Jonathan Downs, Cfa Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Greater Boston

- Tutored non-native English speaking candidates for levels 2 and 3 of the CFA exam, working 1-on-1 and in small groups. The focus is on improving the candidates' comprehension of the wording of the questions, as well as content review, working with practice exams, developing greater proficiency and achieving a high pass rate among a largely Latin American clientele.

Boston, Massachusetts

Wholesale Credit Risk - Financial Institutions - senior underwriter• In preparation for Citizens separation from RBS built analysis structure and acted as the primary liaison to the technology team to build, validate, and test a new credit scoring model. Provide ongoing analytics and validation to management on the performance of the model in compliance with audit and regulators.• Proactively manage financial institution portfolio of 250-300 banks, broker-dealers, investment funds, and government sponsored entities. Provide analysis, risk-rating, ongoing credit and limit monitoring for current and potential counterparties. Provide regular compliance analytics.• Headed ongoing data quality initiative to synchronize records throughout the bank's systems and ensure maximum connectivity and completeness of coverage.

Newton Corner, Ma

• Manage accounting, payroll and reporting, assisting the Treasurer with analysis and budgeting for a large Protestant parish.• With the Finance Committee, manage >us$2mm endowment, assisting with. asset allocation, rebalancing and expense control.

Greater Boston Area

Risk & Regulatory Technology: Business Analyst (contracted through Whitridge Associates): performed data analysis, developed & compiled technical & data requirements, wrote documentation. Acted as liaison between business and technical users, translating user needs into technical specifications. Worked on projects including Counterparty Credit Risk (PFE/ CVA) and Market Risk Backtesting.

Boston, Massachusetts, United States

AVP; Enterprise Risk Management: • Selected to lead an innovative effort to assist State Street's worldwide business units working with the Probability of Default (PD) risk-rating tools to bring the Bank into line with the Basel II risk-based capital requirements (Advanced Approach), ensuring uniform and consistent application of the tools. • Edited and rewrote protocols for assigning risk-ratings to the various types of funds, working with the Bank’s worldwide offices to help individual business units to understand how to use the risk-rating tools to predict the probability of default of their various pension fund, hedge fund and mutual fund clients.• Created and managed an internal help website to share best practices with business units worldwide and ensure consistent application of Basel II risk-rating standards in the Bank’s global operations. Assisted with and documented process-flow improvements in a variety of ERM groups.

AVP; Enterprise Risk Management: • As Team Leader, managed a team of up to 5 credit analysts covering a portfolio of roughly 5,000 credit and custody counterparties worldwide. Hired, developed and trained junior analysts. • Worked closely with the project teams in the development, application and testing of new risk-rating systems/ tools in conjunction with the State Street's Basel II compliance efforts (advanced approach).• Developed and maintained compliance monitoring reports on the entire group's credit portfolio (~1000). • Managed compliance efforts for FRB Regulation F and for SEC rule 17f-5, compiled the group’s analysis manual. • Frequent contributor and participant in meetings of the Bank’s Credit & Counterparty Exposure Committee (CCEC).

Enterprise Risk Management: • Analyzed and managed a portfolio of 100-200 credit counterparties, mainly banks, broker-dealers, sovereigns and government agencies. • Managed compliance efforts for FRB Regulation F and for SEC rule 17f-5, compiled the group’s analysis manual.• Completed State Street’s credit training program.

Mba, Finance

Cum Laude

Ba, Geography

Activities and Societies: President, McGill Undergraduate Geography Society Honours in Economic Geography