- Assist senior DCM colleagues covering the energy, utility, metals and mining sectors in the U.S. and Canada from an origination perspective- Involved in all phases of fixed income transaction execution including structuring, pricing, due diligence, distributions to deal team (issuer, underwriters, legal, auditors), working group lists, the preparation of internal committee and marketing memoranda, company and industry analysis, valuation analysis, drafting prospectus supplements and… Show more - Assist senior DCM colleagues covering the energy, utility, metals and mining sectors in the U.S. and Canada from an origination perspective- Involved in all phases of fixed income transaction execution including structuring, pricing, due diligence, distributions to deal team (issuer, underwriters, legal, auditors), working group lists, the preparation of internal committee and marketing memoranda, company and industry analysis, valuation analysis, drafting prospectus supplements and marketing materials, and post-mortem analyses- Counsel clients on optimal capital structure, debt / capital ratios, and the proper fixed-floating mix, by analyzing interest rate sensitivities, all-in funding costs, as well as legal, regulatory and rating agency considerations- Collaborate with investment banking colleagues, US, UK and Asian syndicate desks, sales & trading, and research to identify and execute new issue and liability management trade opportunities for clients- Draft and prepare new issue pricing, market updates, and pitch book materials highlighting opportunities in the fixed income market for clients Show less

Energy & Utilities, Metals & Mining

- Analyze international settlement data in compiling daily trade fail report to assess firm's exposure and assist sales and trading to track and solve fails- Ensure the timely and accurate processing of U.S. domestic equity and corporate bond contract returns totaling over $5 billion- Optimize the current booking processes and procedures with third party lenders to increase efficiency and prevent trade settlement failure- Conduct both domestic and international contract comparison… Show more - Analyze international settlement data in compiling daily trade fail report to assess firm's exposure and assist sales and trading to track and solve fails- Ensure the timely and accurate processing of U.S. domestic equity and corporate bond contract returns totaling over $5 billion- Optimize the current booking processes and procedures with third party lenders to increase efficiency and prevent trade settlement failure- Conduct both domestic and international contract comparison while liaising with securities lending traders and clients to reconcile all breaks for accurate billing figures Show less

- Assisted in the implementation of SAP Financial Business Management System (FBMS) to standardize and integrate all Department of Interior bureaus- Collaborated directly with clients to create and tailor specific work deliverables to successfully implement SAP FBMS- Cataloged action items, decision points, and discussions during enterprise resource planning blueprinting workshops and published to entire agency- Supervised workshops and advised clients how FBMS would deliver better… Show more - Assisted in the implementation of SAP Financial Business Management System (FBMS) to standardize and integrate all Department of Interior bureaus- Collaborated directly with clients to create and tailor specific work deliverables to successfully implement SAP FBMS- Cataloged action items, decision points, and discussions during enterprise resource planning blueprinting workshops and published to entire agency- Supervised workshops and advised clients how FBMS would deliver better cost and performance information by combining data at both bureau and departmental levels Show less

- Reviewed and analyzed potential acquisition targets to prepare data reports and profiles for senior management which included company history, financial statements, and niche market trends- Tracked budgets and progress of projects through evaluation of earned value management ratios such as cost and schedule performance indexes- Coordinated with engineers and managers to develop efficient schedules and set accurate milestones to ensure success of government surveillance tests-… Show more - Reviewed and analyzed potential acquisition targets to prepare data reports and profiles for senior management which included company history, financial statements, and niche market trends- Tracked budgets and progress of projects through evaluation of earned value management ratios such as cost and schedule performance indexes- Coordinated with engineers and managers to develop efficient schedules and set accurate milestones to ensure success of government surveillance tests- Developed a new and clear Baseline Change Process that was implemented site-wide for all current programs Show less

- Led initiative to analyze EPA’s Federal Strategic Sourcing Initiative (FSSI) for FedEx Express and Ground Domestic Delivery Services- Analyzed agency shipping profiles and usage information data provided by the GSA to determine current usage patterns of the multiple services- Researched and analyzed surcharge payments, to determine proper utilization and pinpoint areas for improvement- Crafted a comprehensive implementation plan for recommendations based on the analysis to improve… Show more - Led initiative to analyze EPA’s Federal Strategic Sourcing Initiative (FSSI) for FedEx Express and Ground Domestic Delivery Services- Analyzed agency shipping profiles and usage information data provided by the GSA to determine current usage patterns of the multiple services- Researched and analyzed surcharge payments, to determine proper utilization and pinpoint areas for improvement- Crafted a comprehensive implementation plan for recommendations based on the analysis to improve performance and increase savings- Presented a dynamic initiative to senior management in order to improve agency’s efficiency, cut costs, and implement agency-wide protocol Show less

- Managed key processes related to general office procedures and clerical tasks in order to assist senior partners- Provided senior analysts with an accurate database using Microsoft Access of attendees for the 21st Century Community Learning Centers Conference- Interacted with clients while helping to systemize company’s daily agenda on business trip to 21st CCLC Conference in Miami- Assisted directors and project supervisors with general office duties such as mailing client… Show more - Managed key processes related to general office procedures and clerical tasks in order to assist senior partners- Provided senior analysts with an accurate database using Microsoft Access of attendees for the 21st Century Community Learning Centers Conference- Interacted with clients while helping to systemize company’s daily agenda on business trip to 21st CCLC Conference in Miami- Assisted directors and project supervisors with general office duties such as mailing client correspondences, making copies, and compiling reports Show less