Thomas Gill Email & Phone Number

Greater Chicago Area

- Generated and monitored bond, loan and equity securities using software such as Bloomberg, Aladdin by Blackrock, Charles River Development, and Eze OMS. - Calculated and monitored bond analytics using Aladdin. - Performed and managed ad hoc requests of security data point maintenance. - Ran and created daily reconciliation models using excel of held and benchmarked securities by creating automated processes.

Chicago, Illinois

- Coordinate with trustees and auditors to approve monthly and quarterly payment reports.- Monitor and report day to day compliance and performance of CLOs to Portfolio Managers and Traders, as well as performing ad hoc hypothetical analysis.- Reconcile/calculate CLO closing figures with trustees and arrangers using self made model- Perform operational functions using WSO, Aladdin, and excel models.

Chicago

- Promoted to Senior Trust Associate after one year with BNY Mellon. - Prepare waterfall and valuation reports for CDO deals distributed to investors, collateral managers, and auditors used by investment banks to assess investments. - Collaborate with collateral managers and auditors to validate and reconcile compliance tests such as Interest coverage, Over Collateralization, WAC/WAS, and cash activity. - Train and develop Trust Associates on the Default Management team. -… Show more - Promoted to Senior Trust Associate after one year with BNY Mellon. - Prepare waterfall and valuation reports for CDO deals distributed to investors, collateral managers, and auditors used by investment banks to assess investments. - Collaborate with collateral managers and auditors to validate and reconcile compliance tests such as Interest coverage, Over Collateralization, WAC/WAS, and cash activity. - Train and develop Trust Associates on the Default Management team. - Review and interpret indentures, ISDA agreements, and synthetic swap contracts. - Assist in CDO liquidations, deal terminations, and UCC government compliance requirements. - Communicate with CDO auditors Deloitte & Touche LLP and Ernst & Young to address any comments regarding quarterly payment reports, waterfalls, and note valuation reports prior to posting for investors. Show less

2 North Lasalle Street, Chicago Il

-Prepared daily activities of Collateralized Debt Obligation portfolios including wire transfers, trade clearance, compliance monitoring and client service communication.-Created monthly compliance reports using WSO and reconciliations for Collateralized Debt Obligation portfolio (CDO) with an asset range of approximately $75 million to $200 million. -Assisted in preparation of quarterly payment date valuation reports for CDO deals.-Completed monthly and quarterly payments to note… Show more -Prepared daily activities of Collateralized Debt Obligation portfolios including wire transfers, trade clearance, compliance monitoring and client service communication.-Created monthly compliance reports using WSO and reconciliations for Collateralized Debt Obligation portfolio (CDO) with an asset range of approximately $75 million to $200 million. -Assisted in preparation of quarterly payment date valuation reports for CDO deals.-Completed monthly and quarterly payments to note holders. Show less

120 S Lasalle St, Chicago, Il 60603

During the summer of 2014, I again worked with Baird and Warner as a corporate finance intern, and was paired with the senior manager of business planning and analysis. I assisted the manager on tracking and analyzing a newly implemented incentive program, as well as creating, modifying, or running over 20 different financial reports using IBM Cognos. In addition to this work I created financial reports for monthly and quarterly management meetings. I worked side by side with other financial… Show more During the summer of 2014, I again worked with Baird and Warner as a corporate finance intern, and was paired with the senior manager of business planning and analysis. I assisted the manager on tracking and analyzing a newly implemented incentive program, as well as creating, modifying, or running over 20 different financial reports using IBM Cognos. In addition to this work I created financial reports for monthly and quarterly management meetings. I worked side by side with other financial analyst, to promote the overall growth of the company. Show less

1120 Jefferson Terrace Blvd, New Iberia, La 70560

I moved to New Iberia, Louisiana during the summer of 2013 to work for Teche Federal Bank, a publicly traded company recently purchased by Iberia Bank. While at Teche Federal Bank, I assisted commercial loan analysts in the underwriting process. During my time, I shadowed loan officers, and provided line of credit calculations for commercial loans. I also created a comprehensive report of the top 25 commercial loan relationships the company had, along with several industry ratios and analysis.

120 S Lasalle St, Chicago, Il 60603

My first internship with Baird & Warner began in the summer of 2012, working in the business development department, specifically the relocation division. During this internship I worked with the VP of business development on a large group move from California to Chicago, coordinating and participating on negotiations and planning. I also monitored transactions using the software Relotrax.

4173 Ogden Ave, Aurora, Il 60504

I worked for Valley Honda dealership during the summer of 2011 and 2012. In 2011, I worked as an express mechanic and service porter, until the following summer when I was moved into the accounting department. During this internship I tracked fixed company assets, prepared for an audit, and completed government mandated paperwork for transactions such as licence and title changes.