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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

Organization	Role	Date Range	Details
Angel Oak Capital Advisors, LLC	Portfolio Analyst	Mar 2022 to Present	—
Angel Oak Capital Advisors, LLC	Senior Operations Analyst	Mar 2021 to Mar 2022	—
Angel Oak Capital Advisors, LLC	Operations Analyst	Jun 2019 to Mar 2021	—
Lindner Capital Advisors, Inc.	Analyst and Trader	Jul 2017 to Jun 2019	—
Questis, Inc	Financial Technology Intern	Oct 2015 to Jun 2017	—
College of Charleston Investment Program	Private Equity Analyst and Telecommunications Sector Analyst	Aug 2016 to May 2017	—
Merrill Lynch	Client Associate	Aug 2015 to Aug 2015	—
U.S. House of Representatives	Congressional Intern	May 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)

Name	Role	Location
David Wells	Chief Portfolio Strategist	Atlanta, GA , United States
J James Hentges	Senior Portfolio Manager	Kirkland, WA , United States
P Penelope Young	Portfolio Analyst	Atlanta, GA , United States
Ricky Schwartz	Portfolio Manager	New York, NY , United States
Siddarth Ramkumar	Portfolio Manager	New York, NY , United States
B Berkin Kologlu	Portfolio Manager	New York, NY , United States
Blake Fierman	Portfolio Analyst	Atlanta, GA , United States
C Cheryl Pate	Senior Portfolio Manager	Atlanta, GA , United States
Dishant Patel	Senior Portfolio Analyst \| Corps Trader (Financials Sub-Debt)	Atlanta, GA , United States
N Nichole Hammond	Senior Portfolio Manager	Mercer Island, WA , United States

Showing 1-10 of 13 team members

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