Product Specialist with deep experience in structured finance data, TBA/Agency MBS workflows, and delivering high-impact data solutions. Operates at the intersection of product, sales, data engineering, and clients, with a strong ability to translate business needs into functional requirements and guide multi-stakeholder projects from concept to delivery. Skilled in workflow design, solution presentations, trial support, and cross-functional collaboration. Known for exceptional communication, strategic thinking, and elevating customer satisfaction.
Overview
3
3
years of professional experience
Work History
Product Specialist – Agency MBS Pricing & Data
S&P Global Market Intelligence
01.2023 - Current
Client Engagement & Product Delivery
Served as a primary point of contact for client discussions on TBA pricing, Agency MBS data, market color, and structured finance workflows , delivering clear explanations of methodologies and data structure.
Led over 10 client demos, internal presentations, and product walkthrough , explaining data logic and demonstrating value to stakeholders across trading desks, risk teams, and analytics groups.
Achieved 92%+ challenge turnaround within 24-hour SLA , ranking among the top for customer service and accuracy.
Product Development & Technical Collaboration
Played a core role in designing the live TBA Pricing Dashboard , shaping user requirements, interface logic, data structure, and workflow configurations in collaboration with developers.
Drove cross-functional coordination across product, engineering, QA, business development , and senior leadership to ensure smooth build, testing, rollout, and client adoption.
Supported automation-readiness by improving data validation, pricing logic, and coverage of market color across payups by 90%, WALA, coupon cohorts, and 10 new story categories.
Workflow Design & Operational Efficiency
Built structured processes and daily coverage workflows for a small overseas support team, improving accuracy and streamlining operational response.
Reduced valuation challenges from 1,500+ per month to under 250 , driven by stronger methodology, coverage expansion, and better communication with auditors and clients.
Managed ongoing vendor relationship with TREPP , ensuring alignment on data quality, coverage, and delivery requirements.
Cross-Sales & Internal Enablement
Partnered with business development to refine messaging, methodology explanations, and value propositions for structured products solutions.
Published internal content—including an article on AI's impact on Agency MBS processes —strengthening product positioning and thought leadership.
Tools
Daily use of SQL for data extraction, validation, and building internal tools.
Strong understanding of APIs, feeds, and enterprise data delivery models (not hands-on coding—business-level expertise).
Platforms: Oracle SQL, Microsoft Office package, Intex, internal systems.
Designed core structure, logic, and interface requirements.
Collaborated with development team from concept → build → testing → demo → rollout.
Brought transparency and real-time capability to TBA pricing, strengthening commercial value and client adoption.
Expanded story categories, WALA segmentation, and market color coverage.
Meaningfully improved pricing quality and reduced error rates.
Supported both internal stakeholders and auditors with clear, defensible methodology.
Authored an internal article on the role of AI in Agency MBS workflows, contributing to strategic conversations around modernizing structured finance.
Operations Analyst Intern – Structured Finance
S&P Global Market Intelligence
07.2022 - 08.2022
Supported daily agency MBS pricing and reference data validation for the operations team.
Conducted research on market volatility, spreads, and rate movements , summarizing insights for valuation analysts.
Gained foundational experience with internal data pipelines, pricing workflows, and SQL-based data extraction.