WELCOME TO MY PORTFOLIO

WELCOME TO MY PORTFOLIOWELCOME TO MY PORTFOLIOWELCOME TO MY PORTFOLIO

Samples of my work and references are available upon request.

Contact Me

WELCOME TO MY PORTFOLIO

WELCOME TO MY PORTFOLIOWELCOME TO MY PORTFOLIOWELCOME TO MY PORTFOLIO

Samples of my work and references are available upon request.

Contact Me

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.

Career Milestones

Notable Experience

Notable Achievements

Notable Achievements

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



Notable Achievements

Notable Achievements

Notable Achievements

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

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

Innovation

Business Development

Structured Solutions

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)

Start-ups

Business Development

Business Development

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 Development

Business Development

Business Development

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

Copyright © 2025 Carolyn Melendez - All Rights Reserved.


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