Experience

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  Bny mellon

  Jun 2012 - Dec 2015

  Job responsibilities included –• Cashflow modeling of CDOs and CLOs on MS Excel template. • Interpret governing documents such as Indentures, Trust Deeds, Hedge Agreements and Collateral Management Agreements and model deals accordingly.• Develop scenarios to ensure models perform as expected under all conditions throughout the lifetime of the deal.• Develop complex formulae in Excel and write macros in VBA as required to simplify calculations.• Responsible for modeling new deals issued in the market on which BNY Mellon acts as Trustee.• Risk remediation by converting unaudited User Developed Technologies onto secure platform.• Prior-period data testing to identify any discrepancies in the existing model.• Review deals modeled by other analysts and provide comments on any errors/issues with the model.• Work closely with Client Service Managers in London, Dublin, Houston and Chicago in order to understand client requirement and carry out User Acceptance Testing on all deals.• Attend to all post-production issues and ad-hoc maintenance requests on the model.• Resolve all client queries regarding interpretations and calculations used in the model.• Provide training and hand holding to new analysts working on the modeling. Show less

  • Senior Analyst

    Jun 2014 - Dec 2015

  • Analyst

    Jun 2012 - May 2014
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  Deloitte

  Dec 2015 - Dec 2021

  • Leading a team of 25+ professionals overseeing 20,000+ managed hours.• Direct day-to-day responsibilities of team consisting of managers, senior consultants and consultants focusing on Agreed – Upon Procedures (AUP) engagements for Securitization transactions, concentrating on Collateralized Loan Obligations (CLOs).• Oversee all AUP engagements related to the full life of CLO services including Effective Date Due Diligence, Investor Payment Date, Refinancing and Redemptions including reports distributed to Collateral Managers, Trustee Banks, Administrators and Rating Agencies.• Review legal documents such as Indentures, Trust Deeds and Collateral Management Agreements to create automated models to recalculate Waterfall payments, Collateral Quality Tests, Coverage Tests, and Portfolio Eligibility Criteria Tests.• Management of team resources, which involves planning for appropriate staffing and allocation of upcoming client service deliverables.• Responsible for managing, allocating and reviewing the development of financial models for all newly acquired transactions which requires liaising with multiple stakeholders across geographic locations.• Spearheaded a technology integration initiative for the CLO Compliance team which involved transitioning Excel-based CLO models to a proprietary, web-based software (Solvas).• Streamlined operational practices and procedures and ensured quality of deliverables by designing and facilitating multiple comprehensive training programs for the new Solvas platform and developed a specialized team in India.• Liaise with a team of Developers and Business Analysts with regards to system requirements, enhancements, and testing system releases on Solvas before deployment to Production.• Conduct performance reviews and provide ongoing meaningful performance feedback to staff. • Lead recruiting efforts through review of resumes, interview candidates, and recommendation for employment. Show less

  • Advisory Solution Manager I

    Aug 2020 - Dec 2021

  • Senior Solution Advisor

    Sept 2018 - Aug 2020

  • Lead Solution Advisor

    Sept 2016 - Aug 2018

  • Solution Advisor

    Dec 2015 - Aug 2016
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  Maples group

  Jan 2022 - now

  Vice president

  • Serve as director/share trustee of a diverse portfolio of offshore companies engaged in structured finance transactions including CLO/CDOs, Note Programmes, Repackaging vehicles and other complex bespoke financing structures. • Managing an existing portfolio of structured finance transactions. • Reviewing and commenting on transaction documents. • Coordinating the client acceptance process and delivering exceptional client service while ensuring that each client relationship is compliant with internal policies and procedures. Show less