Management Analyst
Resume:
Francis E. Bologna
**** ********* **. *** * . Baton Rouge, LA 70808
*********@*****.***
Financial Modeling Expert ~ Business Valuation Analyst ~ Corporate
Strategist
Proven financial analyst with extensive experience in structured product
analysis in the hedge fund industry. Advanced financial modeling skills
including structured product analytics, risk management modeling, and
financial statement projections. Possess the ability to effectively
communicate with clients and colleagues through both formal presentations
and informal meetings.
EDUCATION
Louisiana State University, E.J. Ourso College of Business Administration;
Baton Rouge, LA
Master of Business Administration; May 2011
Concentration: Finance, GPA: 3.9/4.0
Tulane University, A. B. Freeman School of Business; New Orleans, LA
Bachelor of Science in Management; May 2005
Double Major: Accounting and Finance, GPA: 3.5/4.0
EXPERIENCE
Louisiana Small Business Development Center Baton Rouge, LA
August 2009 - Present
Business Consultant (while pursuing MBA)
. Provide consulting services and guidance to clients looking to start,
grow, or sell their businesses. Guidance involves strategic planning,
market analysis, and financing suggestions.
. Conduct due diligence and exhaustive research in various industries
including the energy, technology, financial, consumer goods, and service
industries.
. Teach "How to Start and Finance Your Business" seminars to potential
clients while pitching the benefits of the services that are provided by
the center.
. Create a variety of financial models to assist clients and colleagues
with decision making. These models include pro-forma financial
statements, business valuations, and break-even analyses.
Coast Asset Management Los Angeles, CA
December 2007 - December 2008
Structured Products Analyst
. Built and maintained complex financial models for cash flow and NAV
analyses of CDOs and CDO squareds utilizing Intex and Bloomberg.
. Led the revision and improvement of CDO squared trustee reports which
increased the efficiency of the interaction with the custodian while also
improving the accuracy of the reports distributed to investors.
. Completed numerous time-sensitive, high-pressure ad-hoc projects for the
head trader utilizing Excel, Intex, Bloomberg, and various research
sources.
. Spearheaded research of unique structures within deals and presented the
research to colleagues.
. Performed pre-trade analysis for CDX, CMBX, and CDO trades.
Western Asset Management Company Pasadena, CA
July 2006 - December 2007
Global Portfolio Administration Analyst
. Researched and resolved issues relating to performance, pricing, trade
settlements, security set-up, accrual/dividend payments, and corporate
actions.
. Created reports required by clients such as portfolio valuation, NAV
reconciliations, Statement of Changes, Trade date vs. Settle date report,
manual performance calculation, and synthetic returns modeling.
. Forecasted daily cash holdings and invested idle foreign currency to
increase portfolio performance.
. Managed funding requirements and overdrafts to ensure sufficient funds
were available at the prime broker and custodian bank to meet settlement
of executed transactions.
. Interfaced with designated public accounting firms to verify that
confirmations were completed, audit documentations prepared, and
financial statements reviewed.
. Initiated an in-depth training program for new employees which removed
inefficiencies from the previous program while providing new employees
with sufficient knowledge to be effective. Received the Above and Beyond
Award for my actions.
SKILLS
Advanced Excel, Bloomberg, Intex, Markit, Banking Dashboards and Research
Engines, Access, PowerPoint, Word
AFFILIATIONS/ACTIVITIES
MBA Association, Baton Rouge Triathlon Club, Baton Rouge Soccer
Association - Volunteer Head Coach
HONORS
Western Asset Above and Beyond Award
Contact this candidate