Joel Morales
Program Analyst & Portfolio Administrator @ U.S. Bank
- Role
- Program Analyst at U.S. Bank
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Joel Morales
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Experience
Program Analyst
Jun 2023 — Present · Boston, MA, US
Collaborating with the collateralized debt obligation team to structure and issue debt and equity liabilities ensuring alignment with client investment objectives and regulatory requirements. Overseeing 15 diverse portfolios and conducting due diligence on potential investments by ensuring accurate and timely reconciliation of cash through trade settlement, payment disbursements, daily cash par maintenance, and monthly cash flow monitoring. Creating detailed reports for senior management and clients, adeptly resolving discrepancies to maintain strong client relationships, ensure accurate financial data, assess risk factors, and optimize cash positions for strategic decision-making.Serving as the primary point of contact for clients and agent banks to resolve issues and promptly rectify complex client issues to maintain and foster long-term relationships.
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