Robert C. Freeman Email & Phone Number

Boston , Ma , Us

Chicago, Illinois, Us

• Managed the bank’s $3.5 Billion investment securities portfolio, which included Mortgage Backed Securities, Collateralized Mortgage Obligations, SBAs, Municipals, Corporates, Agencies, and Treasuries, through effective purchasing, selling, monitoring, stress testing, and due diligence• Ran analytical reports including cash flow projections, scenario analysis, MVE inputs, and hedge effectiveness• Led the bank’s LIBOR transition efforts to address loan and swap documentation, operations, and financial impact resulting from the transition away from LIBOR for both clients and the bank• Executed derivative trades for both customers (interest rate swaps, floors, caps, and terminations) and the bank’s balance sheet (fair value and cash flow hedges) transactions• Executed customer forward FX trades and hedged foreign currency customer loans• Led the bank’s stock repurchase program efforts• Produced and presented ALCO reports including LIBOR updates, CDS and loan spreads, state and local economics, risk summary, OTTI impairment analysis, and swap exposure• Generated monthly and quarterly reports for auditors and financial reporting in a timely manner to meet deadlines• Performed valuations and projections on the bank’s Mortgage Servicing Rights (MSR) portfolio• Identified CRA qualified investments and maintained close communication with compliance managers to help contribute to the bank’s outstanding CRA rating• Assisted bankers with pricing guidance and thoughts on clients’ loan and bond offerings to maintain strong customer relationships• Improved efficiencies of various reports and time-consuming projects by building spreadsheet templates with advanced Excel formulas

St. Louis, Mo, Us

• Analyzed customer bond portfolios using various interest rate scenarios to determine appropriate purchase or sale candidates based on performance, credit, and forecasting of individual securities within the investment portfolio• Engaged directly with customers by presenting pro-forma portfolio analytics and balance sheet strategies based on interest rates and relevant market trends• Utilized analytical tools, including The Yield Book, Bloomberg, ZM Financial Systems, and BondEdge, to create custom templates and help the sales force, traders, and portfolio managers with specific investment objectives

St. Petersburg, Florida, Us

Whole Loan Trading/Fixed Income Research & StrategiesWhole Loan Trading Group, Analyst• Analyzed whole loan packages and developed a template to create portfolio and yield analyses, calculate servicing valuations, and prepare final offering summaries• Researched relevant market conditions and news, wrote research pieces, and provided market pricing informationFixed Income Strategy Group, Analyst• Provided in-depth portfolio analytics and practical investment strategies to institutional investors, including banks, credit unions, thrifts, insurance companies, and money managers• Focused on proactively engaging the sales force to maximize revenue and deepen client relationships• Managed the bond inventory system for over 200 fixed income salesmen nationwide

Bachelor Of Arts (B.A.), Economics

Education record