Investment Securities Portfolio - Review, analyze and provide recommendations relative to fixed income securities including MBS, ABS, CMO, CDO, Corporates and money market instruments.
Interest Rate Risk Management - Provide advice on hedging and use of derivatives to hedge assets, liabilities and pipelines.
Securitization and Structured Finance - Review of Purchase & Sale agreements, Indentures, Servicing, Custodian and other related deal agreements. Assist and advise on all aspects of the securitization process including: working with the investment bankers, rating agencies, insurers, custodians, trustees, servicers and back-up servicers, static pool analysis, internal and external counsel, internal and external auditors, and investors. We also offer transaction structure modeling so as to assess the affect on institution cash flow, profitability, capital ratios and accounting.
Whole Loan Sales and Purchases - Review and evaluate assets for purchase or sale. Assist in securing debt financing and warehouse lines. Prepare price/yield analysis, loan stratifications and collateral analysis. Assist in the execution of transactions. Review term sheets and related deal documents.
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