William Howarth, Cfa Email & Phone Number

New York, United States

Greater New York City Area

• Provide quantitative analysis to identify and evaluate financing opportunities for municipal issuers, such as potential restructuring and refunding prospects• Model bond financings, PV cash flow analysis, and interest rate sensitivity analysis for muni clients • Assist in the creation and production of financing ideas through financial statement analysis• Review muni clients’ credit profiles and assist in the formulation of credit improvement ideas• Work with multiple types of fixed income securities, including fixed rate tax-exempt and taxable, CABs, variable rate, put and tender option bonds• Compile daily and monthly market data for client presentations and proposals• Lead and assist in responses to Request for Proposals (RFPs)• Initiate outreach to potential municipal clients

Skillman, New Jersey

• Prepare, update, and adjust fixed income securities on the Bloomberg Terminal• Analyze companies’ SEC filings, such as the Prospectus, 8-K, 10-k, and 424B2 to confirm specific fixed income securities issues• Consult with buy-side and sell-side analysts to collaborate on Terminal specific issues such as interest rates, coupon payments, and other specific terminal details• Work day-to-day with upper management and Bloomberg clients