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Work Background
American Century InvestmentsSecurities Valuation Consultant
May. 2015 - Apr. 2023Mountain View, California, United States• Performed daily pricing valuation reviews of diverse fixed-income and equity instruments across all fund portfolios • Led ad-hoc Valuation Committee meetings to assess price overrides, investigate outliers, and analyze back-testing results • Prepared and delivered quarterly valuation reports to the Valuation Committee • Initiated and managed price challenges with third-party pricing vendors to ensure fair value accuracy • Led annual due diligence meetings with pricing vendors, reviewing pricing models, methodologies, and internal controls • Developed advanced pricing tools and templates for efficient daily valuation of complex instruments including CLOs, Bank Loans, and MBS • Built analytical tools for in-depth evaluation of comparable securities • Maintained and updated internal valuation policies and procedures in alignment with regulatory standards • Collaborated cross-functionally with investment, risk, compliance, and product teams to support strategic initiatives and regulatory requirements • Trained and mentored new hires within the fixed-income pricing team • Successfully balanced deadline-driven daily production tasks while managing high-impact projects and process improvements
American Century InvestmentsValuation Consultant
May. 2013 - Apr. 2023
ICESenior MBS Evaluator
Feb. 2006 - May. 2015New York, NY• Oversaw and evaluated over 1 million securities daily, including Agency MBS, SBA 504 & 7A, HMBS, and Project Loans • Reviewed daily and monthly tolerance break reports and authored regular market commentary to guide internal and client decision-making • Supervised and mentored a team of 3 MBS evaluators, ensuring quality, consistency, and accuracy in valuations • Assessed deal-specific collateral performance to provide the most accurate evaluations reflective of current market dynamics • Led enhancements to proprietary valuation models and implemented methodology updates in response to shifting market conditions, improving price estimate accuracy and consistency
Northwestern MutualAssociate Financial Representative
Sep. 2004 - May. 2005New York, NY
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