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Portfolio Analyst Resume Example

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PORTFOLIO ANALYST
Professional Statement
A budding venture capitalist seeking a platform to build a diversity pipeline. Equally pursuing a coaching relationship with the industry's top venture capitalist, to gain commercialization, operation and negotiating skills vital to consulting and mentoring entrepreneurs. Aims to secure impactful and inclusive companies that will champion efforts in making Durham a place where locals and outsiders want to grow their business.
Summary of Qualifications
  • Over 10 years of financial and banking industry experience, with three years devoted to venture debt lending. Working knowledge of interpreting, modeling and analyzing financial statements for early stage technology and life science companies.
  • Underwriting responsibilities provided essential exposure to market analysis, account receivables/payables, collateral audits, letters of intent (LOI), FDA regulations related to medical devices, capitalization tables and navigating investor/syndicated relationships.
  • Proven portfolio management skills in monitoring a combined (technology/life science) portfolio totaling $200+ million.
Experience
02/2015 to Current
Portfolio AnalystCompany Name － City, State
  • Responsible for compliance monitoring of venture capital backed early, expansion and late stage technology and life science companies in Austin, Chicago and Minneapolis markets.
  • Supported Venture Bankers in performing due diligence on and underwriting for venture debt facilities, ranging from $500,000-$20,000,000.
  • Modeled historical and projected financials to determine appropriate credit structure for new deals and existing portfolio clients.
  • Actively worked with risk manager and client manager to manage credit risk within the loan portfolio, including addressing defaults, renewals, risk ratings and proactively determining other actions to mitigate bank exposure.
  • Recognized by credit team for diligent and precise enterprise value analysis for distressed deals to determine appropriate charge-off in accordance with FDIC regulations.
  • Shared regional team responsibility for reviewing legal draft agreements in preparation for new and existing deal boarding.
02/2014 to 02/2015
Operations AnalystCompany Name － City, State
  • Aligned with IT department to identify and secure six additional analytical responsibilities within the first 30 days of employment.
  • Streamlined management dashboards to accurately capture daily, weekly and monthly key metrics.
  • Coordinated all Business Continuity Disaster Recovery procedural documentation, testing results, intranet maintenance schedule and training dates; in addition to corresponding documentation generation.
  • Co-piloted the conversion of company's Learning Center to a Command Center for an online banking platform launch.
01/2013 to 01/2014
Financial and Insurance AgentCompany Name － City, State
  • Maximized local attention to agency services by negotiating monthly advertising opportunity with a multi-million dollar producing real estate firm (Remax United®).
  • Proposed cross-selling opportunities to principal agent, to strengthen existing client relationships.
  • Centralized agency's documentation procedure, resulting in 100% compliance with Nationwide® auditor review.
  • Selected for advance life insurance training at Nationwide® Insurance Program in Columbus, OH.
01/2008 to 01/2012
Financial Counselor / Financial PlannerCompany Name － City, State
  • Influenced member usage of financial planning resources and services by proactively launching and managing an onsite (one-on-one) financial planning program resulting in debt elimination of $316,000, personal savings of $23,000 and new/refinanced loans of $47,000 in just four months.
  • Partnered with LGFCU Membership Development Officers to build and maintain statewide relationships with unit contacts by conducting financial seminars, presentations and benefit fairs.
  • Collaborated with the Marketing team to develop a four part publication series for LGFCU's monthly Aim magazine, reaching nearly 218,000 members; in addition to authoring five financial brochures distributed to 242 branches throughout NC.
  • Prepared monthly financial reports for delinquent and charged-off loans used by Senior Management and Board of Directors to ensure compliance with LGFCU's Mortgage Assistance Program.
01/2006 to 01/2008
Financial Services Officer / Shift SupervisorCompany Name － City, State
  • Furthered branch efforts to service membership by establishing new accounts, reconciling accounts and loan transactions via online and phone requests.
  • Cultivated a team of four employees, collectively averaging 600 inbound calls while preparing account servicing documents with 95% accuracy.
  • Evaluated credit worthiness of applicants to credit guidelines to assess affordability of personal, home and auto loan request, ranging from $100 to $200,000.
  • Demonstrated excellent customer service standards during high call volume (holiday and security breach) overflow.
  • Exceeded company expectations by completing both basic and lending module programs in less than twelve months.
Education and Training
2014
North Carolina Department of Insurance — Supplemental and Long Term Care (appointee, 2014); Property and Casualty (appointee, 2013); Life and Health (appointee, 2009)
2012
Institute of Consumer Financial Education —Certified Smart Equity Specialist (2012); Certified Credit Report Reviewer (2009); Certified Identity Theft Risk Management Specialist (2009); Certified Home Equity Conversion Mortgage Specialist (2009)
2008
Duke University － City, State
2006
Bachelor of ArtsNorth Carolina State University － City, State
Organizations
Urban Ministries of Durham (UMD)
Board Member and Treasurer (2016-present)
​

Skills
  • Microsoft Office Suite
  • Salesforce / Pitchbook
  • ALSCOM / FDR / Profile Plus
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Resume Overview

School Attended

  • North Carolina Department of Insurance
  • Institute of Consumer Financial Education
  • Duke University
  • North Carolina State University

Job Titles Held:

  • Portfolio Analyst
  • Operations Analyst
  • Financial and Insurance Agent
  • Financial Counselor / Financial Planner
  • Financial Services Officer / Shift Supervisor

Degrees




  • Bachelor of Arts

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