Kyle Kato Email & Phone Number

Houston, TX, US

Houston, Texas, United States

• Administer 40+ CLO/CDO/SMA portfolios for 3 separate clients with varying deliverables.
• Deliver cash recons, cash available reports and daily BBG par recons to client before morning deadlines
• Responsible for 4 cash analysts - assist analysts in complex cash break investigations and final cash recon approval.
• Maintain loan positions with weekly par recons and cash discrepancy reporting - research notices, communicate with agents and custodian, and direct back-office teams to update principal and interest accordingly.
• Monitor trade settlement process to ensure trades are booked and settled properly.
• Monthly client deliverables include fund analytics, principal and interest account reconciliation, and par reconciliations with custodian.

Houston, Texas Area

• Generate a Power BI capacity model, using Python code, to monitor the capacity and productivity of individuals, teams, and departments.
• Collaborate with Partners to understand the desired vision of model.
• Collect data from 600 individuals, developed 23 variables to determine a deal’s difficulty, and wrote a VBA Macro to allow teams to import data without corrupting the datasets.
• Responsible for centralizing and organizing all project charter documentation to allow end-users to easily access the collection of information.
• Built an Asset Ratings Power BI report to monitor the instability of issuer’s asset ratings over a 30-day period during initial impact of COVID. Visualize asset price changes and the impact on asset ratings.

Houston, Texas Area

• Reconcile cash flows for the trustee department of Wells Fargo, with several report deadlines throughout the day.
• Transfer multi-million USD trades using a live SEI banking application.

Houston, Texas Area

• Greet and build rapport with new customers
• Analyze client’s swing in the golf simulator to educate the client on the issue they are facing
• Communicate the benefits and guide clients to golf products that would best fit their swing metrics
• Award a set of clubs from Callaway based on the high volume of sales

Agoura Hills, CA

• Increased the branch's Client Satisfaction Score by 28% during my employment
• Responsibilities include processing checks, withdrawals, deposits with speed and accuracy
• Strike interest in Bank of America loans, consolidated debt offers and credit cards

Certificate, Data Analysis & Visualizations, 92

Course focuses on the most desired programming languages by employers. * Python * SQL * Java * HTML

Bachelor Of Science - Bs, Economics, Senior

Activities and Societies: Omicron Delta Kappa: the National Leadership Honor Society at University of Houston. Helped organize and promote.

Engineering

Activities and Societies: Joined Beta Theta Pi fraternity. Participated in philanthropic events with "Best Buddies." Raised money for.