Nana Koduah
Cincinnati,OH
Summary
Proven track record in Financial Service. Worked extensively in enhancing operational efficiencies and nurturing key client relationships. Excelled in client service, streamlining processes, financial reporting, demonstrating exceptional analytical and interpersonal abilities. Expert in financial compliance and adept at mastering new concepts or computer software.
Overview
17
17
years of professional experience
Work History
Sr Analyst (Client Service Manager)
Bank Of New York Mellon
08.2019 - Current
- Responsible for managing overall client relationships of multi-million dollar structured finance products - CLO, CDO, ABS and Custody Accounts (15 combined) by responding to the needs of Collateral Manager, Underwriter, Rating Agencies, Internal and External Auditors, Issuers, and Investors.
- Serve as daily contact and point of escalation for any client issues.
- Work with Relationship Manager and Sales group to identify new business opportunities.
- Deliver monthly investor reports and quarterly payment reports for assigned clients accounts.
- Coordinate closing activities for new deals and producing accurate and timely reports to external clients and note-holders.
- Nurtured strong working relationships with clients, ensuring their needs were met by meeting or exceeding expectations on deliverables.
- Interpret complex legal documents governing transactions, deal setup, and priority of payments to ensure compliance for structured finance products.
- Perform portfolio analysis, using Wall Street Office (WSO) application program, through numerous collateral quality and coverage tests including Interest Coverage, Diversity, Spread, Rating Factors, Weighted Average Life, and over-collateralization tests.
- Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
- Improved company efficiency with the development of key performance indicators and tracking metrics.
- Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
Trust Associate
Bank Of New York Mellon
12.2013 - 08.2019
- Performed daily administration work on a combined 22 portfolio of Collateralized Debt Obligation (CDO), Collateralized Loan Obligation (CLO), and Asset-Back Securities (ABS) valued over $100M using various administrative tools to record, store and analyze information.
- Prepared and promptly delivered cash flow statements to clients by the daily deadline.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to accounts.
- Regularly monitored asset positions for prompt reconciliation of assets position between trustee and client or on a global basis with agent.
- Identified and resolved hundreds of discrepancies valued in millions through active reconciliation.
- Performed cash transfers, trade and debt service payments via client instructions or deal indenture.
- Constantly communicated with agent banks, clients, management, and other departments to address or resolve any issues regarding cash and par.
- Produced and distributed periodic cut-date cash and compliance ad-hoc reports such as management position report and interest accrual to internal and external parties.
- Adhered to established protocol, procedures, and streamlined trust administration processes for increased efficiency and improved service delivery.
- Trained new Trust Associates in processes and procedures in corporate trust, answering questions and providing guidance.
Business Analyst
Citigroup
02.2007 - 07.2013
- Piloted implementation of new financial statement software.
- Reported accurately the performance and financial information of mutual funds to shareholders, Securities and Exchange Commission (SEC), and investment community.
- Improved production efficiencies up to 70 percent and reduced implementation time by 30 percent through the introduction of automated processes.
- Resolved portfolio specific issues, answered internal or external parties inquiries or comments, and implemented requested changes on financial reports.
- Reviewed and delivered monthly client reports for web publication and review by board members.
- Prepared compliance forms such as N-Q and N-MFP for Security Exchange Commission (SEC) filing.
- Reduced departmental cost up to 25 percent by significantly reducing financial statements production errors through continuous improvement initiatives such as writing and updating functional procedures and hosting web-based training sessions.
- Improved business processes by analyzing current practices and recommending optimization strategies.
- Selected by team lead to assist corporate action department with daily pricing and verification of financial derivatives such as Loans, Swaps, and FX Rates.
Education
Bachelor of Arts - Finance
University of Cincinnati
Cincinnati, OHSkills
- Client relationship management
- Knowledge of business operations
- Advance knowledge of Microsoft Office Tools
- Software experiences - ERP Software, Frontier International Money Management System (IMMS), Global Cash-Flow Manager (GCM)
- Financial Reporting
- Account Reconciliation
- Cash-flow Analysis
- Financial Compliance and regulations
- Bloomberg Terminal
- Technical writing (Procedures)
- Performance monitoring (Metrics)
Timeline
Sr Analyst (Client Service Manager)
Bank Of New York Mellon
08.2019 - Current
Trust Associate
Bank Of New York Mellon
12.2013 - 08.2019
Business Analyst
Citigroup
02.2007 - 07.2013
Bachelor of Arts - Finance
University of Cincinnati
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