JESSICA LAU, MBA, MPA

• ** Grove Street, Plympton, MA 02367 • Email: adcr0u@r.postjobfree.com • Mobile: 917-***-**** PROFESSIONAL EXPERIENCE

AMUNDI PIONEER ASSET MANAGEMENT, Boston, MA Sep 2018 – Dec 2019 Credit Analyst

Performed bottom-up fundamental research on private placement of municipal securities and publicly issued bonds through a diligence- intensive process combined with open-minded analysis, superior portfolio surveillance, and deep partnerships. Provided detailed credit analysis of borrowers and periodic operating performance, competitive position relative to peer group, and macro-economic trends. Supported development of processes and tools to effectively integrate Environment, Social, and Governance (ESG) research and analysis into investment process. Led credit team in developing marketing decks, reports, case studies, and other investor-facing materials.

Developed financial modeling and forecasting tools to support investment decisions of securitized tobacco bonds totaling approximately

$400 billion in par amount outstanding across 17 states, the District of Columbia, and various counties.

Identified potential investments in the primary and secondary credit markets and recommended opportunities with favorable risk/return.

Collaborated with cross-functional deal teams including sell-side analysts, traders, and sales coverage to identify market opportunities.

Published first edition of a firm-wide research book that contains approximately 50 individual credit recommendations. NATIONWIDE FUND ADVISORS, Columbus, OH Sep 2016 – Sep 2018 Director of Fixed Income Manager Research

Built out an excellent advisory offering for retail, retirement, and insurance clients. Established a solid due diligence process for Nationwide Investment Management Group products comprised of Variable Insurance Trust funds and mutual funds totaling $64 billion in assets. Maintained market intelligence in the fixed income investments space, highlighting and escalating key risks on the horizon. Articulated market outlook and the firm’s cross-asset tactical views. Delivered frequent presentations on manager recommendations and guidance on the fund inclusion in model portfolios to Investment Committee and Boards of Trustees. BANK OF AMERICA MERRILL LYNCH, New York, NY Feb 2006 – Sep 2016 Senior Research Analyst, Portfolio Manager Research – Traditional Fixed Income Due Diligence Jul 2013 – Sep 2016 Led new product launch of customized municipal and corporate bond strategies, emerging market bond funds, and global high yield funds consistent with investment theses supported by in-house macroeconomic views and insights. Conducted rigorous investment manager review and selection process in identifying best solutions to address the needs of high-net-worth and ultra-high-net-worth clients. Vice President, Municipal Markets Finance – New Issue Origination, Derivatives, Secondary Trading Oct 2008 – Jul 2013 Responsible for financial, management reporting, price verification, standardized stress testing, and CDS reserve calculation of new issues, auction rate securities, and securitized tender option bonds with average inventory of $25 billion. Acted as a strategic partner across business lines including trading desks, investment banking, trade operations, market risk, product valuation, and corporate accounting and reporting. Product Controller, Structured Credit Products Feb 2006 - Oct 2008 Managed all financial aspects of $11 billion cash Collateralized Debt Obligation (CDO) warehouses comprised of Home Equity Loan/Collateralized Mortgage Obligation/CDO/Asset-Backed Securities. Reviewed new deal activity and its impact on firm’s P&L and risk profile. Liaised with product leaders, traders, bankers and middle-office for deal pipelines, product launches as well as firm-wide balance sheet management. Served as lead trade execution team member for $30.6 billion sale of super senior ABS CDO to Lone Star Funds in July 2008. GE ASSET MANAGEMENT, Stamford, CT Jan 2005 – Feb 2006 Fund Controller, Real Estate Private Equity Investments PHILIP MORRIS USA, New York, NY Aug 1997 – Jan 2005 Senior Financial Analyst, Marketing Finance Aug 2002 - Jan 2005 Financial Controls Specialist, Headquarters Services Aug 2000 - Aug 2002 Senior Accountant, Corporate Accounting Jun 1999 - Aug 2000 Accountant, Corporate Accounting Jan 1997 – Jun 1999 EDUCATION AND PROFESSIONAL LICENSES

HARVARD UNIVERSITY, Cambridge, MA

Master of Liberal Arts (MA), Extension Studies in Data Science Expected May 2023 COLUMBIA UNIVERSITY, New York, NY

Master of Public Policy and Administration (MPA) in Advanced Management and Finance May 2013 PACE UNIVERSITY, New York, NY

Master of Business Administration (MBA) in Economics Bachelor of Business Administration (BBA) in Accounting Jan 2002

Jan 1997

Series 7 & 66

TECHNICAL SKILLS AND INTERESTS

Modeling and computational tools: Advanced Excel, VBA, Macro, R, SPSS, MS Visio Business analytics and management tools: Bloomberg, Factset, Morningstar, Zephyr, eVestment, Lipper Knowledge of programming language: Python