Vanessa Loo Email & Phone Number

Hartford, Connecticut, United States

• Architected analytic dashboards and reports by transforming raw datasets into tools that optimized the oversight of a >$50B credit portfolio across investment grade, leveraged credit, private, municipal.
• Identified data and analytics issues, oversaw the successful implementation of solutions, and communicated processes used and results achieved to both technical and non-technical stakeholders
• Led the department-wide KPI process, which included the collection and reconciliation of performance data from six portfolio managers and updating board packs in preparation for quarterly board meetings.
• Aided credit portfolio management by conducting in-depth portfolio analyses and providing support for portfolio repositioning initiatives.

• Built an Excel-based tool for senior management to easily pull high-level fixed income portfolio exposures with key statistics including book yield, effective rating, coupon, and maturity.
• Identified data integrity issues within the Aladdin platform, communicated solutions with data and credit risk teams, and monitored the reconciliation process on a quarterly basis to improve reporting standards.
• Conducted portfolio analyses and measured capital impact on a weekly basis and reported findings to senior management.

• Created a new procedure to investigate and resolve discrepancies between the general ledger and bank statements to ensure the integrity of the firm’s balance sheet.
• Designed a new budget format that forecasted future expenses and streamlined spending tracking for the IT department for COO approval.
• Conducted due diligence and performed a comparable company analysis and DCF valuation on an aerospace defense company and then presented investment thesis to the firm.

• Created a new procedure to investigate and resolve discrepancies between the general ledger and bank statements to ensure the integrity of the firm’s balance sheet.
• Designed a new budget format that forecasted future expenses and streamlined spending tracking for the IT department for COO approval.
• Conducted due diligence and performed a comparable company analysis and DCF valuation on an aerospace defense company and then presented investment thesis to the firm.

Greater Boston Area

• Headed bank and cash reconciliation procedures for over 20 international accounts in accordance with prescribed standards.
• Calculated MTM value for foreign currencies on all 20 accounts on a monthly basis.
• Prepared London account for audit by sorting appropriate transactions and receipts.
• Trained incoming employees on how to use Excel to make pivot tables and formulas in journals.

New York, New York

Assisted head attorney in timely drafting of legal documents and correspondence supporting case preparation for court appearances, hearings, depositions, trials, and meetings. Oversaw the hiring of expert witnesses and new client processing, which consisted of an initial interview and the signing of a retainer agreement. Interfaced with court officials and.