Tyler Willingham
Lothian,MD
Summary
Result-driven Securities Analyst III with a proven track record in analyzing market trends and providing accurate financial insights. Seeking an opportunity to utilize my strong analytical skills and expertise in finance to contribute to the success of a reputable institution.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
ComputerShare
02.2023 - Current
- Processes and transmits complex money movements associated with loan funding or security payments
- Reviews transaction activity for propriety and adherence to established controls and procedures
- Creates monthly, quarterly, and annual reporting statements for portfolios
- Database enhancement testing with SQL, Phoenix, COD, BPM, and other applications
- VBAs used in daily processes related to excel macros for calculations and data analysis for portfolios
- Lead analyst on creating new deals for Commercial Mortgage Backed Securities
- Reviews other analysts processing and payments before payment dates
- Trains new analysts on how to understand commercial mortgage backed securities portfolios
Securities Analyst II
ComputerShare (Wells Fargo now acquired by Computershare)
05.2021 - 02.2023
- Conducted in-depth financial analysis of securities, utilizing various valuation methods to assess opportunities and recommendations to portfolio managers
- Collaborated with senior analysts and research teams to continuously monitor markets and regulatory changes, ensuring accurate and timely reporting on the performance of assigned securities
- Developed and maintained complex financial models to forecast and evaluate risk factors, providing valuable insights for decision-making processes
- Presented investment recommendations and research findings to key stakeholders, including senior management and clients, to support informed investment decisions and drive portfolio performance
- Utilized advanced modeling techniques to evaluate the performance of securities
Accountant & Administration Assistant
Tri-phase Services
05.2020 - 08.2020
- Managed accounts payable and receivable processes, ensuring accurate and timely processing of invoices and payments
- Prepared monthly financial reports and assisted in budgeting and forecasting activities
- Conducted account reconciliations and resolved discrepancies to maintain accurate financial records
- Provided administrative support by scheduling meetings, maintaining office supplies, and assisting with clerical tasks as needed
Labor Assistant and Porter
Celebration Tents, Ford, Bayside
05.2015 - 08.2019
- From these dates I worked as a labor assistant for celebration tents and as a servicer porter for Ford and Bayside car dealerships
Education
Bachelor of Science - Business Administration with a track in Finance and Investments
Towson University
Towson12.2020
Associates - Business
College of Southern Maryland
Prince Frederick05.2018
Skills
- Financial Modeling
- Data Analysis
- Microsoft Excel Certified
- Forecasting Techniques
- Risk Management
- Proficient in Excel
- Analytical
- Project Management
Certification
Microsoft Excel Certified
Timeline
Senior Financial Analyst
ComputerShare
02.2023 - Current
Securities Analyst II
ComputerShare (Wells Fargo now acquired by Computershare)
05.2021 - 02.2023
Accountant & Administration Assistant
Tri-phase Services
05.2020 - 08.2020
Labor Assistant and Porter
Celebration Tents, Ford, Bayside
05.2015 - 08.2019
Bachelor of Science - Business Administration with a track in Finance and Investments
Towson University
Associates - Business
College of Southern Maryland
Microsoft Excel Certified
Similar Profiles
Cameron KolbingerCameron Kolbinger
Securities Services Analyst III at ComputershareSecurities Services Analyst III at Computershare
Erin SaulsErin Sauls
Loan Processor at ComputershareLoan Processor at Computershare
Kristina Nina KebatKristina Nina Kebat
ASSET REUNIFICATION at COMPUTERSHAREASSET REUNIFICATION at COMPUTERSHARE