Product Lead on Structured Products compliance system, CDO Suite:- Engaged with Deloitte in conjunction with in-house developers to enhance CDO Suite and implement customized functionality, including a data override table feature- Converted 20 CLO models from an excel based platform to CDO Suite, increasing processing efficiency by at least 25%, reducing errors by at least 10% and establishing the groundwork for scalability and risk assessment across the entire portfolio- Trained 2 of 8-member analyst team on building CLO models and fully documented modeling best practices for in-house use- Built various Excel-based macros to import custom portfolio level data from a SQL database to assist portfolio analysts in assessing portfolio integrity

- Onboarded ~$12bn AUM portfolio as part of the American Capital acquisition - Led efforts to enhance and customize in-house Direct Lending platform to track, monitor and report on the performance and portfolio-level attributes of US and European direct lending investments, led by Ares Capital Corporation (Nasdaq ticker ARCC, largest business development company in the US)- Provided end-to-end support to the Portfolio Monitoring teams during the quarterly valuation cycles, including data loads, data extracts, and reporting used to present to the deal team committee

- Built and transitioned over 15 RMBS waterfall/reporting models to the USB platform resulting in a 50% reduction in processing timeProject co-lead on RMBS payment verification templates: - Developed 7 unique base templates which were used to produce 21 additional models, decreasing modeling time by 30%, minimizing payment errors and streamlining processing time - Trained/demonstrated the conversion team and deal processors on RMBS concepts including cross-collateralization, under/over collateralization, interest/principal cash shortfalls, triggers, and losses leading to modeling consistency among deal groups- Tested newly built functionality and transitioned 3 CMBS deals to the USB platform leading to annual savings of over $1MM in auditing fees- Reviewed over 45 monthly-paying RMBS deals while adhering to a 99% internal payment deadline and 100% payment accuracy

- Transitioned 7 EMEA CLO deals to an excel platform under an aggressive timeframe that involved working in conjunction with an India-based consulting team, a California-based QA team and a London-based core processing team reducing annual licensing fees Trained and supervised team of 4 analysts on distressed debt and cash-flow CLOs, responsible for modeling/supporting over 50 deal models in CDO Suite with assets total an excess of $25BN: - Trained team on analyzing and interpreting indentures, deal confirmations, swap agreements and other legal documentation leading to reverse engineering concepts including principal balance rules, rating derivation rules, portfolio profile tests, quality tests, and coverage tests using CDO Suite, Excel, VBA, and SQL- Participated in regression testing of enhancements made to CDO Suite including dynamic triggers on quality tests, purchase lot level principal balance rules and haircuts, resulting in full automation of quality/coverage tests- Coordinated efforts between Developers, QA Analysts, Modeling Analysts, Portfolio Analysts, and Collateral Managers in creating customized Monthly, Note Valuation, Payment and Trade Reports while maintaining 100% timeliness and accuracy - Conducted quarterly and annual reviews on associates, discussed compensation adjustments, and provided constructive feedback helping promote each associate by at least 1 level within 2 years- Team lead on task force to identify modeling deficiencies on BANA CLO portfolios; reviewed and helped revamp portions (15% minimum) of over 100 CLO models