• Provided comprehensive analytical and research support to the National Accounts Team• Conducted annual reviews of existing clients, including financial statement analysis, industry research, risk ratings, and credit analysis• Worked on live deals, contributing to loan underwriting, conducting due diligence, and running models• Supported bilateral and syndicated commitments of up to $250 million for public and large private businesses

• Performed industry and company research within the North American pools sector• Developed valuation models including DCF, precedent transaction, and comparable company analysis• Reviewed public filings, broker research, and industry studies in order to analyze key investment factors• Worked directly with the Head of Research to create research summaries and investment recommendations• Presented diligence findings, including investment recommendation, to Chief Investment Officer