Dorothy J. Meggie
Investment Analytics, Data and Reporting Analyst @Nassau Financial Group
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WORK HISTORY
Investment Analytics, Data and Reporting Analyst @Nassau Financial Group
Hartford, CT, US
Maintain integrity of portfolio holdings using Factset. Review monthly analytics for reasonableness.Identify and investigate outliers; challenge results as required; provide sign-offDevelop financial models to calculate implied coupon of CLO Combo, Sub notes, and I/O HECMsModel securities in Factset and Intex. Perform scenario analysis under various assumptions. Workcollaboratively with traders to refine assumptions. Coordinate with actuarial for cash flow testingProvide monthly portfolio reports and understand drivers of change in market value and analyticsContribute to multiple facets of monthly close cycle: ensure all holdings are modeled; review and refineanalytics; load inputs for matrix pricing; value options and swaps using Bloomberg MARS module
EDUCATION
Tufts University
BSME, Mechancial Engineering
University of Connecticut School of Business
MBA, finance
SKILLS
ABOUT DOROTHY J. MEGGIE
Accomplished financial professional with background in corporate finance…
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