Brian Lively, Cfa Email & Phone Number

Northbrook, IL, US

Intermediate Credit Analyst at Allstate Investments.Currently covering IG healthcare and pharmaceutical companies.

St Louis, Missouri, US

• Effectively analyzed and monitored over 50 technology companies through fundamental and relative value analysis
• Initiated and updated recommendations on over 40 issuers and completed relative value on new issuances
• Collaborated with other analysts, traders, and portfolio managers on recommendations and position sizing
• Proactively engaged on calls with rating agencies, companies, sell side analysts and attended industry conferences
• Created insightful tech sector research and analysis reports to then present to portfolio managers and colleagues

St Louis, Missouri, US

• Actively learned about the technology sector through analyzing fundamentals and monitoring over 30 companies
• Completed relative value on new issuances and initiated recommendations on select technology issuers
• Developed and learned relative value skills with other analyst, traders, and portfolio managers
• Participated on calls with rating agencies, companies, and sell side analysts

New York, New York, US

• Senior credit analyst on the Latin American Corporate team assisted with coverage of the oil and gas as well as utility sectors within Argentina, Brazil, Chile, Colombia, and Mexico.
• Initiated formal coverage on seven energy companies as well as actively analyzed another 20 issuers
• Updated financial models, spoke with company management, and presented covered names to committees

New York, New York, US

• Credit analyst on the Latin American Corporate team assisted with coverage of the oil and gas as well as utility sectors within Argentina, Brazil, Chile, Colombia, and Mexico.
• Analyzed and monitored 27 Latin American energy companies to create credit committee materials
• Built, updated, and maintained financial models as well as completed financial adjustments
• Presented and participated in committees for energy and other sectors
• Researched and analyzed ESG risks factors of coverage universe
• Assisted senior analysts with analyzing the effect of COVID-19 on Latin American energy companies

New York, New York, US

• Latin American Corporate team with coverage of the energy sector.
• Supported senior analysts with updating credit committee materials and actively participated in committees on Latin American energy companies
• Analyzed, updated, and maintained financial statements and models
• Contributed to the creation of periodic special industry and regional reports

New York, New York, US

Supported senior analysts and participated in committees with credit ratings on Latin American energy companies

New York, New York, US

Summer intern on the Latin America Corporate Group as well as the Structured Credit Group with a concentration in CLOs.Working on the Latin American Corporate team gave me an understanding of analyzing the credit risks of emerging market companies. For a project, I selected a Brazilian telecommunications company, completed in depth research, and presented.

Chicago, IL, US

Won competition at the sector and overall individual levels against 30 competitorsAchieved return on portfolio on an absolute basis of 32%, generated alpha of 6% against Russell 2000 Technology SectorDeveloped practical investment research skills and prepare for careers in the investment management industry. Divided into five sector teams where each of us.

• During my freshman year I was selected for the EDGE Program at DePaul. Responsibilities included:
• Generating event attendance through promotion and distribution of Clif Bars on campus.
• Managed future inventory requirements utilizing Microsoft Excel.
• Collaborated with a team of fellow interns to discuss various ways to increase distribution of Clif Bars.