Spencer Godfrey, Cfa Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Boston, Massachusetts, United States

• Oversee a team of analysts covering the TMT, Services, Transports, Industrials, Retail, Consumer, Leisure & Gaming, and Healthcare sectors as part of the corporate bond and leveraged loan research effort at Manulife Investment Management.• High yield, investment grade, emerging market, distressed situation bond and leveraged loan analyst covering issuers in the TMT, Commercial Services, Logistics/Transportation, and Industrials sectors.• Responsible for providing investment recommendations on relevant bond and loan issues for issuers within coverage universe.• Maintain ongoing coverage and surveillance of subject companies and sectors, maintain complex financial models and provide timely updates and recommendations to portfolio managers.

Greater Boston Area

• High yield, investment grade, emerging market, distressed situation bond and leveraged loan analyst covering issuers in the TMT, Commercial Services, Logistics/Transportation, and Industrials sectors.• Responsible for providing investment recommendations on relevant bond and loan issues for issuers within coverage universe.• Maintain ongoing coverage and surveillance of subject companies and sectors, maintain complex financial models and provide timely updates and recommendations to portfolio managers.

• Oversee the high yield bond and leveraged loan research effort.• Collaborate with company principal on strategic planning and new product development.• High yield bond & leveraged loan analyst covering approximately 40 companies in the Broadcasting, Cable/Satellite and Media industries.• Responsible for evaluating the strength of the subject company’s financial position and assigning a Default Risk Ranking as well as assign BUY / HOLD / SELL recommendations on relevant bond and loan issues.• Maintain complex financial models and publish quarterly reports for distribution to clients.

• High Yield Analyst covering approximately 40 companies in the high yield Broadcasting, Cable/Satellite and Media industries.• Responsible for evaluating the strength of the subject company’s financial position and assigning a Default Risk Ranking as well as assign BUY / HOLD / SELL recommendations on relevant bond and loan issues.• Maintain complex financial models and publish quarterly reports for distribution to clients.

• Supported Managing Directors and served as a primary facilitator through all stages of the M&A deal cycle.• Built and maintained financial models for company valuation, prepared presentations to potential clients, developed offering memorandums for the investment community, wrote industry analysis reports distributed to the public.• Improved complex financial modeling, valuation, presentation, and research skills.

• Leadership role on a team of underwriters responsible for global account marketing and underwriting. Took a fundamental approach to analyzing and evaluating companies in various industries for inclusion in the portfolio.• Responsible for evaluating the subject company’s credit profile, the ability of management to implement appropriate internal controls to mitigate future losses, as well as analyzed prior insurance losses and projection of future losses.

• Member of the AIG Foreign General Insurance Division underwriting Kidnap, Ransom & Extortion Insurance requiring extensive travel throughout Latin America to manage and expand networks of distribution.• Conducted in-depth analysis of crime trends across all key Latin American countries to help determine country risk and appropriate underwriting premiums to maximize premiums and minimize risk.

Ba, International Studies

Bachelor of Arts degree in International Studies with a focus on Latin America. Studied abroad over three semesters in Buenos Aires.

Mba, Asset Management

Activities and Societies: Boston College Center for Investment Research & Management, Graduate Finance Association, BC Investment.