Stephen Snider Email & Phone Number

Boston, MA, US

Organize and direct NEIII’s Impact Investing and Sustainable Finance Fellowship Program. Help to coordinate the program, plan events and trainings, and fundraise to benefit the broader NEIII community. We are looking for fellowship participants and partners. NEIII (referred to in speech as “NE triple I”) stands for New England Impact Investing Initiative..

St Gallen, CH

Design and build oikos International's Sustainable Finance "Toolkit." This platform will be used by aspiring sustainable finance practitioners to enter the field. Users of the platform will learn about sustainable finance, gain skills, and develop leadership competencies. Students and interested partners can participate in the development of the "Toolkit.".

Boston, MA, US

NEIII's Fellowship aims to advance careers or businesses in the impact investing sector for professionals, investors, and entrepreneurs. Through this program, NEIII strives to democratize access to education about impact investing for the purpose of diversifying the talent in the impact investing sector and lifting up the voices of those whom many impact.

Cambridge, Massachusetts, US

Teaching fellow for finance classes at Harvard University. Review research, teach classes, run workshops, lesson planning, and grade assignments. Develop personal knowledge and network in the industry. Courses: - Sustainable Finance and Investments- Impact Investing- ESG Reporting and Regulation- Making the Sustainable Finance Case- Corporate Finance.

Kingston, St. Andrew, JM

Developed The Leap Co's Climate Resilience Index (CRI). The CRI provides a classification or “grading” of Jamaican businesses on various areas of climate change resilience. These include the identification of climate change risks, opportunities, engagement, and governance. The CRI provides greater accountability and disclosure, encourages good management.

Boston, Massachusetts, US

Designed company strategy. Dedicated team leader. Implement go-to-market and marketing plans.--> Physis Investment is an investment platform that provides retail investors with sustainable investing opportunities. Check us out at www.physisinvest.com.--> As Operations Manager, I help support our social media efforts and foster connections in the.

Boston, MA, US

• Coordinate and manage monthly reporting around the Complex Institution Liquidity Monitoring report, FR 2052a report to the Federal Reserve. This involves balance sheet reporting, project management of reporting.
• Calculate and Analyze the Liquidity Coverage Ratio (LCR) for the Bank Holding Company and its subsidiaries.
• Manage MBA and Master's student interns in their day to day activities and in goal development.
• Assist in compliance with the Enhanced Prudential Standards introduced in FRB Regulation YY.
• Provide documentation to and answer questions from the Fed Reserve related to monthly reporting, ad-hoc questions, and annual reviews. Participated in liquidity review of Santander that resulted in an upgrade in status.

Boston, MA, US

• Responsible for the implementation and execution of the Liquidity Risk Management (LRM) Framework, including enterprise policies, processes and procedures related to the production or review, testing, challenging and.
• Worked closely with LRM Director in working with the entities and Lines of Business to implement the LRM Framework including baseline and stressed cash flows and funding plans.
• Prepared and maintained excel models to report on the bank's Balance Sheet and Liquidity Gap during stressed forecasting scenarios so as to ensure bank compliance with the regulatory framework. This includes data.
• Calculated Liquidity Coverage Ratio and prepared daily regulatory reporting on Bank Assets and Liabilities.

Boston, Massachusetts, US

• Responsible for the monthly calculation of Fund Transfer Pricing (FTP) rates for the allocation of Net Interest Revenue to each business unit based on the investments and deposits held so as to adequately price.
• Designed, implemented, reviewed, documented and maintained reporting and variance analysis, including actual vs. forecast, trends, and prior period, for presentation to finance directors and business partners regarding.
• Partnered with Asset and Liability Management, Liquidity Management, and Capital Planning to ensure FTP is in compliance with new regulatory programs, (incl. Liquidity Coverage, Net Stable Funding Ratios, and Fed.
• Wrote commentary on changing Business Unit FTP rates for management reports and presentations.

Boston, Massachusetts, US

• Columbia Management is part of Ameriprise Financial
• Produced analytics to help internal business partners and leaders understand monthly and quarterly results, recognize key performance drivers, and identify opportunities, which helped to shape messaging to management.
• Wrote month end business commentary and reported results on the firm’s mutual fund flows and assets under management.
• Managed monthly compensation models, including tracking sales, calculating management fees, and analyzing monthly performance, for over 200 intermediary, institutional and retirement wholesalers on a monthly and.
• Led a project to identify possible reporting risks and their potential solutions in the financial systems of the department.
• Prepared in-depth presentation on firm’s presence in the retirement and planning sector in comparison to competitors.

Minneapolis, MN, US

• The FLDP seeks to empower a select group of three to five college graduates with professional and technical skills to help them succeed as leaders. The competitive program includes leadership opportunities.
• Examined fund and firm level variances month over month on performance of the company’s mutual fund business.
• Maintained compensation models and tracked flows and assets under management for monthly compensation payments to over 150 institutional and intermediary wholesalers.
• Documented and streamlined compensation, month-end reporting, and system processes to simplify and ensure proper controls.Advice Wealth Management (AWM) – Planning and Forecasting
• Maintained and improved the forecasting models for gross dealer concessions, transfer pricing, and advisor compensation.
• Prepared the 2011 FY business planning presentation on projected advisor business for distributed to business partners and executives.Enterprise Reporting Analytics (ERA) – Database Management

St. Paul, MN, US

• Coordinated the arrival and college orientation of all international students for three different incoming classes.
• Personally mentored 40+ international students, serving as a point of contact for any questions.
• Planned and led informative and entertaining activities for the students with the administration and fellow mentors to ensure every student was adjusting well to the college.

St. Paul, MN, US

• Preceptor for Introduction to Statistical Modeling - Introductory Class (2007) and Data Analysis and Statistics - Intermediate Class (2008).
• Graded assignments and projects while assisting students with their work on various statistics topics, such as: probability, hypothesis testing, multivariate regression, single and multi-way analysis of variance, and.

Minneapolis, MN, US

• The FLDP intern program serves as a conduit to the fulltime analyst program which it mirrors. The three month rotation in Owned Assets included technical classes, info sessions with leadership, and presentation.
• Automated Excel processes and wrote procedures for many diverse projects related to seed money, GAAP and tax reporting, plus security tracking.
• Responsible for the completion of daily cash processing, end of quarter financial statements, and the financial analysis of transactions for a two hundred million dollar portfolio.
• Analyzed social media use in recruitment and its costs vs. benefits; elected to present recommendations to the vice presidents of Human Resources and Marketing on behalf of the eighteen member team.

Minneapolis, MN, US

• Managed accounts for loans held by the company; this included the preparation of statements concerning interest accrual and payments, as well as research into their condition
• Prepared end of period financial statements and performed financial analysis of charges
• Examined accounting ratios to determine the company’s compliance with loan agreements
• Developed an Excel database to calculate employee deductions for education, health care, and taxes

• Classes taught: the Stock Pit - the basics of economics with investment banking essentials and Construction Challenges - the mathematical principles behind modern construction methods.
• Facilitated daily activities and led weekend trips to amusement parks and the Boston aquarium.
• Acted as a Residential Advisor to nine 7th graders over the course of the six week program.

• Assisted in the day-to-day operation of the non-profit and the importing of donations from the US.
• Distributed donated materials, such as food, books, and clothing, to families, schools, and churches.
• Met with government officials, school principals, and church officials to facilitate communication and monetary assistance for the project.

• Produced and marketed my own T-shirt line called JRock (Jamaican Rock), which generated sales of over $5,000 US.
• Created a national marketing campaign that involved party endorsements, TV appearances, and store promotions across Jamaican, establishing the brand as a unique apparel company.

Master Of Liberal Arts (Alm), Global Development Practice

Bachelor Of Arts (B.A.), Economics And Statistics

Education record