Joshua Papir

Director @Credit Suisse

New York, NY, US

Direct asset diligence at capital market company, ensuring high-quality asset acquisition and transaction closure. Oversee risk and lifecycle events for one of largest principal exposure portfolios. Support team of 100+ employees with buy-and-hold and risk disintermediation business models. Apply effective communications and interpersonal skills to forge lasting relationships with institutional and retail customers and vendors by driving problem-solving, answering questions, delivering services, and negotiating deals for insurance and longevity-linked assets portfolio. Built best-in-class diligence platform and process in longevity industry, which ensured diligence was conducted at same exacting level by all team members and only high-quality assets were purchased. Achieved strategic transformation of portfolio, including reduction by exiting bad exposures through bilateral negotiation and re-engineered processes, and consolidating contracts under common arrangement focused on single outsourcing deal. Leveraged unique skills combined with creative problem-solving to manage portfolio with 1,500+ bespoke, illiquid, complex, and nontransferable line items. Collaborated across departments (tax, accounting, treasury, legal, and compliance) to prevent multimillion-dollar tax increase for portfolio with large-scale feasibility plan to restructure physical assets; coordinated transfer of physical assets to more suitable tax locations and restructure longevity-linked bonds and notes.

Brown University

Bachelor of Arts - BA