Relative value focused total rate of return portfolio managerLead portfolio manager for $3 billion of investment grade corporate bond assets where I am responsible for exceeding alpha targets within allocated risk budgets. Strategies managed include core and core-plus, real asset income, short-duration corporate, long-duration corporate and liability-driven investing. Consistent track record of alpha generation regardless of the underlying macro environment. Also serve as a Co-PM on $14 billion of investment grade corporate bond exposure as part of the TIAA-CREF mutual fund offering.

Buyside senior credit analyst responsible for coverage of the investment grade basic industry, capital goods and transportation sectorsAs a senior credit analyst at Nuveen, I was responsible for primary coverage of the investment grade basic industry, capital goods and transportation sectors. Responsibilities included providing buy-and-maintain and total rate of return investment recommendations and an ESG ranking for companies under coverage. These recommendations helped inform $75 billion of corporate bond exposure managed by Nuveen's investment grade corporate portfolio managers. Robust security analysis underpinned these recommendations, including covenant monitoring, building and maintaining financial models. attending industry conferences and communicating with rating agencies, assessing management and credit-specific strengths and weaknesses and deeply analyzing relative value across issuers and sectors.

Buyside senior credit analyst responsible for coverage of the investment grade consumer and retail sectorsAt J.P. Morgan Asset Management, I was responsible for primary coverage of the investment grade consumer and retail sectors. Security analysis consisted of analyzing covenants, building and maintaining financial models, determining credit strengths and weaknesses and concisely communicating relative value considerations to portfolio managers and traders. Recommendations were tailored to be most impactful for J.P. Morgan Asset Management’s $60 billion corporate bond portfolios, which included total rate of return, short-duration corporate, long-duration corporate and buy-and-maintain accounts.

II-ranked sell-side analyst covering investment grade consumer and retail and high yield business servicesFundamental credit analyst responsible for primary coverage of the investment grade consumer and retail and high yield business services sectors. As a publishing credit research analyst, I continuously assessed relative value across cash bonds and credit default swaps (CDS) for companies under coverage, and published my recommendations (buy / hold / sell) in support of institutional investors and internal constituents (trading, sales, debt capital markets). Factors informing my relative value recommendations included: analyzing earnings and its impact on bond and CDS trading levels, developing and maintaining financial models, calculating and monitoring debt covenants, digesting daily news flow pertinent to sectors and companies under my coverage universe and engaging in regular dialogue with rating agencies and investors. In addition to my role as a publishing analyst, I worked on hundreds of primary bond and loan debt capital markets transactions for investment grade and high yield issuers.

Part of Carlyle Group's internship program while in business school

Software investment banking

Member of origination team that underwrote, sourced and structured 25 mezzanine debt investments (~$1.2 billion of capital deployed) in the REIT and hospitality sectors. Assisted team in raising $250 million of external capital and launching two collateralized debt obligations with joint venture partner, EJF Capital Management.

Analyzed and underwrote leveraged loan (secured and unsecured) and mezzanine debt investment opportunities for media and communications companies with $20-$200 million in revenue.