Christopher Jackson Email & Phone Number

New York, United States

Debt Capital Markets - Portfolio Management

New York, New York

• Member of Credit team in the Risk Management Group, joined team full time after a summer internship• Performed due diligence for debt capital markets transactions, private credit, private equity, and infrastructure• Managed a portfolio of assets that the firm held investments in, including analyzing financial performance• Presented results of risk analysis to senior leaders and a recommendation to accept, deny, or modify risk• Monitored portfolio changes involving credit… Show more • Member of Credit team in the Risk Management Group, joined team full time after a summer internship• Performed due diligence for debt capital markets transactions, private credit, private equity, and infrastructure• Managed a portfolio of assets that the firm held investments in, including analyzing financial performance• Presented results of risk analysis to senior leaders and a recommendation to accept, deny, or modify risk• Monitored portfolio changes involving credit agency ratings changes, covenant compliance, and deterioration• Compiled annual counterparty reviews with a full performance and valuation assessment for senior leadership• Completed several restructurings and bankruptcies for portfolio counterparties that were distressed• Underwrote and monitored Asset Based Lending transactions including borrowing base and loss analyses• Analyzed risk-reward for new private credit strategy underwriting Annual Recurring Revenue Loans• Implemented interest rate and FX hedges for portfolio counterparties in collaboration with trading desks• Reviewed and modified financial models and proposed modeling scenarios for various investment cases• Valued businesses using, industry multiples, comparable transaction analysis, and DCF valuations• Conducted site visits for asset purchases including meeting with C-level employees and evaluating operations• Examined business documentation such as Credit Agreements, financial statements, and professional reports Show less

Hackettstown, Nj

• Launched a used car dealership with two partners offering mainly online sales to retail customers• Located, evaluated, purchased, refurbished, and sold used cars including post-sale servicing• Marketed cars to qualified customers, sourced funding, and completed deliveries of vehicles for clients• Established a financing program approved by state regulators to execute retail finance contracts

New York, New York

Greater New York City Area

• Internship with a woman-owned full-service investment bank and broker-dealer• Complied marketing materials and post deal results for capital market transactions• Assisted in execution of debt and equity capital market transaction for blue chip customers• Monitored market and industry trends including compliling reports to support executive decisions

Iselin, Nj

• Performed cold calling to qualify leads used to generate new business.• Evaluated potential customers finances to determine if they were suitable for stock investing.• Called 200+ leads per day and provided senior brokers with potential clients, saving them time.• Demonstrated sufficient knowledge about financial markets and regulations to pass Series 7 and 52 exams.