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
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