Equity Analyst• Research, analyze, and pitch investment ideas as part of a five-person team managing more than $10bn in assets for the Large Cap Global equity portfolio• Select stocks using fundamental analysis seeking to outperform the MSCI All Country World Large Cap Index• Generalist coverage with particular focus on Information Technology, Healthcare, Consumer Discretionary, Energy, and Financial sectors• Prepare detailed investment notes clearly communicating buy, sell, add, or trim recommendations to the team• Build and maintain financial models to assess valuation, analyze various scenarios, and stress-test assumptions• Engage regularly with C-suite management to gain additional insight into idiosyncratic issues and industry-wide operating dynamics

Municipal Research Analyst• Conducted credit analysis and research on the municipal market and individual issuers to ultimately provide buy, hold and sell recommendations to the portfolio manager and traders• Analyzed complex lease and contract structures related to primary and secondary market debt issuance• Contributed to managing credit risk and exposure of $8.5bn in tax-exempt AUM across the firm’s platform• Assessed broader drivers of economic, geographic and demographic trends to inform both sector and security selection• Evaluated new and prospective client portfolios recommending credit structure modifications where necessary

• Produced research and credit analysis on municipalities and public higher educational institutions• Supported the Public Finance Surveillance team in monitoring credit and risk exposure• Assigned internal credit ratings to municipalities based on qualitative and quantitative analysis• Researched credits for sector reviews relating to the firm’s exposure to distressed regions

• Analyzed daily option expiry report to prepare trading for potential exercise commitments• Engaged clients for pricing requests and market research dissemination• Front Office point of contact for trade break escalation and resolution

• Supported sales and trading initiative for Structured Credit Desk• Collaborated with credit officers and legal groups to authorize client portfolio moves• Prepared credit default swap fee, coupon, and collateral calculations• Appointed to lead high-risk client migration in North America for the JPMorgan-Bear Stearns merger