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Rick Tauber, Cfa is listed as Senior Fixed Income Research Analyst - Investment Grade and High Yield Corporate Bonds at National Investment Services, a with 42 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Rick Tauber, Cfa.
Rick Tauber, Cfa previously worked as Fixed Income Analyst at National Investment Services and Senior Vice President - Morningstar Credit Ratings at Morningstar. Rick Tauber, Cfa holds Mba, Finance from University Of Michigan - Stephen M. Ross School Of Business.
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Seasoned fixed income investment professional with a focus on high yield and investment grade corporate bond research and ratings. Team player with proven leadership skills at both buy-side and sell-side organizations. Expertise includes fundamental credit research and bond recommendations across a number of industrial sectors in various investment styles including total return, absolute return, and buy-and-hold. Have also embraced entrepreneurial roles including building an independent fixed income research business and a corporate credit ratings business at Morningstar. Adept at managing a small team and dealing with changing business conditions.Specialties:* Financial statement analysis and modeling* Relative value analysis across industries and within a capital structure* Investment grade, high yield, convertibles, bank loans, private placements* Team management and leadership* Presentations to small and mid-size groups
Listed skills include Fixed Income, Bonds, High Yield, Financial Analysis, and 11 others.
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A career timeline built from the work history available for this profile.
Greater Milwaukee Area
NIS is an asset manager with over $8 billion under management, primarily fixed income. My role is to make buy/sell/hold recommendations on high yield and investment grade corporate bonds in a variety of sectors including auto, aerospace/defense, and energy.
Greater Chicago Area
Launched a new corporate credit rating business within Morningstar Credit Ratings by transferring coverage from our fixed income research platform. Led a team of 12 analysts in all facets of the corporate credit rating business including chairing credit committees, managing an unsolicited coverage list, developing research and criteria, updating methodologies as necessary, and adhering to regulatory requirements. Also continued to cover 15 credits in the industrials sector. Key team member in generating several new engaged transactions and supporting internal deals.
Greater Chicago Area
Led and managed a team of 10 analysts in maintaining credit ratings and generating corporate bond recommendations on 700 corporate credits. Coordinated and developed the research product including best investment ideas, sector reports, individual company credit reports, and new issue and other credit notes used to build and expand Morningstar's independent credit research business.
Facilitated the launching of over 100 credit ratings in sectors including Auto, Homebuilding, Aerospace/Defense, and other Industrials sectors. Performed fundamental analysis of securities across the capital structure for various Industrial companies to produce buy/sell recommendations for institutional and other clients.
Performed investment research primarily for start-up funds.
Performed fundamental credit research to identify profitable convertible arbitrage trades. Also analyzed special situations to come up with event-driven and capital structure arbitrage trades based on fundamental analysis and research.
Chicago
Analyzed corporate bonds across several industries to develop buy/sell/hold recommendations supporting total return oriented high yield and high grade portfolios. Sector coverage included Paper, Autos, Metals and Mining, and Gaming, among others.
Sector analyst supporting high yield, bank loan, investment grade, and private placement investments (1996-98). Private placements generalist leading the review, negotiation, and investment in private debt investments (1990-96).
Other employees you can reach at nisi.net. View company contacts for 42 employees →
Dawn Giannini
Colleague at National Investment ServicesMilwaukee, Wisconsin, United States
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Kent W.
Colleague at National Investment ServicesBonita Springs, Florida, United States
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Isaac Bruins
Colleague at National Investment ServicesGreater Milwaukee, United States
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Vince Russo, Cfa
Colleague at National Investment ServicesElm Grove, Wisconsin, United States
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Carolyn Moitoso
Colleague at National Investment ServicesJohnston, Rhode Island, United States
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Barbara Schalla
Colleague at National Investment ServicesWest Bend, Wisconsin, United States
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Jay Dirienzo
Colleague at National Investment ServicesGreater Milwaukee, United States
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Bart Mccartin
Colleague at National Investment ServicesGreater Chicago Area, United States
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Barbara Schalla
Colleague at National Investment ServicesMilwaukee, Wisconsin, United States
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Mark Steen, Cfa
Colleague at National Investment ServicesMinneapolis, Minnesota, United States
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Activities and Societies: President - Investments Club
Activities and Societies: Delta Sigma Pi business fraternity Alpha Sigma Phi social fraternity
Quick answers generated from the profile data available on this page.
Rick Tauber, Cfa works for National Investment Services.
Rick Tauber, Cfa is listed as Senior Fixed Income Research Analyst - Investment Grade and High Yield Corporate Bonds at National Investment Services.
Rick Tauber, Cfa is based in Greater Chicago Area, United States while working with National Investment Services.
Rick Tauber, Cfa has worked for National Investment Services, Morningstar, (Independent Contractor), Grace Brothers, and Stein Roe & Farnham.
Rick Tauber, Cfa's colleagues at National Investment Services include Dawn Giannini, Kent W., Isaac Bruins, Vince Russo, Cfa, and Carolyn Moitoso.
You can use AeroLeads to view verified contact signals for Rick Tauber, Cfa at National Investment Services, including work email, phone, and LinkedIn data when available.
Rick Tauber, Cfa holds Mba, Finance from University Of Michigan - Stephen M. Ross School Of Business.
Rick Tauber, Cfa is listed with skills including Fixed Income, Bonds, High Yield, Financial Analysis, Trading, Equities, Capital Markets, and Securities.
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