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Structured Finance Professional

Structured Credit Analyst (CLO 2.0) at NRSRO, responsible for:

Leading risk analysis for

international scale credit ratings

Modeling portfolios

 Analyzing cash flows

Formulating recommendations based on quantitative and qualitative factors

Cross-functional lifecycle SME for complex structured products, participating in analysis, structuring, execution and management of bespoke financial products and
alternative investments, including those involving:

Renewable energy

Arbitrage plays

Asset-backed Securities (ABS)

Hybrid Derivatives

Synthetic Collateralized Debt Obligations (CDO 1.0)

Re-Insurance

As risk management consultant, utilized career experience to counsel expert witnesses in litigation arising from the financial crisis of 2009

Provided training and guidance to offshore knowledge process outsourcing company for extraction and reporting of high-risk terms on CDO 1.0

Facilitated standardization for a focus group of 20+ industry leaders for "Syndicated Secured Loan Contingent Credit Default Swaps"

Designed and implemented firm’s first comprehensive structured product provision library and database

Developed procedures for credit-related events (e.g., Enron)

Primary analyst sent abroad to review Russian Crisis contracts

Whistleblower in $70 million fraud scheme

Produced:

Term Sheets/Presentations for prospective transactions

Basis risk analysis and reporting

Reviewed/Analyzed:

Indentures, including those for

CDO 1.0 and CLO 2.0

Credit Agreements

Collateral Agreements

Loan Agreements, including wind farm assignments

Public offerings

Private Placement Memoranda

Reimbursement Agreements, including coal-related

Insurance Agreements

Equity Transfer Agreements

Negotiated:

EMTA and ISDA-based Master Agreements/Schedules

Options contracts (currencies, precious metals and commodities)

Loan Participation Agreements

Structured Notes issued by firm

Proficient in multiple coding languages, including Python, VBA, HTML, CSS and JavaScript

Experience in developing AI models, advanced machine learning techniques and neural networks

Stakeholder assessments and business requirements for

deal capture/extraction/validation and report generation, and upstream and downstream system integration

Design and implementation of contract automation systems

Software validation for automation and content management systems

Regulatory and legal compliance reporting frameworks

Document retention archival system design (firm and regulatory policy compliant)

Business model and organizational structure

Operating Budget, including defining staffing

Hierarchy and Duties, including Director roles

Mission statements, bylaws & standing rules

Departmental policies, procedures and guidelines

Plans of work, including templates and procedures

Information sharing and strategic planning

Budget and audit rules

NDAs and other agreements

Business naming and logo design

Business model revamps

Competitive analysis and market positioning

Evaluation, design, implementation and monitoring of operational workflow processes

Change management and knowledge continuity

Financial management

(non-profit and for-profit)

Budgets and pricing strategy

Deliverable and receivable management

Internal and external audits

CRM design and implementation

Marketing strategy

Orientation and training