Kervelle R. Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Hedging and Cash Management ▪ Hedging and cash management for multi-asset portfolios and inflation portfolios including 40 Act funds and insurance mandates rebalancing during fund ramp and liquidation instructing traders’ execution of derivatives (OTC – futures, interest rate swaps, Total Return Swaps), treasuries, commercial paper/ money markets, managing cash (in response to daily subscriptions and redemptions) and directing daily margin call activity ▪ Direct team through a successful migration to Aladdin by Blackrock software, meticulously safeguarding inter-company workflows. As a proficient super user, I adeptly integrate systems, preserving operational continuity and facilitating a smooth transition across departments ▪ Perform data, analytics, position and account reconciliations to ensure metrics accuracy and integrity pre-trade including portfolio monitoring Securitized Products ▪ Collaborate closely with senior portfolio managers and research team to optimize portfolio performance and mitigate risk in asset-backed securities (ABS), mortgage-backed securities (MBS), commercial mortgage-backed securities (CMBS), and residential mortgage-backed securities (RMBS) ▪ Evaluate existing holdings, generate buy / sell recommendations, review proposed securities purchases and communicate actionable trade recommendations ▪ Deliver presentations to senior leadership and clients on portfolio performance addressing any concerns ▪ Serve as a liaison between departments, facilitating effective communication, collaboration and best practices throughout the trading process ▪ Collaborate to prepare model portfolio, performance slides, and produce other portfolio-level investment reporting

Springfield, Massachusetts Area

Led training initiatives and played a pivotal role in hiring decisions, assessing candidates' qualifications, conducting interviews, and providing personalized mentorship to new hires, building out a high-performing team with diverse strengths and unified goalsEngaged with cross-functional teams to implement process improvements and optimize resource allocation Utilized research vendors to facilitate accurate execution of capital markets asset pricing procedures for investment grade corporate bonds and securitized products, high yield bonds and leveraged loans, private placement, public equity real estate and derivatives

Springfield, Massachusetts Area

• Developed and executed effective marketing strategies through the creation and distribution of engaging publications, flyers, and posters, resulting in increased student involvement and participation.• Successfully expanded the department's social media reach by over 300% within a one-year period, effectively increasing online engagement and visibility.• Supervised and managed a team of 2 student workers, overseeing their coordination of outreach communications for various campus events.• Served as a teaching assistant and mentor for the freshman class, providing guidance, support, and assistance in their academic and personal development.• Consistently recognized by management for exceptional attention to detail, resourcefulness, and professionalism in fostering strong connections with both students and faculty members.

• Accurately processed payment invoices and create purchase orders for accounts payable transactions• Utilized Raiser’s Edge software to update alumni records• Directed incoming phone calls from students, alumni and faculty

Springfield, Massachusetts Area

• Developed and implemented engaging, effective lessons in advanced Spanish• Nominated to tutor by professor

Developed and documented standard operating procedures (SOPs) for various operational processes, ensuring compliance with industry regulations and best practicesConducted thorough research and analysis to understand existing processes and identify areas for improvement

Trinidad And Tobago

Assisted customers with inquiries, complaints and requests related to their accountsProvided accurate and timely information about billing, meter readings, energy consumption, and payment optionsUpgraded formerly paper-based processes into accurate and detailed customer records in the CRM system

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Activities and Societies: NCAA Volleyball athlete

Bachelor Of Science (B.Sc.), International Business/Trade/Commerce

Activities and Societies: NCAA VolleyballMarketing minor

Associate'S Degree (Equivalent), Pure Mathematics, Applied Mathematics, Statistics, Spanish

Caribbean Advanced Proficiency Examinations