Jonathan Dyer
Nashville
Summary
Dynamic Credit and Risk Analyst with extensive experience in managed funds, KYC analysis, and the financial services sector. Proven track record of delivering impactful results in fast-paced environments, leveraging strong analytical, organizational, and communication skills. Equipped with a solid foundation in compliance, sales, and customer service, along with meticulous attention to detail. Committed to utilizing advanced credit risk management techniques and data analysis to drive data-driven decisions that enhance organizational financial stability.
Overview
4
4
years of professional experience
Work History
Credit Risk Analyst – Managed Funds
UBS Investment Bank
03.2024 - Current
- - Assess credit risk exposure across managed funds portfolio.
- - Develop reports, risk models, and recommendations for senior management.
- - Monitor market, sector, and counterparty risks affecting investment positions.
KYC Analyst
UBS Investment Bank
04.2022 - 03.2024
- - Collaborated with AML officials to analyze transaction data and detect potential unethical activity.
- - Researched and validated contract performance data and client profile information to ensure accuracy.
- - Recommended policy enhancements aligned with industry best practices.
Lead Sales Agent
State Farm
09.2021 - 04.2022
- - Researched and presented insurance and investment options for clients.
- - Exceeded company sales goals for new policies.
- - Guided clients on policy management and asset protection.
Education
Master of Business Administration (MBA) - Finance Concentration
University of Tennessee at Chattanooga
06.2025
Bachelor of Science - Business: Finance
University of Tennessee at Chattanooga
12.2017
Skills
- Credit risk assessment
- Financial Modeling
- Data analysis using Excel and Python
- Regulatory compliance
- Customer relationship development
- Strategic Decision Making
- Collateral risk analysis
Timeline
Credit Risk Analyst – Managed Funds
UBS Investment Bank
03.2024 - Current
KYC Analyst
UBS Investment Bank
04.2022 - 03.2024
Lead Sales Agent
State Farm
09.2021 - 04.2022
Bachelor of Science - Business: Finance
University of Tennessee at Chattanooga
Master of Business Administration (MBA) - Finance Concentration
University of Tennessee at Chattanooga
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