FAHED ISSA
Chicago,IL
Summary
Asset Management professional with focus on portfolio performance and optimizing strategies. Provides a unique perspective given specific experiences in finance and banking industries. Skilled in financial analysis, risk assessment, and market research. Strong emphasis on team collaboration to meet company objectives, as well as individual goals. Reliable and analytical with keen understanding of asset management principles and practices.
Overview
9
9
years of professional experience
Work History
Senior Asset Management Analyst
Antares Capital
05.2021 - Current
- Analyze existing portfolios for activity of assets, cash application, and metrics performance against Key Performance Indicator.
- Daily collaboration with cross-functional teams including Underwriting, Closing, and Trading teams to implement effective strategies for overall company growth.
- Monitor funds with Treasury, Trustees, and Administrative Banks to verify client's assets.
- Provide specific and comprehensive risk assessment to ensure accuracy and efficiency of new investment strategies.
- Consistently conduct due diligence on existing client portfolios and potential new investment opportunities.
Asset Management Analyst
BMO Harris Bank
12.2019 - 05.2021
- Delivered consistent returns on investments through disciplined monitoring and rebalancing of client portfolios in adherence to established guidelines.
- Processed underwriting tasks to determine credit worthiness of potential new clients.
- Serviced existing loans to provide consistent due diligence for clients.
- Conducted internal quality control on all new acquisitions for verification of credit agreements.
Credit Underwriter
Beacon Funding
06.2018 - 12.2019
- Reviewed credit reports, conducted background checks, and evaluated financial statements to gain understanding of applicant's business operations.
- Assessed credit risk and identified key underwriting trends, risks, and opportunities to provide credit borrowing structure.
- Analyzed market trends to determine level of risk involved for extending credit to specific applicants.
- Collaborated with existing bank partners, and identified potentially new syndication bank partners and programs.
Licensed Relationship Banker
J.P. Morgan Chase Bank
08.2016 - 06.2018
- Developed strong client relationships through consistent and personalized banking advice.
- Discovered and analyzed financial information in order to determine needs, tailor strategic products, and provide specific recommendations.
- Partnered with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers), to provide credit and meet specialized financial objectives for clients.
- Adhered to rapid changes in policies, procedures, and regulatory banking requirements.
Education
Bachelor of Science - Finance
Purdue University
05-2016
Skills
- Credit analysis
- Wealth management
- Cash flow analysis
- Asset optimization
- Portfolio management
- Asset allocation
- Corporate finance
- Securities analysis
Languages
English
Spanish
Arabic
Timeline
Senior Asset Management Analyst
Antares Capital
05.2021 - Current
Asset Management Analyst
BMO Harris Bank
12.2019 - 05.2021
Credit Underwriter
Beacon Funding
06.2018 - 12.2019
Licensed Relationship Banker
J.P. Morgan Chase Bank
08.2016 - 06.2018
Bachelor of Science - Finance
Purdue University
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