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Excel, Powerpoint, Bloomberg, RFPs, Corporate Finance, Fixed Income

Location:
Rensselaer County, NY
Posted:
September 03, 2014

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Resume:

ELIZABETH HEPNER

cell: 310-***-**** acfqz1@r.postjobfree.com 475 W57th St, Apt 22B1, New York, NY 10019

Dedicated finance professional with 6 years of deal and technical experience across capital markets, including interest rate derivatives,

debt structuring and DCM. Skilled communicator with a keen commercial focus, experienced in negotiating complex transactions with

clients, lawyers and internal stakeholders. Recently moved to NYC following a Sabbatical spent studying and volunteering in Israel

(2013). An adaptable team player, thriving in varied environments and always passionate about achieving challenges.

EMPLOYMENT

BARCLAYS BANK PLC London, England 2011 – 2012

Manager – Structured Debt Finance

Originating or restructuring loan and derivative transactions

! Successfully pitching new tender responses, and presenting business cases for internal risk and commercial approval

! Negotiating with clients, credit risk, lawyers and DCM to originate structured loans and derivatives (size: $25-$300m)

! Managing politically sensitive clients and internal stakeholders (risk, rating agencies) to drive timely deal execution

! Example: Completing new client lending conditional to the restructuring of unprofitable heritage lending, achieved by

competitively re-pricing existing embedded derivative debt to an overall attractive level, yielding $4.5m income

Partnering with Balance Sheet Management group

! Establishing a high profile internal committee for Balance Sheet Management; approving and advising on new deals,

examining complex internal accounting issues, balance sheet volatility and making policy recommendations to ExCo

LLOYDS BANKING GROUP London, England 2008 – 2011

Associate – Corporate Relationship Management

Deepening client relationships and managing deal teams

! Researching and pitching funding ideas in the business services and defense sectors (loans, securitzation, asset finance)

! Leading or supporting strategic deals from initial conversations, through credit approval to documentation and completion

! Working with consultants to present and successfully implement a new sector strategy for internal management

! Example: Joint-running $2bn M&A deal; financing loans, RCF, bridge facility and advising on a bond market take-out

Associate – Derivative Sales and Structuring, Financial Markets

Capital structure research, corporate finance and strategic presentations

! Performing in-depth balance sheet analysis and creating pitch books with bespoke hedging advice for new/existing trades

! Strengths in economic, peer and liquidity analysis, new trade ideas, understanding historical trends and internal training

Derivative pricing and trade execution

! Modeling interest rate, basis and cross currency swaps, pre-hedging, indicative bond pricing and swap restructures

! Skilled in ISDA negotiations, trade valuations, sensitivity testing as well as derivative accounting knowledge

! Example: Creating a winning pitch detailing risk management for a $500m bond issuance by hedging and trading a swap

underwrite-syndication structure. Working with DCM and traders at issuance and then running post-execution syndication

STANDARD CHARTERED BANK London, England 2007 – 2008

Analyst – Credit Risk, Financial Markets

Exposure management and special projects

! Routine or bespoke analysis of global FX & ALM positions. Developing and implementing new methodology

! Training and supporting international teams in special investigations, incorporating Basel II and outsourcing projects

COASTAL CAPITAL, PTY LTD Sydney, Australia 2006 – 2007

Analyst – Boutique Fund of Hedge Funds

Performance monitoring and investment research, working directly under Fund manager

! Analyzing market movements, tracking trade performance and supporting analysts in designing new trading strategies

! Preparing pitch books for existing clients detailing fund performance and attending pitches to potential clients

EDUCATION AND LEADERSHIP

Degree Bachelor of Economics (honors program), University of Sydney, Australia

Awards University Sports Scholarship (Crew), The Women’s College (resident with several leadership roles)

Charity Volunteer at Five Talents Micro finance (London), distance running (Tel Aviv & Mumbai marathons)

Skills Bloomberg, Capital IQ, Excel, PowerPoint, Word and Publisher. Native English and Intermediate Hebrew

Other Crew: 3rd national ranking in Women’s lightweight U23 (individual), national university boat (team VIII)

Debating: team member at international competitions, adjudicator, coach & teacher of high school workshops



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