 Assisted in overseeing $8 billion in high yield fixed income  Modeled credit worthiness of medical product companies  Executed high yield bond trades using relative value and technical analysis  Made investment recommendations on single name credit default swaps and investment grade bonds  Created several trading models ( airline EETC, leveraged loans vs. bonds, fixed vs. floaters )  Interfaced with portfolio managers on overall strategy and macro level analysis  Experienced working with leveraged loans, CDS, public equities, and other asset classes  Constructed, liquidated, and rebalanced portfolios as well as attribution analysis  Created P&L spreadsheet showing gains and losses from fixed income swaps  Built Access models analyzing portfolio risk concentrations and industry weightings

 Priced and valued five hundred high yield bonds, leveraged loans, distressed and private securities monthly  Created valuation model that prices a communications equity investment under three different IRR scenarios  Calculated fund NAV and performance on a weekly, monthly, quarterly, and annual basis  Built compliance modules, FX transaction report, and custodian bank trade feeds using Impromptu reporting software  Constructed report analyzing realized gains and losses from brokered trades  Processed over 60 equity, derivatives, and high yield fixed income transactions daily  Created daily cash summary of portfolios’ current and incoming cash positions and changes  Reduced failed and unmatched transactions by 95%

 Conducted an internal audit of the accounts receivable and revenue collection process  Monitored portfolio performance and produce monthly investment reports for investors  Created monthly analysis reports of financial statements for in house insurance unit  Constructed utility expense and recovery analysis reports

 Wrote industry overview, performed comparable transaction run, and conducted valuation of public equipment leasing firms using market multiple method for M&A pitch  Researched organic food industry and legume demand projections to help finance a $15,000,000 convertible preferred stock investment in an agricultural firm  Wrote numerous transaction summaries and deal tombstones for press releases and marketing purposes