Kyle Stocker Email & Phone Number

New York, NY, US

Montrouge, -, FR

Montrouge, -, FR

Credit and portfolio management in the Risk & Permanent Control division covering several financial institutions groups including asset managers, funds (regulated, non-regulated, pension funds and private equity funds), broker-dealers, clearing houses, and specialty finance companies based in the Americas.

New York, New York, US

New York, New York, US

• Manage portfolio of 40 North American Investment Advisors, Pension Funds and Asset Managers
• Approve new trade deals across multiple capital markets products and extensions of credit up to $25mm
• Negotiate credit terms for new and existing legal agreements including ISDA, CSA, MSFTA, Futures, etc.
• High level discussions with Senior Banking and Capital Market Relationship Manager partners to ensure Citi extends enough credit to accommodate business requirements while maintaining an appropriate risk appetite
• Full due diligence analysis/meetings to on-board new counterparties/funds that are deemed top priority by the Institutional Clients Group (“ICG”)
• Maintaining a high degree of understanding of Citi's internal credit policy and reporting requirements

New York, New York, US

• Assisted Senior Credit Officers with:
• Assessing the credit risk of new funds/separate accounts and providing approval recommendations on a portfolio of nearly 200 Investment Advisors, Pension Funds and Asset Managers with aggregate Assets Under Management.
• Prepare annual customer credit reviews monthly by researching, analyzing, and presenting required data of fund and pension managers including: risk rating assessments, exposure analysis across multiple asset/product.
• Working with various global teams (Sales, Client Onboarding, Legal, Relationship Managers, etc.) and conducting frequent due diligence calls with client portfolio managers to ensure all aspects of approval process and.
• Reengineer, identify and implement automation objectives for the global onboarding process in a changing environment; provide system enhancement suggestions and user acceptance testing for Citi’s internal fund.
• Successfully spearheaded and managed cross-training of credit approval initiative for multiple groups of client onboarding analysts to reduce approval request rejection rate and improve key performance indicators

New York, New York, US

• Ensure Citi has the appropriate level of risk and control processes in place by:
• Proactively monitor pre-settlement exposures by communicating with Credit Officers, Sales/Trading and Technology teams with the goal of mitigating risk on both a credit facility and fund obligor level for Investment.
• Analyzed, monitored, and investigated risk data and credit exposures and variances to provide resolutions and properly reported data for weekly, monthly, and quarterly reports as required by policy and control.
• Understanding of how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure and how this affects extensions of credit to varied clients
• Completed ad-hoc projects, assignments and reports as required and requested, such as the preparation of portfolio data for internal and external audit, regulators and senior management

St. Bonaventure, NY, US

- Provide Semi-weekly updates on the Utilities Market- Overview the financial information of companies in the Utilities sector- Utilize the Bloomberg Terminal to research recent news and quarterly reports

Atlanta, GA, US

- Assisted the driver with the handling of packages to local neighborhoods to ensure timely delivery for the Holiday season- Helped load the truck

New York, US

- Aided in the development of a 2.5 million dollar budget- Aided in reorganization of company’s digital file systems- Re-structured company's paper filing system of inactive patients and assisted in file management between multiple locations- Assisted in re-formatting the company's patient forms and documents- Cross referenced SuperBills with QuickBooks.

Orchard Park, NY, US

- Data input for CRM system- Purged data system of inactive contacts- Researched cables and leads of competitors for product comparison- Participated in marketing meetings

Orchard Park, NY, US

Worked on the production and packaging of pillow speaker devices

- Learned about the Marketing business- Contacted local newspapers and radio stations for connections- Advertised events that were being held at the Southgate Plaza- Ran the Annual Halloween Parade on my own that was sponsored by the Southgate Plaza

Bachelor Of Business Administration (Bba), Finance

Study Abroad, International Finance

Regents With Honors, General Studies