Performed financial statement analyses project to ascertain performance metrics on multiple lines of business with the company portfolio. Determined the risk profile of each business line, using qualitative Boston Consulting Group analysis and quantitative performance statistics. Presented data and conclusions to executive team and board of directors.

Coordinated with firm-wide divisions to establish new lines of business or new products at the firm. Served as project manager to track associated tasks, set agendas for meetings and generally be the point person between Tax, Legal, Compliance, Risk, Operations and Technology divisions. A key project included the implementation of a $5B and a $10B hedge fund trading platform.

Analyzed the credit worthiness of multi-million dollar cash flow and synthetic CDO transactions. Responsibilities included reviewing legal documentation, risk simulations, preparing ratings reports and presenting conclusions to Ratings Committee.

Collaborated with portfolio managers to monitor several billion dollar CDO portfolios. Was responsible for account reconciliation, bond payments, collateral compliance testing and certifying that the portfolio accurately modeled the legal documentation and contracts. Liaised with traders, analysts and accountants to communicate updates and ensure full knowledge disclosure. Researched and built new client relationships.

Initially was staffed in Frankfurt, Germany. Designed and built a Customer Relationship Management application for a high net-worth client base. Produced written reports and computer programs in German. Subsequently staffed in Columbus, OH to create an intranet-based web application for a centralized financial system to bridge customer service databases from a myriad of merged banks.