Eliot Zalevsky, CFA

Experience

• 

  Invention Home

  Jun 2005 - Aug 2009

  Marketing Assistant
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  Software Engineering Institute

  May 2010 - Aug 2010

  Finance Assistant
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  Freddie Mac

  May 2011 - Aug 2011

  Model Validation Intern

  - Simplified the error tracking process for a new mortgage prepayment model by creating an automation program using SAS and VBA.- Tested for consistency and errors in predictions for key mortgage statistics in new mortgage model by analyzing 25 variables.

• 

  Freddie Mac

  Jun 2012 - Jun 2016

  Capital Markets Credit Risk Management- As lead analyst for large non-bank servicer sector, led effort to revamp the company-wide crisis management plan and then assisted in the execution of an orderly reduction (50%) of counterparty exposure to a troubled mortgage servicer with over $300B in loans.- Enhanced overall credit review process for mortgage servicers to incorporate advanced financial analysis and information from several internal groups to provide a more holistic view of counterparties representing over $400M in exposure.- Built tools using VBA to analyze exposure and collateral impacts from $75B in loan servicing transfers between counterparties in order to support approval or denial recommendations to senior management and the Federal Housing Finance Agency (FHFA).- Successfully transitioned a subset of coverage responsibilities including a $3B mortgage revenue bond portfolio, 49 Housing Finance Agency issuers and six bond insurer counterparties to a junior analyst. Show less

  • Professional

    Apr 2014 - Jun 2016

  • Associate

    Mar 2013 - Apr 2014

  • Analyst

    Jun 2012 - Mar 2013
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  Dimensional Fund Advisors

  May 2017 - Jul 2017

  Portfolio Management Intern
• 

  Dimensional Fund Advisors

  Aug 2018 - now

  • Portfolio Manager and Vice President

    Jan 2023 - now

  • Portfolio Manager

    Jan 2021 - Jan 2023

  • Associate Portfolio Manager

    Aug 2018 - Jan 2021