Michael Lepore Email & Phone Number

New York, Ny, Us

Focused on financial, risk management and strategic change initiatives reporting to the Investment Bank CFO and Head of Credit Trading & Financing. Served as a member of the Credit Trading & Financing executive management committee. Managed a staff of 3 professionals.- Formulated strategic and operational plans including developing growth initiatives and projecting comprehensive financial plans driving income statements to set benchmarks and driving decision making and efficiently… Show more Focused on financial, risk management and strategic change initiatives reporting to the Investment Bank CFO and Head of Credit Trading & Financing. Served as a member of the Credit Trading & Financing executive management committee. Managed a staff of 3 professionals.- Formulated strategic and operational plans including developing growth initiatives and projecting comprehensive financial plans driving income statements to set benchmarks and driving decision making and efficiently allocating the balance sheet as well as capital and liquidity metrics to accretive opportunities.- Implemented business priorities aligned with the strategic and operational plans by leveraging a global relationship network of senior business managers and functional support partners as a trusted advisor to the head of Credit Trading & Financing.- Contributed to business governance forums including executive committee forums, and global town halls to communicate with internal stakeholders and business partners.- Created and monitored key performance indicators to ensure strategic targets and business initiatives were achieved.- Managed annual strategic business reviews that covered growth opportunities, threats to competitive positioning, market structure developments, and impacts of regulatory changes to ensure business strategies aligned with the firm’s long-term objectives and financial targets. Show less

Prepared and presented materials to the Credit and Securitized Products risk committee, which included economic indicators, market conditions, and risk sensitivities stratified across products, industry sectors, countries, counterparties, stress scenarios, and non-financial risks. Direct report to the Head of Front Office Risk Management and managed a staff of 2 professionals.- Directed business development of counterparty risk management tools across credit product businesses such as… Show more Prepared and presented materials to the Credit and Securitized Products risk committee, which included economic indicators, market conditions, and risk sensitivities stratified across products, industry sectors, countries, counterparties, stress scenarios, and non-financial risks. Direct report to the Head of Front Office Risk Management and managed a staff of 2 professionals.- Directed business development of counterparty risk management tools across credit product businesses such as stress scenarios that incorporated exposures, market shocks, and risk sensitivities that resulted in enhanced risk governance, improved decision making and addressed regulatory requirements. - Enhanced counterparty risk management by analyzing client performance across the lifecycle from pre-trade approvals to post trade results.- Developed a firmwide client onboarding application to assess revenue opportunities, credit risks, non-financial risks, and client suitability. - Liaised with business partners including credit officers, operations, margin services, client KYC services to remediate counterparty limit/ flag breaches, margin disputes, and data quality issues. Show less

New York City Metropolitan Area

Managed global and product line financials across revenues, expenses, capital and liquidity targets. Direct report to the Global Credit Products COO and managed a staff of 2 professionals.- Formulated strategic and operating business plans including the income statement and balance sheet as well as capital and liquidity operating metrics that provided a framework for growth and positioning the business to achieve long-term firmwide financial targets.- Developed comprehensive cost… Show more Managed global and product line financials across revenues, expenses, capital and liquidity targets. Direct report to the Global Credit Products COO and managed a staff of 2 professionals.- Formulated strategic and operating business plans including the income statement and balance sheet as well as capital and liquidity operating metrics that provided a framework for growth and positioning the business to achieve long-term firmwide financial targets.- Developed comprehensive cost transformation initiatives that identified 3-5% annual savings. Initiatives ranged from consolidating office locations, outsourcing / insourcing functions, contract renegotiations, and rationalization of applications and projects. - Analyzed new business proposals, significant trades, and regulatory transformations to analyze the risks underwritten and corresponding revenues and profits in order to efficiently allocate capital and resources. Show less

COO/ Financial Manager Global Credit Products including High Yield, Leveraged Loans, Investment Grade Capital Markets & Trading.

Financial Manager for Risk Management Transportation and Surety businesses.

Master Of Business Administration - Mba, Finance And Financial Management Services

Graduated with Honors.

Bachelor Of Science - Bs, Economics