Nathaniel Mcnamee, Cfa Email & Phone Number

Corporate Credit Analyst covering High Yield and Investment Grade issuers across Aerospace & Defense, Diversified Manufacturing, Equipment & Equipment Rental, Environmental, Other Industrial, Automotive, Technology, Transportation, and Specialty Finance sectors (Lessors & BDCs). Additionally collaborate with Structured Credit Team on securitized deals where assets relate to corporate sector coverage.

Greater Boston Area

At the time before leaving owned sector coverage for Automotive, Tobacco, Technology, Media and Telecom. Previously had coverage responsibility for Basic Materials, Capital Goods, and Transportation sectors.

Boston, Ma

Responsible for industrial equipment manufacturers, equipment rentals, environmental services and maritime shipping firms. Coverage includes high yield & investment grade bonds & loans.

• Responsible for research coverage of Long/Short Equity, Discretionary Global Macro, Systematic Global Macro, Event-Driven and Structured Product hedge fund strategies• Sources hedge fund managers through industry contacts, conferences and custom built database screening tools• Performs manager due diligence, which includes: initial screening, review of fund offering memorandums, financial statements, due diligence questionnaires, historical fund letters and risk reports• Conducts onsite meetings at hedge fund manager offices• Composes detailed investment recommendation memos based on independent research of managers• Presents manager recommendations to the internal investment committee to get final approval for buy list inclusion• Holds calls quarterly with buy list, pipeline and high client exposure funds within the strategy coverage universe • Works with clients to educate them about hedge fund strategies and assist with hedge fund portfolio construction and manager allocations• Designed and created hedge fund portfolios for 17 institutional clients, including pension plans, endowments and foundations (mandate sizes range from $14mm to $2bn). The portfolio construction process utilizes bottoms up manager selection and a quantitative review including stress testing and scenario analysis• Co-authored a white paper that builds the case for sector specific long/short equity healthcare focused funds

•One of ten students selected to construct and manage a real-dollar portfolio valued at $100,000 with a Domestic Midcap Core objective•Analyzed foreign and domestic markets, economies and sectors•Exercised multiple forms of fundamental, technical and behavioral analysis•Independently executed trades

•Used RFPs to coordinate with departments throughout corporation in order to build cost workbooks for bids•Gained working knowledge of product offerings and capabilities for use in creating bids•Reconciled records across multiple database programs

•Assessed potential entrepreneurial activities for Roger Williams University•Researched and created various business plans and presented recommendations to the university’s finance department

•Analyzed portfolio attribution and wrote investment commentary to be used with clients•Performed competitive analysis to investigate attractiveness and potential of new products in the European institutional channel and the US retail channel•Researched product trends in US and European convertible securities to enable differentiation and positioning of existing portfolios as well as new product development•Created new analytical frameworks to identify and segment key competitors in several large cap categories•Developed analysis of the socially responsible investing marketplace and recommended market entry options to senior management

Bs, Financial Services

Activities and Societies: Delta Sigma Pi, Financial Management Association, Student Dean Advisory Board, Beta Gamma Sigma Business Honor.

Education record

Participated in UVA’s Semester at Sea. The program is a unique Study Abroad that circumnavigates the globe while instilling a higher.