Fred Fuchs Email & Phone Number

New York, New York, United States

Desk analyst for IG credit trading desk covering financials across banks (money centers, regionals, trust banks), brokers, life/P&C insurance, asset managers, exchanges, BDCs, lessors, REITS as well as preferred/hybrid securities. Episodic coverage of Yankee banks/insurance and non-financials when topical. I focus on day-to-day trading decisions, book positioning (single name + strategic), and building relationships through dialogue with key trading/analyst counterparties. My analytical product is focused on fundamentals, relative value, and macro. (Promoted to ED Jan 2024.)

Greater New York City Area

Morgan Stanley Research - Primary focus on leveraged finance (HY and lev loans), with secondary focus on IG financials.

Purchase, Ny

Primary focus on US and European bank credit across the capital structure. Responsible for generating and communicating credit trade ideas to clients with $350bn of FI assets and to trading desk. • Built trusted relationships with sales organization, Financial Advisor clients, and top-level firm WM clients.• Published reports and video commentary for Financial Advisors establishing views on credits and securities• Created and maintained fundamental models (regulatory capital, LTD footprint, asset quality, operating performance) and relative value models for covered companies in banking and insurance.• Presented credit views at conferences, in meetings, and via conference calls to Financial Advisors and clients• Partnered with banking and risk to conduct diligence reviews on new debt deals being marketed to Wealth Management clients.• Developed and led training programs and teach-ins for sales and analyst training program

Purchase, Ny

Responsible for fixed income sales coverage of Financial Advisors in the Northeastern US • Product coverage across IG, HY, preferreds, rates, MBS, FX, structured products, and municipal product areas.• Proactively positioned trades against FA inquiry and client portfolios leveraging firm views and research• Created and analyzed custom fixed income portfolios for high-net worth clients• Conducted client / prospect meetings and conference calls to explain trades and position within client accounts

Gained exposure to financial services industry and markets through a fixed income sales and trading environment• Assisted high grade corporate trading desk in identifying trading ranges for unoffered securities• Presented to management suggestion for improving rates business• Managed summer analyst treasury trading game• Periodically presented views on market opportunities and attractive products to analysts and managers

Responsible for various financial reporting functions for $1B annual budget including preparation of budgetstatements, financial support of corporate reorganization, and ad-hoc financial reporting functions.• Created financial models and reports to deliver timely, key business intelligence to senior leadership• Worked with reporting leadership to resolve issues and deliver actionable information under time pressure• Developed and implemented Sarbanes-Oxley §404 Internal Controls self-assessment audits