Philip Wang Email & Phone Number

Los Angeles, CA, US

Los Angeles, CA

Oaktree Capital Management is a leading global alternative investment management firm with expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities. Today.

Los Angeles, CA

• Structured finance specialist in modeling out waterfall payments, model validation, liquidity risk, Basel III, Dodd-Frank Risk Retention, and Regulation AB. Worked credit risk engagements that include.
• Daily interaction with complex financial models when creating both collateral and bond cash flows
• Developed and analyzed collateral stratifications using CAS software for RMBS, student loans, and auto loans
• Support KPMG LLP audit engagements by analyzing valuation processes related to securitizations, including hard to value assets, whole loan pools, CMBS, RMBS, CDO, Payment Waterfall for CLO, credit cards, and auto
• Performed structured deals for multiple retail and lease transactions for auto, container, and student loans
• Reengineered and improved collateral and bond cash flow models for auto loans, student loans, and mortgage loans to validate underwriters’ numbers before the client goes to market

New York, NY

• Started off my professional career in valuations at Deloitte. I believe valuation is a central theme that overlays and intersects with many other business issues. Performed various valuations that included business.
• Developed financial models used to value common and preferred stock, other securities, business entities, and intangible assets to assist clients with mergers, acquisitions and dispositions; taxation planning and.
• Performed analyses and offered professional opinions regarding the fairness of the price offered in mergers or takeovers
• Conducted post merger and acquisition purchase price allocations for financial reporting purposes
• Performed periodic testing of value impairment for separately recognized intangibles and goodwill
• Participated in client conference calls and meetings and presented analyses to executive management

New York, NY

• Intern directly under the guidance of senior financial advisors ranked in U.S. Barron’s top 25 Financial Brokers.
• Working with a team of four top executives and five associates to ensure error free daily operations.
• Analyzed individual client statements in preparation of spreadsheets and income calendars for clients.
• Assisted with trades and reconciliation of trades while making daily spreadsheets for senior management evaluations.

Los Angeles, CA

• Implemented new database system (Universal Send) to improve productivity and increase accessibility of court documents and client information.
• Daily interaction with vendors, high profile clients, opposing counsel, and managing the operations of the firm.
• Prepared court and time sensitive documents, presentations, and legal memoranda.
• Prepared and reconciled monthly and quarterly budgets for office expenses.

• I worked as a Ordnance Quality Assurance Safety Observer for the Marine Corps and reached the rank of Sergeant in a little more than 3 years. Highest Rank Achieved Sergeant (Full Time)
• Trained and supervised approximately 90 Marines for demanding and stressful combat situations (Received Letter of Merit)
• Supervised and coordinated ordnance supply and renovations functions associated with inventory worth approximately $120 million
• Completed Marine Non Commissioned Officer’s written and oral evaluations for a staff of 32 Marines
• Led and directed F.A.R.P. (Forward Arming and Refueling Point) Team Delta in Iraq, under the 1st Marine Expeditionary Unit, during Operations Iraqi Freedom, Southern Watch, and Enduring Freedom (Received Letter of Merit)
• Volunteered for numerous humanitarian aid missions in hostile environments not mandated by the Commanding Officer

Master Of Business Administration (M.B.A.)

B.S.

Finance