Jason Oster

ac01ji@r.postjobfree.com

* ******* ***** *******, ** 11791 516-***-****

Education: Fordham University, Graduate School of Business Administration, New York, NY Masters in Business Administration, September 2008 - May 2012 Concentration in Finance

Bucknell University, Lewisburg, PA, August 2000 - May 2004 Bachelor of Arts, May 2004

Major: Political Science Minor: French

Work. Intercontinental Exchange New York, NY

Experience: Lead Quantitative Analyst, Syndicated Loans April 2017- Present

• Part of the integration of syndicated loans evaluations from Standard & Poor’s upon its merger with Intercontinental Exchange (ICE).

• Responsible for managing the integration of syndicated loans formerly from S&P to ICE.

• Analyzing and evaluating the loans previously at Standard and Poor’s, along with those at ICE.

• Developing models to continue evaluations efforts of certain illiquid loans.

• Executing the coverage of more illiquid and middle market loans within the loan pricing universe.

• Coordinating the needs of the S&P loans clients and their transfer to ICE.

• Creating working relationships between business managers, salespeople, and desk heads at ICE, with those at the legacy S&P clients.

• Solved Loan Identification mapping and production issues that involved nightly files being delivered to clients on a timely basis.

• Learning new models and production requirements associated with the loans evaluations process.

• Coordinating the implementation of market color and terms & conditions data associated with each loans among S&P and ICE.

Standard and Poor’s, Securities Evaluations New York, NY Lead Quantitative Analyst, Syndicated Loans April 14, 2008-April 2017

Led the integration of syndicated loans processes from Standard and Poor’s to merger with Intercontinental Exchange

Senior responsibility for pricing over 4,000 syndicated loans, giving tradable bid prices for over 20 clients including Broker/Dealers, International Banks, Hedge Funds, Mutual Funds, Pension Plans, and trustees for redistribution.

Managed High Grade Bond evaluators who specialize in Convertible bonds, Floating Rate Notes and Latin American corporate and sovereign bonds.

Analyzed a middle market loans portfolio on a quarterly basis for a private equity client and examined each obligor’s quarterly financial statements and collateral.

Analyzed a broad range of syndicated loans and the credit market on a daily basis, with specific focus on individual credits, both Domestic and European, from new issuance and onward.

Increased pricing coverage among illiquid loans as well as foreign denominated facilities.

Created new online and offline models for the valuation of syndicated loans.

Spearheaded efforts to provide offer-side pricing to clients in addition to bid levels.

Presented syndication services to prospective clients across the U.S. that resulted in several millions of dollars in new revenue for the company.

Collaborated closely with sales and product management specialists on discussing pricing methodology and coverage with prospective clients.

Managed tasks given to overseas employees in the Hyderabad office that provide research and support.

Communicated daily with structured finance, notably CDO and CLO analysts regarding the underlying collateral of their products.

Examined different sources of loans-related news, market color, and information and made recommendations to management as to which would be most beneficial and cost-effective.

Devised a system of separating the 4,000 syndicated loans in comparable industry groupings beyond standard SIC codes.

Spoke on panels regarding the interrelationship between the Syndicated Loans and CLOs

Published research papers and white page documents on current trends in the Syndicated Loans market.

Handled Risk Management and Research related tasks to the syndicated loan pricing desk

Prepared monthly reports within the company and to S&P clients analyzing fundamental and technical issues in the credit market that affected certain industries. These reports detailed certain liquidity and trading patterns that occurred throughout the month.

Fortress Investment Group New York, NY

Associate Loan Analyst February 2006 -April 2008

Assisted traders to close syndicated loans trades.

Collaborated directly with the Chief Financial Officer regarding any loan related investments.

Managed cash needs for 12 CDOs, which included coordinating with the fund trustee.

Determined the appropriate fund owned entity to hold future loans.

Managed a middle market portfolio, consisting of over 80 assets of both real estate and corporate investments, ensuring reporting of P&L, billing, principal, and interest payments.

Took on accounting, billing and agent responsibilities for the middle market portfolio.

Worked with asset management to ensure each asset in the portfolio was current on its cash collateral.

Ensured due diligence on new loan investments, via evaluating credit agreements and communicating with internal and external tax accountants to determine offshore eligibility of a potential loan. Deutsche Bank New York, NY

Global Loan Associate June 2004 - February 2006

Collaborated with a team of loan associates to provided third party loan servicing for clients trading syndicated loans totaling $1 Billion.

Verified pricing and compliance with LSTA and LMA rules on par and distressed trades, each trade being over

$1 Million.

Liaison between clients and loan agents, which entailed closing loan trades and providing expected payments.

Serviced a 7 fund portfolio consisting of CLO’s for an international bank. Relevant Student Managed Investment Fund, Financial Management of Multinational Companies, Corporate Finance, Graduate Financial Statement Analysis Managerial Economics, International Marketing, Business Policy, and Consumer Courses: Behavior.

Credentials: ● Highly proficient in Microsoft Excel, PowerPoint, Microsoft Access

● Experience with Financial Statement Analysis

● Knowledge of Bloomberg products, CapitalIQ, and FactSet

• High Verbal and written proficiency in French; verbal proficiency in German and Spanish

• Experienced public speaker

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