Alexander Whitaker

Alexander Whitaker Email and Phone Number

Financial Analyst shaping business decision-making and strategy with sound data insights, forecasting, and modeling at leading financial institutions for over a decade. @ Alter Domus
luxembourg, luxembourg
Alexander Whitaker's Location
Houston, Texas, United States, United States
Alexander Whitaker's Contact Details

Alexander Whitaker personal email

n/a
About Alexander Whitaker

“Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has.” -Margaret Mead. Since being introduced to this quote before departing for a sustainable development project in Paraguay, I often reflect on how its sentiment applies to organizations which need determined talent with adaptable mindsets to approach and overcome challenges.As a versatile financial and banking analyst with over a decade of experience, I have honed my skills in data gathering, financial modeling, and client reporting at leading institutions, such as BNY, U.S. Bank, and Wells Fargo. As a Senior Associate at Alter Domus, I conduct comprehensive reviews of Collateralized Debt Obligation (CDO) reporting within the industry-leading Sentry system. In prior roles, I’ve worked across a range of disciplines, including conversion analysis, collateral debt obligations, and securities administration. I’ve learned that an inquisitive and entrepreneurial mindset can do wonders in this field, and I am proud of the role I’ve played in identifying and translating market data into strategies that companies can use to thrive in competitive landscapes. Attention to detail, a quick learning ability, clear communication, and a deep understanding of financial processes are traits that fuel my success. Equally important are my interpersonal skills and leadership capabilities. Working with diverse stakeholders has granted me patience and understanding, enabling me to bring others around to my way of thinking. As a trusted advisor, I guide project partners to successfully navigate complex transactions and excel at collaborating with cross-functional teams to solve multifaceted problems and deliver exceptional client experiences.Looking forward, I am interested in roles where I can exercise greater decision-making authority. If you're looking for a dedicated and detail-oriented financial analyst with a passion for continuous improvement and team development, let's connect!

Alexander Whitaker's Current Company Details
Alter Domus

Alter Domus

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Financial Analyst shaping business decision-making and strategy with sound data insights, forecasting, and modeling at leading financial institutions for over a decade.
luxembourg, luxembourg
Website:
alterdomus.com
Employees:
2091
Alexander Whitaker Work Experience Details
  • Alter Domus
    Senior Associate - Debt Capital Markets
    Alter Domus Mar 2023 - Present
    Houston, Texas, United States
    In this role, I conduct comprehensive reviews of Collateralized Debt Obligation (CDO) reporting within the cutting-edge Sentry system, ensuring regulatory compliance and portfolio content accuracy. ✦Oversee U.S. Bank’s fulfillment of trustee due diligence requirements, addressing cash transaction and account balance accuracy, portfolio data, monthly compliance reports, and precision and timeliness of quarterly payments. ✦Partner with cross-functional teams, including asset management, loan administration, Sentry technical support, and China-based offshore teams, on projects and recordkeeping activities surrounding portfolio amendments, trades, and equities.✦Empower team development, facilitate rapid skill growth, and foster high performance by mentoring and coaching five new hires and interns on best practices, compliance standards, and system usage. Key Achievement✦Advanced successful onboarding of 26 portfolios of syndicated loans, each worth ~$400M, from AllianceBernstein into Sentry system, partnering with fellow team members to complete project in one year. Entrusted to execute six reporting agreements out of 20 portfolios, the most out of six team members. Onboarded and engaged Trustee, conveying detailed reporting requirements for each agreement and ensuring timely and accurate payment of tens of millions of dollars each quarter.
  • Bny Mellon
    Conversion Specialist
    Bny Mellon Jul 2022 - Feb 2023
    Houston, Texas, United States
    I was hired to spearhead a major migration of client companies’ CDOs and cash logs from data storage on Wall Street Office platform to the Solvas system, which rapidly enhanced asset administration for BNY.✦Ensured accuracy of all converted deals and development of reports within Solvas for up to hundreds of millions of dollars in CDO coverage. ✦Conducted compliance tests and resolved conversion issues either directly or by closely coordinating different departments, including client service managers, asset administrators, and India-based offshore team.
  • U.S. Bank
    Trust Reporting Analyst
    U.S. Bank Apr 2021 - Jun 2022
    Houston, Texas, United States
    I directed the full range of analysis and testing for CDOs covering business loans from major asset management firms. ✦Coordinated with external auditors and collateral managers to ensure compliance & transparency. ✦Propelled prompt and accurate payouts of millions of dollars each quarter to satisfaction of client C-suites by generating comprehensive reports, conducting data tie-outs, and drafting collateral quality tests.✦Crafted quarterly payment and monthly financial analysis reports for clients, including KKR & Co., CVC, and Oaktree Capital Management.Key Achievements✦Played key role in diversifying loans across 12 active CDOs throughout various industries by composing reports and programming compliance tests that indicated viability of assets chosen by Collateral Manager. Drove on-time coverage of required fixed quarterly payments with approval from auditors, such as Deloitte.✦Executed timely, seamless operational launch of three high-value deals ahead of their Effective Date after performing tie-out processes.
  • Wells Fargo
    Securities Administration Services Analyst Ii
    Wells Fargo Jan 2019 - Apr 2021
    Houston, Texas Area
    In this role, I controlled data management, storage, and report generation for 20 client CDOs, including Credit Suisse and MidOcean portfolios. ✦Evaluated daily cash logs of CDOs and regularly presented financial analysis reports to analysts and shareholders on client side to ensure accuracy while meeting reporting deadlines.✦Carefully curated logs, compliance reporting, and quality assurance tests to guarantee each transaction complied with strict company SOPs and government regulations.✦Rapidly identified discrepancies in pending transactions and recommended viable solutions by coordinating closely with agent banks, updating Wells Fargo system to resolve errors.✦Safeguarded integrity of all invoicing and payments by conducting regular cash log reconciliation & reporting.Key Achievements✦Won Employee of the Month Award for general outstanding performance, with special recognition for delivering exceptional service and support to teammates and internal customers on all CDO matters and practices.✦Enabled rapid execution of mandatory hypothetical tests for asset purchases on strict client timeframe, verifying compliance with CDO portfolio indentures to finalize purchase completion. Conducted training programs on organizational objectives and best practice for new hires and managers.
  • Viva International
    Contract Analyst
    Viva International Feb 2018 - Jan 2019
    Houston, Tx
    During this time, I performed contract work as analyst on VIVA International financial calculations for Latin American operations while refocusing my career around finance following position elimination at Argus Software.
  • Argus Software
    Quality Assurance Analyst
    Argus Software Jan 2013 - Feb 2018
    Houston, Texas Area
    I spearheaded quality assurance, financial analysis, and issue resolution efforts for software releases of ARGUS' signature enterprise Real Estate Portfolio Management Tool. ✦Ensured seamless user experiences by swiftly identifying and reporting bugs to DevOps team; provided solutions to test code fixes and delivered viable workarounds to successfully resolve complex issues. ✦Led offshore Quality Assurance team of seven team members based in India, cultivating and maintaining positive working relationships and coordination between onshore and offshore teams.Key Achievements✦Accelerated completion of test cases after pioneering team wiki to enhance accessibility for 30 company stakeholders, including analysts and developers. ✦Achieved zero critical/high-level bugs on 33 features within 90 days post release on flagship ARGUS 11.6 release by utilizing Scrum methodology and serving as Designated Point of Contact for local and overseas teams.
  • Davis Commercial Real Estate
    Data Analyst
    Davis Commercial Real Estate Oct 2011 - Jan 2013
    ✦Led initiatives to perform research, data analytics, and benchmark pricing in the commercial real estate space.✦Contacted real estate owners to inquire on purchase opportunities and understand local market conditions.✦Implemented and deployed web updates, and ad hoc reports for company management.
  • Friedberg Investment Management
    Data Analyst
    Friedberg Investment Management Sep 2010 - May 2011
    ✦Analyzed company metrics/data and made recommendations to executive decision-makers regarding quality/ideal investment candidates.✦Performed analysis on various small-to-medium capitalization companies, constructing spreadsheets and models to project future earnings for each firm. Presented findings to senior leadership to inform investment decisions.
  • Angel Jimenez
    Office Assistant
    Angel Jimenez Aug 2010 - Sep 2010
    Houston, Tx
    Performed routine office assistance work, such as setting up computers, organizing files and printing/copying documents.

Alexander Whitaker Skills

Financial Analysis Microsoft Office Economics Software Quality Assurance Data Analysis Spanish Speaking Team Leadership Teamwork Team Management Public Speaking Bilingual Communications Finance

Alexander Whitaker Education Details

Frequently Asked Questions about Alexander Whitaker

What company does Alexander Whitaker work for?

Alexander Whitaker works for Alter Domus

What is Alexander Whitaker's role at the current company?

Alexander Whitaker's current role is Financial Analyst shaping business decision-making and strategy with sound data insights, forecasting, and modeling at leading financial institutions for over a decade..

What is Alexander Whitaker's email address?

Alexander Whitaker's email address is al****@****ank.com

What schools did Alexander Whitaker attend?

Alexander Whitaker attended University Of St. Thomas (Tx), University Of St. Thomas (Tx).

What skills is Alexander Whitaker known for?

Alexander Whitaker has skills like Financial Analysis, Microsoft Office, Economics, Software Quality Assurance, Data Analysis, Spanish Speaking, Team Leadership, Teamwork, Team Management, Public Speaking, Bilingual Communications, Finance.

Who are Alexander Whitaker's colleagues?

Alexander Whitaker's colleagues are Rebeca Beisti, Alejandro Muñoz Munar, Surbhi Singhal, Tracy Sloan, Damien Beckel, Teo Serrano, Pratyush Kumar Borah.

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