Daniel Rivera
Investment Finance Specialist, SVP at Citibank (Citi Private Bank)
- Role
- Investment Finance Specialist, Senior Vice President at Citi
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Daniel Rivera
Senior financial services executive with more than 15 years of experience in private…
Experience
Investment Finance Specialist, Senior Vice President
Jul 2020 — Present · Miami, FL, US
I manage a portfolio of loans (over $2BN) to ultra-high net worth clients. My main duties include: credit analysis and underwriting of secured loans, derivative lines, credit letters, revolving lines; conducting clients’ annual reviews; performing ratings of borrowers and credit facilities; following banking regulation and internal policies.Preparation of all credit contractual documentation for the deal underwritten, including demand notes, security and guarantee agreements, regulatory forms; reviewing legal opinions; liaising with internal and external legal counselors. Monitoring the clients’ investment portfolio, which is the collateral for the loans and credit transaction provided. Analyzing lending value to a wide variety of securities, coordinating the resolution of margin calls, and other collateral under coverage situations. My duties also include contacting the clients or family offices to perform annual due diligence review, in partnership with the Risk team.Undertaking extensive training courses on financial and banking topics.
Education
University of Strathclyde
Master of Science - MS, Investment and Finance
2010 — 2011
Texas Christian University
BBA, Finance and Accounting
2003 — 2006
Skills
- English
- Spanish
- Financial Analysis
- Valuation
- Due Diligence
- French
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