Tomas Lucas, Cfa Email & Phone Number

Frankfurt Am Main, Hessen, DE

• Led Muni Valuations for Derivatives and Cash Products, including LIHTC with and without TRS, Private Loans, Prepaid Energy Transactions, Term A/Bs, MMD Swaps, and Muni Structures.
• Oversaw IPV, Reserves, Leveling, PruVal, Backtesting, Stale Input Review, and UT Assessments to ensure accurate financial reporting and appropriate risk management.
• Developed a web-based data browser powered by Python, JavaScript, SQL, and AG Grid to analyze the increased data quantities generated by the business, significantly improving data accessibility and decision-making.
• Reviewed performing and distressed deals, working on DCF and exit-based pricing models for illiquid positions, enhancing valuation accuracy and reliability.
• Acted as a culture ambassador, participating in corporate communications, team newsletters, AI working groups, and People Project initiatives to foster a positive and innovative work environment.
• Successfully led teams through complex valuation challenges, ensuring compliance with regulatory standards and internal policies.

Charlotte, NC, US

• Managed IPV reporting, including Fair Value Disclosures, Leveling, and Valuation Adjustments, ensuring compliance with regulatory standards and maintaining the highest level of accuracy.
• Mentored and managed junior teammates, ensuring routines were delivered on time and properly reviewed, fostering team development, efficiency, and a culture of continuous improvement.
• Improved IPV process for the LIHTC portfolio, including TRS hedges and the Public Sector Banking portfolio, significantly enhancing process effectiveness and accuracy.
• Collaborated with senior management to develop strategic initiatives aimed at optimizing valuation processes and improving financial outcomes.

New York, New York, US

• Led process improvement and automation initiatives to enhance IPV and PnL reporting, successfully reducing timelines from BD5 to BD-3 and increasing operational efficiency.
• Developed and launched a UX for reporting workflows using JavaScript, React, Slang, and SQL, streamlining operations and improving user experience.

New York, New York, US

• Led PnL, IPV, leveling and reserves reporting for equity exotics products
• Implemented Totem coverage for cliquets and Autocallable notes

New York, NY, US

• Led Global Commercial Team reporting and analysis of new mandates, debt issuance, and market share coverage.
• Developed reports providing market insights into housing and currency markets presented to rating analyst teams

Ithaca, NY, US

NBA 6430 – Managerial Spreadsheet Modeling (Johnson Graduate School of Management)HADM 6250 – Securitization and Structured Financial Products (School of Hotel Administration)AEM 1200 - Introduction to Business Management (Dyson School of Applied Economics and Management)

New York, New York, US

Austin, Texas, US

US

Master Of Public Administration (Mpa), Economic And Financial Policy

Bachelor Of Business Administration (Bba), Public Finance

Education record