Jonathan Feinstein Email & Phone Number

New York, Ny, Us

New York, United States

Supervise teams in independent price verification reviews and establish governance for the Asset Management, Global Credit Products, Corporate Bank and Equities businesses. Primary valuation work is done for private equity and credit instruments.* Challenge Front Office on valuation differences and work with senior management to resolve discrepancies. This effort resulted in tens of millions of dollars of price adjustments. * Present issues and results at quarterly Significant… Show more Supervise teams in independent price verification reviews and establish governance for the Asset Management, Global Credit Products, Corporate Bank and Equities businesses. Primary valuation work is done for private equity and credit instruments.* Challenge Front Office on valuation differences and work with senior management to resolve discrepancies. This effort resulted in tens of millions of dollars of price adjustments. * Present issues and results at quarterly Significant Unobservable Pricing and Parameter (SUPP) Inventory Valuation Review meetings. Presented key valuation issues to VARMC, the firm's senior valuation committee, which includes the Chief Financial Officer, Chief Risk Officer, and other senior managers in order to demonstrate the validity of a methodology improvement or to defend an existing methodology on a material item.* Liaise with internal/ external auditors, regulators, and operations risk team on policy and valuation issues. The success of these interactions was measured by our clean audit letters and no control incidents. Led detailed independent business valuations of over $5Bln in private equity instruments on the CS balance sheet. The work included creating financial models, writing valuation reports, tracking results and trends, and supervising a team of direct reports, including vice presidents. * Led controller's monthly valuation meetings with the Front Office, including the Private Equity Division COO and CFO, to discuss Private Equity performance and valuation analysis and to ensure position marks approximate fair value.* Designed and taught valuation classes to the private equity controllers and interns. Show less

United States

United States

Mba, Finance, General

Bachelor’S, Economics/Psychology