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@almfirst.com
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1 phone found area 972
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Conrad Lofton is listed as Agency CMBS Trader at ALM First at ALM First, a with 97 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at almfirst.com, phone signal with area code 972, and a matched LinkedIn profile for Conrad Lofton.
Conrad Lofton previously worked as Director - Investment Management Group at Alm First and Associate - Investment Management Group at Alm First. Conrad Lofton holds Bachelor’S Degree, International Business, Finance from University Of Oklahoma.
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AeroLeads found 1 current-domain work email signal for Conrad Lofton. Compare company email patterns before reaching out.
Investment management professional with experience in fixed-income portfolio management for institutional investors. Experienced in modeling, analyzing and trading securitized mortgage risk. Always eager to listen and learn.
Listed skills include Data Analysis, Cognos Data Manager, Business Analysis, Data Visualization, and 18 others.
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Dallas, Texas, United States
- Responsible for daily sector monitoring, security selection, trade execution, and research for below asset classes - Repo and Short-Term funding - Agency CMBS - Floaters: CMOs, HECMs, SARMs, KFs, etc- Member of ALM First Corporate Culture Committee
Dallas, Texas, United States
- Manage client relationships with 38 financial institutions ranging in size from $100mm - $5b - Monitor client portfolios for investment and rebalance opportunities- Formulate and disseminate trade ideas downstream- Deep understanding of options pricing using stochastic models - Facilitate the communication of the firm’s best ideas downstream to clients through in-person and virtual meetings- Experience valuing/modeling a wide range of securitized products - Produce and present written and analytical research through webinars, white-papers and conference presentations
Dallas, Texas, United States
- Perform Multi-Dimensional Risk Analysis to measure fixed income portfolio sensitivity to various market environments- Develop and maintain investment and rebalance strategies for ~40 clients - Track performance metrics for the firms three Core portfolios: Core Spread Portfolio, Enhanced Liquidity Portfolio, and Investment Grade Credit Portfolio- Conduct Portfolio Reviews for current and prospective clients- Daily use of Bloomberg Terminal, Excel, Word, PowerPoint and Salesforce
Dallas, Texas, United States
- Analyze bank and credit union quarterly Interest Rate Risk profiles through NII and NEV analysis for over 20 clients- Consistent top performer QoQ in terms of both production and client size. - Conduct forward looking liquidity analyses to aid strategic planning- Daily interaction with bank and credit union core financial statements such as balance sheet, income statement, P&L statement, cash flow statements, and various fixed income investment portfolios- Produce monthly and quarterly MSR valuation for clients- Experience analyzing a wide range of fixed income securities- Advanced knowledge of Excel, Access and ZM Financial Systems, an Asset Liability Management software- Regularly communicate with clients to discuss project criteria and expectation, financial reports, and efficient data gathering
Plano, Texas
- Analyze and monitor the procure to pay process and its efficiency for all three lines of business. - Monitor corporate spend analysis through Oracle's Business Intelligence tool, OBIEE.- Maintain financial dashboards for Alliance Data's three lines of business through Oracle's Business Intelligence tool, OBIEE.- Supported the integration process of Conga contract life cycle tool. - Proposed innovations to our current data security and privacy model based on new regulations. - Daily use of PeopleSoft Financials.
Norman
- Created ad-hoc studies regarding student enrollment and retention rates.- Provided actionable analytics to advisers, professors and academic deans regarding degree plans, class sizes, and school strategy. - Created an ad-hoc study on the effectiveness of using data analytics to support strategic educational planning. - Daily use of IBM Cognos Analytics. - Proficiency in Microsoft Excel and PowerPoint to present visualizations of my findings to non-technical employees.- Trained and developed student advisers on data visualization and data analytics.
Norman, Oklahoma
- Marketed and leveraged Tilt's presence on the University of Oklahoma's Norman campus. - Raised ~ $12,500 for various events and trips.
Other employees you can reach at almfirst.com. View company contacts for 97 employees →
Gavin Montgomery
Colleague at Alm FirstDallas, Texas, United States
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Bob Drouin
Colleague at Alm FirstUnited States
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Alec Hollis, Cfa
Colleague at Alm FirstDallas, Texas, United States
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Nnamdi Micheal
Colleague at Alm FirstLagos, Lagos State, Nigeria
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James Tan
Colleague at Alm FirstNational Capital Region, Philippines
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Savanah Hall
Colleague at Alm FirstDallas-Fort Worth Metroplex, United States
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Robert Perry
Colleague at Alm FirstDallas-Fort Worth Metroplex, United States
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Hinako Kabasele
Colleague at Alm FirstRichardson, Texas, United States
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Brent Wells
Colleague at Alm FirstAllen, Texas, United States
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Kirby Hart
Colleague at Alm FirstDallas, Texas, United States
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Activities and Societies: Sigma Phi Epsilon, International Business Association, Finance Student Association
- One semester study abroad in Sevilla, Spain. - Focused on classes within international business such as International Finance.
Quick answers generated from the profile data available on this page.
Conrad Lofton works for ALM First.
Conrad Lofton is listed as Agency CMBS Trader at ALM First at ALM First.
AeroLeads has found 1 work email signal at @almfirst.com for Conrad Lofton at ALM First.
AeroLeads has found 1 phone signal(s) with area code 972 for Conrad Lofton at ALM First.
Conrad Lofton is based in Dallas, Texas, United States while working with ALM First.
Conrad Lofton has worked for Alm First, Alliance Data, University Of Oklahoma, and Tilt.
Conrad Lofton's colleagues at ALM First include Gavin Montgomery, Bob Drouin, Alec Hollis, Cfa, Nnamdi Micheal, and James Tan.
You can use AeroLeads to view verified contact signals for Conrad Lofton at ALM First, including work email, phone, and LinkedIn data when available.
Conrad Lofton holds Bachelor’S Degree, International Business, Finance from University Of Oklahoma.
Conrad Lofton is listed with skills including Data Analysis, Cognos Data Manager, Business Analysis, Data Visualization, Financial Modeling, International Business, Data Entry, and Big Data.
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