Daniel Morales
@danielmorales1
Collateral analyst and investment professional specializing in credit monitoring, underwriting, and portfolio analysis.
United StatesWhat I'm looking for
I am a detail-oriented collateral analyst and investment professional with hands-on experience monitoring asset-based lending and factoring portfolios, supporting underwriting and deal structuring, and building operational tools to improve onboarding and documentation. I have delivered daily reconciliations, led client operational communication, and partnered with portfolio management to identify risk trends and support portfolio growth.
Previously, I conducted equity research and financial modeling for public companies, managed a $750,000+ student-run investment portfolio, and supported client-facing financial planning initiatives. I bring strong Excel and analytical skills, intermediate Bloomberg and FactSet experience, basic Python, and bilingual fluency in English and Spanish.
Experience
Work history, roles, and key accomplishments
Collateral Analyst
KORE Capital Corporation
Aug 2024 - Jan 2026 (1 year 5 months)
Managed day-to-day collateral monitoring and client activity for asset-based lending and factoring portfolios, improving reconciliation accuracy and supporting funding and risk decisions across the book.
Equity Research Analyst Intern
Blue Point Investment Management
Aug 2022 - May 2023 (9 months)
Conducted fundamental equity analysis, built financial models and investment theses using SEC filings and Bloomberg/FactSet data, and presented weekly research to support portfolio decisions.
Portfolio Manager
Towson University Investments Group
May 2021 - May 2023 (2 years)
Managed a student-run investment portfolio of $750,000+, conducting Excel-based analysis to evaluate investments, monitor returns and risk, and coordinate with university leadership.
Financial Services Intern
Worthington Financial Partners
Jan 2022 - Aug 2022 (7 months)
Supported client-facing financial planning through data collection, analysis and proposal development, gaining exposure to financial products and advisory processes.
Education
Degrees, certifications, and relevant coursework
TUTowson University
Bachelor of Science in Business Administration, Investments
Activities and societies: Member and Portfolio Manager of the Towson University Investments Group; managed a student-run investment portfolio.
Completed a Bachelor of Science in Business Administration with an Investments concentration and made the Dean's List for seven semesters.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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