Carson P.

Experience

• 

  Metro Orlando EDC

  Jun 2011 - Aug 2011

  Business Development Intern
• 

  Arsenal Venture Partners

  Jul 2012 - Jul 2012

  Intern
• 

  U.S. Bank

  Jun 2013 - Aug 2013

  Intern
• 

  Citi

  Jun 2014 - Aug 2014

  Sales and Trading Summer Analyst
• 

  Citi

  Jul 2015 - Sept 2024

  • Price structured notes and exotic options with equity derivative, fixed income, and interest rate components in a wide variety of structures on a team that issues approximately 100 SEC registered deals per month• Assist with processes including legal documentation, tax review, trade reporting, and automation• Collaborate with trading teams, sales, and internal and external legal counsel on deal pricing and execution• Produce and present idea generation pieces on a monthly basis to senior management and sales teams Show less • Performed extensive analysis and reporting on existing and prospective client portfolios of syndicated commercial loans for purposes of risk assessment and pricing on $15B book of TRS, CLO warehouse, and secured loan transactions • Oversaw processes including trade capture, margining, reporting, and legal and credit approval • Consulted with both internal and external legal counsel during negotiation and structuring of new transactions• Collaborated with CLO Primary team on transactions involving TRS warehouse financing for new CLOs Show less

  • VP: Liquidity Optimization - Citi Markets

    Dec 2019 - Sept 2024

  • Associate: Equities Structuring

    Sept 2017 - Nov 2019

  • Analyst - Structured Credit Trading

    Aug 2016 - Sept 2017

  • Analyst - Finance Repo Trading

    Jul 2015 - Aug 2016
• 

  CIBC US

  Sept 2024 - now

  Capital Markets Funding & Liquidity Specialist