Matthew Vara
New York,NY
Summary
Detail-oriented risk senior associate with years of experience conducting analysis and research to come up with solutions to common business problems. Polished in formulating business improvement strategies and overseeing new technology and system implementation. Commercially-aware professional with in-depth knowledge of computing systems and project management techniques.
Overview
5
5
years of professional experience
Work History
Senior Risk Associate
JPMorgan Chase
New York, NY
01.2022 - Current
- Maintained up-to-date knowledge on current industry trends in order to proactively identify emerging risks that could affect lending operations
- Assisted in the development of new procedures for managing operational risks across the business
- Reviewed loan legal documents related to transactions involving high-risk investments or activities
- Underwrote Commercial Real Estate transactions to assess the risk profile of the transaction, and ensure it fits within the lending credit profile
- Conducted assessment and underwriting analysis of potential offered financial products to identify lending risk
- Identified and analyzed user requirements, procedures and processes to develop optimization strategies
PORTFOLIO MANAGEMENT ANALYST
FPA Multifamily
NEWPORT BEACH, CA
05.2019 - 01.2022
- Created and actively tracked refinance and supplemental loan targets for 175 multifamily assets
- Collaborated with loan servicers and lenders to acquire quotes for both supplemental and purchase loans
- Managed annual budgeting and forecasting process through creation and supervision of forecasting model
- Underwrote potential new acquisitions by analyzing past financial statements and market data
- Collaborated with Revenue Manager to implement and oversee dynamic pricing strategies
- Developed and tracked financial performance metrics aligned with internal strategic objectives
- Prepared and distributed monthly operational reports to the executive team and investors
- Managed the lender mandated ESG reporting process and data flow.
BUY-SIDE MERGERS AND ACQUISITIONS INTERN
HARVEY & COMPANY LLC
NEWPORT BEACH, CA
03.2019 - 05.2019
- Conducted qualitative buyside research using S&P Capital IQ, Hoovers, and the proprietary company database
- Performed strategic buyside acquisition searches for private equity funds, growth capital investors, and acquisitive corporations, involving compilation of target company and executive approval lists
- Prepared reports summarizing project progress and results for management review
Education
BACHELOR OF SCIENCE (B.A.) IN BUSINESS ADMINISTRATION - Finance
Argyros School of Business, Chapman University
Orange, CA05.2019
Skills
- MS Suite
- SQL
- Campaign Performance Tracking
- Business process improvement
- Operational Reporting
- Quantitative Analysis
Volunteer Experience
- The American Heart Association - Committee Member
- Make-A-Wish
Timeline
Senior Risk Associate
JPMorgan Chase
01.2022 - Current
PORTFOLIO MANAGEMENT ANALYST
FPA Multifamily
05.2019 - 01.2022
BUY-SIDE MERGERS AND ACQUISITIONS INTERN
HARVEY & COMPANY LLC
03.2019 - 05.2019
BACHELOR OF SCIENCE (B.A.) IN BUSINESS ADMINISTRATION - Finance
Argyros School of Business, Chapman University