Matthew Schrage Email & Phone Number

Chicago, Il, Us

Chicago, Il

Chicago, Illinois

New York, Ny

Present trade ideas and/or deep-dive analysis in weekly meetings. Communicate and opine with PM’s and analysts across Fundamental Long/Short Equity.Serve in a junior analyst capacity within Fundamental Long/Short Equity strategy. Generalist with a slight focus on consumer names. Normal responsibilities include modeling, forecasting, speaking with sell-side analysts and traders, speaking with company management, utilizing industry experts, creating trade recommendations and full coverage responsibility for this universe. Track ad hoc weekly data versus our positions and estimates. Make investment recommendations based on these trends.Junior trading role responsible for execution of all credit desk trades in cash markets and synthetics across all books including, US-IG, US-HY, European Credit and US/Euro Loans. Daily monitoring of risk levels based on JTD, DV01 and leverage.

New York, Ny

Covered numerous companies from a credit analysis and capital structure perspective across a range of industries/sectors including Telecom, Restaurants, Gaming, Technology and Paper.Actively built Microsoft Excel models, read company documents, listened to quarterly earnings calls and followed the market in general in order to gain a better understanding of a business as a whole or of a specific debt issue.Successfully completed the Series 7 and Series 63 exams.

Chicago, Il

Extensively modeled and forecasted companies’ earnings within various sectors in order to analyze and recommend a specified action and/or position to the portfolio manager based upon the securities’ ultimate valuation and target priceCompiled a spreadsheet of comprehensive field work for stores selling consumer appliances in order to analyze pricing trends, discounts, store traffic and other relevant statistics during the 2012 Holiday season

Bloomington, Indiana

Participated in a team of 5 students as we were formally trained by one of the largest consulting firms in the world to be consultants and work with a non-profit organization to help them achieve a greater social impactSelected as one of 40 members from an application pool of over 100 students with accepted members having an average GPA of 3.6

New York City, New York

Rotated through the High-Grade, High-Yield and Distressed Debt Research desks while modeling and analyzing financial data for over 40 different firmsWrote ‘411’ or information sheets which provided a detailed overview of a specific company, highlighted recent financial performance as compared to years prior, included a comparative analysis to similar or related securities and was ultimately sent to clientsCompiled and analyzed the capital structure of companies while utilizing information from their respective income statement, balance sheet and summary of cash flows to best determine which security clients should purchase

Led a team of 5 interns on a case study which utilized Lean Six Sigma to redesign the check-in process for a hotel chain with the ultimate goal of maximizing profits. Presented our case to a panel of 3 senior managing directors in the firm along with the CEO of the Asset Management division. Interviewed five 3rd party contact data vendors with the Client IT Data Analysis department as Credit Suisse was trying to simplify and overhaul their current CRM systems

Assisted in the installation of security systems

Coached a group of 8 kids (ages 7-12) while they played various sports for the duration of the camp. Taught kids the fundamentals of teamwork, leadership and sportsmanship

Bs, Finance

Direct Admit Freshman to Kelley School of Business

Education record