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Adrian Pereira

Adrian Pereira

Portfolio Analyst at Angel Oak Capital Advisors, LLC

Atlanta, GA , United States

About

Adrian (A.J.) Pereira is a Portfolio Analyst at Angel Oak Capital Advisors, LLC, based in Atlanta, GA, where he specializes in whole loan trading and analysis. In this role, he assists Portfolio Managers and Senior Portfolio Analysts, providing quantitative analysis and support for residential mortgage-backed securities and related structured credit assets. His focus is on the whole loan market, particularly non-agency and asset-backed sectors within the residential mortgage space.

Prior to his current position, Adrian advanced through several operational roles at Angel Oak Capital Advisors, beginning as an Operations Analyst and subsequently serving as a Senior Operations Analyst before moving into portfolio analytics. This progression has provided him with extensive experience in investment operations and risk management within the securitized credit market.

Adrian holds a Bachelor of Applied Science in Economics from the College of Charleston, which underpins his expertise in financial analysis and economic research. His contributions include supporting portfolio optimization and structuring for Angel Oak's specialized mortgage credit strategies, reflecting a robust knowledge of residential and asset-backed securities.

Career History

OrganizationRoleDate RangeDetails
Angel Oak Capital Advisors, LLCPortfolio AnalystMar 2022 to Present
Angel Oak Capital Advisors, LLCSenior Operations AnalystMar 2021 to Mar 2022
Angel Oak Capital Advisors, LLCOperations AnalystJun 2019 to Mar 2021
Lindner Capital Advisors, Inc.Analyst and TraderJul 2017 to Jun 2019
Questis, IncFinancial Technology InternOct 2015 to Jun 2017
College of Charleston Investment ProgramPrivate Equity Analyst and Telecommunications Sector AnalystAug 2016 to May 2017
Merrill LynchClient AssociateAug 2015 to Aug 2015
U.S. House of RepresentativesCongressional InternMay 2015 to Jun 2015

Education

College of Charleston

Bachelor of Applied Science (B.A.Sc.), Economics

2013 2017

Fairhope High School

High School Diploma

2009 2013

Skills & Expertise

PowerPoint
Teamwork
Microsoft Office
Public Speaking
Microsoft Excel
Event Planning
Management
Social Networking
Salesforce.com Implementation
Quality Assurance
Time Management
Social Media
Strategic Planning
Sales
Leadership
Microsoft Word
Research
Salesforce.com
Customer Service

Others at Angel Oak Capital Advisors, LLC (13)

NameRoleLocation
David Wells
David Wells
Chief Portfolio StrategistAtlanta, GA , United States
J
James Hentges
Senior Portfolio ManagerKirkland, WA , United States
P
Penelope Young
Portfolio AnalystAtlanta, GA , United States
Ricky Schwartz
Ricky Schwartz
Portfolio ManagerNew York, NY , United States
Siddarth Ramkumar
Siddarth Ramkumar
Portfolio ManagerNew York, NY , United States
B
Berkin Kologlu
Portfolio ManagerNew York, NY , United States
Blake Fierman
Blake Fierman
Portfolio AnalystAtlanta, GA , United States
C
Cheryl Pate
Senior Portfolio ManagerAtlanta, GA , United States
Dishant Patel
Dishant Patel
Senior Portfolio Analyst | Corps Trader (Financials Sub-Debt)Atlanta, GA , United States
N
Nichole Hammond
Senior Portfolio ManagerMercer Island, WA , United States
Showing 1-10 of 13 team members