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