Financial Analyst

Jared H. Sheppard

Freeport, IL 630-***-**** **********@*****.***

Summary: Financial analyst with successful track record of: implementing financial models, analyzing their results, creating reports, presenting complex data as actionable information, and leading teams

Experience

BANK OF AMERICA MERRILL LYNCH – Global Risk Analytics - Chicago, IL

V.P. - Risk Analysis Specialist Nov. 2011 – March 2016

Developed & maintained SQL logic for the daily Alpha report distributed to Global Risk Analytics showing where/why Counterparty Credit Risk (CCR) models and front office/PNL models differ

Presented monthly data proxy analysis to the CCR Management Committee highlighting model assumptions with the potential to understate risk weighted asset (RWA) calculations

Created CCR model use breach report (leading to a self identified audit issue) reconciling actual CCR model implementation with approved Model Risk Management documentation use cases

Updated Credit Product Officers during monthly regional portfolio review meetings to convey the effects of model limitations on counterparty credit limit utilization

Utilized SQL, VBA, and Excel to automate data pulls and analysis for ad hoc, routine, and federal regulatory compliance reporting

LASALLE BANK N.A. – Global Securities Solutions (GSS) - Chicago, IL

V.P. - Team Lead - MBS Model Formalization Project Feb. 2010 – Nov. 2011

Ensured team members met quality, consistency, and timeliness goals for assigned MBS deals

Lead weekly discussions facilitating knowledge dissemination within and across project groups

Stress tested and reviewed completed models for compliance with documents and best practices

Updated MBS excel models to create collateral files for 3rd Party payment verification

V.P. - Analytics Best Practices CDO Subject Matter Expert (SME) April 2009 - Feb. 2010

Prioritized, developed specs, and performed user acceptance testing for CDO system enhancements

Fielded questions, provided assistance, trained production support & new model development teams

Published new and updated existing modeling documentation on the internal Wiki knowledge base

Team Lead - Market Value, TRS, & Bank Loan CDO Modeling Nov. 2005 - April 2009

Developed fundamental understanding of deal structures, motivations, reporting, and payments

Oversaw daily workflow of five team members ensuring quality and timeliness of model setup

Coordinated efforts between programmers, modelers, portfolio analysts, and collateral managers producing reports and payments that were accurate and on time

Programmed portfolio profile, quality, and coverage tests from legal wording contained in deal confirmations, indentures, and swap agreements in CDO Suite and Excel

Modeled projected interest receivable on assets, calculated interest due & distributable to note holders based on priority of payments (waterfall), and calculated trigger events & cure amounts for interest coverage and collateralization tests

Created customized monthly, note valuation, payment, and trade reports

GOLDENBERG, HEHMEYER AND COMPANY - Proprietary Trading - Chicago, IL

Yield Curve Futures Trader Oct. 2001 – Nov. 2005

Actively traded 10 Year US T-note futures against 30 Year US bond futures

Experienced trading E-mini S&P, DJIA, Russell, Euro, and Yen futures contracts

Coded and implemented charts, indicators, and financial models in C++ and VBA

H & R BLOCK FINANCIAL ADVISORS INC - Oakbrook Terrace, IL

Stock Broker / Financial Planner June 1999 - Oct. 2001

Obtained Series 7, 52, and 63 licenses

Executed buy and sell orders for stocks, bonds, mutual funds, and Unit Investment Trusts (UITs)

Established relationships with new clients through referrals and cold calling

Explained bond ladders, portfolio diversification, tax free returns, and mutual fund fees & objectives

Developed financial plans; recommending investment options and illustrating possible outcomes

Updated and maintained “Know Your Customer” compliance information

Education

Illinois Institute of Technology – Stuart Graduate School of Business, Chicago, IL

M.S. in Financial Markets, March 2005

Concentration: Financial Engineering and Programming G.P.A.: 4.0 / 4.0

Development Project: Yield Curve Futures Auto-spreader

Created Real Time C++ Object Orientated Program which connected to eCBOT using Trading Technologies’ Application Programming Interface (API). Program allowed a trader to work multiple spread orders simultaneously at prices specified using a custom Graphical User Interface. Fills from the second leg of the auto-spread orders were returned in under 400 milliseconds.

Knox College, Galesburg, IL

Bachelor of Arts, June 1999

Major: Economics Major G.P.A.: 3.6 / 4.0 Overall G.P.A.: 3.45 / 4.0

Volunteer Activities / Other Interests

Athletic Director - Immanuel Lutheran School - Freeport, IL June 2013 - June 2015

Created budget and increased tournament and advertising revenues each year

Found volunteer coaches and conducted athletic committee meetings

Scheduled games, referees, and volunteers for all home games

Organized all aspects of home tournaments

USA Cycling - Tour of Galena Cat 4 Omnium Winner 2012

Ironman Finisher (Louisville 2007 & Madison 2010)

Toys for Tots drive organizer for LaSalle Bank (Global Trust Services) 2008-2011

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