--Responsible for research and investment recommendations within Healthcare, Pharmaceuticals, and Retail sectors for multiple investment strategies that include Investment Grade, High Yield, and Leveraged Loan credits

--Responsible for research and investment recommendations within Healthcare and Pharmaceuticals sectors for multiple investment strategies that include Investment Grade, High Yield, and Leveraged Loan credits

--Responsible for research and investment recommendations within the Revenue-Backed Municipal subsectors of Hospitals and Utilities--Various ad-hoc projects including: automating models for the entire Revenue-Backed portfolio (>100 credits) using Bloomberg API, Excel VBA, and various complex formulas; worked with the full Bloomberg Municipal Team in order to alter reporting style and accuracy across the entire Revenue-Backed universe

--Responsible for research and investment recommendations within the Autos (OEMs and Auto Suppliers), General Transportation/Industrials, Waste Services, REITs, Utilities, and select Investment Grade Energy (E&P, Integrated, Refiner) sectors (several sectors at any one time)--Perform fundamental analysis on Investment Grade, High Yield, and Leveraged Loan credits including financial models with projections, discounted cash flow analysis, internal ratings recommendations, and industry analysis to support recommendations--Continually review outstanding recommendations including full annual reviews of credits held in the portfolio; consistently track news, earnings calls, third-party research, and rating changes--Various ad-hoc projects including: creating an economic databook/chartbook with information on multiple economies and industrial subsectors, building Excel sheets comparing portfolio holdings to various indices with breakouts by subsector and asset class to help upper management better understand portfolio positioning, and producing various models/documents to compare internal ratings with external ratings and document procedures as they shift due to regulatory changes

--Assisted in the research and investment recommendation process within the Energy (including Upstream, Oil Field Services, Midstream/Pipelines, and Downstream firms) and Metals & Mining sectors for multiple global investment strategies--Performed analysis on both financial and operational (cash costs, reserve metrics, key assets, etc.) company fundamentals in order to maintain credit models, build out quarterly/annual scorecards, and create presentations to support bond recommendations and internal ratings--Continually reviewed outstanding recommendations; tracking news, earnings calls, third-party research, and rating changes--Created a Bi-Weekly Energy Update consisting of significant Oil and Natural Gas themes affecting Energy markets and corresponding data including Production (Supply), Demand, Inventories, Price movements, and Rig Counts--Various ad-hoc projects including: creating a Shale Basin handbook to better understand unconventional Oil and Natural Gas in North America, building a model to compare spread movements between credits of each covered subsector, and producing various models in order to adjust earnings for non-recurring items

--Produced research and investment recommendations on Technology companies for multiple global investment strategies incorporating analysis of company fundamentals, bond recommendations, internal credit ratings, two year forecasts, write-ups, and oral presentations--Continually reviewed outstanding recommendations; tracked news, earnings calls, third-party research, and spread movements--Utilized Bloomberg API and various complex formulas in order to create an Excel tool utilized to compare bond spreads over time, statistics on movement/patterns, and moving averages of peer companies’ 5, 10, and 30 year bonds--Developed new Excel tools to efficiently review holdings and coverage on a quarterly basis in order to ensure firm standards were upheld, which cut report procedural times by 75%--Created various ad-hoc reports and graphics based on the current needs of the group, clients, and senior management

--Monitored margin and collateral moves in order to comply with futures exchange requirements and adjusted cash positions accordingly--Managed multiple broker-dealer accounts by facilitating email communication and assisting with daily position breaks--Built Excel spreadsheet to automate and analyze historical data trends and volatility in order to identify over exposed accounts in the futures space--Implemented Excel tools to efficiently reconcile accounts in the OTC space, which cut daily procedural times by 50%--Organized and participated in daily conference calls to discuss failed movements and margin disputes with an outsource provider

--Tracked and created a breakdown of GE’s spending within my department, specifically within its expense accounts, company funded development, and special projects--Analyzed spare part sales, projecting future losses and problematic parts according to their contribution margin percentage--Built sustainable Excel sheets to track spending using Hyperion, a new system implemented at the company in June 2012--Created new Excel templates to improve efficiency and effectiveness of financial planning and analysis

--Supported the Chief Compliance Officer with research and due diligence during cyclical audit exams conducted by FINRA and the SEC --Updated HR filing system by organizing and auditing internal files such as customer and employee records for New York City, Florida, and Long Island branches--Carried out essential business operations by updating client records daily, assisting in ad hoc projects, as well as other clerical duties as needed