- Lead analyst for IG Retail, IG Consumer Products, IG Restaurants, and IG/HY Leisure and Lodging sectors- Construct and maintain detailed financial models and comparable sector relative value sheets- Develop tools and templates to assist in standardizing investment process- Develop and collaborate with traders and PMs on actionable ideas through credit selection and credit curve relative value

- Traded Investment Grade Consumer Products and Securitized Products sectors - Formulate actionable trade ideas through relative value and analysis- Create/provide analytics for portfolio management

• Produce Annual and Quarterly Statutory Statements with compliance under NAIC guidelines while identifying investment cash flow, verifications between years, and holding and activity schedules• Perform financial analysis, reconciliations, audits in accordance with Statutory and GAAP standards• Handle the accounting for Syndicated Loan asset class and manage relationship between investment analysts, operations, compliance, and accounting• Active in project for inputting Syndicated… Show more • Produce Annual and Quarterly Statutory Statements with compliance under NAIC guidelines while identifying investment cash flow, verifications between years, and holding and activity schedules• Perform financial analysis, reconciliations, audits in accordance with Statutory and GAAP standards• Handle the accounting for Syndicated Loan asset class and manage relationship between investment analysts, operations, compliance, and accounting• Active in project for inputting Syndicated Loans into the accounting system CAMRA, eliminating multiple days of work per month • Identifies flux analysis for investments particularly syndicated loans on a month to month and quarter to quarter basis • Improve performance metrics by creating SharePoint lists for tracking monthly and quarterly assignments, group deliverables, and develop/maintain audit controls for reconciliations• Manage all accounts that Investments is responsible for under the Account Reconciliation Database (ARD) system • Creates monthly expense accrual entries for the department• Participates in new General Ledger implementation, Microsoft Dynamics AX• Develop 400+ hours of time savings automating the quarterly verification process• Mentor other staff on department objectives, training, and goals Show less

• Produced Quarterly Statutory Statements with compliance under NAIC guidelines• Performed financial analysis and reconciliations in accordance with Statutory and GAAP standards• Assisted in Cash vs. CAMRA project to better manage the cash in the accounting system

• Record daily income transactions while preparing vista report for long term decisions• Performed daily reconciliation short term cash balances