Profile
Experienced financial analyst and Python developer with strengths in credit risk, fixed-income capital markets, financial modeling, and technical development. Skilled at working with complex instruments, time-sensitive transactions, and cross-functional reporting.
Key Skills
- Credit risk analysis for institutional fixed-income portfolios.
- Financial industry knowledge across fixed-income securities, valuation, and equity models.
- Front-end and back-end development with Python, SQL, JavaScript, HTML, and CSS.
- Database management with PostgreSQL and large dataset analysis.
- Microsoft Excel, Word, PowerPoint, Outlook, and Bloomberg Terminal.
Work Experience
Pershing LLC
Jersey City, NJ | 2007-2008
Credit Risk Analyst
- Assessed credit risk of institutional client fixed-income portfolios through due diligence and exposure monitoring.
- Assembled weekly Credit Committee reporting packets from multiple departments.
- Recorded meeting minutes and shared summaries with senior leaders to communicate current and future risk.
Citigroup
New York, NY | 2006-2007
Syndicate Contractor
- Supported advisors on syndicate procedures and reviewed IPO Indicators of Interest for retail and institutional accounts.
- Monitored compliance for accounts participating in syndicate business.
- Partnered with system developers to resolve Syndicate Management System issues.
Valley National Bank
Wayne, NJ | 2021
Insurance Department, Temporary
- Supported insurance department operations with data entry, service calls, and customer follow-up.
US Census 2020
New Windsor, NY | 2020
Census Enumerator
- Conducted resident interviews under strict confidentiality guidelines and documented completed forms for supervisors.
Internships
Panasonic Corporation
Secaucus, NJ | 2009
Logistics Intern
Created an Excel application to optimize client orders by full container load and used Pivot Tables to find consolidation opportunities across PNA organizations.
Praxair Incorporated
Danbury, CT | 2002-2003
Strategic Planning Intern
Built discounted cash flow models, performed market analysis, and compiled global plant position research for senior leadership.