Tony Celia

Tony Celia

Portfolio Accountant

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location of Tony CeliaChicago, Illinois, United States

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  • Timeline

  • About me

    Director

  • Education

    • Emmanuel College (Boston)

      2001 - 2005
      BA Business Management

      GPA 3.64, Graduated Cum Laude

  • Experience

    • State Street

      Jan 2006 - Nov 2006
      Portfolio Accountant

      My main responsibilities at State Street were calculating the NAV for fixed income, equity, swap and derivative portfolios in a high volume work environment, verifying corporate actions and obtaining prices through various feeds and through brokers.

    • US Bank

      Nov 2006 - Sept 2007
      Portfolio Analyst

      I worked with CLOs/CDOs at US Bank. I reconciled cash to incoming wires and acted as the main point of contact between our clients and the agents. I also worked on pricing and assisted in the creation of time saving Excel and Access macros.

    • PPM America, Inc.

      Sept 2007 - Jun 2022

      Performed credit analysis on potential purchases of ABS and CLO securities for an institutional buyer, covering consumer, commercial, and esoteric asset classes and investing in private placement deals. Assisted with the management of a $50bn portfolio, forecasting cash flows and performing analysis on the impact of current market trends. The portfolio was diverse and included numerous asset classes, including corporate bonds, CMBS, MBS, ABS, bank loans, derivatives, and Commercial Mortgage loans. I supported the operations for CDOs/CLOs and traditional private placement bonds. Responsibilities included settling trades, reconciling cash, maintaining the bank loan database, and providing ad hoc reporting to the changing needs of our portfolio managers.In my time here I have done much with Wall Street Office Reporting (SQL based), Microsoft Excel (VBA) and Access in terms of creating more efficient and accurate reporting.

      • Structured Finance Credit Analyst, Managing Director

        Jun 2012 - Jun 2022
      • Assistant Portfolio Manager

        Oct 2010 - Jun 2012
      • Loan Analyst

        Sept 2007 - Oct 2010
    • Grandview Analytics

      Jul 2022 - now
      Director

      Grandview works with financial companies to implement new software, improve processes to create efficiencies, and utilize data to drive results.

  • Licenses & Certifications