Investment Officer
Current- Credit analyst responsible for covering banks, insurers, asset managers, and aircraft lessors. Formerly responsible for REITs and transportation companies.
- Build financial models and draft reports detailing companies' financial condition and suitability for investment.
- Provide relative value assessments of bonds within coverage to PMs, primarily focused on new issues.
- Support private asset colleagues and insurance underwriting teams on an ad hoc basis.
- Assist with monitoring UK portfolio.Associate Investment Officer June 2021 - May 2023Senior Investment Analyst Aug. 2018 - June 2021