Analyst
Current• Execute preferred securities transactions with discretion over timing and price levels for an actively managed ETF, a closed-end fund, and multiple SMA platforms totaling $3.5B AUM• Responsible for managing investment and rebalancing of all firm SMA accounts ($900M AUM), in accordance with a portfolio model • Perform ad hoc credit research and write reports utilized by portfolio managers seeking to maximize total return while implementing strategies consistent with fund objectives • Analyze relative value and security structures of preferred, hybrid, and debt securities using a proprietary security database to develop security swap proposals for portfolio managers• Monitor potential macro risks using top-down analysis related to securities under management, focusing on oil risk• Support Portfolio Managers with various investment evaluations related to fixed income securities, including the research and drafting of a comprehensive reference document describing security characteristics and upcoming legislative developments concerning Contingent Capital Securities (CoCos) • Perform post-trade activity, including trade allocations between funds, trade break/fails and finalizing trade confirmation and settlements • Contribute to weekly investment team meetings and street analyst/trader dinners discussing recent market events and strategies
