Sales Analyst

Yuan (Arthur) Cao

*** *. **** ****** #***, New York, NY 10028 551-***-**** adkge1@r.postjobfree.com

PROFESSIONAL EXPERIENCE

Feb 20 - Current Tempo Title, Chief Financial Officer New York, NY

• Tempo Title is the largest independent title insurance company in America as of Feb 2021, with the mission to combine and consolidate the industry’s leading independent title insurance agencies in both residential and commercial title insurance and settlement services.

• M&As. Deeply involved in all aspects of over 10 acquisitions that brought portfolio companies with over EBITDA of over $100mm and revenue of over $500mm to the holding company.

• Successful Syndication of Credit Facility. Successfully conducted and coordinated an over-subscribed syndication of credit facility of $250mm. Working on the term loan B on the next round of financing.

• Financial modeling, data and analytics. Created and maintained the LBO valuations and other financial models. Gatekeeper of data and all firm wide analytics.

• Internal and External Financial Report and Budget Analysis. Provided the monthly and quarterly GAAP financial report the board, credit lenders and external investors. Created the budget to all portfolio companies.

• Prepared the board meeting materials, MD&A and responded to questions from board, banks, and investors.

• Actively involved in the preparation of the audit process and provided response/data/financials support. Mar 08- Jan 20 Oak Hill Advisors, Managing Director New York, NY

• Co-led Oak Hill’s residential loan investment and portfolio management, including Non-Performing Loans

(“NPL”), Re-Performing Loans (“RPL”) and other whole loan and

• Conducted the active portfolio management and oversight of loan servicing. Managed the day-to-day asset management activities and loan level reviews.

• Lead analyst in the purchase, active asset management and servicer surveillance of over $3.5 billion NPLs, SPLs and RPLs, across over 30 portfolios.

• Lead analyst in the outbound sale of over $1.0 billion of NPLs, SPLs and RPLs across over 30 portfolio sales.

• Overseeing the monetization of over 15,000 loans through REO (“Real Estate Owned”) sale, third-party FC sale, short sales, short pay-off and other liquidation strategies.

• Designed and implemented creative loss mitigation strategies that transformed the portfolio from predominantly non-performing to majority re-performing.

• Involved in the structuring and issuance of all securitization deals within the OHART shelf.

• Primary modeler and gate keeper of OHA mortgage loan analytics and asset management database. Managed the loan database and monthly data updates.

• Conducted investment research on non-agency RMBS and other structured product asset classes as the primary research analyst. Managed the RMBS Loan Performance database. Dec 06-Feb 08 BNP Paribas North America, Interest Rate Trading, Associate New York, NY

• Performed trading strategy research, maintained the trading analytics, and developed risk and pricing tools

• Reported directly to North America Head of Interest Rate Trading on quantitative models and interface

• Maintained the front desk database, risk generator, P&L model, deal with large amount of trading data

• Participated and graduated from the BNP Paribas Capital Market Associate Class 2007 EDUCATION

Aug 05- Dec 06 Massachusetts Institute of Technology Cambridge, MA Master of Mechanical Engineering

Jul 03- May 04 University of Pennsylvania Philadelphia, PA Joint undergraduate program in Technology and Business with National Univ. of Singapore Jul 01- May 05 National University of Singapore Singapore B.Eng with Honors in Electrical Engineering

QUALIFICATION & SKILLs

• Computer skills: Python, SQL, 1010data, VBA and Intex desktop.

• Licenses: Chartered Alternative Investment Analyst (CAIA), FRM, CFA Level III Candidate.

• Language skills: Excellent proficiency in English, native in Mandarin, basic level in Japanese.

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