Alexander Whitaker Email & Phone Number

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.

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.

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.

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.

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.

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.

✦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.

✦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.

Houston, Tx

Performed routine office assistance work, such as setting up computers, organizing files and printing/copying documents.

Master Of Business Administration (Mba), Finance, 3.822

Activities and Societies: Graduated magna cum laude from BBA program in December 2010. National Honors Society, reserved for top 5%.

Bachelor Of Business Administration (Bba), Finance, 3.69

Associate's degrees in Spanish and Economics Delegate to National Honors Conference in 2008 in San Antonio, Texas. Attended Mises.