Jay Mcdowell, Cfa Email & Phone Number

Charlotte, North Carolina, United States

United States

Charlotte, North Carolina Area

Senior Credit Officer responsible for coverage of portfolio of leveraged finance credits to which Bank of America has lending and related exposure

Charlotte, North Carolina Area

Led high yield trading and risk management for leading independent broker-dealer

- Spearheaded coverage of middle market ($250 MM - $1 Bln tranche size) leveraged loans, leading to growth in investments in that asset class from $0 to > $535 MM in 18 months- Utilized business and strategic evaluations, financial statement analysis, financial projections and modeling, capital structure and covenant comparable analysis, and other forms of fundamental analysis to identify attractive investment opportunities for buy and hold and TRR mandates- Developed internal credit approval memorandum that has now been applied to all new asset recommendations across high yield and leveraged loan asset classes- Educated high yield research, portfolio managers, and traders about credit agreements, negative covenants, and loan market dynamics

Structured, arranged, and syndicated leveraged loans and high yield notes for corporate and financial sponsor-backed clients

Underwrote and managed corporate loan portfolio for Corporate and Investment Banking clients in the Natural Resources, Transportation, and Defense sectors.

While at Evergreen, I was primarily responsible for providing credit research support to the firm's $40+ billion in taxable money market funds under management. In addition, I covered a limited number of investment grade rated corporate issuers in sectors ranging from homebuilders to cable/media.

My responsibilities centered on managing the tax compliance and consulting needs of certain multinational corporations. Specific duties included preparation of tax compliance work in the form of U.S. tax returns and equalization statements for both expatriates and foreign national employees of my clients. Other tasks included consulting projects designed to minimize the tax impact of employing foreign nationals in the U.S. and Americans abroad, developing solutions for particular international tax compliance issues, and coordinating actions with appropriate counterparts in foreign tax jurisdictions.

Mba, Corporate Finance

Activities and Societies: Beta Gamma Sigma President, MBA Families Club Finance Club Member

Bsba, Business Administration

Activities and Societies: Morehead Scholar Alpha Tau Omega