Nikolas Ortega

Trader @Bank of America

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

May 2025 — Present

Trader @Bank of America

View department →

Charlotte, NC, US

I help institutional investors and asset managers transform complex credit portfolios into capital-efficient leverage.As a Trader in Global Credit at BofA Securities, I sit at the intersection of structured finance and credit markets. I specialize in the architecture of bespoke financing solutions—from private credit facilities to CLO warehouses—designed to optimize balance sheets and scale platforms.Core Expertise:Asset-Backed Financing: Private Credit, Broadly Syndicated Loan (BSL), and HY Bond portfolios.Structured Products: CLO Warehousing & Private Equity (PE) Fund-of-Funds.Strategic Liquidity: Bespoke ABL and capital-efficient leverage for specialty finance platforms.My work focuses on Balance-Sheet Optimization and Securitization, ensuring sponsors and asset managers can maximize their investment capacity and drive returns in an evolving global credit landscape.

EDUCATION

2007 — 2011

UNC Kenan-Flagler Business School

BSBA, Finance

ABOUT NIKOLAS ORTEGA

Trader, Credit Asset Finance at BofA Securities | Structured Finance, Private Credit & Securitization | Delivering Capital-Efficient Leverage for Institutional Investors

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Nikolas Ortega — Trader at Bank of America in Charlotte, NC, US | Unifers