Benjamin Forgacs +44-777******* - ad2lbt@r.postjobfree.com

EDUCATION

Level 1 and 2 of the CFA Program - CFA Institute (scored top 10% of candidates for level 1) Apr 2022 and May 2023 Certificate in Investment Management (IMC) - CFA UK May 2021 Lancaster University Management School - BSc Hons: Finance (Industry), First Class Honours Lancaster, U.K.

• Awards: Outstanding contribution to the accounting and finance department. Oct 2018 - Jul 2022

• Dissertation: ‘Have structured finance credit ratings changed since the Global Financial Crisis?’

• Student investment fund manager of 42 analysts, portfolio management, pitch decks, DCF, DDM, and RI. EXPERIENCE

MUFG Bank - Global Corporate and Investment Banking, Analyst London, U.K.

• Re-joined MUFG after having completed the summer analyst role. Aug 2022 – Current

• Structuring, pricing, and execution of deals for asset backed securitisations, residential mortgage-backed securitisation warehousing, supply chain finance programmes.

• Producing internal/external materials: pitch books/ effective marketing materials, tombstones, check-sheets, KYC, management information, deal screening data, and building client relationships.

• Arrangement and presentation of credit applications to senior management for new deals, renewals, and borrower ratings.

• Compliance with all bank and regulatory requirements in order to mitigate financial and compliance risks.

• Monitoring portfolio performance, undertaking qualitative and quantitative financial analysis, conducting client due diligence, developing forecast models, and making proposals on internal credit assessments and transaction structures.

• €1.6bn electric vehicle auto lease receivables ABS securitisation: produced structural risk memorandum, deal screening materials, cash flow modelling of swaps and assets, liaised with legal and managed the signing of document amendments.

• +€200mm dual supply chain finance program for the largest British and Belgian telecom network providers: pre- and post- closing checklists, climate change assessment, structural risk memorandum, and deal screening materials. MUFG Bank - Leveraged Finance, Summer Analyst London, U.K.

• Originated and structured NIG transactions and LBOs for targeted corporates rated BB or B. Jun 2021 - Aug 2021

• Coordinated relevant analysis using financial models, sensitivity scenarios, synergies, and key ratios.

• Modelled the refinancing of the largest telecoms company in Denmark for the now complete separation of its OpCos.

• Developed presentation for client marketing of TLB €2bn for the successful acquisition of a Nordic Telecomms client.

• Produced internal approval documents such as credit applications, screening applications, and models.

• Automated and conducted reviews of portfolio names by analysing cash flow projections and repayment capacity.

• Revised waivers and amendments of portfolio names, whilst identifying refinancing and ancillary opportunities.

• Executed the Exposure Management Protocol to identify any potential risk of fraud in the underlying portfolio. Fitch Ratings - Structured Finance, Placement Analyst London, U.K.

• Collaborated in committees for rating EMEA asset-backed and mortgage-backed security deals. Sep 2020 - Jun 2021

• Modelled U.S. Residential Mortgage-Backed Security $500mm deal data using the Loan Loss and Cash Flow model.

• Researched and analysed data for the SF Performance and the Global Housing and Mortgage Outlook Fitch research reports.

• Refined the Global SF Criteria for the Criteria Review Committee by assessing rating caps and limitations, back-tests of transition and default studies, quantitative rating performances, distressed debt exchanges, and SLP-affected transactions.

• Automated the weekly and monthly summary of structured finance ratings saving 4 hours of work per week.

• Published the 'Next Phase' dashboards and the high-frequency data summary to track the impact of the pandemic on SF. Bloomberg - Analytics & Sales and Global Data, Insight Week Intern London, U.K.

• Provided specialist economics and equity customer support through phantom help desk. Aug 2020

• Researched and presented future disruptors in the FinTech sector using the Bloomberg Terminal. Nomura - Investment Banking Division, Spring Week Intern London, U.K.

• Experienced the business functions within Investment Banking: ECM, DCM, M&A, and S&T. Apr 2020

• Observed the origination and execution of DCM transactions and the stages of the process. Deutsche Bank Insight Day (selected out of 150+ students) London, U.K.

• Sales, Research, and FX/Credit/Hybrid/Equity Trading. Jun 2019 ADDITIONAL

Digital: Intermediate in Bloomberg Terminal, Microsoft Office Suite, Python, and VBA. Volunteering: MUFG CSR: refurbishing of parks/ playgrounds. LU Charity Challenge: fund-raising for a local charity. Educational courses: Advanced Valuation (NYU), Corporate Finance (CFI), and Quantitative Finance (LU). Certifications: Bloomberg Market Concepts, ECDL, and Thomson Reuters Eikon (Version 4). Languages/Hobbies: Native Hungarian and English speaker. Formula 1, backpacking, and road cycling.

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