Corporate Credit Analyst covering the Investment Grade Healthcare universe

Coverage includes pharmaceuticals, healthcare, aerospace/defense, and autos

Researched macroeconomic factors and analyzed individual securities to assist in the structuring of opportunistic fixed income investmentsAssisted with the development and maintenance of relationships with high-net-worth clientsConducted comprehensive reviews of client portfolios and assisted with preparation for client meetingsAnalyzed hedge fund strategies and performance in order to develop investment recommendations for clientsDeveloped a strong knowledge of a wide range of investment vehicles, including equities, fixed income securities, structured products, hedge funds, and private equity funds

Ensured the integrity and validity of financial statements for the Investment Bank's Public Finance business by overseeing the daily reconciliation, substantiation, and reporting of the business's P&L and riskPrepared and submitted a variety of periodic disclosures to external regulatorsImplemented controls and procedures to ensure compliance with the Dodd-Frank Act, most notably the Volcker RuleLiaised with the business and the IB's accounting and tax policy groups to determine proper accounting and tax treatment for new financial instrumentsImplemented control processes related to the consolidation of variable interest entities (VIEs)

Analyzed clients’ anticipated cash flows to determine the appropriate liquidity of investments Provided performance analytics for separately managed accounts ranging in size from $25M to $500MSupported pooled investment funds, including the Pennsylvania Local Government Investment Trust (PLGIT), which serves 2,800+ investors and has more than $3.6B in AUM