Dennis Carson Email & Phone Number

New York, Ny, Us

New York, New York, Us

Provide fundamental corporate credit research across multiple sectors including U.S. banks, international banks that issue Yankee bonds, US insurance companies and REITs.Collaborate with portfolio managers, making buy/sell/hold recommendations within an absolute and relative value framework on a real time basis.Build and maintain financial models and monitor credits held with written reviews on at least a quarterly basis.Produce credit reports that include the company’s financial, debt and governance factors that impact their current and expected credit risk profile.Responsible for sourcing new investment opportunities and for surveillance of existing holdings.Responsible for investment committee presentations and ad hoc commentary on topical companies and/or news impacting corporate credit sectors

London, Gb

Working as the “go to” market thought leader for the Gaming, Travel / Leisure, and Industrial SectorsProvide market leading research and maintaining close connections with both buyside and industry counterpartsProvide diligence of new issuers or names to the marketConnect Clients to industry thought leaders through the premier events frameworkCross collaborate with other parts of Barclays Research including equity research, investment grade research, credit strategy, ESG research, and the Data Sciences researchBuild and maintain financial modelsIdentify sector trends that may drive structural changes among companies

Boston, Ma, Us

Directed coverage of high yield companies in the gaming, homebuilder and real estate, and aerospace and defense sectors representing over $1B of invested capital .Built strong relationships with management teams and sell-side professionals through one-on-one meetings, conferences, and due diligence trips resulting in improved insight into investment recommendations.Analyzed opportunities across all levels of the capital structure including high-yield bonds, levered loans, and equity leading to strong risk adjusted results.Developed and maintained Excel models for all companies under the coverage universe facilitating improved quantitative forecasting. Recommended both verbally and in writing, buy, sell, and hold actions in the context of current market conditions and portfolio strategy.Researched issuers and provided fundamental bottom up analysis to portfolio managers.Monitored market conditions daily, focusing on relative value and generating secondary trade opportunities to optimize portfolio positioning utilizing Bloomberg and Blackrock systems.Partnered collaboratively within the high yield group as well as with the bank loan, investment grade, and equity departments within Eaton Vance.Mentored research associates as they developed their investment process.

Boston, Ma, Us

Partnered with the Senior Gaming Analyst on fundamental credit analysis and financial modelingConducted portfolio attribution analysis and communicated results verbally and in written formatWrote quarterly commentaries for retail mutual funds providing color on current market conditions, portfolio strategy, and factors that led to positive and negative resultsProduced accurate and timely quarterly reports for all Institutional clientsMonitored trades and holdings to factor in for account restrictions and compliance rules to optimize portfolio strategyWorked as project manager on major departmental initiatives:Implementation of new performance attribution system from FactsetDevelopment and analysis of new proprietary compliance systemEnhancements to proprietary front-end analytical system

Us

Master Of Business Administration (Mba), Finance And Financial Management Services

Education record