Austin J. Rodger
Chicago,IL
Summary
Results-oriented with a proficiency in leveraging multiple resources at my disposal to obtain a specific outcome. I thrive in streamlining and process improvement driven environments. Always looking into why something is happening rather than just seeing the outcome - understanding what I am working on is what has helped me thrive in my career. Driven by curiosity and always eager to learn from those around me.
Overview
6
6
years of professional experience
Work History
Senior Associate
TPG Twin Brook Captial Partners
09.2020 - Current
- Leveraged Alteryx to implement process improvements that led to significant time savings and increased accuracy in deliverables across multiple departments
- Daily Cash and Par reconciliation of over 30 portfolios and CLOs ranging from 100MM to 450MM
- Provide high level analysts of all open lines of credit and asset facilities to ensure cost effective borrowing practices and accruate borrowing power
- Work with applicable parties for various types of audits i.e SOX, internal and external
- Monitoring and annotating material P&L movements that impact financials across multiple teams
- Work with all prime brokers to ensure operational efficiency during the onboarding process
Portfolio Analyst, Credit and Structured Products
Alter Domus Inc.
06.2019 - 09.2020
- Company Overview: Integrated fund and corporate services provider, dedicated to international private equity and infrastructure houses, real estate firms, private debt managers, multinationals, capital markets issuers and private clients
- Responsible for the administration and analysis of over 20 CLOs ranging from $500 million to $1.5 billion
- Generate and analyze risk compliance models daily for clients to utilize in making informed investment decisions
- Managed the execution of over 80 client data compare files and reconciliation on CLO daily, weekly, and monthly reports to ensure data is compliant and accurate
- Maintain consistent, open dialogue with external investment account managers
- At client’s request, create analytical reports as needed to fulfill client needs
- Perform 25 daily cash and par reconciliations to guarantee accounts are accurate between bank and client
- Integrated fund and corporate services provider, dedicated to international private equity and infrastructure houses, real estate firms, private debt managers, multinationals, capital markets issuers and private clients
Portfolio Analyst Intern
Alter Domus Inc.
06.2018 - 08.2018
- Collaborate with Credit and Structured Products team members to gain loan product and functional knowledge of bank loan market
- Review, analyze and process syndicated bank loan portfolios
- Generate reports using relevant loan services software and proprietary systems
- Update client portfolios with post-trade attribute and rating information
- Offered full time position with Alter Domus upon conclusion of internship
Education
Bachelor of Science - Economics
Canisius College
Buffalo, NY05.2019
Skills
- Proficient in Alteryx
- Geneva Portfolio Management
- PowerBi
- Excel
- Financial Modeling
- Basic SQL knowledge
- Bloomberg
- Financial Reporting
- Risk Analysis
Timeline
Senior Associate
TPG Twin Brook Captial Partners
09.2020 - Current
Portfolio Analyst, Credit and Structured Products
Alter Domus Inc.
06.2019 - 09.2020
Portfolio Analyst Intern
Alter Domus Inc.
06.2018 - 08.2018
Bachelor of Science - Economics
Canisius College
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