Jeffrey White

Portfolio Manager, Private Equity and Venture Capital Underwriting.

Role
Senior Portfolio Credit Risk Analyst, Officer at Cambridge Savings Bank
Location
Brookline, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jeffrey White

With over a decade of professional experience, I specialize in credit risk analysis…

Experience

  1. Senior Portfolio Credit Risk Analyst, Officer

    Cambridge Savings Bank

    Feb 2018 — Present · Waltham, MA, US

    Delivers comprehensive analysis and reporting on a $5Bn loan portfolio for board and executive stakeholders, including detailed assessments of credit quality, risk concentrations, and performance metrics through monthly and quarterly presentations.Authors strategic white papers and analyses on risks to the portfolio, incorporating industry trends, macroeconomic factors, and emerging risks to guide board-level decisions while providing guidance upon regulatory compliance and industry best practices.Analyzes credit risk trends across the bank\'s portfolio and develops mitigation strategies to maintain portfolio quality and regulatory alignment.Spearheaded credit file data conversion initiative, resulting in value added by leveraging strategic vendor relationships.Coordinated the Operational Excellence Credit Policy Committee involving key executive stakeholders.Provides mentorship to junior staff on credit risk assessment methodologies, portfolio management techniques, and regulatory requirements.Contributes to the bank\'s diversity, equity, and inclusion initiatives through active participation in the DE & I Council.

Education

  • Harvard Kennedy School

    Executive Education, Massachusetts Senior Executive Management Program

    1999

  • Saïd Business School, University of Oxford

    Executive Education, Strategy

    2021

  • Harvard University

    Undergraduate, History

    2007

  • Yale School of Management

    Executive Education, Negotiation

    2020

Skills

  • Consulting
  • Research
  • Policy
  • Training
  • Litigation Support
  • Cross-Functional Team Leadership
  • Document Review
  • Legal Research
  • Proposal Writing
  • Westlaw
  • Strategic Planning
  • Management
  • Project Management
  • Sales
  • Public Speaking
  • Leadership
  • Strategy
  • Social Media
  • Conflict Analysis
  • Legal Writing
  • Litigation

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Jeffrey White — Senior Portfolio Credit Risk Analyst, Officer at Cambridge Savings Bank in Brookline, MA, US | Unifers