Jared Schwartz
New York,NY
Summary
Detail-oriented Analyst with advanced problem-solving skills and technical aptitudes. Effective at working independently and as a contributing member of a team.
Overview
2
2
years of professional experience
Work History
Senior Structured Product Analyst
Bloomberg
07.2023 - Current
- Review and interpret documentation to ensure accurate implementation of financial covenants, trigger events, and priority of payments to determine projected cash flow distributions
- Developed dynamic spreadsheet to perform quick yield analysis under various pricing and interest rate scenarios
- Assist clients subscribed to the firm's premium mortgage product in excel. Covered RMBS, CMBS, and CLO scenario analysis.
- Loan level analysis of CMBS deals to provide clients data on delinquency and loan modifications, and modeling loan extensions
- Develop strong working relationships with sales team and assist with conveying complex financial topics and new functionality to clientele to ensure that a seamless and best in class service is maintained
- Taught and provided mentorship to 3 junior colleagues
- Address all internal and external customer queries in a timely and accurate manner.
Sales Development Representative
Dynamiq
06.2022 - 08.2022
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Used data analytics to identify and track sales trends and develop actionable insights.
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
Education
Bachelor of Arts - Economics
Hamilton College
Clinton, NY05.2023
Skills
Leadership
Communication
Excel
Powerpoint
Python
Bloomberg Terminal
Financial Modeling
Timeline
Senior Structured Product Analyst
Bloomberg
07.2023 - Current
Sales Development Representative
Dynamiq
06.2022 - 08.2022
Bachelor of Arts - Economics
Hamilton College