Douglas Fellner, CFA

Experience

• 

  Elie Tahari

  Apr 2002 - Apr 2002

  Intern

  - Created professional report with Cognos Power Play- Analyze trends in financial performance

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  First Investors

  Jul 2007 - Apr 2011

  Financial Services Representative

  - Increased supervisor’s earnings by 20% after one year- Completed investment performance analysis for more than 30 clients each quarter- Constructed profitability models to forecast future returns- Analyze, forecast, and compare costs for clients- Teach investment strategies to clientele- Manage and maintain database of over 800 clients

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  E*TRADE Financial

  Apr 2011 - Nov 2012

  Credit Analyst

  - Lead Analyst for lending dept. working closely with Director and VP of bank products- Essential team member in mortgage campaign resulting in 300% lift in sales- Discovered 12% in cost savings from comparative vendor analysis- Construct detailed customer analyses to determine attrition rates, credit risks, and optimal discount offering- Generate weekly mortgage metrics report for executives- Perform monthly invoice validations- Created mortgage training presentation for use by 200+ financial consultants- Analyze datasets for executive level decision making- Examine loan level data to search for trends and irregularities- Analyze and present data to Bank President for new product proposal Show less

• 

  Fannie Mae

  Nov 2012 - Jun 2016

  - Supervises daily responsibilities of junior and rotational team members- Leads the quarterly Capital Markets income forecast- Reports Fair Value estimate and duration position to CFO & Controller daily- Provides detailed risk and income analysis of retained mortgage portfolio- Supports Capital Markets balance forecast and tracking of PSPA targets- Regular discussion with Capital Markets trading and liquidity desks- Analysis performed on both Economic & GAAP bases- Developed new process to report on distressed loan population- Prepares slides and documents sent to senior management Show less

  • Senior Financial Analyst

    Oct 2013 - Jun 2016

  • Financial Analyst

    Nov 2012 - Oct 2013
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  Freddie Mac

  Jun 2016 - now

  • My team is responsible for executing the firm’s Cash Flow Forecasting processes, and producing liquidity & debt funding analytics to support liquidity risk management for the firm• We partner and build relationships with the Capital Markets Treasury and Liquidity trading desks to understand their needs and provide reporting and analysis to support their roles• The team calculates and allocates Funds Transfer Pricing to applicable business units to support their decision making• We create funding forecasts used to project the comprehensive income of the firm under various scenarios, including the annual Dodd-Frank Act Stress Test (DFAST) Show less Managing the preparation of analysis and reporting on:• Analyzing and explaining Mortgage-Related Assets (Agency MBS, CMOs, and Unsecuritized Single-Family Loans) return on equity (ROE) and shareholder value added• Analyzing new and existing retained portfolio activities and investment strategies• Preparing portfolio and financial forecasts• The firm’s interest ­rate risk position and hedging strategies• The sensitivity of financial results to interest ­rate changes and other market factors• GAAP and Fair Value profitability of financial instruments• Retained portfolio activities and investment strategies• Interacting with portfolio managers on portfolio activities, market conditions, and results• Managing and developing project timelines, policies & procedures, risk controls, and other ad hoc requests Show less

  • Senior Manager, Financial Performance & Market Risk Analytics

    Apr 2022 - now

  • Manager, Financial Performance & Market Risk Analytics

    Jun 2016 - Apr 2022