Dongliang (Larry) Yi, Cfa, Frm Email and Phone Number
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As an analytic professional with over eight years of experience in quantitative modeling, data analytics, and finance, I have a proven track record of driving impactful projects and delivering insights in the debt capital markets and credit risk management sectors. My expertise lies in leveraging advanced analytics and technology to optimize financial performance and operational efficiency.Results-Driven Achievements:★$50 Billion in Asset Valuation: Directed the quantitative analysis and valuation of over $50 billion in fixed income assets, ensuring precise and actionable financial insights.★200+ Structured Deals: Led over 200 RMBS/ABS/CLO transactions, demonstrating exceptional project management and negotiation skills.★60% Productivity Boost: Enhanced productivity by 60% through automation and optimization in 25+ data modeling projects.★11 RMBS Transactions: Successfully closed 11 RMBS transactions, managing tight deadlines and complex stakeholder relationships.★95% Dashboard Performance Improvement: Developed BI dashboards using DBT and Looker, reducing dashboard loading times by 95% and influencing executive decisions.Key Skills and Expertise:☑Strategic Leadership: Adept at guiding cross-functional teams and driving high-stakes projects to success.☑Data Analytics and Automation: Advanced skills in data modeling, automation, and business intelligence, enhancing operational efficiency and decision-making.☑Investor Relations: Proficient in articulating complex financial concepts to investors and senior leadership, fostering strong stakeholder relationships.☑Risk Management: Comprehensive understanding of credit risk analysis and management of significant investment portfolios.☑Process Innovation: Proven ability to streamline processes, implement automation, and enhance data integrity.My goal is to continue generating value and spearheading innovation in the finance and technology sectors. I am passionate about leveraging my technical expertise and strategic leadership to drive business growth and operational excellence.Connect with Me:If you are intrigued by the fusion of technical expertise and visionary leadership and motivated by the prospect of driving business growth through strategic analytics, let's connect. Together, we can navigate the complex landscape of finance and technology and chart new paths in this exciting and ever-evolving field. ADDITIONAL SKILLS:Investor Communication | Risk and Portfolio Management | Process Innovation and Automation | Python | SQL | Looker | Experience in Banking and Financial Services
Car Capital Technologies, Inc.
View- Website:
- carcapitalcorp.com
- Employees:
- 59
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Director, Finance AnalyticsCar Capital Technologies, Inc.California, United States
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Manager, Credit Pricing & AnalyticsOnemain Financial Nov 2024 - PresentBaltimore , Md, UsAuto Finance Product -
Analytics Manager, Capital Markets & FinanceUpstart Aug 2021 - 2024San Mateo, Ca, UsLed a capital markets data analytics team at UPSTART, developing quantitative models to assess risk on a $20+ billion consumer loan portfolio and regularly communicating insights to drive strategic purchasing decisions by investors.Key Achievements:☑ Conducted quantitative analysis on credit losses for $20 billion unsecured personal loans.☑ Bridged the gap between our machine learning team and investors, translating complex technical concepts into business-friendly language.☑ Crafted loss/prepayment curves for ABS/Pass-through transactions, contributing to over ten successful closures.☑ Produced monthly marketplace lending reports for 80+ bank partners and institutional investors, contributing to strategic decision-making.☑ Executed over 15 ABS/Pass-through transactions, collaborating with investment banking and rating agencies.☑ Developed BI dashboards for real-time key metrics reporting, reducing the data product roadmap by 1 day.☑ Boosted loan performance dashboard speed by 95%, significantly enhancing user experience and data accessibility.Key Responsibilities:• Facilitated investor communications, automated and optimized data processes, conducted quantitative research, managed loan financing activities, developed data models, and led a team of data analysts.• Led cross-functional meetings to align technical and business perspectives on model impacts and trends.• Streamlined Looker's efficiency by implementing DBT, reducing dashboard loading times by 95%.• Collaborated with the machine learning team to evaluate our underwriting model.• Responded to investor inquiries, ensuring clear communication of analytical findings.• Influenced the data product roadmap and initiated new projects through active participation in data modeling discussions.• Prioritized team skill development through strategic recruitment and mentorship. -
Team Lead, Capital Markets & Portfolio AnalyticsAspen Capital May 2019 - Aug 2021Portland, Or, UsLed capital markets and portfolio analytics initiatives at ASPEN CAPITAL, developing and managing models for cash flow projections and credit risk, enhancing financial analysis and decision-making.Key Achievements:☑ Successfully led securitization and repurchase agreements, closing eleven RMBS transactions.☑ Established and maintained relationships with five major investment banks, three rating agencies, and 5+ mortgage servicers.☑ Enhanced accuracy of prepayment rate forecasts by 20% through advanced statistical analysis and predictive modeling.☑ Applied waterfall structures to model cash flows for 35+ RMBS deals, essential for quarterly income bookings by accounting.☑ Implemented quantitative data integrity checks, achieving a 60% reduction in processing time.☑ Optimized process efficiency by 70% through the implementation of quantitative tools and automated workflows.☑ Created presentations and reports for senior management, focusing on actionable insights.Key Responsibilities:• Developed and managed models for cash flow projections and credit risk for reperforming and nonperforming loans.• Applied waterfall structures to model RMBS deals' cash flows and pricing them at market yields.• Conducted advanced statistical analysis on mortgage prepayments, developing predictive models.• Managed mortgage loan balance sheet funding activities, including securitization and repurchase agreements.• Implemented quantitative tools and automated workflows, including securitization scorecards and repo margin reports.• Established and maintained relationships with stakeholders, preparing actionable reports for senior management.• Collaborated closely with departments such as acquisition, operations, servicing, and financial planning.• Worked with the servicing team on financial loss mitigation, including loan modifications and forbearance plans.• Coached and mentored analysts, standardizing securitization and bond/loan repo procedures. -
Quantitative Investment Analyst, Quantitative Modeling And AnalyticsSecurity Benefit May 2017 - Apr 2019Topeka, Ks, UsDeveloped risk models for $26 billion in fixed income and equity investments at SECURITY BENEFIT CORPORATION, enhancing portfolio management through advanced hedging techniques and significant process improvements.Key Achievements:☑ Utilized Bloomberg, BondEdge, Intex, MATLAB, and SQL for modeling risks in $26 billion fixed income and equity investments.☑ Wrote Python scripts to retrieve and analyze financial data, reducing the monthly pricing process by 60%.☑ Designed fair value hedge strategies using Excel and MATLAB, mitigating duration mismatches by 90%.☑ Managed a $380 million Rates Portfolio, delivering performance attribution analyses.☑ Enhanced BondEdge analytics and cash flow projections through automation, saving 10+ hours per month per analyst.☑ Developed statistical models to predict default probabilities using Monte Carlo simulations and maximum likelihood estimation methods.Key Responsibilities:• Modeled risks for $26 billion in fixed income and equity investments using Bloomberg, BondEdge, Intex, and SQL.• Developed Python scripts for financial data analysis, improving data integration and manipulation.• Designed fair value hedge strategies using Excel and MATLAB, mitigating duration mismatches.• Managed a $380 million Rates Portfolio, delivering performance analyses and reports.• Improved analytics and cash flow projections through automation and optimization in BondEdge.• Developed statistical models to predict default probabilities using company research data.• Presented detailed analyses to the Derivative Working Group and Investment Committee, ensuring informed decisions. -
Practicum Student (Part-Time)Axis (Axis Capital) Aug 2016 - Dec 2016Pembroke, Hm, Bm• Statistical Analysis: Analyzed and visualized default rates of mortgage loans in database of Fannie Mae and Freddie Mac amounting to 100GB in R. Collaborated with the practicum team to identify and test various variables (Loan-To-Value, Debt-To-Income, FICO, etc.) by stepwise regression and LASSO in a multi-factor approach to predict default. • Data Science: Used R to develop predictive models (Logistic regression & Random Forest) that estimate expected mortgage default rates. Decreased error of Random Forest model by 20% compared to Logistic regression in test cases. Delivered data-driven presentations to Chief Actuary and senior managers. -
Grading Assistant (Part-Time)University Of Illinois At Urbana-Champaign Aug 2016 - Dec 2016Champaign, Il, UsGrading assistant of FIN500 (Introduction to Finance) taught by Prof. Adam Clark-Joseph. The major responsibility is to grade homework of students. -
Unit ManagerProcter & Gamble Jan 2011 - Dec 2014Cincinnati, Ohio, Us• Result-oriented: Promoted from key account manager to unit manager in 2013 with “rating one” (top 8%). Achieved 36% sales growth and 38% profit growth for P&G during tenure as unit manager.• Leadership & Communication: Responsible for maintaining $37 millions of current business and coordinating all functions between P&G and distributors. Forged strong partnerships with distributors and stores. • Business Analysis: Reviewed financial statements and economics data with distributor’s general manager and P&G’s financial managers. Set plans to increase sales in profitable retail and cosmetic channels.• Financial Reporting: Automated several parts of daily process including business data aggregation and report generation using Excel/VBA, which improved efficiency by 50%. Used Tableau for business data visualization.• Credit Risk Management: Built credit scoring models in R to evaluate distributors’ creditworthiness based on their on-time payment rates, quality of collaterals, business size, etc. Adjusted distributors’ credit lines to mitigate credit risk. -
Project Manager/It SpecialistIbm Apr 2009 - Dec 2010Armonk, New York, Ny, Us• Project Management: Managed IT delivery project for Tianma (iPhone LCD screen provider) and Disaster Recovery Data Center Project for Oversea-Chinese Banking Corporation (OCBC). Developed a manual to mitigate operational risk in the data center. Completed Tianma project before deadline with a 10% reduction in costs and won another contract from customer.• Team Work: Collaborated with partners and customers from China, Germany, Malaysia, Singapore and South Korea. Presented complex concepts to technical and non-technical customers in practical and simple terms. • Risk Management: Reviewed projects with audit team each month to check potential risks, including project delay, over budget, customer complaints, etc. Made plans to solve project issues. -
It Specialist/Project Assistant InternIbm Jul 2008 - Mar 2009Armonk, New York, Ny, UsHired as IT specialist intern and earned subsequent promotion to a full time position. The major responsibility is to assist in IT project management.
Dongliang (Larry) Yi, Cfa, Frm Skills
Dongliang (Larry) Yi, Cfa, Frm Education Details
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University Of Illinois Urbana-ChampaignFinancial Engineering -
Shanghai Jiao Tong UniversityComputer Pattern Recognition And Intelligent Systems
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SpringboardMachine Learning Engineering
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Jiangsu UniversityElectrical And Electronics Engineering - Automation
Frequently Asked Questions about Dongliang (Larry) Yi, Cfa, Frm
What company does Dongliang (Larry) Yi, Cfa, Frm work for?
Dongliang (Larry) Yi, Cfa, Frm works for Car Capital Technologies, Inc.
What is Dongliang (Larry) Yi, Cfa, Frm's role at the current company?
Dongliang (Larry) Yi, Cfa, Frm's current role is Director, Finance Analytics.
What is Dongliang (Larry) Yi, Cfa, Frm's email address?
Dongliang (Larry) Yi, Cfa, Frm's email address is do****@****tal.com
What schools did Dongliang (Larry) Yi, Cfa, Frm attend?
Dongliang (Larry) Yi, Cfa, Frm attended University Of Illinois Urbana-Champaign, Shanghai Jiao Tong University, Springboard, Jiangsu University.
What skills is Dongliang (Larry) Yi, Cfa, Frm known for?
Dongliang (Larry) Yi, Cfa, Frm has skills like Data Analysis, C++, Management, Financial Derivatives, R, Statistics, Numerical Analysis, Market Risk, Matlab, Teamwork, Collaborative Problem Solving, Leadership.
Who are Dongliang (Larry) Yi, Cfa, Frm's colleagues?
Dongliang (Larry) Yi, Cfa, Frm's colleagues are Sumner D. Moura, Huseyin Bal, Damion Phillips, Marcos Perez, Sachin Patel, Amy Stubblefield, Kara Cumbee.
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