Transportation and Public Finance

Transportation, housing, mortgage-backed, structured credit, state & local general obligation & tax-secured investments

Undertook formal accounting and financial statement analysis training • Worked with the fixed income syndicate desk to price new issues and provide clients with time-critical bond pricings in an effort to win bond mandates • Prepared pitch books, marketing & roadshow material and client updates, including a weekly fixed income market update for corporate clients and a covered bond market update for banking clients • Produced excel models using Bloomberg APIs that provide real time updates on comp, swap & benchmark bond levels to enhance the efficiency & speed of the new issue pricing process

Secured a place on Swiss Re’s associate programme, graduates@swissre, which included 3 months of full-time training in Swiss Re’s Zurich based training academy on insurance company accounting, financial statement analysis, corporate finance, financial modeling, financial markets, derivatives as well as a grounding in the insurance and reinsurance business • Joined efforts to promote the and structure syndicated credit solutions for corporate clients • Produced regular credit pricing for corporate clients using bond, CDS and money market comps • Coordinated various transaction stakeholders to draft custom deal-specific documentation