Andrew Wong
Toronto
Summary
Dynamic finance professional with extensive experience working in Securitization at BMO Nesbitt Burns, excelling in financial data analysis and risk evaluation. Proven track record with 20+ years in managing multi-seller ABCP conduits, ensuring compliance, and enhancing liquidity management. Adept at collaborating with cross-functional teams, delivering impactful results while maintaining strong stakeholder relationships.
Overview
31
31
years of professional experience
Work History
VP, BMO Capital Markets Securitization
BMO Nesbitt Burns Inc.
03.2001 - 09.2022
- Manage the daily funding of two market funded ABCP conduits with total portfolio size of nearly $4 Billion
- Collaborate with Fixed Income Sales desk to ensure rolling of ABCP adheres to Corporate Treasury's Funding Guideline
- Calculate Credit Enhancement ratios and various performance metrics of each transaction; input data into collateral tracking system to monitor the risk of each transaction while also ensuring the program is in compliance with no deal triggers
- Produce & distribute monthly ABCP investor report to external & internal clients
- Produce & distribute monthly program performance report to various rating agencies as well as internal clients including Risk Management
- Coordinate with Origination Team & Operations on closings of Lead conduit deals and Lead Term ABS deals
- Manage & assist with the annual external & internal audits of the conduits
- Assist with the preparation of annual financial statements of the market funded & balance sheet funded conduits
- Oversee & manage other day-to-day operations of the conduits including record keeping
New Issue Coordinator
BMO Nesbitt Burns Inc.
05.1994 - 03.2001
- Coordinate with Equity & Debt Syndication on the closing of Lead transactions
- Manage the settlement of all new issue BMO Nesbitt Burns participated in, either as Lead Underwriter or co-agent
- Reconcile & report cash movements to Cash Management Group
Securities Operations Service Specialist
Canadian Depository for Securities
09.1991 - 05.1994
- Streamlined securities processing by implementing automated reconciliation systems for cash and stock records.
- Served as a reliable resource for colleagues, providing guidance and assistance in resolving complex issues related to securities operations.
- Maintained high levels of data integrity within internal databases by conducting routine quality control checks on all entries related to securities transactions.
Education
Bachelor of Science - Mathmatics
St Mary's University
Halifax, NS05-1990
Skills
- Financial Data Analysis
- Risk Evaluation
- Liquidity management
- Compliance Management
- Proficient in Excel, Word, Power Point
Languages
English
Full Professional
Timeline
VP, BMO Capital Markets Securitization
BMO Nesbitt Burns Inc.
03.2001 - 09.2022
New Issue Coordinator
BMO Nesbitt Burns Inc.
05.1994 - 03.2001
Securities Operations Service Specialist
Canadian Depository for Securities
09.1991 - 05.1994
Bachelor of Science - Mathmatics
St Mary's University
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