Leveraged Loans and CLO's

Healthcare Private Equity & Venture Capital

Global healthcare (biotech, pharmaceuticals, medical devices, diagnostics/tools, services)

• Analyze healthcare companies as fundamental investment candidates for a >$600mm long/short equity hedge fund• Generate independent trade ideas with actively managed price targets• Construct detailed valuation models and fundamental forecasts across the pharmaceuticals, medical devices, healthcare services, and healthcare IT subsectors• Evaluate new drugs and medical devices, assessing the commercial prospects for new therapeutics including market size, likely pricing/payer coverage, and initial launch trajectory• Build proprietary technology infrastructure to analyze industry data (i.e. prescription data, clinical trial results, stat filings, etc.) and convert into actionable trade ideas.• Maintain strong relationships with senior management teams and sell-side analysts, extensive use of expert networks, and regular attendance at medical meetings and industry conferences

Publishing research analyst on interest rate strategy team covering US government bonds, TIPS, and derivatives

Evaluated proposals for federal stimulus investment

Analyzed high-yield and distressed investment ideas in loans, cash bonds, and CDS for the trading desk