Stephen Ryan Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

Greater Chicago Area

• Collaborated with investment teams to improve monthly allocation process via more transparent reporting and effective communication, reducing interactions between teams and improving compliance with internal deadlines.
• Created and implemented simplified methodology for sizing and allocating $580mm umbrella facility across 34 portfolios; efforts alleviated liquidity risk and shifted decision making from junior associates to senior.
• Developed and analyzed cash flow forecasts to select optimal counterparty for a $90mm credit facility, based on projected usage and lender pricing terms.
• Consolidated key trading agreement terms to highlight differences across FX hedging counterparties; analysis identified ability to reduce margin requirements by $2.4mm.
• Led negotiations for $1.2mm credit facility with a lender new to the alternative investment space; efforts solidified the existing relationship and created a new partner for future facilities.
• Improved third party trade execution process to ensure accuracy and compliance with FINRA’s best execution requirements; efforts identified commission fee discrepancy resulting in a $5,000 reimbursement.

Chicago, IL

• Managed payroll and human resource needs for companies with 1,000 plus employees including a top 40 revenue client within the Midwest region.
• Organized and led weekly client conference calls with senior management to discuss project status and future needs to foster long-lasting relationships and client retention.
• Collaborated with technical experts across various departments to identify payroll issues, outline potential solutions, and implement client preferred solutions.

• Collaborated with senior members of the Olympic bid committee to complete the Olympic Impact Study.
• Designed and created documents for visiting International Olympic Committee (IOC) Members.
• Supervised volunteers during the IOC visit.

• Studied different investment methods and tools used by financial advisors
• Created and managed databases for monitoring clients’ accounts
• Researched and analyzed various market instruments

Master Of Business Administration (Mba), General Management, Strategic Management, Finance, And Entrepreneurship

B.S., Finance And Economics, Cum Laude

Activities and Societies: Deans List; Alpha Sigma Tau Honors SocietyOne of 15 students accepted to make investment decisions regarding the.