Alex Brodie Email & Phone Number

Kirkland, Wa, Us

Kirkland, Wa, Us

New York City Metropolitan Area

• Spearhead the development of intricate data architectures including taxonomies, data dictionaries, and data schemas across diverse financial domains including structured finance, private credit, warehouse lending, and project finance.• Manage daily, weekly, and monthly data processing and reporting for an elite clientele comprised of globally renowned Fortune 500 companies and major financial institutions with assets under management (AUM) in the multi-billion to multi-trillion dollar… Show more • Spearhead the development of intricate data architectures including taxonomies, data dictionaries, and data schemas across diverse financial domains including structured finance, private credit, warehouse lending, and project finance.• Manage daily, weekly, and monthly data processing and reporting for an elite clientele comprised of globally renowned Fortune 500 companies and major financial institutions with assets under management (AUM) in the multi-billion to multi-trillion dollar range.• Decreased time spent on manual quality assurance work by 65% by orchestrating strategic and automated enhancements to data management and data quality protocols and processes.• Reduced time to tag, map, and transform data from loan tapes and servicer reports by 33% for a broad range of esoteric ABS transactions by standardizing and streamlining onboarding process for a global ratings agency.• Designed and implemented a standardized onboarding strategy to track and report the status of asset backed securitization data across a variety of asset classes, adding transparency and eliminating the need for manual status updates across multiple teams.• Cut weekly and monthly trustee report processing time for esoteric securitized transactions by 50% through automation efficiencies in processing and reporting workflows.• Established a robust data services team of nine (9) highly skilled Philippines-based data management professionals.• Lead and oversee daily operations of a global team while actively mentoring and fostering professional development, including promoting an on-site team lead. Show less

New York City Metropolitan Area

• Priced asset-backed securities (ABS) and mortgage-backed securities (MBS) bonds for clients daily using internal and industry tools; evaluated and generated cash flows utilizing market color; adjusted assumptions and refined inputs daily.• Assessed relative value of securities by analyzing collateral market trends, prepayments, defaults, severity, option-adjusted spread (OAS), variability in bond cashflows, and comparisons with other markets.• Resolved customer queries and challenges… Show more • Priced asset-backed securities (ABS) and mortgage-backed securities (MBS) bonds for clients daily using internal and industry tools; evaluated and generated cash flows utilizing market color; adjusted assumptions and refined inputs daily.• Assessed relative value of securities by analyzing collateral market trends, prepayments, defaults, severity, option-adjusted spread (OAS), variability in bond cashflows, and comparisons with other markets.• Resolved customer queries and challenges from sell-side and buy-side portfolio managers, traders, valuation control, and auditors from Fortune 500 companies, investment banks, and others on pricing, methodology, and related matters.• Created automated processes and tools to increase team efficiency and worked with development teams to enhance software offerings and pricing capabilities. Show less

Nashville Metropolitan Area

• Reviewed, analyzed, and modeled all series of financing to capture current capital structures for international venture capital (VC) and private equity (PE) clients; developed creative dynamic modeling solutions that use proprietary software (Qval and iVal) to address complex distribution preferences within intricate corporate structures.• Performed quality control checks when reviewing data input by the data management team onto in-house platforms (iLevel, Qval, iVal) to verify that… Show more • Reviewed, analyzed, and modeled all series of financing to capture current capital structures for international venture capital (VC) and private equity (PE) clients; developed creative dynamic modeling solutions that use proprietary software (Qval and iVal) to address complex distribution preferences within intricate corporate structures.• Performed quality control checks when reviewing data input by the data management team onto in-house platforms (iLevel, Qval, iVal) to verify that inputs reflected accurate investment and financial information. Provided clear and constructive feedback to analysts regarding data inputs and necessary adjustments to the implemented financial statements and capital structures to increase data quality for VC and PE clients.• Trained new hires to analyze capital structures, utilize Qval and other resources, and follow company protocols and best practices. Developed new training practices and protocols to increase analyst efficacy from their first day after training. Show less

Nashville Metropolitan Area

• Analyzed entity formation documents and capitalization tables for key terms and conditions for all series of financing, and modeled capital structures utilizing proprietary software (Qval and iVal) consistently achieving 95%+ accuracy.• Documented and tracked client requirements and specifications to provide consistent data delivery across global teams.• Analyzed and reviewed financial data including income statements, balance sheets, and statements of cash flows.

Greater Nashville Area, Tn

• Mitigated risk by identifying fraudulent checks and transactions, unusual behavior, and counterfeit currency (sent to US Secret Service) while adhering to banking laws and regulations and corporate protocols for transaction accuracy.• Maintained control of the cash vault containing approximately $250k; responsible for managing mandatory cash levels.