Ellen Gordon Email & Phone Number

New York, Ny, Us

Los Angeles, Ca, Us

Capital Group Companies, Los Angeles, CA Fixed Income Investment Analyst -Credit analyst and portfolio manager responsible for originating research and developing investment recommendations for 100+ healthcare and 60+ water and sewer issuers to a broad group of peer investors; Portfolio management responsibility for these sectors with ~$3B invested in the American Funds Fixed Income Municipal High Grade, Municipal High Yield and Municipal California Fund. -Prepared credit reports summarizing quantitative and qualitative analyses on individual credits/ Identified relevant sector trends, assessed their credit impact, and highlighted these trends in industry and market-focused reports/presentations to the team/Developed investment strategies focused on relative value and performance attribution including credit and yield curve; supported excellent trade execution by effectively communicating with traders/Structured and negotiated private placement transactions on NR and distressed credits/Generated strong total returns leveraging knowledge of regulatory and legal issues, financial forecasting, and ability to lead syndicated transactions.-Co-Chair of Capital Group’s ESG Eligibility Core Team. /Developed proprietary ESG research framework and process across all fixed income and equity sectors/ Worked with 70+ PMs and analysts to encourage participation in the early development of the ESG framework and influenced adoption/Employed creative approaches to think about innovation and the evolution of sustainable investing and ESG/Experience analyzing ESG issues in the investment process, expertise on governance topics and environmental and social issues, along with an understanding of how these issues can impact an investment thesis.-Member of the Short-Term Investment Committee managing Capital Group’s cash across all fixed income and equity American Funds. Actively involved in establishing stress scenarios, risk parameters and investment selection.

New York, Ny, Us

Advised clients on capital structure planning, developed bond trading strategies, and led a team of five analysts to understand and monitor healthcare and other municipal industry trends and bond valuations.-Presented ideas to healthcare management and boards of directors to optimize capital structures relative to long term needs, operating results, and market conditions.-Helped clients anticipate investor/market perception of their long-term plans and capital needs to customize advice on funding options, timing, and communication.-Increased the team’s profile and prioritized efforts to focus on maximizing revenue opportunities; achieved profit of $9M in one year with limited capital allocation.-Founding member of the annual JP Morgan Not-for-Profit Healthcare Conference.

Us

Recruited and led a team of six analysts as FGIC (bond insurer) was re-entering the healthcare business. Later led the RMBS recovery efforts upon the demise of the bond insurance sector.-Developed and implemented a successful new business plan for the healthcare business. -Interfaced with FGIC’s Board and private equity owners (BlackRock and Cypress).- Upon request by the Board and CEO, led the RMBS remediation efforts during the mortgage crisis. - Structured and negotiated settlement agreements with counterparties and redefined risk models for reserve policies.-Recovered 30-40% of losses attributed to poorly originated Countrywide loans.

New York, New York, Us

Served as lead credit strategist supporting the municipal healthcare investment banking group. Later moved to the internal risk function managing credit exposure to multiple industries.-Developed tailored financial solutions for clients based on unique strategic and operating profiles. -As a member of the internal risk group, held coverage responsibility for corporate healthcare companies (pharma, hospital services, suppliers, health insurers) and the domestic automotive industry with no prior automotive experience.-Calibrated and set Goldman Sachs’ balance sheet risk limits by subsector and company.

New York, Ny, Us

Conducted fundamental financial and macro analyses of healthcare organizations to make rating recommendations and author reports.-Presented findings and recommendations to rating committees, providing supporting evidence for rating actions.-Communicated with clients on sensitive and confidential situations such potential rating impact under numerous strategic and financial scenarios.-Published numerous industry and credit reviews.

Master Of Public Administration And Health Policy And Management

Bachelor Of Science, Business And Information Technology