Bryce Escobar Email & Phone Number

Windsor, Ct, Us

Regulatory, Analytics, & Data Management Solutions• Manage a team responsible for producing a broad range of monthly, quarterly, and annual financial regulatory filings for hedge fund and private equity clients [ Form PF, 13F, AIFMD, Solvency II, TIC, CPO-PQR ]• Created advanced integrated Excel models incorporating Pivot Tables, VLOOKUP, INDEXMATCH, and nested functions to automate manual processes, aid in analytics and serve as new user tools• Exposure to various alternative investments (CLO, MBS, CDS, options, FX derivatives, real estate, leveraged loans)• Collaborate with Federal Reserve, SEC, and other agencies to help clients navigate financial regulatory environments• Serve as a cross-functional partner between fund accounting, product development, investor relations, and information technology to bring client deliverables from idea inception to product delivery• Liaise with development teams on UAT testing to ensure functionality of newly designed software products• Onboard and support new customers with the implementation of proprietary software and analytical tools• Lead client meetings to foster productive relationships and assess revenue growth opportunities• Apply comprehensive knowledge of internal products and industry to proactively discern future needs of customers• Create tailored client experiences by utilizing customizable in-house software solutions

Windsor, Ct, Us

Windsor, Ct, Us

Windsor, Ct, Us

New York, Ny, Us

• Executed the daily revenue reporting process for multiple trading desks [ Securities Lending/Fixed Income ]• Responsible for investigating variances between reported profits and trader expectations, ensuring data integrity, and performing profit attribution analysis• Analyzed revenue trends and published commentary on significant fluctuations to assess business risks• Collaborated with projects teams to mitigate data risk and improve trade level variance analysis• Presented monthly reports to business heads and highlighted key revenue drivers to assist with growth initiatives

New York, Ny, Us

• Oversaw performance of the global loan portfolio and published daily, monthly, and quarterly revenue reports• Directed operations teams on appropriate booking of income stemming from modifications to existing loan facilities• Engaged with deal closing and operation teams to validate newly onboarded facilities and track risk attributes of loans• Consolidated the daily revenue reporting process, simplified variance analyses, improved forecast models, and investigated significant credit events

New York, Ny, Us

• Conducted trade level analysis to ensure accuracy of general ledger positions across multiple derivative products• Led trading summary calls between stakeholders to mitigate incorrect flow of data between various systems• Created a tighter control environment and decreased operational risk by improving and simplifying reconciliation and reporting processes

Ewing, Nj, Us

President, Treasurer, and Fundraising Chair of Sigma Alpha Epsilon Fraternity

Philadelphia, Pennsylvania, Us

Tracked and coordinated inventory movement to various locations within the venue, directed employee movement to maximize productivity, and maintained standards of Aramark.

Organized and implemented daily schedule, annually supervised 7 employees and ensured the safety of 50 3rd grade children, promoted maximum productivity of co-workers, and provided camp directors with performance updates of employees.

Trenton, Nj, Us

Worked on data-oriented research projects, compiled and input legislative data into Excel, aided assemblymen/assemblywomen and senators with legislative tasks, and gained insight to New Jersey’s political system by attending and recording voting sessions and committee hearings.

Bachelor Of Arts (Ba), Economics

Education record