Vice President, Goldman Sachs Asset Management
CurrentI have portfolio management and credit research responsibilities within GSAM’s Investment Grade platform, focusing on the financial institutions sector from senior debt down to preferred stock. Dual role is detailed below:Portfolio Manager for $2B Preferred and Hybrid securities separately managed account strategy, investing across the $1,000 par and $25 par primary and secondary markets. Responsible for security selection across client portfolios, communicating regularly with traders on positioning, relative value, assessment of market liquidity and trade execution. This strategy was launched in June 2015 within the private bank separately managed account platform and merged into GSAM in July 2019.Portfolio Manager for GS Access US Preferred Stock and Hybrid ETF (GPRF), launched in August 2024. Collaborated with Index provider to create customized rules-based index.Senior Credit Analyst covering Financial Institutions for the Investment Grade research team. Perform fundamental and relative value analysis across the capital structure in the primary and secondary markets for account types including mutual funds, pension, insurance, financial-focused credit funds and private bank separately managed accounts.
