Pate Campbell, Cfa Email & Phone Number

Boston, Massachusetts, United States

• Assist in client portfolio construction, monitoring, and reporting.• Aid in client liquidity planning, investment income projection, and subsequent portfolio positioning. • Support clients in investment policy creation. • Produce client reports on portfolio performance, positioning, and strategy.• Maintain client communication channels, and provide ad hoc updates on events relevant to portfolios.• Support firm-wide investment strategy creation, and facilitate strategy communication to clients.• Assist in creation of client market updates to communicate changes in market and economic conditions.

Boston, Massachusetts, United States

• Assist in the monitoring and maintenance of approved credit list.• Conduct fundamental research on financial and corporate issuers and communicate findings.• Write research blogs on topics relevant to clients and current economic & credit conditions.• Maintain a money market mutual fund database to analyze the risk and return metrics of relevant funds.• Collect corporate and economic data for white paper reports and research pieces.• Develop company-wide ESG investing initiatives including investment policy, modeling and analysis. • Produce client reports on current economic conditions and relevant risks to portfolio performance.

Newton, Massachusetts, United States

Greater New York City Area

• Conducted research to identify potential bond issuances across sectors and industries.• Analyzed bond spreads to target bonds that would benefit from Fitch rating inclusion.• Tracked split rated bonds and rating changes as new business targets.• Created pitch books for new and existing client relationship meetings.• With an intern team, presented a potential new product to senior management.• Researched bond indenture contracts to identify key terms and covenants.• Organized and analyzed large data sets to identify trends in lending markets.• Utilized Salesforce extensively to record and update client and prospect information.

Newton Ma

• Built a database of over 7200 relevant terms from 1200 venture debt proposals.• Analyzed statistics and underlying data to evaluate trends in lending terms.• Presented trends to research and sales teams using PowerPoint.• Collaborated to develop pertinent analysis for marketing and sales materials.• Researched client biographies and updated relevant information in Salesforce. • Communicated with clients and managed logistics for marketing events.

Bachelor'S Degree, Economics

Activities and Societies: Captain of Middlebury's Ski Team

Business Bridge Program

Semester Abroad, Economics