Jeffrey Marcus Email & Phone Number

Tampa, Florida, Us

Identify and recommend executable primary and secondary investment ideas in the entire capital structure serving as a generalist. Industries have included metals & mining, energy and general industrials. Perform relative value analysis on positions to help better express trade views. Take part in credit reviews where analysts pitch ideas for inclusion into portfolio. Risk-Manage portfolio on a daily basis to meet investment guidelines for ratings exposure, duration profile, sector weightings, and jump-to-default. Conduct a position-by-position stress test of the portfolio monthly. Work with technology department to develop trade screening tools and risk management tools for both portfolio level and position level management. Credit Trader responsible for trading all credit products within Harbinger’s High Yield Asset Management Platform. Manage relationships with sell-side community: traders, sales people, research analysts.

London, Gb

Identify and recommend executable primary and secondary investment ideas in the entire capital structure serving as a generalist. Industries have included metals & mining, energy, general industrials, autos & autoparts, technology, gaming & leisure, and retail. Generated relative value and outright trading ideas based on both fundamental and technical research via CDS, LCDS, CDX index products, corporate bonds, convertibles, loans, equities, and equity derivatives. Identified risk mispricing within capital structure through differing securities and suggested trades to take advantage of such mispricing, such as long equity volatility vs. long credit via different securities. Worked with quantitative analysts to develop trade screening tools and filters for trade identification. Trade screens included credit & equity curve trading, convertible arbitrage tools, capital structure arbitrage tools, volatility arbitrage, and credit basis trading.

New York, New York, Us

• Dual Trader / Credit Analyst Role• Traded various credit and convertible instruments as part of Tribeca’s $2.3 Billion Hedge Fund platform. Products included: Single Name CDS, CDX Index Products, Corporate Bonds, Convertible Bonds, Bank Debt, Structured Credit, Equities.• Researched and analyzed performance of certain credits in the following industries: Paper & Packaging, Autos & Autoparts, Energy, Retail, Consumer and Homebuilders. • Prepared and presented research and company profiles on various credits. • Negotiated and structured funding facilities with commercial banks to obtain attractive financing and collateral haircuts for corporate bonds, loans and basis trades.

New York, Ny, Us

• Morgan Stanley's Global Loan Portfolio tasked with managing the firms relationship lending portfolio.• Actively traded hedge book based on credit market and worked closely with research to formulate trading strategy for relative value book.• Products include US & European CDX Products, Single Name CDS, Corporate Bonds, Structured Credit and Bank Debt.• Credit Risk Management • Credit Research - Generalist Capacity

Bachelor Of Science, Finance & Economics

Economics & Finance

High School Diploma