Financial services resume



JOHN SMITHE-mail: jsmith@.hbs.eduCell: +1 917 555 1212Senior Emerging Markets & Risk Management ProfessionalSeasoned, multidisciplinary investment executive with fifteen years proven record of analyzing and assessing risk, managing bank’s portfolio and exposure, and structuring transactions. Successful in turning wealth of client relationships into mandates and high profit deals across the Americas and EMEA regions. Passion for investing, markets and problem solving. Focused, energetic, strong interpersonal skills and business judgment. Fluent in English and Spanish, working proficiency in German.Areas of ExpertiseRisk & Portfolio ManagementIdentify & assess credit and market risksManage risk exposureCredit reviews and recommendationsHedging and secondary sales adviceFormally credit and risk trainedIndustry KnowledgeOil & Gas: E&P, mid/downstream sectorsConventional Power GenerationRenewables & CleantechUtilities: Water, Dist/TranscosDue diligence and pro-forma modeling and valuationStructured FinanceProject/Asset-Back/Cash Flow Capital Markets: Private Placements/ 144As High Yield: Sub/Mezzanine/RefinancingLease & Tax equityMonoline & Credit Enhanced Professional ExperienceSECURITIES FINANCIAL SERVICES, New York, NY1999 - 2012Managing Director & Co-Head, 2008 - 2012Director/Executive Director, 2004 - 2006Executive Director, 2006 - 2008Associate/Associate Director, 1999 - 2004 Fast-track promotions based on strong performance, originating and executing high-profit deals within competitive markets, and successfully building and leading top producing teams. Consistently delivered innovative financing structures for complex cross border transactions and raised the visibility and credibility of the Bank.Client Relationship & P&LRevenue Generation: Designed 3 and 5-years client fee budgets, resulting in €20 million annual fee revenue from a historical €12 million per annum from advisories and book running mandates. Increased cross-selling interest/currency derivatives and commodities business, representing additional € 10 million revenues annually.Deal Team Leader: Hands-on origination, structuring, negotiating and closing of over 70+ deals, amounting total financings over € 30 Billion during tenure. Award winning transactions led and executed from Mexico, Central to South America, Russia and Eastern Europe to Middle East to Turkey and North Africa.Client Management: Advised and executed fund-raising strategies for small/mid cap developers to execute projects in CEE and Caspian regions.Strengthened advisory services to C-level executives, project development teams on asset bidding strategies, capital structure, and debt placement execution. Expert at managing and negotiating with international strategic and financial investors/ sponsors and multicultural JVs investing in complex geographical locations. Risk and Portfolio Management Portfolio Management: Conduct the review and assessment of a € 10.0 Billion EMEA’s energy portfolio. Conducted transactions’ credit review and execution of amendments/waivers. Presented to the Bank’s Board, strategies and execution timeline to reduce and manage risk exposure of EMEA’s portfolio through hedging lines (Fx, CDS, country insurance), recommendations accepted. Special Situations (NPLs): Negotiated distressed transactions and actively participated in creditor’s committees: ? 20 Million position in a North Sea Oil E&P, acquired out of administration free of debt after non-secured creditors’ approval€ 75 Million position in a SPV lignite-power facility in Bulgaria, restructured due to non-performance of EPC constructor? 75 Million position in UK power plant, financial restructuring due to losses arose from imbalances between gas and electricity prices, risk of full shut-anizational Skills and Business LeadershipImproved risk management practices: credit facilities’ annual reviews, financial model’s validation and stress testing, financing’s documents compliance, good standing of collaterals/guarantees, assessment and execution of material amendments/waivers.Enhanced working collaboration with credit and risk management teams: Streamline approval processes to 6 weeks from 9 to 12 weeks. Partnered with the Credit team to review the credit risk strategy to include market and industry developments.Reorganized and revitalized under-performing Energy London unit: Recruited, mentored and led a multicultural team of 14, including 10 direct reports in the UK and senior resources throughout EMEA. Realigned compensation incentives base on knowledge matrix and P&L contributions.Talent retention: Successfully led and retained team through significant organizational/restructurings and financial/economic downturns to enhance morale and motivation on business and revenue generation. Partnered with Human Resources to implement training (financial modeling/due diligence, legal documentations, industry trends), and career development programs for team members.SIDEL SECURITIES, New York, NY1997 - 1999Associate – Energy GroupBANCO DEL SANS, New York, NY & Buenos Aires, ArgentinaSummer 1996Summer Associate – Corporate Finance GroupFORIEGN DEVELOPMENT BANK, Washington, DC1990 - 1994Microfinance Ventures – Investment Consultant – Colombia Venezuela & MexicoGULF PETROLEUM COMPANY, different locations in South America1987 - 1990Exploration & Production EngineerEducationHARVARD BUSINESS SCHOOL | Advance Management Program, 2009MASSACHUSETTS INSTITUTE OF TECHNOLOGY | Sloan School of ManagementMaster Business Administration - Concentration in Corporate and Financial Management, 1997Merit & Leadership Scholarship, Federal Investment Board of Argentina; Research Assistant, Sloan School of Management, International Finance DepartmentUNIVERSITY OF PENNSYLVANIA | Engineering SchoolProfessional Degree in Petroleum Engineering, 1987 ................
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