Jeffrey Loo, Cfa Email & Phone Number

New York, New York, United States

Greater New York City Area

• Conduct in-depth analysis to provide recommendation of issuer credit and associated debt ratings
• Evaluate industry trends to assess the potential impact on company ratings and creditworthiness
• Lead meetings with senior management to evaluate operating strategy and financial health to determine appropriate credit rating
• Present sector-wide and company specific ratings analysis to key constituents including investors, corporate clients, investment bankers, and other credit professionals
• Write credit reports summarizing a company's credit risk profile

New York, NY

• Conduct fundamental equity research analysis and provide investment recommendations on approximately 70 stocks across the healthcare sector.
• Build financial models including financial forecasting, discounted cash flow, and comparable relative analysis
• Write daily investment notes and comprehensive equity research reports with buy/hold/sell recommendations
• Develop and publish thematic industry trend reports with actionable ideas
• Advise portfolio managers, consultants and advisors on specific investment and sub-industry recommendations
• Member of the CFRA Portfolio Committee. Select and recommend investments across seven CFRA equity portfolios including High Quality Capital Appreciation, Total Return, PowerPicks, and Small/Midcap Growth

New York, NY

• Healthcare Sector Equity Research Analyst
• Conduct fundamental equity research analysis and provide investment recommendations on approximately 80 stocks across the healthcare sector. SPIAS provides custom portfolio strategies, equity recommendations, and asset.
• Extensive financial modeling skills including financial forecasting, discounted cash flow, and relative analysis
• Write daily investment notes and equity research investment reports with buy/hold/sell recommendations
• Advise portfolio managers, consultants and advisors on sub-industry and specific investment recommendations
• Manage and coordinate S&P's Focus Stock of the Week equity portfolio. Select and recommend healthcare investments across other various S&P equity portfolios

• Manage a team of analysts covering the pharmaceutical, biotech, managed care, medical devices, and facilities sectors. Maintain oversight and provide guidance on investment recommendations
• Provide fundamental equity research analysis on approximately 30 healthcare companies. Areas of coverage include life science tools and services, healthcare services, and diagnostic equipment manufacturers
• Provide investment recommendation for stocks under coverage
• Write research reports and daily investment notes
• Contribute to the management of S&P equity portfolios through sub-sector and stock selection recommendations
• Recognized in The Wall Street Journal’s “Best on the Street - 2007 Analysts Survey”. Ranked #2 within the Healthcare Providers sub-sector

• Completed over 35 public and private transactions including acquisitions, mergers, divestitures, leveraged buyouts and private equity financing transactions
• Extensive transaction experience including financial and operational due diligence, coordination of transaction processes and preparation of offering memoranda and client presentations

Mba, Finance, Investment Management

Bs, Finance