• FIG Credit Risk Team• Monitored and mitigated risks to earnings and capital by assessing borrower compliance with loan agreements and performance obligations.• Conducted in-depth financial analysis of high-net-worth and ultra-high-net-worth individuals, determining risk grades and identifying necessary collateral and covenants to secure loans.• Analyzed and researched organizational structure, liquidity structure, investment strategies, and limited and general partner incentive… Show more • FIG Credit Risk Team• Monitored and mitigated risks to earnings and capital by assessing borrower compliance with loan agreements and performance obligations.• Conducted in-depth financial analysis of high-net-worth and ultra-high-net-worth individuals, determining risk grades and identifying necessary collateral and covenants to secure loans.• Analyzed and researched organizational structure, liquidity structure, investment strategies, and limited and general partner incentive structures to enhance the accuracy of client risk grading. Show less

• Audited and accurately recorded expenses for research groups affiliated with UNC Chapel Hill Medical School, ensuring financial integrity via the Connect Carolina Webservice.• Generated, processed, and diligently followed up on 100+ invoices, improving the efficiency of financial operations and reducing outstanding payments.

• Specialization in Mergers & Acquisitions and Investment Banks• Conducted rigorous analysis of financial statements from boutique investment banks and capital market firms, identifying risk areas in accordance with FINRA’s security regulations.• Performed comprehensive assessments of broker-dealers, evaluating compliance with FINRA’s rules to detect potential fraud and malpractice.• Compiled business description briefings and supported risk identification and business activity… Show more • Specialization in Mergers & Acquisitions and Investment Banks• Conducted rigorous analysis of financial statements from boutique investment banks and capital market firms, identifying risk areas in accordance with FINRA’s security regulations.• Performed comprehensive assessments of broker-dealers, evaluating compliance with FINRA’s rules to detect potential fraud and malpractice.• Compiled business description briefings and supported risk identification and business activity discussions in preparation for regulatory meetings. Show less

• Analyzed IVR data using pandas, Sankey diagrams, Microsoft Excel, and Python, delivering actionable insights to Fiserv stakeholders and internal code developers.• Enhanced speech analysis accuracy from 86% to 91% by debugging and refining IVR keywords through IBM Watson and Verint, contributing to improved customer interaction quality.