Project Coordinator Risk Management

Jacob Kleeberg

Charlotte, North Carolina, United States

************@*****.*** 336-***-****

linkedin.com/in/jake-kleeberg-8b15babb

Summary

Highly organized and results-driven Project Coordinator and Market Risk Specialist with a strong background in managing complex, cross-functional projects across multiple industries. Adept at driving project timelines, optimizing processes, and collaborating with internal and external stakeholders to achieve business goals. Proven ability to analyze and assess financial data, track project progress, and develop strategic recommendations to improve project outcomes. Skilled in utilizing project management tools like Excel, Smartsheet, and Bloomberg to ensure accurate reporting and efficient execution. Strong communicator with a focus on achieving high-quality results within given timelines.

Project Coordination Experience

Market Risk Specialist

Wells Fargo Nov 2022 - Nov 2024 (2 years)

● Coordinated monitoring of trading activities and risk limits across a wide range of asset classes, including FX, derivatives, loan trading, and securities trading, ensuring compliance with established guidelines and internal controls.

● Led market risk assessments and stress testing initiatives for large and diverse portfolios, incorporating equities, fixed income, FX, derivatives, loan trading, and securities, ensuring integration within comprehensive risk management frameworks.

● Collaborated with cross-functional teams (traders, portfolio managers, compliance) to align risk management strategies with company policies and regulatory requirements.

● Facilitated the development and execution of risk management strategies, minimizing financial risks and optimizing portfolio performance through coordinated planning and implementation.

● Compiled detailed reports and presentations for senior leadership, providing actionable insights and strategic recommendations on portfolio performance and market conditions.

● Coordinated the analysis of financial statements, market trends, and economic indicators, providing insights to support decision-making and strategy formulation.

● Managed and tracked fund movements within large investment manager portfolios using tools like Morningstar, Bloomberg, and Excel, ensuring real-time data tracking and accurate reporting of market fluctuations.

● Utilized BQR and CQR calculations to assess creditworthiness through NAV and AUM, ensuring financial stability and risk mitigation across portfolios.

● Spearheaded data integration from Morningstar and Bloomberg into internal systems, enhancing NAV and AUM tracking, improving reporting accuracy, and boosting operational efficiency.

Vendor Coordinator

Radiology Partners Jun 2022 - Sep 2022 (4 months)

● Served as a primary liaison between external vendors and internal IT teams, effectively managing user access issues and ensuring smooth communication for timely project resolution.

● Managed the generation of weekly and monthly project reports using Excel and Smartsheet, ensuring consistent updates across multiple initiatives.

● Collaborated closely with Project Managers to optimize process improvements and ensure adherence to project timelines, contributing to successful project outcomes.

● Coordinated quarterly audits for 20+ vendors, ensuring compliance with internal policies and performance standards.

● Developed and maintained detailed, organized Smartsheet project trackers, providing real-time visibility for both internal and external teams.

● Streamlined vendor communication by creating and implementing an easy-to-use IT form, reducing email traffic and improving request handling efficiency.

● Managed daily updates from Internal IT, ensuring seamless communication with 10+ vendors and tracking access modifications.

Lead Project Coordinator

Carolina Mineral Resources Inc. Oct 2019 - Jun 2022 (2 years 9 months)

● Coordinated large, complex projects, ensuring all aspects were executed on time, within budget, and in accordance with resource and material requirements.

● Managed project schedules, identified risks, and implemented corrective actions to maintain project timelines and minimize disruptions.

● Led the development of proposals, contract agreements, and project documentation, ensuring alignment with client expectations and project specifications.

● Provided leadership and direction to both internal teams and external stakeholders, including vendors, subcontractors, and partners, ensuring project success.

● Oversaw project budgets, margins, and progress, ensuring projects were completed efficiently and within agreed timelines.

● Delivered high-impact presentations using PowerPoint, providing updates on project milestones, timelines, and outcomes to senior management and stakeholders. Project Coordinator

MasTec Jul 2018 - Oct 2019 (1 year 4 months)

● Managed scheduling, scoping, and budgeting for over 100 projects daily, ensuring resources were allocated appropriately and timelines were met.

● Proactively identified and resolved project barriers, collaborating with subcontractors and internal teams to maintain smooth project flow.

● Provided regular status updates to Project Managers, escalating unresolved issues to leadership to ensure swift resolutions.

● Maintained and updated the company’s database, generating customized reports and pivot tables to track project progress and resource allocation.

● Managed all contractual documentation, including contracts, purchase orders, submittals, and project close-out manuals, ensuring accuracy and timely completion.

● Acted as the primary point of contact for external vendors and consultants, managing correspondence between contractors, owners, architects, and subcontractors to ensure alignment on project goals.

● Coordinated end-to-end project tasks, overseeing the lifecycle of each project with a focus on leadership and efficient execution.

Education

Guilford Technical Community College

Associate's Degree, Business Administration and Management, General Aug 2016 - Jun 2022 North Wilkes High School

High School Diploma

2012 - 2016

Skills

● Project Coordination : End-to-End Project Management, Multiple Project Coordination, Timeline Management, Cross-functional Collaboration, Vendor Management

● Risk & Financial Analysis : Market Risk Assessment, Portfolio Management, Credit Risk, BQR & CQR Calculations, Financial Reporting

● Project Management Tools : Microsoft Excel, Smartsheet, Microsoft OneDrive, Oracle Database, Bloomberg, Morningstar

● Communication : Strong Written and Verbal Communication, Stakeholder Management, Presentation Skills

● Analytical & Strategic Thinking : Data Analysis, Process Optimization, Risk Mitigation, Problem Solving, Strategic Recommendations

● Compliance & Regulations : Regulatory Compliance, Financial Regulations (Volcker Rule, Regulation W, Regulation O), Customer Redress

● Time Management : Deadline Adherence, Prioritization, Resource Allocation

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