Miranda Yu, Cfa, Frm Email & Phone Number

Manage and monitor $8 to $10 billion in diversified assets consisting of fixed income securities, hedge funds, private equities, structured securities, derivatives and public equities for institutional investors. In this role, survey and manage credit, valuation, liquidity, counter-party risks of portfolios by interacting with market participants, portfolio managers, credit managers, and legal counsels.

Monitored $3 to $5 billion of separate accounts of diversified assets by reviewing and analyzing funds’ financial statement, portfolio report, risk report, and market report. Traded and provided recommendations to portfolio managers to enhance return and manage risk based on portfolio guidelines.

Streamlined and automated investment accounting and reporting process of complex portfolios which reduced the processing time from over a day to a couple of hours and reduced errors in reporting. Worked with New Business Manager and built structured finance cash flow models to access the feasibility of new structures.

Worked with senior management at client organizations on defining financial strategies, modeling and reporting securitizations, developing cash flow projections, and assessing portfolio valuations.

Managed a vacation ownership portfolio of 6 accounts consisting of a $200 million securitization and $200 million in asset-based, inventory, construction, and syndicated loans. Underwrote the extension and expansion of existing loans based on client financial and collateral performance and Heller credit standards.

Master Of Business Administration (Mba)

Bachelor'S Degree