Amanda Nastevski
Orchard Park,NY
Summary
Dynamic Vice President at M&T Bank with expertise in regulatory compliance and risk management. Proven track record in delivering comprehensive KPI reporting and facilitating senior leadership presentations. Strong analytical skills complemented by effective communication abilities, driving impactful results in technology and cybersecurity risk assessments. Committed to continuous improvement and strategic decision-making.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Vice President |Technology and Cybersecurity Risk
M&T Bank
Buffalo, NY
01.2025 - 06.2025
- Completed exam management functions, which included OCC exams, quarterly Fed continuous monitoring meetings, and various regulatory requests, as well as all monthly internal reporting functions related to the Tech and Cybersecurity divisions.
- Completed reports related to MRA and MRIAs across the Tech division.
- Completed KPI reporting and creation.
- Assisted in tracking and closing the package of ITAM/MRA remediation reporting.
- Facilitated Trier One monthly reports, which included distribution to internal committees, as well as senior management.
- Draft decks used in exams, committees, and senior leadership.
- Created internal produce documents and job aids.
- Practice Agile methodology.
Senior Research Associate, IT Hardware & EMS, Telecom & Networking Equipment
Citi Group
Getzville, NY
06.2022 - 01.2025
- Provided analytical support for the Senior Analyst covering the IT Hardware and Telecommunications sector.
- Assisted Senior Analyst with investment recommendations, with the focus on covered stocks, with reliance on own research in the sector. Highly ranked in the industry; Analyst Asiya Merchant and previously Jim Suva. Coverage includes large cap stock: Apple, HPE, DELL, Corning, IRBT, HPQ, CDW, TE Connectivity, Amphenol, NETAPP, Cricut and others.
- Performed in depth fundamental and valuation analysis, financial modeling of companies in the IT Hardware and Telecommunications sector.
- Write equity research publication reports.
- Performed first call updates, weekly reports on the industry, building / updating reports that summarize the findings of analysis with additions of estimates of expected current year results.
- Analyze individual IT Hardware and Telecommunications companies and market trends, by conducting primary research in financial analysis, company’s management, strategies, finances, then write comprehensive reports and present findings, draft reports on relevant investment trends, current events and breaking industry news.
- Gather and analyze data from many sources; company documents, regulatory fillings (10K’s, 10Q’s, industry publications, etc.).
- Assisted in applying in-depth disciplinary knowledge, contributing to the development of new techniques, the improvement of processes / work-flow for the current process, and made improvement suggestions where needed.
- Assisted in coordinating documents through checks and balances team to ensure documents are both timely and accurate.
- Coordinated and scheduled Senior Analyst media events, ensuring proper disclosures, and coordinating with producer’s media outlet teams, both internal and external.
- Prepared marketing material as needed.
- Maintain strong attention to detail in fast paced, time sensitive, and dynamic situations.
- Coordinating and preparing for many events such as Conferences, Bus tours, non-deal roadshows and Expert Events.
- Published industry and sector specific economic reports based on macro timelines.
- Kept Senior Analyst up to date on recent news, and adjusted financial models to reflect latest information, by monitoring company news and events.
- Responsible for maintaining and updating existing company models, creating new models and maintaining other relative documents, many with large detailed valuation models. Solid knowledge of Excel and relative add-ons.
- Maintained multiple financial and operating metrics models while optimizing previously created models.
- Development of financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections.
- Regularly led and assisted in hosting investor meetings with company management teams, conference calls with industry consultants, field trips, and regularly communicate with clients (internal and external) (in-person, hybrid, remote, etc.).
- Interact with company’s management, internal and external sales, and institutional investors.
- Interview company executives, prepare records / files to develop and maintain sources of information to assist in analysis activities.
- Develop and maintain relationship with investor relations personnel and management of companies.
- Led and assisted the local Citi facility in coordinating and preparing for many events (corporate and holiday celebrations).
- Participated in interviews of local college and university students for internship programs.
- Providing additional support when needed, such as modeling or writing research during earnings on non-assigned coverage.
- Responsible for weekly activities and reports such as the weekly news report, weekly coverage analysis, and expert event reports.
- Updated and maintained all activities such as subscriptions, scheduling, and billing in the client management systems.
- Preform all other related duties as necessary.
Municipal Derivative Analyst
Citi Group
Getzville, NY
06.2020 - 06.2022
- Provide analytical and administrative support to Front Office Sales and Trading, specifically around municipal derivatives and securities transactions, (Mortgage Servicing Agreements, Tax Credits, Municipal Sales, Municipal Derivatives, and Rate Locks).
- Responsible for scheduling GIC’s (daily and weekly, including break investigation), FPA’s (including reversals and booking), Cap call, MSR’s, rate locks, amending trades when asked. Booking trades in ITicket (IOUs).
- Responsible for various reconciliation projects to drive industry ranking improvements in areas such as SDR / QFC reporting, affirmation timeliness and Volcker reporting accuracy.
- Daily functions include resolution of trade breaks, trade entry for municipal deals, examination of control reports, identification of system issues, and coordination of necessary enhancements.
- Dealt with the retirement of legacy booking system, and consolidation into one booking system for municipals.
- Planning and UTA stress testing performed for new releases due to enhancements for current booking and trade capture systems.
- Actively creating process documents for a high risk, highly manual system, where only tribal knowledge existed, with each unique desk with independent processes and procedures, which had little to no overlap within the same front end booking system.
- Identified many gaps within the system that could lead to future issues that could result in loss of revenue or customer’s dissatisfaction, work daily with support to open and close JIRA’s.
- Communicate with tech support, clients, and internal customers verbally, electronically via email. Fluent in all communication platforms needed.
- Cross trained in Credit Dash to be able assist during times of need. Familiar with curve creation, credit dash and clearing cycles.
- Continuously cross training on high-risk manual bookings of GIC’s and FPA’s with other teams.
- Detail oriented related to instruction creation, order processing, and issue explanation for all internal and external customers.
- Assess risk when business decisions are made by; driving compliance with applicable rules and regulations, adhering to policy, and escalating and managing control issues with transparency.
- Maintain client accounts and provide exceptional client service through timely and accurate responses.
Research Analyst
Southtowns Financial Group
Orchard Park, NY
05.2020 - 06.2020
- Setup, and conducted meetings with clients related to their personal financial goals.
- Updated, Created, and researched portfolios under extreme market conditions.
- Administrative and entry related tasks to new and current insurance policies.
Equity Analyst
Golden Griffin Fund
Buffalo, NY
08.2019 - 05.2020
- Monitor current investments and economic indicators.
- Research and select potential stock investments.
- Perform fundamental analysis and valuation through financial modeling and forecasting.
- Gain experience/certification in financial systems: Bloomberg, S&P Capital IQ, and Morningstar.
- On the Marketing and Public Relations Committee for the GGF.
Marketing and Information Systems Program Advisor
Canisius University
Buffalo, NY
08.2019 - 05.2020
- Company Overview: Richard J. Wehle School of Business
- Assist the Marketing Department with registration and program planning duties.
- Create customized academic plans for students to ensure on time graduation.
- Meet with students to discuss future career plans and what options are available.
- Richard J. Wehle School of Business
Finance Graduate Assistant
Women's Business Center
Buffalo, NY
09.2018 - 05.2019
- Company Overview: Canisius University
- Performed a variety of administrative and financial reporting tasks include monthly reconciliations, data entry, analysis, and creation of financial reports through Banner.
- Executed grant compliance and filled out the necessary regulatory paperwork.
- Provided customer service to clients at the Center.
- Canisius University
Financial Services Provider
Mass Mutual of New York State (McDermid Financial Group)
Buffalo, NY
05.2018 - 05.2019
- Obtained license for Life, Accident and Health, Travel accident (LA-1507156).
- Used Salesforce platform to provide sales and customer service with whole life, term life, disability income, long term care insurance, and annuities to returning, current and future customers.
Education
Master of Science - Finance, Investment Research
Canisius University, Richard J. Wehle School of Business
Buffalo, New YorkMaster of Business Administration (MBA) - Finance, Global Supply Chain Management
Canisius University, Richard J. Wehle School of Business
Buffalo, New YorkBachelor of Science - Business Administration, Accounting
Canisius University, Richard J. Wehle School of Business
Buffalo, New YorkSkills
- Financial Modeling and Valuation
- Advanced Excel and Spreadsheet Analysis
- Quantitative Analysis
- Equity and Financial Market Analysis
- Financial Statement Analysis
- Investment Thesis and Report Writing
- Statistical Software Proficiency
- Risk Assessment and Management
- Regulatory Compliance and Corporate Governance Knowledge
- Economic Trend Analysis and Forecasting
- In-depth Knowledge on AI’s impact to firms as well as industry trends
- Analytical Thinking and Problem-Solving
- Attention to Detail and Precision
- Effective Communication and Presentation Skills
- Client Relationship Management
- Adaptability and Flexibility
- Time Management and Prioritization
- Teamwork and Collaboration
- Critical Thinking and Decision Making
- Emotional Intelligence and Interpersonal Skills
- Continuous Learning and Intellectual Curiosity
- Extensive customer service experience
- Advanced proficiency in Microsoft office products
- Bloomberg
- Capital IQ
- Morningstar
- FactSet
- Minitab
- Salesforce
- Skype
- Webex
- OASYS
- TPS
- FWS
- ITicket
- X-Stream
- Credit Desktop
Community Service
- Canisius University Richard J. Wehle School of Business, Board Member, 09/01/23, Present
- Citi VOE Leadership- Research, 03/01/23, Present
- Boy Scout Troop 890, 09/01/14, Present
Skills Summary
Financial Modeling and Valuation, Advanced Excel and Spreadsheet Analysis, Quantitative Analysis, Equity and Financial Market Analysis, Financial Statement Analysis, Investment Thesis and Report Writing, Statistical Software Proficiency, Risk Assessment and Management, Regulatory Compliance and Corporate Governance Knowledge, Economic Trend Analysis and Forecasting, In-depth Knowledge on AI’s impact to firms as well as industry trends, Analytical Thinking and Problem-Solving, Attention to Detail and Precision, Effective Communication and Presentation Skills, Client Relationship Management, Adaptability and Flexibility, Time Management and Prioritization, Teamwork and Collaboration, Critical Thinking and Decision Making, Emotional Intelligence and Interpersonal Skills, Continuous Learning and Intellectual Curiosity, Extensive customer service experience, Microsoft Office (Word, Excel, PowerPoint, Outlook, Project, Teams, OneNote), Bloomberg, Capital IQ, Morningstar, FactSet, Minitab, Composer, Salesforce, Skype, Webex, OASYS, TPS, FWS, ITicket, X-Stream, Credit Desktop, Forecast and Regression Analysis, Corporate Finance, Financial Planning, Global Supply Chain Management, Investments, Equity Analysis, Derivatives, Fixed Income, Bloomberg Certified, FINRA passed SIE, Series 63, Series 86, Series 87
Certification
- FINRA; SIE, Series 63, Series 86, and Series 87
- Bloomberg Certified
Affiliations
Community Involvement
· Board Member of Canisius University Richard J. Wehle School of Business September 2023 – Present
· Citi VOE Leadership- Research March 2023 – Present
· Member of Boy Scout Troop 890 September 2014 - Present
References
References available upon request.
Timeline
Vice President |Technology and Cybersecurity Risk
M&T Bank
01.2025 - 06.2025
Senior Research Associate, IT Hardware & EMS, Telecom & Networking Equipment
Citi Group
06.2022 - 01.2025
Municipal Derivative Analyst
Citi Group
06.2020 - 06.2022
Research Analyst
Southtowns Financial Group
05.2020 - 06.2020
Equity Analyst
Golden Griffin Fund
08.2019 - 05.2020
Marketing and Information Systems Program Advisor
Canisius University
08.2019 - 05.2020
Finance Graduate Assistant
Women's Business Center
09.2018 - 05.2019
Financial Services Provider
Mass Mutual of New York State (McDermid Financial Group)
05.2018 - 05.2019
Master of Science - Finance, Investment Research
Canisius University, Richard J. Wehle School of Business
Master of Business Administration (MBA) - Finance, Global Supply Chain Management
Canisius University, Richard J. Wehle School of Business
Bachelor of Science - Business Administration, Accounting
Canisius University, Richard J. Wehle School of Business
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