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, RI05.2023
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
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