Beth Bacon Email & Phone Number

Responsible for evaluating credit risk transactions and presenting views to senior management for approval. Perform financial credit and industry analysis to establish internal credit ratings. Monitor credit risk limits in accordance with established Firm risk tolerance. Conduct due diligence and recommend actions on corporate origination requests to minimize risk. Interact with business units to ensure credit risk assessments are factored into business decisions. Track and audit counterparty compliance in accordance with contractual terms and Firm limits.

One of 23 professionals selected from more than 700 applicants for the firms RTW program, a 12-week paid internship for skilled professionals looking to re-enter the workforce. The program offers the opportunity to re-engage and provides a path to retool strengths, hone expertise and focus skills in a new direction. Participants are placed in business areas that complement their skills

New York, Ny

Credit & Lending Group - Responsible for structuring and execution of non-syndicated and syndicated transactions as well as negotiation of refinancings, amendments, FX and derivative lines and other products. Performed credit analysis, developed approval packages and prepared documentation. Managed large bank groups under varying credit conditions. Dedicated portfolio of media companies exceeded $300M.

New York, Ny

Recovery & Restructuring Group - Responsible for optimizing realizations of value on Chase's portfolio of troubled assets. Leveraged bankruptcy and restructuring expertise to generate incremental income through both advising and investing in debt and equity securities of distressed companies.

New York, Ny

Structured Finance Group - Developed, marketed and executed structures designed to provide custom solutions to complex corporate finance issues. Products designed to minimize tax impact of asset sales and divestitures, to maximize tangible and intangible write-offs and to provide for off balance sheet acquisitions.

New York, Ny

Managed diversified portfolio of loans for non-profit corporations serving as City's economic development bank. Worked with small business owners to develop business plan, financial proposals and internal controls.

New York, Ny

One of four professionals in Direct Investments Group which structured private placement limited partnerships. Reviewed potential new business opportunities and conducted due diligence process.

New York, Ny

Responsible for limited partnership portfolio representing over $800M in equity.

New York, Ny

Marketing and sales support for real estate private placements.

New York, Ny

Options Managed Accounts

Master Of Business Administration (Mba), Finance & International Business

Bachelor Of Arts (B.A.), History & French