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Nathan Schaney, CFA

Nathan Schaney, CFA

Pricing Analyst Intern

Followers of Nathan Schaney, CFA632 followers
location of Nathan Schaney, CFAGreater Boston

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  • Timeline

  • About me

    Director | Portfolio Finance

  • Education

    • University of Pittsburgh

      2011 - 2015
      Bachelor’s Degree Economics-Statistics

      Activities and Societies: Kappa Sigma Fraternity

  • Experience

    • Fidelity Investments

      Jun 2014 - Aug 2014
      Pricing Analyst Intern

    • State Street

      May 2015 - Mar 2022

      PE Capital Call, Securitizations (SPV & CLO), BDC, Corporate and 40-Act liquidity and leverage

      • Assistant Vice President - Loan Closer Team Lead, Fund Finance

        Jul 2018 - Mar 2022

      • Senior Associate - CLO Reporting & Analytics

        Jul 2016 - Jul 2018

      • Fund Accountant

        May 2015 - Jul 2016

    • M&T Bank

      Mar 2022 - Apr 2024
      SVP - Senior Underwriter & Portfolio Manager, Fund Banking

      Private Equity Capital Call.Hired as Portfolio Manager at People's United Bank prior to merger.

    • Barings

      Apr 2024 - now
      Director - Portfolio Finance

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Oct 2023