Senior analyst responsible for fixed income research coverage of the investment grade healthcare, pharmaceuticals and health insurance sectors - Published more than 200 written reports with actionable investment recommendations, incorporating relative value, industry dynamics and credit metrics that drive spread performance within and across sectors - Perform extensive due diligence, interact with management teams, prepare sales briefing materials and participate in client discussions for more than 25 lead capital markets transactions- Built and maintained financial models that analyze historical operations and projected future performance for 60 covered companies - Created periodic industry reports that discuss quarterly earnings, provide peer comparison analysis and outline expectations for issuance, M&A trends and political and regulatory impacts across the industry- Regularly interacted with sales and trading and investors to assist in idea generation, risk management and trading strategies- Covered various other investment grade sectors including telecommunications, cable, media, technology and utilities- Part of the No. 2-ranked Institutional Investor Investment Grade Health Care Research team for 2019

- Executed and managed credit underwriting, perform ongoing portfolio monitoring, and support senior relationship managers for a portfolio of 20 for-profit public and private healthcare companies across a variety of subsectors in the industry- Collaborated with multiple product partners including investment banking and debt capital markets to screen and pitch bank, bond, and traditional banking opportunities to prospects and existing clients- Provided feedback and guidance to eight junior team members on credit underwriting, portfolio management, and relationship management processes- Coordinated with relationship managers and internal operations teams to satisfy compliance requirements for client onboarding, loan closings, and ongoing relationship servicing- Led the redesign of junior resource training materials and onboarding utilizing feedback from senior bankers

- Prepared credit memos for 22 underwriting opportunities, including seven M&A transactions, for both investment grade and leveraged deals- Performed credit analysis, due diligence, financial modeling, and industry evaluation in support of underwriting decision making- Monitored existing loan portfolio of 15+ clients with aggregate credit exposure of greater than $2 billion which includes ongoing analysis of financial performance and risk factors to determine borrower compliance and internal risk rating- Created discussion materials for meetings with current and potential clients for middle market and large corporate clients- Completed numerous training courses to further develop credit analysis, accounting knowledge, modeling expertise, and understanding of capital markets including Wells Fargo’s “Credit Fundamentals Training”, Intermediate Accounting, Training the Street “Financial Modeling” and “Corporate Valuation”, and Financial Training Partners “Investment Banking and Capital Markets”

- Assisted with financial analysis, forecasting, and risk assessment for a portfolio of over 100 healthcare clients by synthesizing financial statements, management discussion, industry trends, and equity research- Developed revenue-build forecasts, pharmaceutical pipeline analysis, financial charts, and an understanding of regulatory dynamics and risks as part of underwriting memos for live refinancing and mergers & acquisition deals- Contributed to periodic reviews of existing loans including analysis of probability of default metrics, industry performance, credit risks and mitigants, current and projected financial performance, and pro-forma covenant compliance- Created a dynamic database of current portfolio, depicting revenue, ratings, leverage, credit exposure, and cross-sell profit for business manager to guide strategy and identify growth opportunities within existing client base

- Redesigned process for reconciliation of cash receipts from five venues to achieve consistency and improve analysis- Organized purchase orders and invoices to pay outstanding accounts payable accounts - Recorded journal entries in the general ledger and created adjusting entries to recognize accrual basis revenue- Constructed reports portraying revenue generation and investment growth for the Chief Financial Officer and Executive Board- Employed Excel and Financial Edge to reconcile cash receipts, make deposits, and record journal entries

- Conducted scientific experiments on melanoma research- Analyzed laboratory results and designed follow-up experiments- Synthesized and presented findings- Contributing author on a published scientific research paper