Robert Monti Email & Phone Number

Lead investment analysis, financial modeling, cost accounting, market analysis, feasibility assessment, and project oversight. Evaluate and then develop key metrics, reports, and dashboards to monitor operations. Additionally handle all administrative tasks for the company including, client inquiries, systems, marketing, and human resources.

New York, NY, US

Prepared credit rating recommendations for approval based on comprehensive analysis of all pertinent bank records, credit reports, and risk factors. A counterparty company’s credit rating indicates the level of risk that MetLife incurs for each transaction that MetLife engages in with the counterparty.

New York, NY, US

Responsible for analyzing asset structures, auditing financial statements, modeling cash flow, and analyzing key credit metrics to determine financial viability in support of select alternative energy projects—working in partnership with members of the project finance/asset-backed securities team.

Directed the creation of detailed models for production and commodity price curves, performed valuations using “net present value” and “net asset value” analytic measures, conducted due diligence/feasibility assessments, and presented findings to management. The company specialized in oil & gas and green/sustainable energy companies. The reports were.

New York, NY, US

Analyzed pricing, product lines, capital structure, key credit and equity ratios, SEC filings, and market share (among other criteria) to make comparative determinations, and to assess credit worthiness of various players in the property and casualty insurance industry.

Zurich, CH

Reconciled equity/fixed income/derivative portfolios for valuation of 46 hedge funds—then the largest single book of clients in the department. Collaborated with internal margin teams to ensure accurate trade prices and adequate funding across all accounts.

Mba, Concentration: Finance

Bachelor Of Business Administration, Finance

Education record