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 across investor portfolios.• 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 management.• 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.• Led project to improve counterparty risk management; proposed changes were accepted and resulted in a more efficient process targeted at real time monitoring and escalation.• Researched new financial service industry regulations, presented findings, and suggested course of action to head of Treasury within months of being hired; proposed action plan was adopted and implemented.

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.