CRA Portfolio Manager, Urban Investment Group at Goldman Sachs
Greater New York City Area
CRA Portfolio Manager, Urban Investment Group at Goldman Sachs
Greater New York City Area
Responsible for managing a portfolio of principal transactions in private equity, tax credit and debt oriented toward investment in community development.
Private Equity Asset Management
Community Reinvestment Act
Private Investment Management
Derivative Operations Management
Customer Relationship Management
Technology Strategy
Operational Risk
Control & Process Analysis
Confirmations Processing
Settlements Processing
Process Automation
SOX Review & Analysis
Risk Management
Basel II Deployment
Financial Analysis
Programme Management
(Public Company; GS; Investment Banking industry)
August 2009 — Present (5 months)
(Public Company; GS; Investment Banking industry)
June 2005 — July 2009 (4 years 2 months)
- Develop, deploy and manage advanced operational risk modeling and measurement tools
- Support Global Heads of Derivative Operations requirements for senior manager risk tools
- Generate risk prioritized workflow for exceptions and incidents
- Coordinate global program of operational risk priorities for technology deployment
(Public Company; 501-1000 employees; dtpi; Investment Banking industry)
July 2000 — June 2005 (5 years )
(Public Company; 10,001 or more employees; BMO; Capital Markets industry)
November 1987 — November 1998 (11 years 1 month)
Institutional Fixed Income trader - Proprietary and Market Maker
Master of Science , Business, Computer Science , 1999 — 2000
Bachelor of Arts , Economics , 1981 — 1990
Panelist, Financial Technologies Forum, Operational Risk Management Challenges Facing Firms in a Volatile Market
Speaker, OpsRiskUSA conference: Managing Operational Risk for OTC Derivatives
Panelist, Financial Technologies Forum: Operational Risk Management Practices for Derivatives,