond Analyst Intern

• Jul 2017 - Mar 2018

• Reviewing high yield bond offering memoranda • Extracting key commercial and legal terms • Extracting key credit data (such as leverage statistics) as well as the main covenant ratios • Transforming financial statements to standardised format • Reviewing high yield bond offering memoranda • Extracting key commercial and legal terms • Extracting key credit data (such as leverage statistics) as well as the main covenant ratios • Transforming financial statements to standardised format

Fixed Income Data Analyst

• May 2015 - Sep 2016

• Ongoing collection of data from existing sources • Research of additional sources for designated regions • Query handling • Collection and processing of security documentation • Handling on client portfolios • Translation of source data and liaison with issuers and related institutions overseas • Ongoing collection of data from existing sources • Research of additional sources for designated regions • Query handling • Collection and processing of security documentation • Handling on client portfolios • Translation of source data and liaison with issuers and related institutions overseas

Financial Analysis Intern

• Dec 2014 - Mar 2015

• Collecting and analysing data • Helping to gather relevant costs for any project applications to funding bodies, looking for possible funders • Preparing audit tenders, writing recommendations • Responding to queries by telephone and providing excellent customer service • Preparing word processing documents in MS Word • Generating and managing spreadsheets in MS Excel • Completing additional general office and administrative duties • Collecting and analysing data • Helping to gather relevant costs for any project applications to funding bodies, looking for possible funders • Preparing audit tenders, writing recommendations • Responding to queries by telephone and providing excellent customer service • Preparing word processing documents in MS Word • Generating and managing spreadsheets in MS Excel • Completing additional general office and administrative duties