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.• Daily communication and formal bi-weekly calls with each client to ensure we are meeting deliverables and providing exceptional services.• Perform ad hoc tasks such as onboarding new deals, gaining access to custodian online portal, and work with IT and development team to resolve system issues.

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.