Experience

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  T. Rowe Price

  • Senior Portfolio Investment Analyst, Fixed Income
• 

  T. Rowe Price

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Analyst

    • Jul 2022 - Present

  • Investment Compliance Analyst

    • Jan 2020 - Jul 2022

    •Monitoring the regulatory and guideline compliance of the Fixed Income focused strategies across the firm•Assisting the trading staff by providing guidance on compliance in a live trading environment as well as current holdings•Assisting in implementing enterprise compliance system and regulatory changes•Identifying compliance violations and liaising across all relevant teams remediation efforts and client notification

  • Investment Compliance Specialist

    • Jul 2017 - Jan 2020

  • Senior Associate

    • Nov 2015 - Jul 2017

    • Manage and coordinate the daily confirmation of primary and secondary bank debt loans, process for legal review, expedite settlement, and voting of amendments within the LSTA standards• Coordinate with Global Client Operations in completing internal and external portfolio fund accounting monthly audits• Responsible for timely confirmation and settlement of derivative products and distribution management service trades• Contribute to departmental development of re-engineering methods to improve processes, increase controls, and reduce risks• Setup and maintain trading platforms for client and broker information, databases, and client product specific trading files• Assist with various corporate projects to continue to build efficiencies; identify opportunities to increase scalability of existing processes through controls, procedures and technology enhancements• Responsible for confirmation with clients of all venture capital proceeds as being received and maintaining relationships with clients and brokers associated with the venture capital portfolio• Train new team members on all internal and industry processes, procedures, and standards• Serve as the division representative to the Continuity of Business Council

• 

  Citi

  • New Castle, Delaware

  • Securities Processing Analyst II

    • Oct 2014 - Nov 2015
    • New Castle, Delaware

    Managed a portion of Citi Community Capital's growing portfolio, being comprised mostly of loans pertaining to low-income housing developments, senior citizen housing, and other good-will projects that are aimed towards bettering the community.Responsibilities included:-Developed and maintain...

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  Atkins

  • Calverton, MD

  • GIS Analyst

    • Jan 2010 - Oct 2014
    • Calverton, MD

    -Utilized ESRI's ArcGIS to assist in processing Letters of Map Amendment-Utilized Aerial Imagery to locate structures positions in relation to high risk flood zones-Performed internal audits of others work to ensure quality-Trained new staff on FEMA procedures as well as internal procedures-A...

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  Dewberry

  • Alexandria, Virginia

  • Map Specialist

    • Feb 2009 - Jan 2010
    • Alexandria, Virginia

    -Answered questions from the general public and community officials about the workings of the National Flood Insurance Program and the Map Modernization process in a fast paced call center environment-Processed Letters of Map Amendment

• 

  Frostburg State University

  • Frostburg, Maryland

  • Circulation Aide/Special Collections Aide

    • Aug 2004 - Dec 2008
    • Frostburg, Maryland

    -Performed all functions at the circulation desk, including checking books in and out, issuing library cards, collecting and recording fines, answering phones-Worked directly with the public to answer questions, provided direction to library facilitiesFulfilled interlibrary loans and perform data...