Avlon Smith

Experience

• 

  HRC Associates Limited

  Oct 2005 - Feb 2007

  Technical Associate

  Project managed Compensation Surveys for leading Multinational Energy Companies and large Financial Institutions.

• 

  Welthecon Investment Managers Limited

  Mar 2007 - Apr 2008

  ▪ Active management of client accounts through execution of the decisions made by the Investment Committee regarding client accounts which include:- Identifying suitable mutual funds for inclusion in offshore portfolios- Sale and purchase of local investment instruments- Ensuring accurate records are kept regarding all client transactions ▪ Examine the risk/return trade off as it relates to the countries and capital markets in which Welthecon has an interest ▪ Identification of global capital markets and economies that may provide an opportunity for investment ▪ Presentation of these opportunities with recommendations based on in-house criteria for inclusion in Welthecon’s universe of countries

  • Assistant Investment Manager

    Jan 2008 - Apr 2008

  • Economic Analyst

    Mar 2007 - Dec 2007
• 

  HRC Associates Limited

  May 2008 - Jul 2008

  Technical Associate

  o Member of the project team responsible for the preparation of the Executive Compensation Survey 2008.

• 

  Scotiabank

  Aug 2008 - Aug 2023

  In my most recent role, I strengthen client interactions and leverage broader bank relationships throughout the company by promoting customer-centric culture. Moreover, I lead the coverage team in transaction formulation, negotiation, and pricing for bank, emphasizing on profitability. I also develop partnerships with global partners in Cash Management, Loan Syndication, Debt Capital Markets, Hedging, and Environmental, Social, and Governance to satisfy client demands. I contributed to the bank's Corporate Credit portfolio's profitable development and quality by completing financial solutions-related tasks for customers such as risk analysis, deal structuring, pricing, negotiation, and credit application. Also, I led and oversaw specified conditions and reporting requirements, ensuring continuous quality of assigned credit portfolio. I promoted and supported cross-training between Credit Risk and Corporate and Commercial Banking, emphasizing developing strong risk culture. Furthermore, I offered guidance on observations to Branch/Subsidiary credit personnel in accordance with Bank Policies and Procedures and prepared related correspondence. I also evaluated economic trends and changes, pertaining to industries and borrowers in portfolio under management. I developed strategies to reduce loan losses while increasing profits. Rehabilitated accounts that were delinquent. Additionally, I consulted with lawyers on local and international litigation problems. I delivered support to banking officers in developing problem loan management and credit capabilities.

  • Senior Manager - Corporate Relationships & Capital Markets

    Mar 2022 - Aug 2023

  • Senior Credit Solutions Manager- Corporate and Commercial Banking

    Mar 2018 - Feb 2022

  • Manager, Corporate and Commercial-Risk Management

    Jun 2015 - Feb 2018

  • Special Accounts Manager-Risk Management

    Jun 2010 - Jun 2015

  • Credit Trainee-Risk Management and Corporate and Commercial Banking

    Aug 2008 - May 2010
• 

  BNY

  Oct 2023 - now

  Client Services Manager

  Oversees the day-to-day administration of the accounts, the onboarding of new accounts, and the coordination of services for assigned high profile clients that have confidentiality and personal trading restrictions and disclosures associated with them.Monitors contractual obligations for these accounts, manages the collection of fees and assists in responding to third party inquiries from Auditors and other firms.Manages and oversees client inquiries; collaborate with business partners to meet client service deliverables. Show less