Structured Finance Resume Sample
Mauricio Schuster
5134 Kulas Coves,
Chicago,
IL
+1 (555) 385 3111
Work Experience
Associate, Structured Finance
07/2016
-
PRESENT
Philadelphia, PA
- Perform supporting analysis for new and existing ABS transactions and funding vehicles
- Perform tasks needed to support Corporate Finance data analytics
- Work across Corporate Finance and with Accounting, Credit Risk, and Operations to support optimal financial execution of corporate initiatives
- Experience in Microsoft Excel and Access or similar business intelligence tools
- Strong analytical skills with experience working within a prescribed control framework
- Good PC skills particularly Access and Excel with an understanding of macros and pivot tables
- Understanding of the syndicated loan market would be advantageous
- Adapt quickly to new processes
- Review work performed by more junior staff assigned to your portfolio, and ensure our four eyes policy is enforced
Structured Finance Analyst
09/2011
-
02/2016
San Francisco, CA
- High level of self-motivation and initiative
- Strong in structure loan product (e.g Pre-IPO and Acquisition financing) knowledge and related workflow
- Familiar with China market and peer banks business practice
- Strong project management skills and familiar with products development process
- Excellent sales & marketing skills and presentation skills
- Proactive, strong sense of ownership, innovative, independent, and good in problem solving
- Good analytical and reporting writing skills
FSO Houston Structured Finance Intern Summer
03/2008
-
06/2011
New York, NY
- Excellent knowledge and understanding of credit risk, products and services
- Excellent knowledge of multi-jurisdictional accounting, fiscal and regulatory environments
- A proven track record of operating in a senior management role in a complex environment with multiple stakeholders
- Signing off quarterly process flow attestations to Group Corporate Governance.
- Managing/monitoring part of the existing portfolio of structured finance transactions, processing clients’ amendment and waiver requests, preparing of annual credit reviews and achieving internal approvals
- Ambitious and committed self-starting professional with at least 3-5 years relevant banking experience in a client facing and/or credit risk environment
- Strong analytical, credit, and financial modelling skills
- Swiftly identify the key issues (including legal/technical aspects) in transaction structures and propose alternative solutions
- Self-critical with demonstrated ability to perform under tight deadlines
Education
DeVry University's Keller Graduate School of Management
2003 - 2008
Bachelor's Degree in Finance
Professional Skills
- Experience in dynamic sales environment with strong business development/sales and presentation skills
- Strong relationship building and inter-personal skills
- Strong financial and analytical skills and good understanding of Excel and PowerPoint
- Proven experience in origination, structuring and execution of complex aircraft financing transactions
- One to two years of experience in investment banking, consulting, corporate finance or development with a strong track record of high performance
- Financial analysis, statistical, and modeling skills
- Two to three years of experience in accounting transactions or related experience
How to write Structured Finance Resume
Structured Finance role is responsible for analytical, reporting, excel, financial, credit, database, analysis, research, modeling, presentation.
To write great resume for structured finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Structured Finance Resume
The section contact information is important in your structured finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Structured Finance Resume
The section work experience is an essential part of your structured finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous structured finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular structured finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Structured Finance resume experience can include:
- Strong experience with Excel, and similar computer skills/programs
- Experience working with SWAPS and hedging financial instruments is an advantage
- Several years work experience in residential or commercial real estate or mortgage origination or servicing
- Team player. Ability to communicate and cooperate with various teams within SMBC and third parties
- Analytical work experience in the financial services industry
- Relevant industry experience in ABS/RMBS or credit analysis or related analytical fields in the financial services industry
Education on a Structured Finance Resume
Make sure to make education a priority on your structured finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your structured finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Structured Finance Resume
When listing skills on your structured finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical structured finance skills:
- Good at working with others and building solid relationships
- Highly skilled at structuring, negotiating, closing and handling the most complex financing solutions to meet client needs
- Informs issuer or his representative of Rating Committee's decisions and to the extent possible, commensurate with experience, explains rating rationale
- Participates in Rating Committee meetings prior to voting, as assigned
- Good knowledge of banking products especially investment banking, cash management and treasury
- Finance, accounting or auditing experience
List of Typical Experience For a Structured Finance Resume
1
Experience For Structured Finance Analyst Resume
- Demonstrate strong knowledge of ratings criteria and cash flow analysis by helping to resolve clients’ analytical questions
- Previous experience in one of GCFS’s core sectors and / or legal or accountancy ability is beneficial
- Analytical work experience in the financial services industry
- Relevant industry experience in ABS/RMBS or credit analysis or related analytical fields
- Ongoing interaction/communication with, including but not limited to, rating agencies, auditors, legal counsels and regulators
- Conduct due-diligence of clients’ credit quality and asset analysis including building and running complex financial models
- Work closely with the SSL Middle Office and Back Offices based in Paris for booking in the systems and payments execution
- Presentation of your analysis in rating committees,
2
Experience For Associate, Structured Finance Resume
- Participation in the development of rating criteria across products and regions
- Learn the fundamentals of our approach to analyzing securitization
- Command of written and spoken English and Mandarin
- Support the underwriting process including preparation of the recommendation document for adjudication by Roynat Senior Credit Group and/or the Bank’s Senior Credit Committee as applicable
- Interact with investors, particularly “tax-equity” investors, to understand investment strengths and limitations, and to structure, negotiate, and close financing transactions
- Participate in the effective solicitation of financing proposals from marketplace and insure a fair and comprehensive bidding process – includes preparing pitch books, responding to due diligence requests, and managing data rooms
3
Experience For Analyst, Structured Finance Group Resume
- Perform analysis of proposals received and highlight areas of concern
- Assist in the negotiation and successful execution of the financial documentation
- Manage project execution checklists and online due diligence data rooms
- Provide consultative assistance and follow-up services on closed transactions as necessary
- Establish a strong relationship and collaboration with FO for the implementation of new transactions (to perfectly understand the structure to be set-up and the specific operational and regulatory requirements) and for the management of the structure over its life (rollover, amendment, waiver, restructure, early termination...)
- Have a thorough understanding of the detailed Middle Office operational processes for SSL activities and be able to apply them on each transactions
- Create financial models for various types of ABS, RMBS, and Structured Credit transactions in the US, Canada, and Latin America. Perform cash flow analysis and synthesize results in a timely manner for rating committees
- Administer the Cash movements for all assigned loans on the respective Interest Payment Dates (IPD’s) in accordance with the Loan documents and predefined waterfall structure including the distribution of funds to multiple parties who have an interest in the loans
4
Experience For VP-structured Finance Resume
- Monitor and update the ARM’s indices to ensure they are correctly calculating interest on the loan facilities
- Proficient working with Microsoft Office suite, as well as MS Access
- Sound decision making and analytical ability
- Support for portfolio and transaction management, primarily for conduit and bank deals, and potentially ABS & CLO
- Support for conduit management and surveillance functions
- Credit analysis and documentation review, and execution, for structured (primarily securitization) transactions
- Review, analyze and monitor structured finance transaction deals, and support execution of new transactions
- Review and understand structural and legal aspects of structured products
5
Experience For Structured Finance Trader / Structurer Resume
- Prepare reports and presentations to both internal and external clients
- Model the leadership behaviours and coach and mentor junior staff
- Understand and implement S&P’s Policies and SOPs
- Take the lead on special projects within the Structured Finance as appropriate
- Relevant industry experience in CDO, mainly CLOs and SMEs or credit analysis or related analytical fields. Knowledge of CLNs and repack is a distinguished advantage
- Performs month-end collateral database management and reporting functions; performs reconciliation and data validation procedures
- Assisting the preparation and presentation of analysis by a senior team member and recommendations to credit committees
- Engage with key stakeholders to move deals forward, including financiers, internal team members, and customers
- Support Bloom’s consultative-based selling engagements with customers and financiers, particularly with respect to financial analysis, research and analytics
6
Experience For Structured Finance Hedging Trainee Resume
- Provide customer-facing consulting to the sales team to understand customer needs as they relate to power purchase agreements (“PPAs”) and the associated project financing. Assist in “closing PPAs.”
- Develop collateral for internal and external audiences that effectively tells the Bloom story, as well as how the industry is changing based on Bloom’s technology
- Adapt to the changing needs of the organization to maximize the economic and perceived value of Energy Servers
- A background of exceptional academic performance
- Fun to work with, quick to laugh, willingness to take calculated risks, and a creative problem solver with a “can-do / failure is not an option” approach to work.
- Analyse data and review documentation for the analytical team
7
Experience For Director, Structured Finance Resume
- Create press releases and reports
- Assist with future criteria and scorecard developments
- Work with RMBS, CMBS and ABS deal teams on servicer related issues
- Conduct analyses on complicated Structured Finance transactions - reviewing data, documentation and reviewing and running related credit and cash-flow models, with appropriate risk factor identification, measurement, and presentation
- Undertake research and work closely with senior analysts in support of S&P Global Ratings published research and analysis for the EMEA Structured Finance team
- Take the lead on special projects within the Structured Finance team as appropriate
- Quickly absorb, analyse, and act upon information, while demonstrating strong proficiency with figures, accuracy and be detail-oriented while complying with deadlines
8
Experience For Rating Analyst, Structured Finance Resume
- Strong team player - the ability to work in a deal-driven, collaborative and multicultural work environment is critical
- Highly organized, meet deadlines and work under time pressure
- Draft well-written, thorough yet concise press releases and presale reports. Collaborate with internal parties (editorial, data, etc.) to manage the publication of ratings and reports to external audiences
- Actively manage relationships with issuers, arrangers, intermediaries and investors. Effectively communicate S&P’s methodologies and procedures. Participate in client meetings
- Demonstrate strong knowledge of ratings criteria by helping to resolve clients’ analytical needs
9
Experience For Analyst, Structured Finance Americas Resume
- Has previous experience in client servicing businesses (trust, accountancy, audit, etc.)
- Mitigating ATR’s risk associated, monitoring any potential financing problems and reporting to management
- Analysis of new transactions (eg collecting and analysing portfolio data, cash flow modelling, review of legal documentation, analysis of the transaction structure),
- Oracle or other database software applications experience
- Tableau or other data visualization and analysis software applications experience
- Analysis of existing transactions (eg performance analysis),
- Communication with external parties involved in the rating process,
10
Experience For Associate Director Structured Finance Resume
- Publication of credit analysis reports and press releases for structured finance transactions,
- Participation in the publication of research on structured finance related market developments,
- Ensure compliance with internal guidelines, draft White and Blue Book (names referring to the internal BT governance process) sections on financing to outline financing strategy in support of sales effort. Participate in White & Blue Book reviews to present financing strategy to management
- Evaluation and negotiation stage: prepare presentation for internal and external reviews; negotiate debt or equity partnership agreements, concession agreements, commercial documentation, lease agreements, project finance agreements etc. to reach financial closing
- Develops research, analytical and reporting skills and familiarity with debt rating methodology and standards essential for active participation in S&P debt rating activities
- Assembles pertinent financial, technical and other data essential to S&P debt rating activities, and applying acquired research, analytical and reporting skills, makes recommendations to the rating Committee
List of Typical Skills For a Structured Finance Resume
1
Skills For Structured Finance Analyst Resume
- Excellent communication and presentation (written and oral) skills required
- Excellent organization and time management skills with the ability to meet strict deadlines
- Proficient PowerPoint and Excel skills
- Demonstrate strong knowledge of ratings criteria and cash flow analysis of ABS by helping to resolve clients’ analytical needs
- Financial services experience is essential, preferably with experience dealing with loan documentation
- Strong self-confidence, good judgment, and the ability to make sound decisions required
- Experience building and using databases
- Ensures alignment of cross-functional teams to deliver for the client while maintaining strong, collaborative relationships with one another
- Advanced experience and exposure to aviation financing, contact with customers
2
Skills For Associate, Structured Finance Resume
- Experience dealing with legal issues
- Experience with financial modeling/analysis
- Experience in deal origination and client facing roles
- Up to 2 years of corporate banking experience (or other relevant field)
- Insurance/Reinsurance financial reporting experience
- Structured Finance experience in Global Investment Bank based in Japan
- Experience in Microsoft Excel and Access
- Four or more years of trust or financial administration or customer service experience
3
Skills For Analyst, Structured Finance Group Resume
- Experience with securitization documents, preferably CLO and/or CMBS
- Three to five years of experience in structured finance industry
- Communicate complex topics and issues to management in an effective manner
- Strong personal ownership and ability to resolve issues independently
- Strong numerical and analytical abilities, with an attention to detail
- Professional writing experience such as reports or other external publications
4
Skills For VP-structured Finance Resume
- Third level qualification in Accounting, Finance or Property or a related discipline, or relevant experience related to the position
- Strong attention to detail, accuracy and quality with an ability to read and interpret multiple legal documents
- Demonstrates the ability to manage multiple tasks under pressure
- Strong customer service focus and ability to work successfully
- Self-starter and proactive attitude and effective team player
- Facilitating structural change to cater for international growth as well as responding to changes in the regulatory environment
- Running monthly and quarterly cashflow analysis provided to Bloomberg and internal runs provided to the Accounting department
5
Skills For Structured Finance Trader / Structurer Resume
- Supporting the analysts in discussions with transaction parties including the arrangers, servicers and their counsel as needed
- Acting as a chair in committee member to decide ratings outcomes
- Providing written feedback to the analysts on the transaction structure
- Highlighting consistencies and inconsistencies with our criteria
- Acting proactively member in ratings committees and in the team
- Working knowledge of Microsoft products – Word, Excel and Access
- Advanced negotiation and drafting of legal documentation in respect of banking facilities, project finance and/or aircraft financing transactions
- Periodic portfolio reporting as needed to support existing transaction mechanisms, such as remarketing
6
Skills For Structured Finance Hedging Trainee Resume
- Basic knowledge of modelling systems and understanding of operational risk and auditing
- Some understanding of database architecture and design, or familiarity with a programming language (SQL, VBA, etc.)
- Perform supporting analysis for existing transactions
- Assist with the reporting and analysis of existing securitizations
- Cashflow analysis and reporting as-needed for Rating Agency queries
- Conceptual thinking and innovation, challenges traditional thought process and encourages better ways of working
7
Skills For Director, Structured Finance Resume
- Salesman for Nokia’s capabilities to arrange financing and selling risks to external parties, both internally and to customer’s CFO organization
- Interact with the SunPower sales team and customers to understand objectives and recognize challenges to be addressed in designing the project financing plan
- Participate in meetings with external parties including servicers (existing and prospects), bankers, investors and other SF market players; and
- Support and assist senior analysts in updating reports and preparing for meetings and internal credit committees
- Team player minded attitude, curiosity to financing innovation
- Reviews legal documentation to assist in analysis of transaction structure and preparation/formation of rating rationale and recommendation
- Manage existing client accounts consistent with contractual requirements, regulatory guidelines and Bank policies and procedures
8
Skills For Rating Analyst, Structured Finance Resume
- Support senior account managers with new account closings and on-going management of a portfolio of accounts
- Familiarity with financial/accounting principles
- Prepare rating agency presentations
- Work with Trust Ops support Trust reporting excel models for transactions
- Support existing waterfall models
9
Skills For Analyst, Structured Finance Americas Resume
- Work with the Financial Models group to understand and implement new modelling applications
- Self-motivated and willing to work in a deal oriented and deadline driven environment
- Intermediate knowledge of reinsurance and investment accounting
- Familiarity with U.S. GAAP and U.S. Statutory reporting
- Advise regions or CBT management regarding customers’ financial/investment capital market access considerations
10
Skills For Associate Director Structured Finance Resume
- Support the origination, analysis, structuring, documentation and execution of residential and commercial Project Finance transactions
- Add “intellectual athlete” capacity to a team that work on deals impacting many parts of Bloom’s business
- Coordinate and conduct servicer rating reviews
- Perform on-going surveillance of rated servicers
- Take part in creating special reports
List of Typical Responsibilities For a Structured Finance Resume
1
Responsibilities For Structured Finance Analyst Resume
- Actively manage relationships with issuers, intermediaries and investors. Effectively communicate S&P’s methodologies and procedures. Participate in client meetings
- Working knowledge of structured finance transactions, investments, accounting principles, and loan servicing operations
- Gain exposure to a wide range of CMBS and CLO transactions
- Have opportunities to participate in a broad range of credit activities as your career develops
- Enjoy the benefits of a culture that emphasizes collegiality and work-life balance
- Relevant tertiary qualification with a quantitative discipline
2
Responsibilities For Associate, Structured Finance Resume
- Prepare stratification reports for the prospectus
- Act as a resource to Corporate Finance, Navient, and other model users or impacted parties
- Perform ad hoc analyses to support requests by management
- Perform ad-hoc cashflow analysis of potential transactions
- Create new waterfall models for Trust Operations
- Travel is a requirement as the majority of existing and prospective servicers are outside London. The amount of travelling depends on the needs of the group and the organisation abilities of the analyst
- Team player with positive attitude and work ethic but can work well independently
3
Responsibilities For Analyst, Structured Finance Group Resume
- Create structure in a sometimes unstructured environment
- Challenge the status quo and can think ‘outside the box’
- Flexible and proactive work style, with ability to work independently at times
- Lead in a project or initiative
- 2) Permanent Placement (after year 1)
- Desire to work in a collaborative manner in support of team objectives
4
Responsibilities For VP-structured Finance Resume
- Willingness and ability to work nights and weekends when necessary
- Statistical/data mining skills and ability to synthesize information from multiple sources to produce targeted analysis and presentations for clients and internal stakeholders
- Work under pressure, meeting tight deadlines across multiple projects
- Work in deadline focused environment; and
- Review, negotiate, close and set up new securitization transactions
5
Responsibilities For Structured Finance Trader / Structurer Resume
- Provide process improvement analysis and system efficiency recommendations to support new business growth and market changes
- Serve as a key member on the Tesla Capital Markets Team
- Develop financial models for future tax-equity and debt products
- Some familiarity with energy markets and/or project finance
- Conducts model analytics on mortgage pools to assess default and loss expectations as well as cash flow sensitivities on transaction credit enhancement
- Participates in meetings and on-site visits with debt issuers and their representatives, as assigned
- Prepares material for publication
6
Responsibilities For Structured Finance Hedging Trainee Resume
- Contributes to research and development of US RMBS criteria and related market commentary
- Participate in the Structured Finance team’s efforts to provide a wide range of financial services to BP’s businesses and joint venture companies with a specific focus on structured trade finance
- Build strong and effective relationships with BP businesses, JV partners’ treasury teams, other functional staff (e.g. Tax, Legal, Finance, M&A) and financial institutions
- Liaise effectively with senior Treasury management and contribute to the process of ensuring compliance with the Group’s Financial Frameworks and Operating Standards
- Origination: preparation of pitch books and other marketing material. Keeping up to do date with local and offshore securitisation developments, ensuring the rest of the team are aware of any changes
- Ongoing transaction management: Assist with the management of securitisation transactions funded via Citi’s conduits or credit facilities provided to other securitisation transactions. For Citi’s conduits, includes monitoring performance of collateral, funding, hedging and liquidity management
7
Responsibilities For Director, Structured Finance Resume
- Grow and improve your skills by working on research and analysis with global impact
- Intermediate Database and SQL/Query skills
- Reviewing transaction documents
- Support to other areas of Global Structured Finance within the Asia Pacific region as the need arises
- Quickly adapt to new methods, work under tight deadlines and stressful conditions, when needed
- We prepare our most successful Associates and Associate Directors to become our future senior analysts that act as spokespersons and senior analytical leaders in sector teams. A high performing Associate/Associate Director is likely to be considered for rating more complex and higher profile issuers, as well as for investor outreach
8
Responsibilities For Rating Analyst, Structured Finance Resume
- Build a career with a global company
- Exercises judgment and authority prudently and with proper balance for the best interests of the clients and SVB
- Respect deadlines
- English & French: Negotiation level
- Business level Chinese
Related to Structured Finance Resume Samples
Finance Change Resume Sample
Work Experience
• Ensure consistent priorities and application of workflow techniques by applying a firm-wide UBS-adopted Lean methodology, including Team-by-Team and Value Stream Optimization (UBS PEX Way)
• Experience in an Business Architecture capacity
• Broad knowledge across Liquidity, F...
Professional Skills
• Your prior experience in regulatory report...
• Excellent Business Analysis i.e. Requireme...
• Business Analyst experience required with ...
Operational Finance Resume Sample
Work Experience
• Ensure robust local acquisition ultimate’s are maintained in the iFlix system for both centrally and UK acquired titles and the accuracy of subsequent amortization and royalty postings. As applicable, support with the international roll-out of iFlix to new territories
• Finance Director of the head...
Professional Skills
• Strong database skills, Object Oriented Pr...
• Strong analytical skills, attention to det...
• Strong skills in Excel using pivot table, ...
Trade Finance Resume Sample
Work Experience
• Other PO business units re operational and customer service issues, projects, change implementation or system recoveries
• Successful and timely processing/control of Trade Finance Transactions within timeframes set
• Customer feedback both internal and external
•...
Professional Skills
• Proven strategic and analytical abilities;...
• Analytical skills and demonstrate an under...
• Strong selling/client-facing and interpers...
Finance Infrastructure Resume Sample
Work Experience
• Serve as a representative of senior risk information users in decisions regarding development and implementation of Citi’s overarching risk information strategy, and assist in defining (and refining) strategies for near- and long-term enhancements to the retail risk management reporting capability
• &nbs...
Professional Skills
• Excellent written and verbal communication...
• Excellent Skills with Microsoft office pro...
• Good analytical, strong communication (bot...
Manager, Equity Resume Sample
Work Experience
• Perform monthly, quarterly and yearly reconciliation of records between Stock Administration, Finance, HR, Payroll, Equity Edge, E trade, etc
• Providing a challenging and rewarding environment for our people
• Working with customers on timely, cost effective and creative sol...
Professional Skills
• Strong written and verbal communication sk...
• Effective oral and written communication s...
• Proven track record of success and 10+ yea...
Principal, Finance Resume Sample
Work Experience
• Developing and disseminating technical accounting guidance,
• Providing transaction oriented accounting and reporting assistance,
• Ensuring the proper application of U.S. generally accepted accounting principles (U.S. GAAP) and assisting with the preparation of certain Secur...
Professional Skills
• Excellent analytical and problem solving s...
• Superior numeric skills, with strong analy...
• Strong analytical skills: able to understa...