Heather L. Keegan
Melrose,MA
Summary
Financial services professional with experience in credit risk, financial analysis, compliance and regulatory requirements within institutional brokerage environment. Strong analytical, organizational and problem solving skills.
Overview
27
27
years of professional experience
Work History
Sr. Manager, Credit Risk
Fidelity Investments
06.1996 - Current
- Credit Risk works toward an optimal risk/reward balance by delivering independent and unbiased credit analysis and diligently implementing risk control measures for the development and growth of Fidelity’s businesses.
Sr. Credit Risk Analyst
Fidelity Investments
- Ownership of FCM client onboarding process implementing Customer Due Diligence program for Fidelity Capital Markets.
- Interface with internal audit, compliance and AML on regular basis to ensure adherence to existing regulation
- Launched project to automate flow of SEC ADV data into Credit Risk Analyst system for business enhancement
- Function as senior analyst within credit risk group facilitating training and development of more junior associates.
Credit Risk Analyst
Fidelity Investments
- Conduct fundamental financial modeling to assess and evaluate credit-worthiness of financial institution clients
- Lead role in technology projects to build internal global credit risk monitoring system to capture real time trading
- Assess credit risk limit utilization to move business unit forward with oversight, controls and analytics
- Prepared detailed written analysis of new and existing FCM trading clients using enhanced risk monitoring tools.
Jr. Credit Risk Analyst
Fidelity Investments
- Performed due diligence and financial risk assessments on new and existing institutional trading counterparties.
- Financial reviews for client base, registered investment advisors, hedge funds, broker dealers, banks, corporations.
- Establish asset-based credit and risk exposure limits for active trading counterparties based on trading volumes.
FMR Corp.
Corporate Treasury
- Support function for Corporate Treasury Group. Financial statement review and debt compliance material preparation. Managed daily check deposit process and account reconciliation. Functioned as contingent to cash administrator.
FMR Co.
Fixed Income Trading
- Support role for Fixed Income Taxable Bond Group and Portfolio Managers. Highly visble role. Worked closely with senior management team and fund managers. Generated monthly reports and ad-hoc presentations for the board of directors meetings and annual fund performance summaries.
Marketing Coordinator
SAUNDERS REAL ESTATE CORPORATION
- Leased/managed executive office suites for business center in Statler Building at Park Plaza in Boston. Conducted market surveys of competitors to determine current market rents and improve existing tenant services.
Marketing Administrator
MEREDITH MANAGEMENT CORPORATION
- Managed residential/commercial properties for property management company. Facilitated liquidation of bank owned properties, working with brokers and agents during all points of sale.
Marketing Analyst
KENNEDY WILSON, INC
- Produced market analysis and projected sales for real estate firm conducting public auction sales campaigns. Target market of high-end condominium properties for developers and investors in the New England area.
Education
MBA -
Northeastern University D'Amore McKim School
Boston, MA12.2026
CFP Certificate - undefined
Boston University Center for Professional Education
2018
B.A. - Journalism & Communications
University of Maine
1989
Skills
- Industry Best Practices
- Operational Improvements
- Variance and Risk Analysis
- Credit Application Review
Timeline
Sr. Manager, Credit Risk
Fidelity Investments
06.1996 - Current
Sr. Credit Risk Analyst
Fidelity Investments
Credit Risk Analyst
Fidelity Investments
Jr. Credit Risk Analyst
Fidelity Investments
FMR Corp.
Corporate Treasury
FMR Co.
Fixed Income Trading
Marketing Coordinator
SAUNDERS REAL ESTATE CORPORATION
Marketing Administrator
MEREDITH MANAGEMENT CORPORATION
Marketing Analyst
KENNEDY WILSON, INC
MBA -
Northeastern University D'Amore McKim School
CFP Certificate - undefined
Boston University Center for Professional Education
B.A. - Journalism & Communications
University of Maine
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
SHASHI SHEKAR N SSHASHI SHEKAR N S
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Jack FiricanoJack Firicano
Barista at La'QcharaBarista at La'Qchara