Rob Buckley, CFA

Rob Buckley, CFA

Summer Intern

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  • Timeline

  • About me

    Director, Global Cross Sector

  • Education

    • University of Wisconsin-Madison

      2010 - 2014
      Bachelor of Business Administration (BBA) Finance, Investment, Banking; Economics - Math Emphasis

      Activities and Societies: Phi Kappa Psi

  • Experience

    • Loan Management Solutions

      May 2013 - Aug 2013
      Summer Intern

      • Responsible for organization and preparation for 10/2013 FDIC audit of a $2.5 billion commercial bank working under a Shared-Loss Agreement• Worked with client managers in the special assets division of a bank and assisted in dealing with customers and key decisions based on NPV analysis• Aided in other miscellaneous tasks such as redeeming taxes, delivering checks, printing, and scanning as needed.

    • Byline Bank

      Jun 2014 - Jul 2015
      Credit Analyst

      • Created internal financial statements, cash flows, property valuation, market research, and guarantor analysis for commercial real estate loans and business loans for companies generating up to $100 million in revenue.• Prepared 50-60 loan presentations for internal credit review of new and renewal lending opportunities including lines of credit, term loans, construction loans, letters of credit, and equipment leasing.• Assisted in underwriting other esoteric deals including bundles of subprime residential mortgages, loan purchase and syndication opportunities, and internal revaluation of the bank’s loan portfolio.• Performed due diligence on collateral and loans including reviewing leases, loan documents and third party reports, inspecting and interacting with current and prospective clients, and monitoring real estate taxes and insurance. Show less

    • Fitch Ratings

      Aug 2015 - now

      • Sector expert and team lead on digital infrastructure assets including wireless towers, small cellwireless assets, fiber optic cable assets, and data center assets.• Managed and analyzed active structured finance transactions backed by esoteric assets, includingassets in the digital infrastructure, oil and gas, solar, agribusiness sectors.• Presented and justified credit approaches and ratings to a number of internal and external partiessuch as investors, borrowers, arrangers, servicers, credit officers and credit committees.• Successfully led the backtesting and review of Fitch’s wireless tower criteria, ultimatelyexpanding the scope of to include small cell wireless assets.• Revised wireless tower criteria and re-determined appropriate leverage levels at various rating categories and reset these levels to be more appropriate based on underlying fundamentals. Show less • Responsible for analyzing, monitoring, and providing credit committee recommendations for 35-40 commercial mortgage transactions.• Surveillance portfolio consisted of securities and loans collateralized by a variety of real estateclasses including, retail, multifamily, hotel, office, self-storage, and wireless towers.• Passed Fitch’s internal credit training for the Director level, including trainings, tests, and creditcommittee presentations on assets across structured finance including ABS, RMBS, and CLOs.• Conducted Fitch’s annual conduit default study, including compiling the relevant research andwriting and publishing the report.• Aided in underwriting commercial real estate properties and creating detailed asset and marketanalyses and performing site inspections across the United States and Canada. Show less

      • Director, Global Cross Sector

        Apr 2021 - now
      • Associate Director, Global Cross Sector

        Nov 2019 - Apr 2021
      • Associate Director, CMBS

        Jun 2018 - Nov 2019
      • Analyst, CMBS

        Aug 2015 - Jun 2018
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jul 2018