JEFFREY COLEMAN Glendale, CA

m: 310-***-****

adw4jg@r.postjobfree.com

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PROFESSIONAL SUMMARY

Vision-driven change agent with career-long record of problem solving, investment analysis, securities valuation, and project management success for leading organizations Proven talent for aligning business strategy and objectives with established financial and compliance management paradigms to achieve maximum operational impacts with minimum resource expenditures. Exceptional intellectually curious and dedicated professional with keen interpersonal, communication, and organizational skills. Insightful analytical abilities along with intuitive business judgment and strong technical acumen for precision, risk mitigation, and targeted business support. Quality-focused thought leader with the ability to identify and communicate revenue-generating and cost-saving opportunities, provide data-driven insights, engage with and lead cross-functional teams, and drive continuous improvement by spearheading impactful projects. CORE COMPETENCIES

Critical Thinking

Market Research

Pricing Analysis

Risk Management

Quality Assurance

Workflow Optimization

Valuation/Fair Value Modeling

Data Management

Team Leadership

Process Automation

Software Implementation

Project Management

PROFESSIONAL EXPERIENCE

DOUBLELINE, LOS ANGELES, CA, JULY 2021 TO PRESENT

PRICING ANALYST

Conduct in-depth daily analysis of $20B+ CMBS and $7B+ in emerging markets securities across 40 act funds, ETFs, offshore funds, and sub-advised strategies; provide key insights and recommendations for optimizing workflow.

Compile and deliver critical loan-level data and metrics to vendors to facilitate pricing of $450M+ in CRE and REO whole loans. Collaborate with portfolio managers to estimate net proceeds for pending loan sales.

Support the valuation of illiquid assets by researching and providing market color to buy and sell-side market participants and pricing vendors.

Utilize Power BI and Python to draft and prepare routine pricing reports.

Mitigate risks and ensure business continuity by overseeing monthly stress testing for various situations in which critical service providers are inoperable.

Perform gap analysis, define deliverables in Microsoft Planner, and update internal processes; verify compliance with SEC Fair Valuation Rule 2a-5; serve as an ICI member and participant on industry calls.

Perform quarterly due diligence processes for multiple service providers.

Drive continuous improvement by identifying inefficiencies and recommending impactful solutions. NUVEEN INVESTMENTS/TIAA, LOS ANGELES, CA, JUNE 2010 TO MAR 2019 VICE PRESIDENT/SENIOR ANALYST/TEAM LEADER

Planned and executed several software platform rollouts by leveraging strong project management skills; led all project phases from strategic planning and interview to implementation and training.

Acted as Co-Manager for the Securities Valuation team, including overseeing daily pricing controls and ad hoc fair valuation in remote and in-person settings.

Charted the successful development of a daily valuation process for three multi-billion-dollar AUM affiliates, including defining pricing hierarchies and controls and establishing reporting and oversight committees; prepared materials and led monthly, quarterly, and ad hoc meetings with committees.

Leveraged knowledge of Agile/Scrum methodology to ensure the successful implementation of accounting software upgrade for TIAA and Nuveen Investments 40 act funds and institutional affiliates.

Determined and established project scope, objectives, and requirements within BRDs for major firm-wide initiatives.

Facilitated the successful transition of valuation processes, reporting, and management for a $10B whole loan portfolio from US Bank to Nuveen by serving as the primary analyst for modeling, marketing, and pricing; succeeded in unwinding all loans from Nuveen books.

Headed the centralization of staff members, processes, and systems spanning several companies and affiliates following TIAA CREF acquisition of Nuveen Investments.

JEFFREY COLEMAN Page 2

Managed research and evaluation initiatives for privately issued investments, including analyzing litigations, reserve reports, company financials, forward curves, and other metrics to establish market values for NWQ clients monthly for an oil and gas exploration company.

Led the pricing of the TIAA General Account consisting of 20K+ fixed income and private assets with an AUM of $200B+ on a monthly basis, including ensuring correct modeling and providing ongoing maintenance of asset-specific credit rating and benchmarks.

Maintained responsibility for performing firm-wide asset valuation reviews and overseeing sub-advised funds, institutional assets, and other assets managed by TIAA, Nuveen, and seven affiliates.

Influenced decision-making by acting as a voting member and leader of monthly and as-needed committee meetings focused on discussing issues, risks, and opportunities for improvement.

Supervised and delegated tasks to junior analysts and served as Team Leader and Co-Manager for five analysts.

Led daily calls with IT, data management, custodian, and other teams to plan daily strategies regarding project obstacles and goal achievement for the implementation of a new accounting system.

Spearheaded the deployment of an internal pricing application mirroring custodian banks requiring distinctive hierarchies; conducted rigorous QA/QC testing during and following each deployment.

Played a key role in annual due diligence processes for service providers, including recommending solutions and attending in person as required.

Adhered to industry and accounting standards while establishing protocols, procedures, policies, and charters. THE CAPITAL GROUP COMPANIES, WEST LOS ANGELES, CA, MAR 2004 TO MAY 2009 FIXED INCOME CONTROL ANALYST

Bridged communications between portfolio management teams, trading teams, broker-dealers, and third-party pricing vendors to navigate complex market conditions.

Communicated key investment recommendations to analysts, portfolio managers, and traders.

Paved the way for the new PolyPaths fixed income system by revamping daily pricing exception review processes for agency/non-agency RMBS, CMBS, and ABS through proprietary database development, analytics review, and processes for gathering critical information.

Identified and resolved valuation and operational issues in a timely manner to capitalize on new investment vehicles, such as interest rate swaps; contributed to the rollout of two-leg IRS pricing.

Oversaw and performed daily pricing for fixed income assets in addition to supporting corporate and structured debt trading desks with daily trading.

Streamlined operations by automating manual processes, such as price calculation for non-conventional and obscure bonds through template creation, and provided ongoing application maintenance and training.

Investigated and analyzed new markets and assisted with the settlement of sovereign trades.

Developed, designed, and implemented oversight of pricing emerging market securities in non-conventional markets; recruited members to approve new methodologies and daily valuations for esoteric assets.

Enabled the analysis of distressed assets for mark-to-market valuation by developing a new application utilizing proprietary accounting systems, Excel, Bloomberg, and Intex.

Used Bloomberg API, Intex, Reuters (Refinitiv), and proprietary data sources to integrate relevant metrics into an existing infrastructure for analysis.

EDUCATION AND CREDENTIALS

BACHELOR OF SCIENCE (B.SC.) IN BUSINESS (CONCENTRATIONS IN FINANCE AND MANAGEMENT) Westfield State College, Westfield, MA, USA

National Student Exchange: California State University Northridge, Northridge, CA, USA ADDITIONAL INFORMATION

Languages: English (Native), Spanish (Intermediate) Technical Proficiencies: Advanced MS Excel (Macros, Pivot Tables), Query Logic (SQL, VBA), Access, PowerPoint, Tableau, Python, Power BI, Bloomberg API, Intex, Trepp

Interests: Crypto-currency, NFTs, digital assets and the Metaverse, art, music (theory, appreciation, performance, production), DJ, multi-instrument musician (strings, keys, percussion, lyrics), computer products and technology (including builds), hockey, golf, photography, collecting (archival), travel, food, history, psychology, philosophy, literature (fiction and non-fiction)

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