Senior Financial Analyst
Current• Connect via virtual meetings with global impact investors and banking counterparties to ensure liquidity and collateral management while providing derivative hedging products and Forex risk management solutions to protect against foreign currency depreciation, safeguarding their investments, loans, and funding for projects in emerging markets. As of now, an average of 15 monthly client and partner calls are performed to complete this obligation • Review post-trade task submissions including, but not limited to, trade settlements, deal confirmations, monthly valuation reports, and vendor invoices. On average, I review 50 trade settlements and 20 deal confirmations per week.• Assist in client onboarding to bring in prospective customers looking to hedge their exposure in developing markets. We attract new business through partner referrals, contact form submissions, and global conferences, and once we make the introduction via an initial phone conversation, we spend the next 2-3 months communicating with the potential clients through email to ensure we receive all necessary legal, KYC, and credit rating documents in order to comply with the requirements set forth by our Guarantors, U.S. Development Financial Corporation (DFC) and FinDev Canada. • Aided the company in onboarding 20 clients so far, resulting in $85 million in production from new clients, while helping those clients promote growth in developing countries by improving certain facets of society such as Infrastructure, Telecommunications, Healthcare, Education, Housing, Agriculture, water and air quality, and renewable energy.• On a daily basis, I collaborate with senior management to proactively manage the company’s risk exposure via liquidity and collateral management, asset and derivative valuations, and credit analysis. This is conducted via an excel model that I created to track liquidity movement and has cut down the time spent on the collateral process by 5 hours per week.
