Joseph Valickus

Joseph Valickus Email and Phone Number

Associate Portfolio Manager @ One William Street Capital Management, L.P.
New York, NY, US
Joseph Valickus's Location
New York, New York, United States, United States
Joseph Valickus's Contact Details

Joseph Valickus work email

Joseph Valickus personal email

About Joseph Valickus

I’m a Managing Director in Monroe Capital's Opportunistic Credit team, evaluating opportunistic / special situations credit and equity investments, including structured corporate credit, specialty finance, project finance and secondaries within most industries / sectors. Typical investment position of $30 million - $500 million with most transactions in excess of $100 million. I spent eight years in UBS’s special situations group – most recently leading the team in the Americas – focusing similarly on creative financing solutions and structures across a range of industries. Experience includes more than 25 transactions totaling over $5 billion. I have also held positions as principal and/or co-founder of early stage businesses focused on delivering transformative change through financial products within American higher education.

Joseph Valickus's Current Company Details
One William Street Capital Management, L.P.

One William Street Capital Management, L.P.

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Associate Portfolio Manager
New York, NY, US
Joseph Valickus Work Experience Details
  • One William Street Capital Management, L.P.
    Associate Portfolio Manager
    One William Street Capital Management, L.P.
    New York, Ny, Us
  • Monroe Capital Llc
    Managing Director
    Monroe Capital Llc Jan 2022 - Present
    Chicago, Il, Us
  • Monroe Capital Llc
    Director, Monroe Capital Opportunistic Credit
    Monroe Capital Llc Aug 2019 - Jan 2022
    Chicago, Il, Us
  • Bright Wolf Llc
    Managing Member / Owner
    Bright Wolf Llc Sep 2017 - Present
    Bright Wolf, including with its partners, offers management and financial consulting services and makes capital investments across a range of industries and business stages.
  • River Valley Investors
    Member
    River Valley Investors May 2018 - Jan 2020
    Springfield, Ma, Us
  • Qfied
    Co-Founder
    Qfied Jan 2019 - May 2019
    Co-Founder of Qfied, a company focused on delivering progressive, nationally-scalable financial solutions for students and colleges. Leading strategy, management, operations, capital markets and product design.
  • Academic Innovators
    Principal
    Academic Innovators Jul 2018 - May 2019
    Boston, Ma, Us
    Academic Innovators works with colleges and universities to meet their challenges and forge solutions. We re-imagine how higher education works by respecting campus culture, historic traditions, and the capacity of college and university campuses to adapt, change and evolve.Academic Innovators provides solutions to the people, programs, governance, and facilities challenges facing American higher education by:- developing strategic partnerships with best practice providers of unblemished reputation- strengthening the bottom line by offering unique and tailored projects designed to meet the complexity and range of the challenges that higher education institutions face - developing local, regional and national consortia to create efficiencies and economies of scale
  • Ubs
    Director - Special Situations Group, Em Lending And Leveraged Finance
    Ubs Mar 2016 - Jun 2017
    Zurich, Ch
    Most recently led UBS’ Special Situations Group and EM Lending for the Americas, a credit solutions-based financing arm acting as arranger and principal. Transactions were primarily private, and ranged across the capital structure, including stressed and restructuring. Responsibilities included origination, structuring, management of portfolio investments (including syndication of risk, as applicable) and all stages of the investment process, including diligence, financial modeling (liquidity, valuation, capital structure, etc.), qualitative and quantitative analysis, documentation and negotiation, presentations to investment committee and ongoing risk management.Tenure at UBS included 2.5 years in Hong Kong, where I served as a senior member of the team focused on a broader set of financing opportunities throughout Asia. Well-versed in Asia financing market dynamic, nuances of applicable local laws, and security and jurisdictional requirements. Evaluated variety of transactions across the region, ranging from China to Singapore, Indonesia and Cambodia. Deal lead or team member on more than 25 tailored transactions, ranging from equity through senior debt, totaling more than $5 billion.
  • Ubs
    Director - Leveraged Capital Markets Asia Ex Japan And Special Situations Group Apac
    Ubs Feb 2015 - Mar 2016
    Zurich, Ch
  • Ubs
    Associate Director - Leveraged Capital Markets Asia Ex Japan And Special Situations Group Apac
    Ubs Sep 2013 - Feb 2015
    Zurich, Ch
  • Ubs
    Analyst / Associate Director - Special Situations Group
    Ubs Jan 2010 - Sep 2013
    Zurich, Ch
  • St. Germain Investment Management
    Client Services Representative / Advisor
    St. Germain Investment Management Sep 2009 - Dec 2009
  • Bucknell University
    Student Coordinator / Executive Intern - Office Of The President
    Bucknell University Apr 2008 - May 2009
    Lewisburg, Pa, Us
  • Bucknell University
    Executive Intern - Division Of Communications
    Bucknell University Apr 2007 - May 2008
    Lewisburg, Pa, Us
  • Ubs Investment Bank
    Summer Analyst - Foreign Exchange And Money Markets
    Ubs Investment Bank Jun 2008 - Aug 2008
    Zurich, Ch

Joseph Valickus Skills

Financial Modeling Investment Banking Bloomberg Capital Markets Valuation Economics Equities Microsoft Office Financial Analysis Corporate Finance Fixed Income Microsoft Excel Leveraged Finance Research Bloomberg Terminal Data Analysis Powerpoint Hedge Funds Angel Investing Origination Private Equity Lbo Due Diligence Mergers And Acquisitions Risk Management Portfolio Management

Joseph Valickus Education Details

  • Bucknell University
    Bucknell University
    Mechanical Engineering

Frequently Asked Questions about Joseph Valickus

What company does Joseph Valickus work for?

Joseph Valickus works for One William Street Capital Management, L.p.

What is Joseph Valickus's role at the current company?

Joseph Valickus's current role is Associate Portfolio Manager.

What is Joseph Valickus's email address?

Joseph Valickus's email address is jv****@****cap.com

What schools did Joseph Valickus attend?

Joseph Valickus attended Bucknell University.

What skills is Joseph Valickus known for?

Joseph Valickus has skills like Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Valuation, Economics, Equities, Microsoft Office, Financial Analysis, Corporate Finance, Fixed Income, Microsoft Excel.

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