Sergio Varela Lopez

Asset Liability Management Analyst @ Amherst Holdings

About Sergio Varela Lopez

Sergio Varela Lopez is an Asset Liability Management Analyst at Amherst in Austin, Texas, where he has worked since 2022. He has previous experience as a Portfolio Analyst at Pacific Western Bank and holds a Bachelor of Business Administration in Finance from St. Edward's University.

Work at Amherst Holdings

Sergio Varela Lopez has been employed at Amherst Holdings since 2022 as an Asset Liability Management Analyst. In this role, he is responsible for preparing draws and repayments, as well as lender-required reports. He also calculates debt covenants and borrowing limits. His work supports Amherst's management of several lines of credit, which have commitments exceeding $8.5 billion across multiple funds. This position is based in Austin, Texas.

Previous Experience in Finance

Before joining Amherst Holdings, Sergio Varela Lopez worked at Pacific Western Bank as a Portfolio Analyst from 2021 to 2022. His tenure there lasted nine months and was also based in Austin, Texas. Additionally, he gained experience as a Loan Servicing Intern at Capital CDC for five months in 2021 and as a Factoring Intern at 1st Commercial Credit for four months in the same year. These roles contributed to his foundational knowledge in finance and asset management.

Education and Expertise

Sergio Varela Lopez completed his high school education at Cathedral High School in El Paso, where he earned a High School Diploma from 2014 to 2017. He furthered his education at St. Edward's University, obtaining a Bachelor of Business Administration (BBA) with a focus on Finance from 2017 to 2021. His academic background provides him with a solid foundation in financial principles and practices.

Background in Austin, Texas

Sergio Varela Lopez has built his professional career in Austin, Texas. His work experience spans various roles in the finance sector, including positions at banks and financial institutions. This local experience has allowed him to develop a network and understanding of the financial landscape in the region.

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