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Work Background
NYC Hedge FundFinancial Consulting
Dec. 2022New York, New York, United StatesWorked with partner and portfolio manager of NYC based long/short equity hedge fund covering multiple sectors including financials, technology, industrials and digital assets. Ran all quantitative modeling requirements for the team. Built, maintained, and updated over 120 earnings models. Conducted sensitivity analysis on portfolio names by stressing key earnings drivers. Formally wrote up and brought trade Ideas to PM's. Best idea in 2024 (digital asset sector) long was +1000%. Interacted daily with sell-side utilizing relevant research, access to management, acquiring relevant news flow and market sentiment on portfolio positions. Attended sector conferences and participated in conference calls with corporate management teams. Responsible for training junior team members (interns).
Universidad Espíritu SantoProfessor Of Finance
Apr. 2019 - Sep. 2023Taught undergraduate students both entry level and advanced courses in Finance including Financial Math, Capital Markets and Financial Institutions and International Finance. Classes were taught both online and in classroom settings. Combined financial theory with real world industry experience and current events to provide students with the practical application of the subject matter. Consistently encouraged students to discuss how to best apply this knowledge to today's fast-paced, dynamic, technologically oriented world.
Assured GuarantyVP, Risk Management
Jun. 2013 - Dec. 20181633 Broadway, NY NY 10036Industry: Worldwide Leader of Financial Guaranty Insurance Quantitative Analyst on Model Governance team whose purpose is to inventory, risk rank, review and remediate all the company's high and medium risk models and ensure their compliance with Risk Management guidelines. Often called upon to vet and or remediate Assured’s most complex and or critical Excel-based models: CDS mark-to-market, actuarial/accounting based loss reserves, Solvency II regulatory, pGAAP as well as deal transaction and infrastructure project models. Administered Assured's Vendor Management program in order to monitor and risk assess all of the firm's (over 1,000) third-party relationships. Involved working closely with internal IT Security and Legal teams to continuously perform due diligence on critical vendors particularly those with access to our IT infrastructure, confidential corporate and or private, personal employee or counterparty information. Developed and implemented GDPR compliance policy. Position utilized individual expertise in the financial guaranty insurance field, advanced knowledge in Excel as well as the use of third-party diagnostic add-in tools and other proprietary software programs.
New Australia Spirits Company, Inc, (www.nascspirits.com)Financial Consultant
Dec. 2011 - May. 2013110 Wall Street, NY, NY, 10005Multinational export beverage company. Industry - International Consumer Goods producer / exporter / importer Developed full blown business plan complete with five year projected financial statements including top down alcohol industry and competitor market analysis. Compiled detailed company revenue and expense forecasts with inter-locking balance sheet and statement of cash flows. Created investment offering document including capital budget module and investor financing package consisting of convertible preferred securities with accompanying investors projected IRR's. Organized and executed a successful first round capital raising road show which garnered a $20 million valuation of a firm which had yet to release product to the consumer market. Recruited a team of spirits industry experienced professionals to join the company in return for equity compensation. Company management has raised $600,000 ever to date.
Diamondback Capital Advisors, LLCResearch Analyst
Jan. 2008 - Dec. 2011Stamford CT and NYC
Industry - Hedge Fund Long / Short Equity (peak AuM $6 billion); on Center Book portfolio (AuM $1bn - $2bn) Worked with founding General Partner (CIO) in Center Book's International Financials (CINT) portfolio running all quantitative fundamental equity and credit analysis with coverage on more than 50 publically traded large cap global financial institutions across Europe, Asia, Latin America and North America. Built complex valuation models and monitored macroeconomic events as well as CDS and fixed income markets. Meet with management teams. Helped to size positions, determine entry/exit price points and expected risk-adjusted investment returns. CINT Portfolio's 2010 return performance (15%+) was one of the top three performing out of the firm's 20+ long/short portfolios, in a year where most comparable internationally focused financial sector portfolios lost money. CINT Portfolio broke even in 2011. Additional projects and positions included working with Director of Research covering Consumer and Technology sectors in Center Book as well as performing an internal valuation analysis of the firm, valuation of bankrupt Lehman Brothers expected recovery on assets, quarterly broker vote report (co-designed with in house developers), weekly upcoming earnings and events calendar, weekly monitoring of firm-wide PM's portfolio positions, as well as numerous compliance related responsibilities.
Integretel Billing SolutionsSenior Financial Analyst
May. 2007 - Dec. 2007San Jose, CaliforniaIndustry - Telecommunications, Modeled revenues, expenses, and commissions on a line of business basis in order to analyze margins and profitability for three separate operating entities. Daily management of flow of funds in cash accounts for revenue and expense disbursements. Internal auditing of general ledger accounts for prior months yet to be closed.
New York City Rock n roll CafeOwner/Founder/General Manager
Oct. 2004 - Mar. 2007Guayaquil, EcuadorNYC and Rock music-themed Cafe with 150 person capacity in South America. Live concerts, big screen sports viewing, banquets, weddings, quincineras, conferences.
Assured Guaranty LtdAVP
Oct. 2000 - Apr. 2004Industry - Insurance/Reinsurance
Department - Accounting/Treasury Modeled reinsurance contract terms on a deal by deal basis into a comprehensive financial statement and return's analysis forecasting program on a legal vehicle and consolidating holding company basis. Prepared and updated financial forecasts, including annual plan, monthly and quarterly forecasts. All projections were prepared in accordance with GAAP and other regulatory requirements. Created financial reports that supported presentations to executive management and Board of Directors. Partnered with accounting, underwriting, sales and marketing, compliance, and internal developers to create company-wide business evaluation tools and forecasts. Charged with fulfilling all rating agency and regulatory authorities' informational requests regarding capital adequacy and projected statutory financial statements. Supplied critical financial valuation model of combined subsidiary companies for investment bankers which resulted in a successful spin-off IPO with a value of $1.3 billion. This was an eight month project on top of the normal work load. Special bonus payments were awarded to our two person team.
Aries Partners, IncVice President
Jan. 1998 - May. 2000Industry: Private Equity Determined valuation of insurance and financial services companies based on return's analysis criteria including: discounted cash flow, internal rate of return, comparable price to earnings, price to book and macro economic data. Reviewed and summarized hundreds of business proposals from carriers, brokers, agents, and application service providers. Created pitch books, business plans, slide shows, and investment proposal memoranda. Compiled industry market data and peer group analysis. Administered capital call and distribution reconciliations. Developed models to determine feasibility of financial structures involving options, warrants, debt, common equity and convertible preferreds. Participated in negotiations with senior level client executives and portfolio companies regarding deal structure, budgeting, forecasting, planning and due diligence.
Standard & Poor's CorporationRatings Analyst
Jan. 1995 - Jan. 1998Supervised a team of statisticians in production of analytical models for property casualty, life, and reinsurance segments. Models included: capital adequacy, liquidity, reserves, earnings, and reinsurance. Involved very large data sets coupled with nuanced ad-hoc manual adjustments. Helped build out original ORACLE database for storing millions of Insurance Industry data points. Prepared asset/liability and negative convexity analysis on clients fixed income portfolios. Utilized cash flow testing techniques to determine effective duration and present value of cash flows.
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