Merilyn Coffey
Quantitative Risk Specialist
Miami Shores,FL
Summary
Quantitative risk professional with 10+ years in financial services, focusing on regulatory compliance and market risk analytics. Expertise in developing automation tools and validating risk models to enhance operational efficiency. Proven track record of delivering client-focused solutions in high-pressure environments.
Overview
15
15
years of professional experience
Work History
Client Services - Market Risk Consultant (18F-4)
Confluence Technologies
01.2022 - Current
- Developed and presented training and documentation to clarify risk and pricing models, and methodologies to improve client understanding.
- Prepared reports outlining findings from risk assessments and recommended corrective actions.
- Built robust validation frameworks to test model output, identifying and resolving system bugs.
- Collaborated with developers, modelers, and accounting teams to enhance system performance, and ensure satisfaction.
- Used VBA, SQL, XML, and proprietary platforms to troubleshoot issues and improve reporting accuracy.
- Analyzed risk management frameworks for technology integration projects.
- Developed comprehensive risk assessment reports for client engagements.
- Collaborated with cross-functional teams to enhance risk mitigation strategies.
- Reviewed compliance regulations to ensure adherence in project planning.
- Conducted audits of existing risk management processes for improvements.
- Prepared training materials on risk awareness for team members and clients.
- Supported clients in navigating regulatory requirements and industry standards.
Market Risk Consultant
Wells Fargo Securities
01.2014 - 01.2018
- Developed comprehensive risk management strategies for client portfolios.
- Collaborated with cross-functional teams to assess regulatory compliance.
- Monitored ongoing market developments to identify emerging risks and opportunities.
- Executed risk assessment and data processing system performance tests to verify and configure security settings for data processing and network access.
- Collaborated with internal stakeholders such as IT, finance and legal teams to evaluate the effectiveness of existing controls against established guidelines.
- Identified opportunities for process improvements within the organization's operational environment through analysis of current processes and procedures.
Middle Office P&L Analyst
Bank of America Merrill Lynch
01.2013 - 01.2014
- Created a VBA tool to calculate P&L metrics for Volcker compliance reporting.
- Audited company's legal documents to verify compliant policies and procedures.
- Developed reports summarizing findings for senior management review.
- Collaborated with cross-functional teams to streamline operational processes.
- Provided insights on market conditions to support strategic planning initiatives.
- Implemented strategies for automating organizational processes.
- Identified opportunities for process improvements across the organization.
Database Analytics Consultant
Wells Fargo Securities
01.2012 - 01.2013
- Supported marketing analytics by developing complex queries in SAS and SQL.
- Monitored industry trends and made recommendations on how best to capitalize them.
- Provided insights into the performance of various marketing strategies and initiatives.
- Developed predictive models using statistical techniques and data analysis tools.
- Presented insights to stakeholders, enhancing decision-making processes and strategies.
- Created visualizations to communicate complex data findings effectively to clients.
- Streamlined data collection processes, improving efficiency in analytics workflows.
- Conducted data analysis to identify trends, correlations, and patterns in the data.
Documentation Analyst, Derivatives
Wells Fargo Securities
01.2011 - 01.2012
- .
- Developed and maintained comprehensive documentation for internal processes and procedures.
- Reviewed technical documents for clarity, consistency, and compliance with standards.
- Collaborated with cross-functional teams to gather and analyze information.
- Implemented document control systems to organize and retrieve files efficiently.
- Ensured all documentation met regulatory requirements and company policies consistently.
- Assisted with troubleshooting problems related to document creation or distribution.
- Researched industry standards and best practices related to technical documentation.
- Conducted audits on document versions to ensure compliance with regulations.
Sales and Trading Summer Intern
Bank of America Merrill Lynch
New York
05.2010 - 08.2010
- Participated in training sessions on compliance regulations and risk management practices.
- Assisted in preparing financial reports and presentations for client meetings.
- Conducted market research to support investment strategies and decision-making processes.
- Collaborated with team members to streamline operational workflows and improve efficiency.
Education
Masters of Science - Mathematical Finance
University of North Carolina, Charlotte
Charlotte05.2011
Bachelor of Science - Business Administration
Elon University
Elon, NC05.2008
Skills
- Programming Languages: VBA, SQL, Python, SAS, C, R, STATA, MATLAB
- Business Tools: MS Office Suite, Atlassian, Bloomberg, Jira, Zendesk, Teams, Zoom
- Mathematics: PDE, stochastic calculus, regression analysis statistical analysis, econometric analysis
- Cross-functional collaboration
- Compliance monitoring
- Quantitative modeling
- Investment risk analysis
- Financial risk management
- Stress testing
- Data analytics
- Liquidity risk management
- Risk analysis
- Workflow optimization
- Business acumen
- Data mapping
- Forecasting and planning
- Customer needs assessment
- Business process improvement
- BI tools expertise
- Data visualization
- Information modeling
- Web-based reporting tools
- Business solutions development
- Traffic analysis
- Decision-making
- Derivatives: options, futures, IRS, CDS, TRS
- Data analysis
- Model validation
- SQL programming
- VBA programming
- Risk management
- Client communication
- Risk assessment
- Process improvement
- Problem solving
- Documentation management
- Audit processes
- Internal controls evaluation
- Scenario analysis
- Pivot tables
- Competitive analysis
- Project presentation
- Clear communication
- Regulatory compliance
- Consulting
- Data mining
- Systems analysis
- Credit risk analysis
- Emerging risks identification
- Reputational risk management
- Market risk analysis
- Organizational skills
- Public speaking
- Analytical and critical thinking
- Dependable and responsible
- Written communication
- Customer relations
Affiliations
- Competitive Dancer
- Acro Yogi
- Yoga Instructor (Vinyasa: RYT 200hr & Kundalini: KRI L1 220hr)
- Dungeon Master
References
References available upon request.
Timeline
Client Services - Market Risk Consultant (18F-4)
Confluence Technologies
01.2022 - Current
Market Risk Consultant
Wells Fargo Securities
01.2014 - 01.2018
Middle Office P&L Analyst
Bank of America Merrill Lynch
01.2013 - 01.2014
Database Analytics Consultant
Wells Fargo Securities
01.2012 - 01.2013
Documentation Analyst, Derivatives
Wells Fargo Securities
01.2011 - 01.2012
Sales and Trading Summer Intern
Bank of America Merrill Lynch
05.2010 - 08.2010
Masters of Science - Mathematical Finance
University of North Carolina, Charlotte
Bachelor of Science - Business Administration
Elon University
Similar Profiles
William OlivaniWilliam Olivani
Global Support Manager at Confluence TechnologiesGlobal Support Manager at Confluence Technologies
Thai DinhThai Dinh
General Laborer at Confluence TechnologiesGeneral Laborer at Confluence Technologies
William RogersWilliam Rogers
Assembly/molder at Confluence TechnologiesAssembly/molder at Confluence Technologies
Jennifer ReynosoJennifer Reynoso
Centurion Membership Executive at American ExpressCenturion Membership Executive at American Express
Hiler DORTHiler DORT
Marriage Counselor (Volunteer) at Hillside Church of GodMarriage Counselor (Volunteer) at Hillside Church of God