Securities Analyst

STEPHAN WEIR

Washington D.C. +1-301-***-**** *********@*****.*** www.linkedin.com/in/stephan-weir-202/

Proactive financial expert with a solid understanding of risk management gained through a combination of professional experience, university studies and own-time studying.

Enhances accuracy, manages risks and lowers costs with detailed analysis followed by effective engagement with stakeholders and clients.

EDUCATION

B.A., Economics, St Mary’s College of Maryland, 2015

Level 2 CFA Candidate, passed Level 1 June 2018

EXPERIENCE

Wells Fargo: Securities Administration Services Analyst Mar 2016 – March 2021

Member of team providing analysis of collateral, including workdowns of waterfall payment distributions across single and multi-tranche portfolios; assigned to some of the team’s most complex deals, including FDIC portfolio.

Mitigated risk through significant reduction in reporting revisions from specific servicers; engaged effectively with stakeholders and servicers to identify and correct reporting errors; completed data analysis of accounting errors and reporting processes that led to clarification of securities’ performance and collateral requirements.

Improved efficiency with successful transition of collateral processing to ongoing account management team; established processes for long-term stability of collateral management and trained new teams on execution of analysis for complex and dynamic portfolios.

Generated significant cost savings with identification of recoverable expenses through accrual-based accounting that identified extraordinary expenses across RMBS portfolios.

Ensured investor returns and correct flow of remittance; analyzed RMBS collateral requirements and reconciled with servicer reporting schedules as both master servicer and third party.

Facilitated team integration and team training as mentor to four new hires.

St. Mary’s College, Student Investment Group: Vice President Oct 2012 – Dec 2015

Selected for six-person university team that managed long-only equity investment portfolio; AUM increased >100% over three years from $150K to >$300K.

Identified profitable investment opportunities in line with risk / return objectives and requirement for environmental, social, and governance-based approach (ESG) across international equities and ETFs.

Ensured efficient investment with detailed financial analysis; presented findings to Oversight Committee and engaged directly with brokers for execution.

US Consumer Product Safety Commission: Financial Intern May 2015 – Aug 2015

Selected as intern for government agency ensuring safety of US consumer products.

Facilitated tight budget and expenditure tracking with consolidation of data across organization for analysis and financial review.

Collated and organized data and performed initial data modeling for effective analysis by economists completing key time series regression testing in cost-benefit analysis of product ignition and fire safety regulations.

EXTRA CURRICULAR

Volunteering: Mentor for Capital Partners for Education (May 2017 – present) providing one-to-one peer mentoring for scholars in Washington D.C.

IT Skills: Advanced Microsoft Excel, Microsoft Office, SharePoint, Access, SAS, Python, Bloomberg

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