Manager Management

Location:

Posted:

March 09, 2010

Toan Nguyen

**** *. ******* **. #* Email: ***********@*******.***

Seattle, Washington 98118 Phone: 206-***-****

Over 3 years experience - portfolio analysis, fundamental security analysis, risk measurement,

performance reporting, working with complex data set, and building financial applications.

Passed CFA Level I Exam in June 2007

Washington Mutual Bank Oct. 2005 – Jan. 2009

Portfolio Analyst

• Researched credit fundamentals and evaluated investment opportunities in

telecommunication, media, and technology (TMT) sectors. Analyzed risk and

performance measurement, and assisted senior portfolio manager overseeing over $1

billion corporate bond portfolio. Efficiently monitored the corporate bond portfolio

and increased portfolio liquidity from adding higher rating TMT securities.

• Performed due diligence and selected Collateralized-Loan-Obligation (CLO) managers

for a $500 million CLO portfolio. Analyzed underlying collateral and structure of

individual deals. Evaluated the underlying portfolio performance utilizing Intex, trustee

reports, and manager reports. Resulted in diversifying the balance sheet, adding higher

rating quality, and increasing portfolio liquidity.

• Built risks and returns measurement reports. Calculated risk metrics and performance

attribution on $22 billion fixed income portfolio. Enhanced risk management.

Improved explanation of performance measurement. Gained familiarity with a wide

variety of fixed income securities including ABS, MBS, CMBS, and corporate bonds.

• Created SQL database and procedures to build reports and automate the reporting

process. Developed financial tools to monitor the portfolios, to support decision-

making, and to shorten reporting time. Resulted in providing management seamless

report updates, instant monitoring information, and saved other analysts at least 2

hours of ad-hoc reports daily.

Verizon Wireless Communication Sep. 2004 – Mar. 2005

Data Analyst – Internship/Co-op

• Collected data and built Excel models to analyze network performance for 5 data centers.

Provided seamless reports to management on overall performance of the system.

Seattle University – Seattle, Washington Aug. 2005

B.A. Finance Magna Cum Laude

B.S. Computer Science Magna Cum Laude

Programming Languages: VBA, C++, C#, MS SQL, and ASP.NET

Software Applications: Derivative Solutions, Polypaths, Yield Book, Intex, and

Bloomberg.