Assistant Vice President
Chicago, Illinois, Us
° Analyzed, delivered and presented recommendations on the viability of investments in senior secured loans across the utility, chemical and environmental services industries.° Constructed and automated daily reporting tool which aggregated and disseminated information from across Collateralized Loan Obligation (CLO) portfolios. This report distributed information regarding to changes within funds, including: loan purchases, loan sales, price movers, ratings changes, portfolio stress tests, as well as broad market information on rates, commodities, loan and equity index returns. Automation of this reporting tool reduced the time to run the report by approximately 60%. ° Contributed to the planning and design of a cloud-based credit portfolio monitoring tool. Assisted in coordinating 3rd party programmers in understanding, developing and delivering the final product over a compressed time-frame. ° Designed, constructed and tested an extensive tool which allowed for the integration of credit model financial data with the proprietary online credit portfolio monitoring tool. This enabled more robust analysis and quick access to information across the portfolio.