Portfolio Analyst
San Diego, CA ● +353-********* ● linkedin.com/in/conor-sheridan-b55b23102/
Skills and Qualifications:
● Experience of and ability to read and effectively interpret legal documentation.
● Knowledge of loan documentation requirements with respect to different loan types.
● Strong analytical, organizational and time management skills
● Excellent writing skills, both technical (System Proposals, Memos) and academic
(Research, Argumentative, Analytical essays)
● Exemptions from CAP 1 Exams.
● Excellent customer service focus and an ability to work independently and as part of a team.
● Good interpersonal skills with an ability to communicate effectively (written and oral) at all levels.
● Op Ex Champion - Presenting to Line and Senior Managers on any updates or wins which we have had across our Department.
● Exhibit a high degree of reliability and flexibility and a positive attitude and be counted on to participate as required.
Education & Honors Bachelor of Arts - Major in Finance & Minor in Business Management
October 2018 Maynooth University, Maynooth Ireland. Relevant Coursework:
Finance: Portfolio Investment, Trading Strategies, Stocks and Bonds, the Banking System, Exchange Rates and the functioning of Financial Markets. Business: Human Resource Management, Business Strategy, Change Management and Information Security.
Technical Experience
Portfolio Analyst, NAMA Master Servicing Unit Maynooth, Kildare Ireland, (March 2018 – October 2019)
● Data Management, Validation and Integrity of all client Portfolios.
● Cash Management & Financial Reporting.
● Effective implementation of internal controls to minimize risk and Operational Loss.
● Preparing and distributing timely reports to reflect the financial position of the loan and deal.
Keane Pension & Investments Consultants Ltd, Client Portfolio Administrator,Church Street, Dublin, Ireland. (June 2018 - September 2018)
● Investment Reporting and
Evaluation.
● Bulk Application Processing.
● Liaising with Various Pension & Life
Assurance companies.
● Handling Customer requests
directly.
Drummonds Seed & Grain Merchants,,Sales Associate, Clonee, Meath, Ireland. (July 2016 – May 2018)
● Cash Handling.
● Stock Control.
● Account Management.
● Carrying out administrative and Ad - Hoc Tasks.
● Assisting Customers.
● Lab Work.