Samantha James

Experience

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  Bank One NA

  Aug 2000 - Nov 2003

  Senior Loans Agency Officer

  Employed as a junior Loans Agency Clerk, with in the Loans Administration team, promoted to senior in July 2002, leading the team. In November 2003, I moved internally into front office, within the Structured Investment Vehicle; White Pine.

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  J.P. Morgan (previously Bank One)

  Nov 2003 - Feb 2006

  ABS Surveillance Analyst

  Employed as a monitoring and surveillance analyst within the Structured Investment Vehicle, before J.P Morgan exited the business in February 2006.

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  HSBC

  Feb 2006 - Nov 2007

  Surveillance Analyst

  Employed as an Associate within the SIV team, concentrating on the surveillance & monitoring of three separate portfolios, containing over 1,500 positions.Asset Desk Responsibilities:• Managed outsourcing arrangement for population & sourcing of surveillance spreadsheets• Updated and re-designed spreadsheets to enhance the monitoring process & include performance triggers• Analysed portfolio on a bi-weekly basis, sending update emails to asset desk listing any anomalies & concerns Responsible for collating and preparing commentary for the Quarterly Monitoring Report• Worked with marketing desk to ensure presentations to investors contained correct portfolio information Show less

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  Cairn Capital

  Nov 2007 - Jun 2016

  Senior Credit Analyst

  Hired initially as a surveillance analyst on the ABS team to develop and maintain a monitoring platform for European ABS CDOs. Transitioned into the ABS Advisory business, managing the European ABS advisory mandates, being the point of contact between ABS Advisory and external clients. Preparing and designing marketing materials to be used to pitch for new business, maintaining those presentations. Managing the reporting timetable to external clients, ensuring performance reports were delivered timely. Dealt with adhoc requests. Lead the monitoring team. Most recently since February 2014, junior Portfolio Manager within the Asset Management business, with a focus on European RMBS. Show less

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  M&G Investments

  May 2017 - now

  • Portfolio Director

    Oct 2024 - now

  • Assistant Fund Manager

    May 2017 - Jan 2025