Patrick Mitchell, Mba Email & Phone Number

Springfield, Illinois, United States

o Configure product to meet business requirementso Understand the functional impact of various configuration options and offer recommendationso Collaborate with Business Analysts and Technical Solutions o Provide product demonstrations as needed (both internally and externally)o Assist with client user Trainingo Build product knowledge through training, self-directed research and testing, and working with senior team memberso Estimates and completes development tasks including coding, requirements gathering, and analysis with little feedback and guidance from their teamo Diagnosed and resolved complex technical issues to restore service to customers quickly

Springfield, Illinois, United States

o Responsible for trust administration, collateral administration, analytics and reporting functions required on Collateralized Debt Obligations of $5 billion AUM.o Production of custom reports used by our sales team and upper management.o Run global trainings for analytics and report development.o Run meetings to collaborate with our technology group to identify system limitations and put long term solutions in place.o Subject Matter Expert (SME) for the global analytics group with external parties.

Chicago, Illinois, United States

o Monitor and communicate project status, plans, issues, timelines and action items internally and externally.o Manages the day-to-day project activities and leads the management team meetingso Support and advise the Senior Leadership on specific projects, assignments and future improvementso Converted over 200 CLOs to a new reporting and payment platformo Implemented project lifecycle management processes to ensure project requirements were documented and tracked throughout the projecto Developed and maintained spreadsheets to track project progress, enabling accurate reporting of project status

Chicago, Illinois, United States

o Maintain robust model documentation, data quality assurance, and controls in conformance with regulatory guidelineso Ensure compliance of various internal and external policies, standards and procedureso Responsible for model design, development, and model implementation. Ensures that the models are maintained and updated in a timely manner and the models perform as expectedo Leverage technology-based tools to implement process improvemento Run training classes and monthly meeting s with all internal partieso Prepare/analyze quality control reports for Senior Management

Chicago, Illinois, United States

o Guide the technical and professional development of 7 Senior Analysts.o Analyze indentures and facilitate payments to investors.o Work with Collateral Managers to establish models, reports and deal documents for new deals.o Maintain and provide day to day support to relationship managers, reporting analysts and portfolio managerso Run stress testing models to quantify the impact of various stress scenarios.o Recommend changes to current processes/practices based on changing internal and external requirements.o Participate in assigned projects, providing expert input, portfolio information and value added support.o Establish and manage positive relationships with rating agencies, auditors, investors and other internal parties.

Chicago, Illinois, United States

o Prepared and reviewed investor reports to identify errors/ inconsistencies and ensure reports went out on time.o Collaborated with external auditors to ensure validity and correctness of data as part of preparing note valuation reports.o Ensured initial portfolio was reviewed pre-close and closing collateral prices have been tied out with the underwriter.o Setup new deals according to the individual deal documents.o Principal and interest reconciled on a daily basis.o Responsible for trade/fee processing and settlement. Sending out wires and checking that all systems were reflected correctly.o Ran hypothetical trade scenarios and confirmed that they were compliant with the deal documents.o Transaction Analyst and Analyst positions merged in 2007. I trained more than 10 transaction analysts on the analyst’s client deliverables.

Chicago, Illinois, United States

o Prepared reports on more than 100 Total Return Swaps in the U.S. and U.K. on a weekly basis.o Led classes to educate employees regarding the reporting process, reading indentures, and assigning ratings and industries to facilities.o Worked on various projects that helped improve the accuracy and timeliness of client reports.o Modeled in excess of 15 deals which helped fill a void in the analytics group until additional associates were hired.o Cleared QA related exceptions.o Data analyst for reconciling assets and cash.

Chicago, Illinois, United States

o Conducted extensive cold calling to generate new business. Processed seminar invitations for high net-worth clients interested in learning about the firm’s services and product offerings.o Successfully obtained Series 7 and 63 licenses during the first month of employment.o Assisted senior borkers serving clients throughout the US for a securities firm with a variety of investment products

Master In Business Administration, Project Management

Activities and Societies: Delta Mu Delta

Bachelor Of Arts (B.A.), Economics