Research Analyst- Financial Institutions with a concentration on regional banks. Responsibilities include preparation of in-depth company specific and industry research notes with a focus on short ideas.

- Analyzed credit quality of mortgage loan portfolio and estimated future cash flows for top 5 Regional Bank as part of merger integration - Compiled quarterly presentations to report results of credit quality and impairment analyses to management and investors- Participated in credit risk model benchmarking for multiple large cap, publicly held, entities- Participated in internal business development efforts

- Worked directly with Senior VP to learn industry and equity research process- Prepared company models, portions of research notes, in-depth analyses, and initiation reports- Attended marketing meetings with company management, clients, and sales force- Compiled in-depth monthly industry reports- Monitored all industry and individual company news and data and analyzed market impact- Gained advanced knowledge in research resources including Bloomberg, Factset, SNL, Microsoft Excel