Joel D. Cough
***** ****** **** ** #***** ( Austin, TX 78729 617-***-**** (
*********@*****.***
Objective
To obtain a challenging position in which I can use my experience and
motivation to help the company achieve its goals while also
furthering my career.
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Experience
2007-Present State Street Bank & Trust Company
Boston, MA
Assistant Vice President - Structured Trust and Analytics
. Manage a team of four individuals that, acting in the
capacity of trustee, provide compliance reporting and payment
allocations on approximately 20 Collateralized Debt
Obligation (CDO) and Asset Backed Security (ABS) portfolios
. Ensure that all deliverables are completed accurately and
timely
. Manage the client relationship of five industry leading
collateral managers
. Oversee the development of staff, conduct performance reviews
and handle employee relations issues
. Establish standard operating procedures to ensure that
accurate and quality service is provided to clients
. Work closely with legal counsel and collateral managers when
closing new deals, interpreting document language and
navigating through various deal events including amendments,
events of default and liquidations
2003-2007 US Bancorp
Boston, MA
Assistant Vice President - Corporate Trust Services/Relationship
Manager 2005-2007
. Managed CDO customer relationships which included generating
new business, servicing existing clients, and maintaining
expertise within a rapidly transforming CDO industry
. Collaborated with outside parties including underwriters,
collateral managers, legal counsel and auditing firms when
structuring deals and to ensure CDO portfolio compliance with
governing documents
. Calculated quarterly waterfall payments to portfolio
investors
. Supervised members of the operations group that were tasked
with global cash management and daily accounting for client
portfolios during a period of extraordinary sales and
organizational growth
Structured Financial Analyst 2003-2005
. Assisted Account Officer on day-to-day deal administration
and client servicing on several individual CDO fund
portfolios worth $300 to $700 million each in order to ensure
the accuracy of published shareholder reports
. Prepared monthly and quarterly portfolio valuation for
budgeting and cash flow analysis
. Completed compliance testing on proposed trades to ensure
that the Portfolio Manager was acting in accordance with the
guidelines set forth in the governing documents of the deal
. Strategized with team leader to manage sales growth which
included planning staff development, training new employees,
and facilitating the formulation of new client portfolios
2000-2003 State Street Bank & Trust Company
Boston, MA
Portfolio Administrator - Corporate Trust Services
. Maintained asset and income records for multiple portfolios
composed of high yield bonds and syndicated loans
. Reconciled dual system balances on a daily basis
. Received incoming funds for interest and principal payments
on bond and loan transactions as well as processed outgoing
wires for the purchase of assets
. Provided ad-hoc reports as required by the Relationship and
Portfolio Managers
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__________________________________________________________Education
University of Maine
Orono, ME
Bachelor of Science in Business Administration
Concentration in Finance
Graduated summa cum laude May 2000
Technical Proficiencies
Microsoft Office (Outlook, Word, Excel, PowerPoint), Wall Street
Office, CDONet, CDOSuite, Crystal Reporting
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References
Available Upon Request