At Evalueserve, I assess banks, insurers, broker-dealers, asset managers and pension funds for a Canadian bank’s wholesale funding and settlement lines. I use CAMELS analysis to produce counterparty risk scores and exposure-limit recommendations, and review capital, asset quality, earnings, liquidity and funding.
I also own quality reviews, provide technical guidance and train new joiners, while managing client communication and delivering proofs of concept. Previously, at Acuity Knowledge Partners and EXL Services, I prepared FI credit reviews and authored counterparty reports for banking clients and a US card issuer.
