Marrissa Angiulo
Hoboken,NJ
Summary
After graduating Marymount Manhattan College with my bachelor’s degree in 2019, I have gained loan valuation portfolio and project management skills from 4+ years of related workflow experience. I am an associate on the UHNW Tailored Lending team that offers wealth management solutions to institutional and individual clients through our fund finance and alternative asset lending products. I coordinate closings between advisers, agented lenders, and legal teams. I hold ownership on my team as the Closing Transactor, who is responsible for monitoring the utilization of balances, KYC due diligence, pre-closing requisites and post-closing reporting requirements. Prior I held leadership as the Reporting Manager for portfolio management and credit risk monitoring. I have prepared and executed multiple closings simultaneously while adhering to the client's processing timeline. The multitude of my expertise stretches from deal originations, renewals, amendments, to restructures.
Overview
4
4
years of professional experience
Work History
Closing Transactor - UHNW Lending Associate
Morgan Stanley Private Bank
10.2021 - Current
- Closing 3-5 deals for UHNW private wealth and institutional private equity clients through cross-firm collaboration
- Maintaining due diligence closing checklist for alternative asset and fund finance loans valued at $10MM-$500MM in production
- Coordinating KYC for AML process approval
- Enhancing team workflow for financial reporting procedures as the Reporting Manager
- Identifying covenant amendments to best serve the client
- Evaluating aviation NAV reports and insurance certificates for lending compliance measures
- Building credit memos for fund finance and alternative asset lending relationships based on underwriting and loan valuation practices
- Creating fund finance credit rated borrowing bases to measure collateral coverage by investors to calculate the effective advance rate and overcall analysis
- Providing LTV, DSCR, Financial Stress Testing, ROE calculations on lending relationships for renewals and restructures
Investment Correspondence Specialist
Citi Private Bank
08.2020 - 09.2021
- Represented client service team by servicing Citi private bankers with client onboarding and subscription agreements.
- Reported client information into a tracker and scanning the incoming investment checks from HNW clients for compliance measures
- Assisted Citi lenders with the processing of the Deloitte Loan Capital Program.
- Managed the supervisory principal approval process for incoming documents, checks, and client gifts.
- Multi-tasked by managing 6 compliance trackers daily; processed maximum of 140 documents per day; processed average of 20+ client-banker requests per day; processed 8 boxes of loan documents to the credit risk unit.
Investment Operations Specialist
E*TRADE Financial
01.2020 - 03.2020
- Processed incoming documents through the database systems and escalating request forms to the respective departments (e.g. compliance, estates, new accounts, client services, legal or wire requests).
- Processed over 100+ investment checks on my behalf daily for payment services
- Audited return documents into legal files (accomplished 400 per-day on average)
- Audited outgoing documents that consisted of client financial documents for compliance measures
- Multi-tasked multiple projects in a fast-paced environment in order to exceed productivity
Education
Bachelor of Science - International Business & International Studies
Marymount Manhattan College
New York, NY05.2019
Study Abroad - Economic Theory
Sciences Po
Paris, France08.2018
Skills
- Systems - Bloomberg Terminal; Pitchbook; Loan IQ
- Microsoft Excel - Pivot tables, Sumif, Vlookup, Macro Enhancements, Automating Data Refresh
- Stress Testing; Liquidity Testing; Cashflow Analysis; EAR calculations; Overcall Analysis; AUM Valuation
- Credit Analysis; Portfolio Management; Financial Advisement; Market Trend Analysis; Investment Research; and Data Analytics
Accomplishments
- Building Team’s Alternative Asset Balance Sheet
- Formulating Renewal Pipeline
- Creating Mandatory Repayment Report
- Presenting Financial Requirement Procedure
- Innovating Financial Requirement Report
- Innovating Deal Expiry Report
Timeline
Closing Transactor - UHNW Lending Associate
Morgan Stanley Private Bank
10.2021 - Current
Investment Correspondence Specialist
Citi Private Bank
08.2020 - 09.2021
Investment Operations Specialist
E*TRADE Financial
01.2020 - 03.2020
Bachelor of Science - International Business & International Studies
Marymount Manhattan College
Study Abroad - Economic Theory
Sciences Po
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