Our Subject Matter Experts

Spero Risk’s subject matter experts span financial risk management. Our SMEs don’t just advise. They’ve built, validated, and defended programs, functions, systems, and models at the nation’s most scrutinized institutions. Below is a sampling of our capabilities.

Elite Banking
& Regulatory Expertise

220+ years in senior positions at J.P. Morgan Chase, Goldman Sachs, Barclays Capital, and UBS. Our experts include a former fed quantitative examiner who anticipates regulatory expectations and guides banks for examination success.

Implementation
& Design Excellence

Basel II, RORAC, CECL, IFRS 9, CCAR/DFAST, FR Y-14, and enterprise risk data architecture. Custom frameworks for IRRBB/ALM, model risk management, RORAC, and trading book VaR.

Technical Excellence
& Knowledge Transfer

Deep expertise in R, Python, SAS, cloud platforms, and advanced machine learning techniques. As published researchers, our SMEs strengthen institutional capabilities through comprehensive training programs designed in partnership with our educational advisor, an active professor of education.

Our Approach: We Teach What We Build

Our SMEs don’t just consult. They implement the systems they design and train your team to sustain them. This hands-on approach ensures sustainable solutions, not shelf-ware.

Our SME’s

Credit Risk & Loss Forecasting

End-to-End Credit Risk & CECL

Complete CECL and IFRS 9 Implementation
Led model development from design through regulatory approval at major US and international banks, covering commercial and retail portfolios across the full credit lifecycle.

Non-Standard Portfolio Forecasting

Complex Portfolio Specialists
Expert loss forecasting for run-off solar, home improvement, and student loans where limited data requires custom modeling approaches and overlay methodologies.

Auto Lending Specialists

$90B+ in Auto Portfolio Experience
Loss estimation models, Fine-Gray competing risk frameworks, and random forest fraud detection systems at institutions managing over $90 billion in auto loans.

Retail Credit Risk

Comprehensive Retail Portfolio Coverage
Credit loss model development for mortgages, home equity, autos, cards, secured and unsecured personal loans, etc., for CECL; CCAR and stress-testing; origination, and other loss forecasting.

Regulatory & Compliance

Federal Reserve Examination

Former Fed Examiners
Led quantitative model risk reviews at the nation’s largest banks. During COVID-19, developed aggregate auto credit loss forecasts and analyzed interest rate impacts to inform FOMC policy decisions.

Regulatory Compliance

Federal Reserve SR Letters, OCC, Basel III
Data warehouse architecture supporting risk management operations, capital planning requirements, and liquidity risk management.

Regulatory Advisory

Federal Reserve and OCC Examination Experience
Direct experience with regulatory examinations, regulatory remediation, and establishing best practices at systemically important financial institutions.

Training & Knowledge Transfer

Award-Winning Instructors with 30+ Years
Custom training on AI, CECL, interest rate risk, and model risk management. We teach what we build. Scenario-based programs that simplify complex topics and build lasting institutional capability, not just check compliance boxes.

Capital & Risk Management

Enterprise Risk Management

Enterprise-Wide Risk Frameworks
Enterprise risk appetite determination and measurement; economic and regulatory capital frameworks; and risk data architecture.

RORAC Implementation

Bank-Wide RORAC Systems
Designed and implemented return on risk-adjusted capital systems using economic capital frameworks at multiple institutions.

Stress Testing & Capital Planning

CCAR/DFAST Methodologies
Designed comprehensive stress testing and capital planning frameworks that aligned with Federal Reserve SR Letters and OCC Guidance and successfully passed scrutiny at multiple institutions.

Market Risk

Trading Book VaR & Derivative Valuation
Designed comprehensive stress testing and scenario analysis; managed trading book VaR; built credit default swap valuation and risk models.

Interest Rate & Liquidity Risk

IRRBB/ALM Framework Design
Interest rate risk modeling and validation as well as liquidity risk management frameworks for internal management and regulatory compliance.

Governance & Validation

Model Risk Management

GSIB and Category II Bank Frameworks
Formulated and implemented model risk frameworks, including model validation across all traded and non-traded asset classes and MRA remediation.

Global Valuation Control

Bulge Bracket Investment Banks
Led valuation control teams covering complex derivative portfolios and trading book valuations.

Interest Rate & Liquidity Risk

ALM & IRRBB Model Review & Validation
Interest rate risk model validation, ALM framework assessment, and independent reviews for regulatory compliance and internal governance.

Data Governance and Lineage

FR Y-14 Compliance
Data aggregation, prep, and dictionaries to create a single, credible, understandable firmwide view. No silos.