Mountain 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...
New 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 coll...