SENIOR ANALYST/ADVISOR - STRUCTURED FINANCE
Capital markets specialist with a record of success in developing innovative, cutting-edge financial products and services. Extensive network of contacts in commercial and investment banking worldwide. MBA - International Finance. Areas of expertise include:
* Financial Modeling & Analysis
* Asset-Backed Commercial Paper
* Financing of Trade Receivables
* Business / Market Development
* Capital Fund Raising
* Deal Preparation / Strategy
CAREER HISTORY
INTERNATIONAL ASSET TRANSACTIONS LLC (IAT) - New York, NY 1998-2006
A privately held capital markets specialist in securitization and funds management targeting major financial institutions worldwide.
Senior Managing Director (2004-2006)
Managing Director (2002-2004)
Vice President - Product/Market Development (2000-2002)
Associate (1998-2000)
Initially recruited to market several emerging market hedge funds to private bankers in Geneva, Paris and London. Following the Russia/LTCM crisis, I assumed responsibility for developing the companyís Internet-based auction marketplace for illiquid financial assets.
In 2002, I became more involved in the company's business development and capital raising activities, working closely with the CEO, the COO, private equity firms, and individual investors in the US and Europe. I was involved in developing the company's securitization platform, an asset management platform using an ABCP conduit to provide risk transfer and to fund assetsóan innovative outsourced solution for banks and their clients. Major accomplishments include:
Business Development / Capital Raising
* As a member of IAT's Management Committee, participated in all decisions made by the company, from business and fund-raising strategy to budgeting and cash management.
* Played a major role in IAT's business development, including raising equity and debt funding; developing the IAT business model; writing the IAT business plan; creating presentations for potential investors; and acting as the primary due diligence liaison for several potential institutional investors.
Financial Modeling / Asset-Backed Commercial Paper (ABCP) Conduit Experience
* Created all internal financial modeling, including financial projections for an ABCP conduit; detailed projections for the conduit sponsor, IATSecuritization; and return analyses based on the projections. Prepared deal origination proposals supported by pricing models.
* Modeled a variety of external products: first loss equity required for portfolio of trade receivables using VaR methodology; guaranteed return product using a basket of high-yielding bonds and treasury bills; and cash flow analysis of portfolio of airline leases.
* Maintained and upgraded the pricing model for B-Strips, an emerging market fixed income derivative product. Provided daily pricing to B-Strips holders.
* Obtained conditional A1/P1 credit rating for the ABCP conduit from S&P and Moody's.
LAZARD FR»RES ñ New York, NY 1997-1998
Intern
While completing my MBA, produced for this asset management group a report on investment opportunities in Venezuela and Colombia, including a research trip to both countries. Analyzed historical performance of closed end investment funds, focusing on the historical behavior of premiums and discounts.
CREDIT LYONNAIS - New York, NY 1994-1996
Editor, Latin American Equity Research
Edited and published equity research reports, interacting daily with analysts in various Latin American offices, using my Spanish and English language skills.
BANK OF AMERICA - New York, NY Summer 1994
Intern - Latin America Investment Banking Group
Researched and wrote an overview of the telecommunications industry in Argentina and Mexico, which was used for market development decision-making by senior management.
INTERNATIONAL TEACHING / JOURNALISM - Bogota, Colombia 1992-1993
English Teacher & Journalist
Taught all levels of English as a second language in private classes and group settings. Helped create a new English-language weekly newspaper for expatriates. Wrote a variety of articles, from travel and local subjects to an expose on the Colombian national soccer team.
EDUCATION
COLUMBIA BUSINESS SCHOOL - New York, NY
MBA - International Finance, 1998
HAVERFORD COLLEGE - Haverford, PA
BA - Philosophy, 1991
Varsity Soccer - Starting player for three years, Conference Champions, 1989
Counselor / Wilderness Trip Leader / Whitewater Kayak Instructor - Chewonki Foundation
COMPUTER SKILLS / LANGUAGES
Proficient in Microsoft Word, Excel, PowerPoint, and Outlook. Fluent in French and Spanish |
