• Conducted bottom-up, company-specific credit analysis, resulting in fair value price and yield targets for Leveraged Bank Loans (across all sectors), High Yield Power and Investment Grade Utilities’ corporate debt.• Performed recovery analysis using LBO and DCF waterfall modeling for non-performing loans as well as distressed corporate bonds.• Initiated coverage on unique bank loan credits early in the syndication process, analyzing the issuer’s credit profile, competitive market positioning and loan structure, ultimately issuing an investment recommendation in a written report to the bank loan portfolio managers.• Analyzed credit agreements & bond covenants to understand borrowers’ restrictions in M&A, dividends, & incremental secured capacity.• Assisted the Analyst in evaluating new deals, assigning bond ratings based on material credit concerns, and justifying our fair value target.• Became proficient in the use of Bloomberg Terminal, developed modeling skills and strong understanding of credit analysis and valuation.

Provide educational assistance to students in the fields of Finance, Economics, and Accounting.

• Conducted bottom-up, company-specific credit analysis, focusing on the Building Materials sector.• Modeled specific companies with emphasis on stress testing bear case scenarios to understand a company’s credit flexibility based on its operations in any given year• Presented twice in front of the fixed income portfolio managers, analysts, and associates, first on the Building Materials industry dynamic and the second a company specific investment pitch.• Became proficient in the use of Bloomberg Terminal, developed modeling skills and strong understanding of credit analysis framework.

• Outlined different investment strategies for the conservative, balanced, and growth investors, defining opportunities in equity, fixed income, ETFs, and mutual funds.• Tailored specific portfolios based on individual investor’s objectives to obtain short-term equity growth or long-term fixed-income growth, all while mitigating major index volatility risk.• Developed and modified asset allocation models using excel, which expedited the data entry process by creating macros, templates, and matrices for firms, clients, and portfolios.

• Conducted Research of CEFs, ETFs, and Mutual Funds, using Fi360 and MorningStar.• Designed marketing and presentation material that resulted in a 50% increase in prospect leads in the first 30 days.