Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
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Paul Kioko

New York,New York

Summary

CLO Associate Investment banking associate with 5+ years of work experience in finance (1), technology (+4) and an educational background in engineering. I have experience on deal teams in CLO arranging and broad based experience in SDLC as part of technology teams.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Investment Banking Associate

Credit Suisse
12.2021 - 11.2022
  • Worked on the US CLO Primary team in the arranging of BSL & MM CLO deals. Helped across all processes of deal execution including some elements of structuring, syndication and client relationship maintenance. Worked on 21 New Issue CLOs, including 2 resets and 1 MM CLO.
  • Syndication work included coordinating order solicitation with the global sales teams, managing the order book. Organize investor meetings during active deals and outside of deals at conferences. Wrote a weekly CLO Commentary for issuers and investors.
  • Structuring aspects included, getting engaged with rating agencies, modeling loan portfolios, using internal tools, S&P and Moody's tools to begin modeling process, create a flow of funds and help in the closing process.

Assistant Vice President

Credit Suisse
07.2018 - 07.2021
  • Prepared functional requirements for the development teams to easily understand the changes needed in CRRE, SDRA and SiERRA reporting engines to successfully send messages in line with trade reporting requirements from the Regulators and Trade Repositories.
  • Coordinated with Business Users, Project Managers, Business System Analysts, Development Team and Test team in validating the accuracy of the functional requirements slated for each different release.
  • Attended ISDA, and DTCC working group calls on behalf of the Reg Tech team to keep up with Regulatory reporting changes and industry driven discussions.

Technology Analyst

Credit Suisse
07.2017 - 07.2018
  • Evaluated i2ms data quality for key attributes while creating an extensible framework where additional attributes can be added in an effort to identify data issues and their root cause.
  • Captured team standards and procedures, regulatory reporting information and team processes for new joiners to the team.

Education

Bachelor of Science - Mechanical Engineering

Carnegie Mellon University
Pittsburgh, PA
12.2016

Master of Business Administration -

Quantic School of Business AndTechnology
11.2019

Skills

  • Portfolio Analysis
  • Workflow Processes
  • Data Analysis
  • Preparing Models
  • Securities Marketing
  • Customer Satisfaction
  • Monitor Market Trends
  • Team Training and Mentoring

Accomplishments

  • Promoted to AVP for exceeding expectations in delivering CFTC Re-Architecture Project.
  • Collaborated with key business stakeholders in the development of a Target Operating Model for RegTech Releases.
  • Used Tableau to build an executive dashboard that visualizes important KPIs for Turbonomic by integrating data produced into the GCTO Data Lake.
  • Collaborated with team in the development of new format for marketing materials.

Affiliations

  • Toastmasters
  • National Society of Black Engineers
  • Pi Kappa Alpha

Certification

  • Series 7 License
  • Series 63 License
  • SIE

Timeline

Investment Banking Associate

Credit Suisse
12.2021 - 11.2022

Assistant Vice President

Credit Suisse
07.2018 - 07.2021

Technology Analyst

Credit Suisse
07.2017 - 07.2018

Bachelor of Science - Mechanical Engineering

Carnegie Mellon University

Master of Business Administration -

Quantic School of Business AndTechnology

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Paul Kioko