* Cover HY Companies and Leveraged Loans in the Consumer Products and Technology Sectors

• Made investment recommendations to Investment Committee via preparation of an underwriting memo that includes company, industry, and capital structure analysis, cash flow projections, and the identification of key risks and mitigating factors.• Maintained existing electronic credit files.• Supported Senior Research team as needed.

• Resolved complex financial situations assigned by supervisor through use of extensive research protocols including internal databases and guidance of tenured colleagues resulting in improved managerial advisement.• Coached colleagues employed to complete unexecuted trade reports by reviewing resource aides, discussed common reasons for report kicks, and applied knowledge through example cases, resulting in faster completion of daily reports. • Demonstrated role proficiency through continuous attention to detail, comprehension of internal procedures, and low reported error rate of financial transactions resulting in selection as a “Kick Associate” -- special recognition for exceptional work.

• Cultivated relationships with important agency partners resulting in a premium booking increase of $1 million dollars for a client. • Reviewed insurance application submissions and created marketing strategies for risk placement resulting in obtainment of crucial coverage for clients.