Christian Lombardi
Boston,MA
Summary
Results-driven finance professional with strong attention to detail and proficiency in financial software systems. Skilled in cash flow management and trade settlement, ensuring compliance and accuracy in all financial activities.
Overview
5
5
years of professional experience
Work History
CDO Portfolio Administrator
US Bankcorp
Boston, MA
07.2021 - Current
- Cash flow management: Monitor and book cash inflows and outflows, process interest and principal payments, and invest excess cash.
- Trade settlement: Settle bond and bank loan trades and reconcile settlements to ensure accuracy.
- Data and reporting: Ensure data accuracy and timeliness, track asset attributes (like accruals and ratings), and generate daily and investor reports.
- Compliance: Ensure all activities comply with deal documentation and address any compliance requirements.
- Liaison: Coordinate with internal teams like relationship managers and analysts, and external parties such as trustees and agent banks.
Contractor
US Bankcorp
Boston, Massachusetts
11.2021 - 07.2022
- Settled client trades in CDO Suite software
- Tagged trade notices
- Applied incoming wires
- Trained new hires
Golf Service Attendant
Miacomet Golf Club
Nantucket, Massachusetts
05.2021 - 10.2021
- Greet guests, answer questions, and provide information about the course, products, and services.
- Manage tee sheets, book tee times for members and guests, and check golfers in for their rounds.
- Accurately handle transactions, process payments (cash, credit cards), and follow cash handling and closing procedures.
- Assist with retail sales, merchandise display, stocking, and inventory management.
- Help maintain the golf cart fleet and manage the driving range, including retrieving and distributing range balls.
Education
Bachelor of Science - Finance
Southern New Hampshire University
Hooksett, NH12-2019
Skills
- Strong attention to detail and accuracy
- Proficiency with financial software systems
- Knowledge of complex financial instruments and trade documents
- Strong communication and coordination skills
Timeline
Contractor
US Bankcorp
11.2021 - 07.2022
CDO Portfolio Administrator
US Bankcorp
07.2021 - Current
Golf Service Attendant
Miacomet Golf Club
05.2021 - 10.2021
Bachelor of Science - Finance
Southern New Hampshire University