Summary
Overview
Work History
Education
Skills
Additional Information
Technical Skills
Timeline
Generic

Noah Yost

Swansea,MA

Summary

A hardworking analyst who has developed many skills in only a short time as a risk manager. As an "Officer," it was clear that it ranked above average for those who typically enter the professional field at a young age. Retaining analytical skills in risk management that will be able to be used as a solid foundation for funds/ fund management. Assessing the creditworthiness of an entity is crucial for deep-diving into the amount of risk its underlying investments carry or the structure of the fund itself.

Overview

1
1
year of professional experience

Work History

Credit Analyst

State Street Bank And Trust
05.2023 - Current
  • Managed a portfolio of more than 60k funds across all regions and entities.
  • Assessed credit risk and analyzed financial statements.
  • Analyzed client data such as financial statements to determine the level of risk involved in extending credit.
  • Analyzed creditworthiness across all types of entities globally.
  • Reviewed all types of funds from 40' Acts to LLCs based on their risk profile.
  • Provided valuable insights on industry trends and economic indicators, contributing to a well-informed lending strategy.
  • Improved overall portfolio quality, conducting regular reviews of existing accounts and recommending appropriate actions.

Financial Professional

New York Life
01.2023 - 05.2023
  • Responsible for Passing Securities Exams, Acquiring and Retaining Clients, Collaborated with Co-Workers to Grasp Customer Needs for Financial Planning
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Education

Bachelor of Science - Finance, Psychology

Roger Williams University
Bristol, RI
05.2023

NMLS Pre-Licensing Education

Insurance Producers License

Securities Industry Essentials Exam

Skills

  • Risk assessment
  • Credit analysis
  • Financial statement analysis
  • Credit risk
  • Credit decisions
  • High-risk account reviews
  • Portfolio management
  • Industry research
  • Ability to adapt to new environments

Additional Information

Organization, Time Management, Adapting to Fast-Paced Environments, Communication, and Efficiency in understanding/accomplishing tasks

Technical Skills

  • Microsoft Office (Word, Excel, PowerPoint, Access)
  • Google Apps (Docs, Sheets)
  • CPR Certified

Timeline

Credit Analyst

State Street Bank And Trust
05.2023 - Current

Financial Professional

New York Life
01.2023 - 05.2023

Bachelor of Science - Finance, Psychology

Roger Williams University

NMLS Pre-Licensing Education

Insurance Producers License

Securities Industry Essentials Exam
Noah Yost