Carolyn Melendez
I am a lifelong learner and polymath with extensive multi-disciplinary experience in a global environment. With a knack for working with complex concepts, I have acted as a value-added problem solver in the legal, financial and technical arenas for over two decades.
Work Experience
Notable Experience
Notable Achievements
Notable Achievements
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
Notable Achievements
Notable Achievements
Notable Achievements
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, WorldCom)
Primary analyst sent abroad to review Russian Crisis contracts
Whistleblower in $70 million fraud scheme
Structured Solutions
Notable Achievements
Structured Solutions
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
Technology
Business Development
Structured Solutions
Software validation for documentation automation systems, including Documentum (OpenText)
Design and implementation of contract automation systems
Stakeholder assessments and business requirements for
deal capture, data extraction and report generation
Document retention archival system design (firm and regulatory policy compliant)
Regulatory and legal compliance reporting templating
CRM design and implementation
Data validation system creation
Upstream and downstream system integration
Start-ups
Business Development
Business Development
Business model and organizational structure
Operating Budget, including defining staffing
Business naming/Logo design
Mission Statements, Bylaws & Standing Rules
Departmental policies, procedures and guidelines
Hierarchy and Duties, including Director roles
Plans of Work, including templates and procedures
Information sharing and strategic planning
Budget & Audit Rules
NDAs and other agreements
Business Development
Business Development
Business Development
Business model revamps
Evaluation, design, implementation and monitoring of operational workflow processes
Marketing Strategy
Pricing
Budgets
Orientation
Deliverable and Receivable management
Internal and external audits
Change management
Knowledge continuity
Financial management
(non-profit and for-profit)
Copyright © 2024 Carolyn Melendez - All Rights Reserved.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.