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About
Lydia Schlatter is an Analyst at Waterfall Asset Management LLC in New York, NY, where she leverages her strong background in finance and accounting to support the firm’s investment activities. As a Certified Public Accountant (CPA), she contributes expertise in financial modeling, due diligence, and portfolio analysis, with responsibilities that likely span evaluating opportunities across structured credit and asset-backed securities, which are key focus areas for Waterfall Asset Management.
Prior to joining Waterfall Asset Management, Lydia held associate roles at PricewaterhouseCoopers (PwC), advancing to Senior Associate, where she specialized in audit and assurance services for clients in financial services and other sectors. This experience provided her with a solid foundation in risk assessment and complex transaction analysis, directly supporting her current investment responsibilities.
Lydia holds a Bachelor of Science in Accounting from The Ohio State University Fisher College of Business. Her credentials as a CPA and her professional experience underline her expertise in accounting standards and financial reporting, which are critical in the analysis of credit-oriented and structured finance investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Waterfall Asset Management LLC | Analyst | Sep 2024 to Present | — |
| PwC | Senior Associate | Jul 2024 to Sep 2024 | — |
| PwC | Associate | Sep 2022 to Jul 2024 | — |
| PwC | Assurance Intern | Jan 2022 to Mar 2022 | — |
| PwC | Assurance Intern | Jan 2021 to Mar 2021 | — |
| Young Entrepreneurs Across America | Branch Manager | Oct 2018 to Aug 2019 | - Ran a successful business generating over $72,000 in revenue - Hired and managed over 10 employees - Collaborated with employees to accurately understand and report their weekly earnings - Estimated... |
| Enchanted Care Kids Campus | Assistant Teacher | May 2018 to Dec 2018 | - Supervised and assisted elementary-aged children - Worked with a team of teachers to ensure the children had a safe and fun summer - Developed greater communication skills through working with a d... |
| Grandview Heights Municipal Pool | Lifeguard | May 2017 to Aug 2017 | — |
| Premier at Sawmill Athletic Club | Lifeguard | May 2016 to Aug 2016 | — |
Education
The Ohio State University Fisher College of Business
Bachelor's of Science, Accounting
2018 — 2022
Others at Waterfall Asset Management, LLC (24)
| Name | Role | Location |
|---|---|---|
 | Associate - Resi Trading | New York, NY , United States |
A Arjuna Lal | Analyst | New York, NY , United States |
C Crystal Bui | Analyst | New York, NY , United States |
D Douglas Kosann | Associate | New York, NY , United States |
| Analyst | New York, NY , United States | |
E Eugene Zhelezniak | Vice President, Investment Analytics | New York, NY , United States |
 | Portfolio Manager | New York, NY , United States |
J Jessica F | Analyst | New York, NY , United States |
 | Associate | New York, NY , United States |
L Leo Wong | Partner | New York, NY , United States |
