Modeling Associate Resume Samples

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AK
A Koelpin
Aaron
Koelpin
92529 Lockman Neck
Phoenix
AZ
+1 (555) 492 7009
92529 Lockman Neck
Phoenix
AZ
Phone
p +1 (555) 492 7009
Experience Experience
Phoenix, AZ
Business Modeling Associate
Phoenix, AZ
Leffler, Dicki and Franecki
Phoenix, AZ
Business Modeling Associate
  • Demonstrating teamwork and responsibility towards engagement team members
  • Developing positive, productive and professional relationships with colleagues and clients
  • Valuing businesses, shares or intellectual property as part of a small team
  • Responding to day-to-day queries raised by clients and attend client meetings
  • Producing written file notes, letters, presentations and reports
  • Delivering on time and on budget
  • Designing and building intermediate to complex business models
Philadelphia, PA
Real Asset Modeling Associate
Philadelphia, PA
Kuvalis LLC
Philadelphia, PA
Real Asset Modeling Associate
  • Review and confirm fund manager fee forecasts
  • Enthusiasm and commitment to working in a friendly, entrepreneurial, team environment High-energy and positive attitude
  • Assist with investment modeling for complex structured transactions
  • Perform periodic model reviews and calculation audits
  • Develop modeling best practices and consistent templates across investment teams
  • Closely interact with the Real Assets Investor Relations team in responding to ad-hoc client requests; and
  • Participate in multiple projects that span time zones
present
Philadelphia, PA
The Yield Book-cashflow Modeling Associate
Philadelphia, PA
Maggio and Sons
present
Philadelphia, PA
The Yield Book-cashflow Modeling Associate
present
  • Solve problems by developing business tools using advanced analytics
  • Perform quality assurance checks on database of modeled securities
  • Collect data from a variety of written and electronic sources and maintain them using proprietary software tools
  • Cash flow modeling of mortgage-backed and asset-backed securities using in-house proprietary software tools
  • Model structured products such as US and non-US issuance deals of various asset types including but not limited to mortgages, student loans, credit cards, auto, and equipment loans
  • Maintain modeled securities for current payments and collateral updates
  • Oral and written communication with trustees and servicers
Education Education
Master’s Degree in Economics
Master’s Degree in Economics
University of Delaware
Master’s Degree in Economics
Skills Skills
  • Good understanding of Mortgage portfolio credit risk is highly desirable
  • Ability to use advanced statistical and mathematical software to perform statistical estimation on financial data
  • Strong programming skill in statistical languages (i.e. SAS, R, Matlab etc)
  • Ability to solve mathematical models analytically
  • Ability to analyze complex financial instruments, create spreadsheets and write code to facilitate the analysis
  • The ability to understand generally accepted accounting principles
  • 1-3 years of experience in financial services industry, background in consumer credit risk management, and experience with financial services technology applications
  • Ability to use advanced statistical and mathematical software to perform statistical estimation on large datasets
  • Ability to use advanced statistical and mathematical software to perform statistical estimation
  • Ability to create spreadsheets and write code to facilitate the analysis
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15 Modeling Associate resume templates

1

The Yield Book-cashflow Modeling Associate Resume Examples & Samples

  • Cash flow modeling of mortgage-backed and asset-backed securities using in-house proprietary software tools
  • Model structured products such as US and non-US issuance deals of various asset types including but not limited to mortgages, student loans, credit cards, auto, and equipment loans
  • Maintain modeled securities for current payments and collateral updates
  • Perform quality assurance checks on database of modeled securities
  • Collect data from a variety of written and electronic sources and maintain them using proprietary software tools
  • Oral and written communication with trustees and servicers
  • Solve problems by developing business tools using advanced analytics
2

Senior Quant / Modeling Associate Resume Examples & Samples

  • Ph.D. or Master's degree in finance, mathematics, statistics or other quantitative field
  • 3 to 7 years of loss forecasting/ model validation experience
  • Proficiency in the use of Microsoft Office with advanced experience in Excel
  • Ability to perform multiple tasks simultaneously to meet strict deadlines
3

Senior Quant / Modeling Associate Resume Examples & Samples

  • Understanding the conceptual framework and assumptions of the models
  • Understanding how the models are used in the business decision-making process
  • Validation of models' appropriate use
  • Assessing model performance
  • Verifying that validated models have been implemented correctly
  • Assessing adequacy of model owner’s monitoring and maintenance
  • Assessing model risks and limitations
  • Documentation of validation procedures and results
  • Keeping abreast of industry best practice standards for model validation
  • Working collaboratively with model stakeholders in the validation process
  • Acting as a mentor to other team members
  • Engaging with regulators as needed to showcase independent review results
  • Supporting dissemination of Bank’s model development, documentation and validation standards
  • 5-7 years of financial modeling/ model validation experience
  • Strong analytical, quantitative, and communication skills
  • Working knowledge of SAS, MATLAB or other advanced statistical software
  • Proficiency in a programming language such as C++ or VB
4

Senior Quant / Modeling Associate Resume Examples & Samples

  • Individual will perform independently, or lead a project team, for a broad range of quantitative credit risk analysis projects to support commercial loan lines of business, including scorecard development and validation, modeling default frequency, rating migration, exposure at default, loss at default and stress-test modeling
  • Facilitate implementation of quantitative models within the bank organization
  • Individual will also support CCAR, Basel II/Basel III and Dodd-Frank compliance, economic capital calculation, and credit portfolio modeling and analytics
  • Working knowledge of SAS or other advanced statistical/econometric analysis software
  • Proficiency in the use of Microsoft Office with advanced experience in Excel and Access
  • Ph.D. and Master’s degree in economics, finance, mathematics, statistics or other quantitative field
  • Three to five years experience in quantitative credit risk modeling
  • Excellent analytical ability
  • Proficiency in a programming language such as C#, Java or VB
  • Relational databases and SQL programming
  • Prior experience using credit portfolio analysis software such as Portfolio Manager, Risk Frontier and PPR Compass
  • Ability to solve mathematical models analytically
  • Ability to simulate mathematical/statistical models
  • Ability to analyze complex financial instruments, create spreadsheets and write code to facilitate the analysis
  • Demonstrated ability to effectively communicate (verbal and written) analytical results and experiences to a diverse audience
  • Ability to manage a project team
  • The ability to understand generally accepted accounting principles
  • Knowledge of bank commercial loan and lease information systems
5

Quant / Modeling Associate Resume Examples & Samples

  • 1-3 years of loss forecasting/ model validation experience
  • Advanced knowledge of statistics, mathematics and financial modeling
  • Proficiency in SAS or other advanced statistical software
  • Ability to work independently and in a team environment in collaboration with other team members and external consulting firms
6

Quant / Modeling Associate Aml Resume Examples & Samples

  • Individual will perform a broad range of quantitative risk analysis to support the Anti-Money Laundering (AML) Unit, including scorecard development and validation
  • Master’s and Ph.D. or ABD in economics, finance, mathematics, statistics or other quantitative field
  • 3 to 7 years of experience
  • Ability to use advanced statistical and mathematical software to perform statistical estimation on financial data
  • Prior experience working with AML software such as MANTAS
  • Strong organization skills are required to perform multiple tasks simultaneously to meet strict deadlines
  • One or more years of experience in AML modeling
7

Ccb Risk Card Services Core Modeling Associate Resume Examples & Samples

  • Develop or apply mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data to discover business insights
  • Design, develop, implement and validate statistical models and segmentation and credit strategies for the bank’s card risk, loss reserve, risk appetite, and budget process
  • Conduct complex risk analysis, to provide management with business insights, recommendations of strategies and business actions for profitable growth opportunities, consumer credit quality and behavior trends, desired risk/return relationships and portfolio performance
  • Must partner with business units in making strategic choices and investment decisions. Communicate opportunities, financial and process trade-offs from advanced statistical methods to senior leaders
  • Utilize graduate-level research and analytical skills to perform data extraction, sampling, and statistical analyses using logistic regression, multinomial regression, multivariate analysis, discriminant analysis, neural network, principal components analysis, time series analysis, panel data analysis and etc
  • Analyze and interpret big data and its impact in both operational and financial areas following comprehensive risk principles and procedures
  • Degree Required: Master’s
8

Asset Management Statistical Modeling Associate Resume Examples & Samples

  • Actively interact with a team of statistical modelers and business experts to develop predictive models for various product offerings within Asset Management
  • Support ad-hoc modeling exercises and analysis
  • Analyzing, validating, and benchmarking the performance of regression models
  • Assist core Modelers with the ongoing development, testing, and maintenance of sophisticated econometric or statistical models that meet internal and regulatory standards
  • Performing data extraction, sampling, and statistical analyses
  • Assist with modeling using regression and multivariate analysis
  • Writing model documentation along with associated visuals, charts, outlines, and appendixes
  • Bachelors or Masters Degree. Minimum 3 years relevant work experience
  • Strong coding proficiency, preferably in SAS, R, or Python
  • Experience with econometric regression modeling
  • Excellent communication skills both written and oral, with ability to distill complex model information into clear, concise English
  • Expertise in Microsoft Word, Excel, PowerPoint, to clearly present analytical findings
  • Ability to work independently in a fast-paced and intellectually-demanding environment
  • Strong analytical and creative problem solving skills with experience working with large data sets
  • Thoroughness and attention to detail, high level of accuracy, and strong work ethic
  • Strong teamwork ethic
9

Senior Quant / Modeling Associate Resume Examples & Samples

  • Verify that validated models have been implemented correctly
  • Assess adequacy of model owner’s monitoring and maintenance
  • Verify that model has been properly documented
  • Document the validation procedures and results
  • 5+ years of loss forecasting/ model validation experience
10

Quant / Modeling Associate Resume Examples & Samples

  • Conduct independent validations
  • Understand the conceptual framework and assumptions of the models and how the models are used in the business decision-making process
  • Assess model performance
  • Assess model risks and limitations
11

Senior Modeling Associate Resume Examples & Samples

  • Individual will perform a broad range of quantitative risk analysis to support the Financial Crimes team within Risk Modeling & Analytics (RM&A), including scorecard development, predictive modeling, and validation activities primarily related to Client Risk Rating, but also including Fraud, Sanctions and/or AML
  • Develop and implement a model to help the bank quantifiably understand the inherent money laundering risks posed by its customers and make more informed decisions about customer risk exposures
  • Determine appropriate weights for risk factors identified/collected by the line of business. Derive necessary model inputs where data fields may be missing
  • Monitor model performance and conduct appropriate tests to validate models are performing as intended
  • Write/review documentation to comply with KeyBank model governance standards and regulatory expectations
  • 5 to 7 years of experience in model development, preferably with experience in the financial services industry. Experience within financial crimes, risk, or compliance is a plus
  • Superior programming skills (SQL or C++) and demonstrated experience with SAS, R, Matlab or other advanced statistical/econometric analysis software
  • Proficiency in the use of Microsoft Office with advanced experience in Excel and Access or SQL Server
  • Superior project management and organization skills, ability to support several projects simultaneously to meet strict deadlines
  • Demonstrated management experience
  • Familiarity with KeyBank systems and how to maximize the use of customer and transaction data in these systems
  • Prior working experience related to KYC/AML, client risk assessments, due diligence programs, or customer risk scoring
  • One or more years of experience in AML or fraud modeling, or a similar area
12

Modeling Associate Resume Examples & Samples

  • Individual will perform a broad range of quantitative risk analysis to support the Financial Crimes team within Risk Modeling & Analytics (RM&A), including scorecard development, predictive modeling, and validation activities primarily related to Fraud, but also including Client Risk Rating, Sanctions and/or AML
  • Develop, implement, monitor and test quantitative models within the bank organization. Perform outcomes analysis to confirm models are performing as intended
  • Explore new methods for tuning and/or ensuring satisfactory output from vendor models
  • MS/MA (PhD preferred) in statistics, mathematics, economics, or other quantitative field
  • 3 to 5 years of experience in model development, preferably with experience in the financial services industry. Experience within financial crimes, risk, or compliance is a plus
  • Familiarity with modeling software (SAS EG, SAS EM, Xeno, Model Builder)
  • Advanced knowledge of statistics/econometrics and excellent analytical ability
  • Extensive data management skills
  • Demonstrated skill in effectively communicating (verbal and written) analytical results and experiences to a diverse audience; ability to respond to client questions with clear/effective answers and give cohesive presentations
  • Excellent problem-solving and decision-making abilities
  • Strong interpersonal skills; ability to work well in a team environment
  • Consulting and training skills
  • Prior experience working with fraud applications, such as LexisNexis FraudPoint, FICO Falcon, TSYS CardGaurd, or Actimize solutions, or with AML software including Oracle Financial Crime and Compliance Management (fka Mantas) or Actimize AML
  • One or more years of experience in fraud or AML modeling, or a similar area
13

Modeling Associate Resume Examples & Samples

  • Individual will perform a broad range of quantitative risk analysis to support the Financial Crimes team within Risk Modeling & Analytics (RM&A), including scorecard development, predictive modeling, and validation activities primarily related to anti-money laundering (AML)
  • Develop, implement, monitor and test quantitative models within the bank organization
  • Leverage SAS to perform model recreation and reconciliation activities
  • Execute “below-the-line” testing to evaluate threshold settings for alert generation
  • Evaluate and contribute to development of new scenarios or AML typologies; customer segmentation; and/or alert risk scoring
  • Prior experience working with AML software such as Oracle Financial Crime and Compliance Management (fka Mantas) or Actimize AML
  • Demonstrated skill in effectively communicating (verbal and written) analytical results and experiences to a diverse audience
14

Business Modeling Associate Resume Examples & Samples

  • A degree or designation in business, finance or accounting, with a sound grasp of financial accounting, combined with a high level of business awareness and a strong understanding of the factors that drive financial performance
  • A degree or demonstrated experience in computer science, or mathematics with a strong knowledge of programming, predictive analytical and statistical techniques
  • Strong financial modelling skills, with the ability to create financial models based on our client's operational and financial business plans
  • Demonstrated aptitude in quantitative and qualitative analysis with a natural interest in using it to help our clients to better understand their business and/or to make better business decisions
  • Advanced knowledge of Microsoft Excel, including VBA
  • Knowledge of programming languages and tools such as SQL, R, Matlab, Spotfire, Tableau, etc., preferred
  • The ability and flexibility to work alongside team members to ensure the timely completion of work deliverables, and manage time spent against budget
  • Excellent analytical, project management, multi-tasking, communication, organizational, teamwork and interpersonal skills
15

Senior Quant / Modeling Associate Resume Examples & Samples

  • Five+ years’ experience in quantitative credit risk or operational risk modeling
  • Impeccable integrity, sound judgment, and strategic vision
  • Excellent communications skills – internally and externally, including with regulators
16

Quant / Modeling Associate Resume Examples & Samples

  • Three to five years’ experience in quantitative credit risk modeling, with experience with commercial or small business lending portfolio preferred
  • Advanced knowledge of statistics/econometrics
  • Proficiency in the use of Microsoft Office with advanced experience in Excel and SQL
  • Critical thinkers with business intuition, intellectual curiosity, and ability to execute
  • Hands-on approach, with proven execution/process skills. Organized and focused on delivering results
  • Financial modeling in mathematical/symbolic terms
17

Quant / Modeling Associate Resume Examples & Samples

  • Provide programming, configuration, and testing support for Risk Decision Platforms and related components
  • Provide programming, audit, and documentation support for Custom Credit Bureau Characteristic Implementations
  • Provide data analysis that support the usage of loan origination strategies and credit scorecards
  • Understands risk decision logic and configuration requirements to identify and execute appropriate application testing
  • Assist with the implementation and monitoring of models
  • Ability to troubleshoot and resolve configuration and decisioning defects
  • Collaboration with Consumer Loan Operations, Credit Underwriting, and Business Banking Risk Partners
  • 1-3 years of experience in financial services industry, background in consumer credit risk management, and experience with financial services technology applications
18

Quant / Modeling Associate Resume Examples & Samples

  • Three to Seven+ years’ experience in quantitative credit risk modeling, with experience with consumer lending preferred
  • Undergraduate degree economics, finance, mathematics, statistics or other quantitative field (Master’s preferred)
  • The ability to collaborate with stakeholders across all levels across of the organization
  • Ability to use advanced statistical and mathematical software to perform statistical estimation
  • Ability to create spreadsheets and write code to facilitate the analysis
19

Quant / Modeling Associate Resume Examples & Samples

  • Maintain and track credit bureau criteria, scorecards, and attributes against campaign performance
  • Monitor credit criteria thresholds against application approval, and decline measures
  • Assist in data research and deep-dive analysis as needed
  • Unveil opportunities for enhancement and assist in testing and rebuilding as applicable
  • Solid background in business, marketing, finance, math, statistics, or economics
  • Familiarity of marketing, database marketing, credit bureau, and/or credit risk
  • Strong analytic capabilities
  • Programming skills (SAS, SQL Excel); Familiarity with modeling software (SAS EG, SAS EM, Xeno, Model Builder) is a plus
  • Strong data management skills
  • Knowledge of bank systems and how to maximize the use of customer data stored in these systems
  • Strong project management and organizational skills, ability to manage several projects simultaneously
  • Strong interpersonal skills, ability to work well in a team environment
  • Ability to translate technical information into easily understandable terms
  • Superb oral and written communication skills; ability to understand and perceive client requests/needs, respond to questions with clear, effective answers, and present recommendations in a cohesive manner
  • Bachelor's Degree required, Master's preferred
20

Cost Modeling Associate Resume Examples & Samples

  • Required: Proficiency in Microsoft Office Suite, Advanced MS Excel, Excellent verbal and written communication
  • Preferred: CostPerform cost modeling software, Tableau data visualization, CGFM, PMP
  • Bachelor’s Degree from an accredited college or university in related field
  • Travel may be required
  • Ability to obtain and maintain a Top Security clearance
21

Real Asset Modeling Associate Resume Examples & Samples

  • Create and/or enhance detailed fund models used for capturing historical investment and fund-level performance, projecting forward-looking operational performance, ensuring compliance with Fund investment guidelines and calculating investment and fund-level waterfalls and metrics used in the investment decision making process
  • Assist with investment modeling for complex structured transactions
  • Review and confirm fund manager fee forecasts
  • Perform periodic model reviews and calculation audits
  • Develop modeling best practices and consistent templates across investment teams
  • Serve as a subject matter expert when transaction teams need modeling assistance
  • Closely interact with the Real Assets Investor Relations team in responding to ad-hoc client requests; and
  • Participate in multiple projects that span time zones
  • Track record of high academic achievement. Bachelor’s degree in engineering, computer science, statistics, mathematics or finance
  • 2-4 years of previous experience, preferably within Financial Services
  • Ideal candidate will have a combination of strong written / verbal communication skills and a demonstrated attention to detail
  • Must be advanced and highly proficient working in Microsoft Excel. Intex, Trepp or Bloomberg experience preferred. SQL and database experience preferred
  • Demonstrated understanding of advanced financial concepts, bond math and cash flow analysis
  • Demonstrated familiarity with options pricing models, forward curves and other relevant credit modeling concepts
  • Enthusiasm and commitment to working in a friendly, entrepreneurial, team environment High-energy and positive attitude
22

Ccb-risk-card Decision Insights Modeling Associate Resume Examples & Samples

  • Manage relational database, and design, develop, implement and maintain analytical datasets/table repositories to address business needs and support model development
  • Provide data support and general programming assistance to Core Modeling group, and extract, aggregate, validate and ensure data meets modeling requirements, and execute modeling scoring in Unix SAS environment or Teradata platform or assist model implementation as needed
  • Closely partner with Technology team and Business Lines to address business requirements, streamline data architectures across multiple platforms, and develop and deliver analytical data projects
  • Design, develop and implement solutions related to reporting and ad hoc analysis
  • Support management team in developing recommendations for the long-term data strategy, addressing both business and technical needs
  • At least BS degree in Data Science, Data Mining, Computer Science, Decision Science, Statistics, Econometrics, Mathematics, or related Engineering field. MS or above is preferred
  • BS with 7 years, MS with 5 years or PhD with 3 years of hands-on experience in relational database, data mining and relevant analytics. In-depth understanding of relational database/platforms and proficiency in data query is required
  • Experience in statistical modeling, risk management and Business Insights in financial firm/credit card industry is preferred
  • High degree of creativity with strong problem solving skills are expected
  • Strong written and oral communication skills to clearly present analytical findings and influence across all levels of the organization
  • Experience in partnering across different functions and capability to handle multiple tasks in a fast paced environment is a big plus
  • Strong Data mining skills, specifically: SAS (Base, Connect, Macro), SQL, Microsoft Excel, Essbase , Business Objects, Database platforms such as Oracle and Teradata, Connections among various data platforms
23

Quant / Modeling Associate Resume Examples & Samples

  • One to three years’ experience in quantitative credit risk modeling, with experience in mortgage lending is a strong plus
  • Ph.D. or Master’s degree in economics, finance, mathematics, statistics or other quantitative field
  • Ability to use advanced statistical and mathematical software to perform statistical estimation on large datasets
  • Strong programming skill in statistical languages (i.e. SAS, R, Matlab etc)
24

Senior Quant / Modeling Associate Resume Examples & Samples

  • Three to seven years’ experience in quantitative credit risk modeling, with experience in mortgage lending is a strong plus
  • Proficient in SAS or other advanced statistical/econometric analysis software
  • Good understanding of Mortgage portfolio credit risk is highly desirable
25

Catastrophe Modeling Associate Manager Resume Examples & Samples

  • Bachelor’s degree or higher in mathematics, finance, economics or other related/quantitative field
  • 5+ years of Property & Casualty insurance experience with a primary carrier, reinsurer, and/or reinsurance intermediary
  • Solid knowledge and understanding of commercially available catastrophe models
  • Working knowledge of Actuarial Standards of Practice and familiarity with actuarial Statement of Principles
  • Intermediate understanding of accounting principles and financial reporting
  • High level organizational and project management skills in order to handle multiple concurrent assignments
  • Possesses advance working knowledge of policies and procedures in management or other technical fields
  • Strong computer proficiency in Microsoft Office
  • Strong proficiency of VBA, SAS, and/or SQL
  • Strong written and verbal communication skills including the ability to effectively collaborate with multi-disciplinary groups and all organizational levels
  • Works effectively in a team environment
26

Quant / Modeling Associate Resume Examples & Samples

  • Gather, summarize, analyze, interpret and present data to support various Risk Modeling & Analytics initiatives
  • Develop account-level and customer-level models for consumer lines of business, e.g., origination, behavior, payment projection, client risk scorecards
  • Evaluate the predictive power of existing/new internal/external models/scores/variables
  • Provide model documentation that meets internal and external regulatory requirements
  • Assist with the implementation and monitoring of models; act as a resource for and coordinate with Line of Business partners
  • Manage projects from start to finish, including obtaining stakeholder involvement, project design, analysis, timely delivery
  • Develop ad hoc models, build strategies, and provide analytic support as requested by Line of Business or other internal clients
  • Help streamline existing code used for modeling and analytics; coordinate the development and implementation of process efficiencies and workplace automation
  • Investigate and implement new technologies for the Consumer Modeling & Analytics department; find new applications/uses for existing analytic/modeling software
27

Analytics & Modeling Associate Manager Resume Examples & Samples

  • Manage Reporting and Analytics offerings (listed below)
  • Minimum of 6 years of experience in a data and analytical role capacity
  • Minimum of 2 years managing/supervising people
  • Bachelor’s Degree with a quantitative focus (Engineering, Math, Business Administration)
  • Experience in the procurement industry
  • Knowledge of sourcing and procurement operations
  • Ability to communicate with customers in a clear and straightforward manner
  • Ability to work collaboratively, independently and multi-task
  • Ability to prioritize and organize effectively
  • Ability to perform root cause analysis and resolve issues quickly
  • SQL experience a plus
  • Demonstrated ability to effectively manage offshore team productivity and expectations
  • Exceptional track record of building relationships with stakeholders or customers that have resulted in high customer satisfaction
  • Proven ability to manage client expectations and act as business advisor relative to data related practices
  • Ability to drive transformational change
28

Quant / Modeling Associate Resume Examples & Samples

  • Conduct independent validations on interest rate risk, asset liability management, liquidity, valuation, and profitability models, which are developed using modeling techniques such as survival (hazard), logistic regression, time series, financial forecasting, and cash-flow models
  • Conduct independent validations on models across the bank
  • Verify the model has been properly documented
  • Manage, develop, and mentor junior model validators
  • PhD or Master’s degree in Statistics, Mathematics, or other quantitative field
  • 3+ years of modeling/analytics experience in Treasury modeling, or model validation experience
  • Strong working knowledge of SAS and SQL
  • Modeling/model validation experience with Net Interest Income, Duration of Equity, prepayment models
  • Working Knowledge of QRM
  • Strong working knowledge of MATLAB, Python, R, or other programming languages