Christopher Dick Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Wellesley Hills, Massachusetts, United States

• Senior analyst role in public fixed income covering investment grade issuers within Aerospace & Defense, Aviation, Airports, Home Construction, and Paper Packaging sectors for both Total Return and LDI driven investment strategies• Communicates fundamental and relative value investment views for issuers within coverage universe to trading desks and portfolio managers for new issue and secondary market trading• Builds, manages, and updates dynamic financial models utilizing Bloomberg and CapIQ Excel APIs to import both tops down and bottoms up economic and financial estimates for issuers within coverage universe to project top and bottom line growth, agency-adjusted leverage, interest coverage, and other key credit metrics• Authors quarterly earnings summaries on all issuers within coverage universe, highlighting key business updates, relevant changes to the credit story/investment thesis, shifts in credit metrics, and potential impact on spreads and credit ratings • Authors annual reviews summarizing yearly business performance for portfolio companies in my coverage universe for regulatory purposes

Boston, Massachusetts, United States

• Junior analyst role in public fixed income assisting senior analyst with covering investment grade issuers within Technology, Pharmaceuticals, Health Care, Home Construction, and Paper Packaging• Assisted in authoring annual and quarterly reviews summarizing business performance for portfolio companies in my coverage universe, as well as For Considerations for companies new to the portfolio• Assisted in communicating credit analysis views to the trading desk regarding new issues, highlighting relative value against comparably rated companies as well as comparable fundamental analysis• Developed and maintained an internal credit index that tracked aggregate earnings metrics and earnings projections across SLC’s universe of investable names utilizing S&P’s CapIQ excel plugin• Led and assembled presentations for bi-weekly Cross Sector meetings, which highlighted spread movements by sector, sector spread/index spread Z scores over multiple time frames, portfolio trades, and general sector views, primarily utilizing Bloomberg and BlackRock’s Aladdin portfolio software

Greater Boston Area

From July 2018 to June 2021, I served as an Associate in SLC Management’s Rotational Leadership Development Program, where I spent one year each as a junior analyst on 3 different teams before graduating into a full time junior analyst role on the Public Fixed Income Credit Research team in 2021. Rotational Analyst – Public Credit Research (June 2020 – June 2021)• Junior analyst role in public fixed income assisting senior analyst with covering investment grade issuers within Banking, Asset Managers, Exchanges, REITs, and Insurance Companies Rotational Analyst – Private Fixed Income (July 2019 – June 2020)• Performed general credit and relative value analysis on private placement investments in the esoteric ABS, airlines/airports/fuel farms, contract monetization, and corporate sectors • Highlighted attractive investment opportunities and wrote screening memos and For Considerations for management to review for approval• Produced annual industry reviews that highlighted credit quality, spread, and various exposure metrics for credits already in our portfolioRotational Analyst – Strategic Research & Initiatives (July 2018-July 2019)• Crafted, socialized, and analyzed a quarterly seed capital report, which provided management with up-to-date fund performance and AUM while also highlighting seed capital due to be recycled• Utilized Aladdin’s portfolio risk tools (PRT) to construct a monthly counterparty risk monitoring report for the derivatives team, which included stress testing and VaR analysis• Developed an IRR model template that incorporated LICAT reserve requirements, return on principal, and fee revenue based on projected fund AUM growth to evaluate potential seed capital projects with our subsidiaries

Wellesley Hills, Massachusetts

· Calculated and evaluated portfolio “dry powder” net of encumbrances/collateral requirements and co-authored a memo recommending an increase in portfolio dry powder based on relative value analysis across asset classes· Compiled, distributed, and socialized quarterly investment consultant reports, highlighting changes in asset class weights, major publications, overlapping clients, and investment product status updates · Led working group in developing, implementing, and socializing a company-wide policy statement and ESG investment framework for cannabis related investments in North America· Crafted, socialized, and analyzed a quarterly seed capital report, which provided management with up-to-date fund performance and AUM while also highlighting seed capital due to be recycled· Utilized Aladdin’s portfolio risk tools (PRT) to construct a monthly counterparty risk monitoring report for the derivatives team, which included stress testing and VaR analysis· Developed an IRR model template that incorporated LICAT reserve requirements, return on principal, and fee revenue based on projected fund AUM growth to evaluate potential seed capital projects with our subsidiaries· Maintained, updated, and socialized a weekly relative value report that utilized Bloomberg Barclays indices to track relative value changes across a myriad of fixed income sub-asset classes, including US Investment Grade Fixed Income, High Yield, CMBS, MBS, Leveraged Loans, and CLOs· Coordinated with peers to research and analyze economic data to determine how the nature of economic cycles have changed over time; our findings were eventually published and distributed at two company-wide strategy forums

Wellesley, Massachusetts

• Conducted extensive research into emerging trends in the asset management industry, including the rapid growth of AUM in passive products, the increased emphasis on ESG factors in the investment analysis process, and the burgeoning popularity of alternative asset classes (hedge funds, private equity, real estate)• Synthesized vast research into coherent, precise presentations for associates and senior management• Explored different measures of volatility and potential recessionary indicators, including the CBOE Volatility Index (VIX), the volatility of volatility (VVIX), and inverted yield curves and discussed subsequent findings with the Senior Managing Director of Derivatives • Reviewed, analyzed, and provided investment recommendations on a myriad of asset classes and subsequent investment vehicles to capture alpha, including smart-beta funds, emerging market equities, ESG funds, and supermarket bonds post Amazon/Whole-Foods acquisition • Examined and investigated the meteoric appreciation of a variety of cryptocurrencies, including Bitcoin, Ethereum, Ripple, and Litecoin and the underlying technology that makes these currencies revolutionary, then aggregated this information and crafted it into a presentation for the Senior Managing Director of Strategic Research and Initiatives

Hartford, Connecticut

• Processed accounts payable – including obtaining proper approval, coding, batch input, and timely filing of vendor payments• Utilized and implemented VBA-based excel macros to automate monthly departmental expense detail• Prepared daily cash entries and balanced/reconciled accruals and other general ledger account balances• Assisted with special projects, including full year 2016 revenue and expense projections across all of Conning’s business units, as well as a fixed asset system update and reconciliation• Organized and maintained vendor, client and cash flow records• Received, researched, and promptly reconciled general finance inquiries

Greater Boston Area

• Identified and researched specific priority industries as potential investment opportunities, focusing on and highlighting industries that were fairly fragmented, experiencing moderate year over year growth, and were specialized - the luxury automotive transportation and steam trap survey industries were among those identified as standout opportunities• Synthesized industry research into industry pitches for the searcher, highlighting key industry metrics such as growth rate, market share concentration, average operating margin, and average net working capital• Performed analysis on target companies’ financial statements and business models in order to help determine whether or not the searcher would have room to grow IRR • Participated in discussions with the searcher, fellow interns, and senior management surrounding the potential purchase of a steam trap survey company • Built and diligently maintained a CRM database

Bachelor'S Of Science In Business Administration, Finance, General, 3.74 Gpa

Activities and Societies: Babson Apprentice Fund, Babson Accounting Club, Babson Investment Banking AssociationPresidential Scholar

General Course

Study abroad program for the 2016-17 academic year through Babson College

High School

Activities and Societies: Wall Street Club, Varsity BaseballGraduated with Highest Honors