Kenneth Fee, Cfa Email & Phone Number

New York, Ny, Us

New York, New York, United States

United States

Greater Boston Area

• Support senior investment officers in evaluating the performance of existing portfolio companies and analyzing new investment proposals • Prepare periodic reviews of corporate borrowers we have invested in, assigning internal credit ratings based on fundamental analysis and industry research • Interface with rating agencies, sell-side analysts, and executive management teams to gain additional market perspective and discuss new lending opportunities• Develop financial models of material credit exposures to assess the probability of potential credit losses• Deliver bi-weekly presentations to senior analysts outlining material developments in the healthcare, industrial, and transportation sectors

Boston

Greater Boston Area

• Perform industry research within the healthcare services sector to identify acquisition opportunities• Support the client valuation process by completing public company and precedent transaction analysis using S&P Capital IQ software• Archive recent healthcare merger and acquisition activity into Salesforce and analyze transaction details to identify industry trends• Assist analysts in preparing and editing client presentations and pitch books

New York, Ny

• Conducted historical price analysis on 100+ commodity/FX/equity index futures to generate risk parameters for portfolio stress testing• Submitted daily market risk reports to the Head of U.S. Risk summarizing major macroeconomic news and data releases • Analyzed mid-cap banks’ financial statements and capital structures to assess counterparty risk• Contributed to the risk team’s British Referendum report by compiling research and analyst projections from Bloomberg and FactSet. • Monitored daily fluctuations in the Delta, Gamma, Vega, and Theta composition of client positions using ProOpticus software

Wellesley, Massachusetts

• Researched and analyzed mutual fund performance for the re-balancing of client investment accounts• Organized and modified meeting preparations for advisors, including Morningstar Reports• Participated in Client Service Meetings with Financial Advisors• Prepared semi-annual deliverables to send to clients informing them of their investment account activity

Greater New York City Area

• Accompanied a Pepsi Cola sales driver for 10+ hours per day, delivering products and handling cash• Organized and restocked shelves and coolers in 15+ stores daily to facilitate sales and capture additional retail space

Greater New York City Area

• Provided informed suggestions on apparel and footwear and directed customers to related products and accessories• Received Athlete of the Week award for excellent customer service and floor organization