Assistant Vice President
I generated buy-side investment recommendations of high yield leveraged loans issued to medium and large corporate issuers (Adj. EBITDA of $100 million to multi-billion) as the lead analyst for the broadly syndicated loan team in the Consumer Products & Services, Apparel & Footwear, Food & Beverage, and Casino & Gaming sectors. Investment vehicles included CLOs, SMAs, and Retail funds. Analysis focused on the issuer’s business model, free cash flow, debt service ability, industry dynamics and management quality. Relative value analysis was also utilized to identify secondary market opportunities providing higher risk adjusted returns relative to other portfolio assets and primary opportunities. Additionally, I was integral in the early construction of portfolio assets and metric modeling through the entire fundraising process of multiple CLO vehicles.