Nathan Oakley, Cfa Email & Phone Number

Boise, Idaho

Pittsburgh, Pa

Senior Vice President/Managing Director, February 2015 - June 2018Vice President/Senior Trader, March 2005 - February 2015Assistant Vice President/Trader, July 2003 - March 2005Asset and Liability Management (ALM) is PNC’s corporate treasury. Within its mandate to reduce balance sheet risk, ALM manages the securities portfolio to maximize total return and uses derivatives to hedge loans, securities, liabilities, and mortgage servicing rights. Debt and capital management are also within its purview. ALM members consult on projects throughout the bank as subject matter experts on pricing and risk. Accomplishments:Decision Making/Portfolio Management• Developed, pitched, and executed relative value trades as sector portfolio manager of liquid assets. • Spearheaded creation of supranational/sovereign and covered bond sub-portfolios, resulting in risk-adjusted outperformance.• Designed and managed GAAP-compliant derivative hedge strategies of loans, debt, and securities, enabling significant reduction in enterprise risk.• Researched and executed trade ideas for ALM’s proprietary trading book.• Planned and executed dispositions of bond and derivative portfolios during bank mergers. Leadership• Consulted on firmwide internal profitability measurement framework with senior management of various lines of business.• Managed day-to-day ALM derivatives trading, including working with market/credit risk, operations, and compliance teams.• Negotiated derivatives clearing agreements in concert with PNC Legal and broker/dealer counterpart. • Led analyst recruiting for ALM during firmwide overhaul of hiring effort, securing full-time hires and interns from top schools.Technical• Built technology solutions to support trading and portfolio management, incorporating third party analytics libraries and in-house databases.• Collaborated on implementations of primary derivatives pricing/trade capture system and ALM balance sheet risk management system.

Seattle, Washington

Accomplishments:• Collaborated on structuring and executing $18 billion in hedge accounting-compliant derivatives embedded in liability products to limit financial statement volatility.• Directed successful front/middle office implementation of Summit trading system for all derivatives and liabilities.• Minimized MSR and A/L hedging cost by obtaining best execution of derivatives. (2002 volume: $90 billion)• Assisted with derivative portfolio assumption/disposition during numerous bank acquisitions. • Partnered with fledgling corporate customer derivatives desk to help grow the business by hedging their rate risk. • Analyzed firmwide balance sheet interest rate risk, providing reports for senior management.

Bachelor Of Science - Bs, Economics, Mathematics

Masters Level Coursework In Computational Finance