The Kynex Excel Add-In: Convertible Bond Analytics, Now in Excel
Why Attend:
Learn how the newly released Kynex Excel Add-In brings Kynex's market-leading convertible bond analytics directly into Microsoft Excel — so your team can price, structure, run scenarios, monitor, and report in the familiar spreadsheet environment they already work in, all while staying connected to trusted Kynex convertible analytics.
Presenter:
Joseph O'Reilly, Kynex Product Manager, Numerix
Numerix recently launched the Kynex Excel Add-In, bringing Kynex convertible bond analytics directly into Excel, where most convertible work still happens. Today, teams lose time to manual handoffs — exporting outputs, rekeying assumptions, and watching analysis drift out of sync. The add-in closes that gap with Excel-native pricing, risk, and market data, plus custom templates and scenario analysis, all aligned with Kynex's industry-leading models.
Join Joseph O'Reilly of Numerix on July 23,2026 at 10am EDT for an overview of the two core workflows it supports — new issue pricing and structuring for issuance/ECM teams, and scenario analysis, monitoring, stress testing, and reporting for traders, PMs, and risk teams — followed by a live demo of each in action.
Joseph will cover the following topics:
- Why we built the Kynex Excel Add-In, and who it's for
- The Excel workflow gap it addresses for convertible teams
- Key capabilities and advantages
- Use cases for issuance/ECM teams vs. trading, portfolio, and risk teams
- Live demo in Excel
Featured Speakers
Joseph O'Reilly
Joseph O’Reilly has over 20 years of experience in the convertible bond market. He is the Product Manager for Kynex and leads the platform’s development. He led the quantitative and software engineering teams at Kynex prior to the company’s acquisition by Numerix. He started as a convertible bond analyst researching the global convertible market, maintaining market and reference data, and working closely with the quantitative team.
Joseph earned an MBA in Finance from Fordham University, and he graduated Summa Cum Laude with a BS in Business Administration (Finance) from the University of Rhode Island.
Stephanie Chan
Stephanie Chan is a part of the product and field marketing team at Numerix. Her work focuses on developing marketing materials that communicate product features, as well as creating the marketing tools and campaigns to increase awareness of Numerix's products. Prior to joining Numerix in 2019, Ms. Chan held various roles in the corporate communications team at Nomura in Hong Kong and London.
