Manager Financial Analyst
Resume:
Chris Broadstone
Humble, TX 77346
******@*******.***
FINANCIAL ANALYST
A talented and passionate banking financial analyst with five years of
responsible experience in structured finance trust accounting, portfolio
management, bond and loan trading, compliance, billing and regulatory
review, trustee report review and analysis, investment budgeting,
monitoring and reporting. Extensive knowledge of managing cash expertise
in multiple disciplines of institutional and investment banking.
Entrepreneurial drive, focused, dependable, knowledgeable, undeterred
desire and motivation.
EMPLOYMENT BACKGROUND
Bank of New York Mellon - Houston, TX
2007 - Present
BNY is a global financial services company and is the world's largest
depositary for American and global depositary receipts.
Senior Associate Relationship Manager - Corporate Trust CDO Division
. Diligently manage a team of Trust Associates who oversee and record
the daily trading transactions of collateral and cash into and out of
collateralized debt obligation portfolios worth over $2.0B. Perform
buy/sell bond and loan trades for clients.
. Prepare and review trustee reports for accuracy and adherence to deal
indentures including maintaining proper asset coverage ratios and
other unique deal metrics, additionally carry out all related
compliance, billing and regulatory reviews.
. Actively participate in retentive marketing efforts for securing
additional business opportunities with clients, law firms, investment
bankers and other industry professionals to increase revenue
opportunities.
. Competently reconcile cash and par balances, on 15 daily deals between
three cash and custodial record keeping systems.
. Confidently project future note holder payouts, and events of default,
through a payment waterfall model in excel, perform reverse
engineering analysis to correct models and ensure the model's ease of
use and reliability.
. Trusted to act as principal point of contact for Issuers, Arrangers,
Legal Counsel and third parties.
Arizona Federal Credit Union - Phoenix, AZ
2005 - 2007
Serves select employee groups/organizations, manages over $1.6B in assets
from 210,000 member accounts in 23 branch locations.
Treasury Strategist/ Financial Analyst
. Directly managed a $400M portfolio of collateralized mortgage
obligations and mortgage backed securities.
. Successful portfolio garnered 97th percentile over a one year horizon,
based on institutions with over $1B in assets.
. Implemented and supervised a securities lending program which earned
$100K of fee income for investment portfolio.
. Carefully positioned portfolio to provide liquidity needed to fund
loan growth, able to take advantage of opportunities to lend
securities to other institutions, additionally created passive income
for the credit union.
. Created complex databases and queries in Access using Monarch's data
mining software to assist in the monthly reporting process,
additionally modeled and maximized risk/reward potential of portfolio
on a total return basis using excel.
. Analytically produced excel reports speaking to product profitability,
return on investment of capital expenditures, and individual level
total returns of the investment portfolio.
. Meticulously produced detailed monthly excel reports of investment
transactions in compliance with NCUA regulations and in accordance
with the Credit Union investment policy.
. Fabricated the product profitability, operational profitability, and
funds transfer pricing systems with IPS Sendero software used by
executive management to evaluate critical business decisions for the
Credit Union.
Crescent Palms Cleaning Systems - Chandler, AZ
2003 - 2006
Company provided commercial cleaning services to businesses in the
Chandler, Arizona area.
Owner/Proprietor
. Researched, designed and launched successful business, calculated,
negotiated and drafted commercial cleaning contracts.
. Performed monthly revenue/expense and sales growth analysis which,
produced monthly financial statements, used variance analysis to
compare the budget to actual financial statements, and updated the
budget accordingly.
Education
Bachelor of Science, Business Administration/Finance and Banking
University of Missouri - Columbia, MO
Computer / Finance Skills
Advanced user of Microsoft Office Suite: Word, Excel, Access, PowerPoint
and Outlook: Bloomberg, Fixed Income Screens: IPS Sendero, PPS, OPS and
FTP
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