Max Cosmides Email & Phone Number

Miami, Florida, United States

• Primary analyst covering a portfolio of corporate syndicated term loans• Active contributor to the underwriting process, including participations in Formula 1, GoDaddy and Hilton’s Term Loan B facilities, which were personally delivered and presented to the Board of Directors for approval• Responsible for quarterly portfolio analyses including credit performance, MTM updates and ratings migrations, as well as annual reviews for individual names within the portfolio• Regularly utilized corporate credit tools including Bloomberg, S&P Capital IQ Pro, Moody’s Analytics, IBISWorld and ClearPar• Assisted in special projects with both the residential and commercial lending departments, including occupancy stress tests and DSCR evaluations

Los Angeles, California, United States

• Reported directly to the CEO and senior portfolio manager with a team of five other interns• Contributed to decision making meetings regarding key aspects of wealth management including investment vehicles, retirement plans, and portfolio management• Constructed and delivered weekly presentations to management team focusing on technical and fundamental analysis of security performance• Set phone meetings with prospective and existing clients to assess their current financial allocations and investment goals

Lake Arrowhead, California, United States

• Spent the summer interacting with UCLA graduates and their families as a current student liaison• Designed and lead alumni exercises for over 800 families to aid the continuation of a strong relationship between former students and their alma mater

Orlando, Florida, United States

• Shadowed the Assistant Vice President of UCF’s corporate foundation and relations office• Organized email and phone outreach and communication from the university to companies’ philanthropic departments• Attended and took notes on conferences with potential donors to the university• Collaborated with the finance division to track and update the status of gift planning and collection

Bachelor Of Arts - Ba, Economics

Minor, Accounting

High School Diploma