Financial Manager who leverages exceptional communication skills to build quality relationships with clients, buyers and upper management.
High-achieving Financial Manager with strong quantitative modeling, process thinking and business analytics skills.
Highly-accomplished and detail-oriented professional successful at attaining business goals through in-depth financial analysis, budget strategy design and sales development and execution.
An experienced financial professional with a successful career managing risk, performing due diligence, leading projects and handling time-sensitive, complex transactions.
Bloomberg Barclays Point Barra | SNL Capital IQ Microsoft Office |
Senior corporate portfolio manager focused on alpha generation to various benchmarks for insurance products and general account portfolios.
Portfolios managed to corporate, municipal and aggregate indices and/or for yield duration and quality.
Participate in asset allocation, rates and curve strategies.
Facilitate cross-sector and capital structure opportunities - expertise in the Energy, Utility and Power, and Industrial sectors.
Senior member of corporate trading desk focused on generating positive returns on capital at risk.
Generated and published trade ideas and credit commentary and analysis in the Utility, Pipeline and Energy industries.
Communications with clients generated over $250mn in par value trades.
Leveraged a list of buy-side and institutional clients to promote trading and banking relationships.
Liaised with corporate treasurers on liability
management.
Working with Lead bankers, maintained and developed institutional/issuer relationships within the Utility, Renewable, Midstream and Energy industries.
Managed the credit risk and actively hedged credit deterioration and size exposures through derivatives and creation of bespoke protection trades.
Managed growth of high grade and leveraged loan book from $9bn to $15bn, largely in Renewables and Midstream.
Determined and opined upon risk-adjusted returns, a voting member of Credit Committee.
Collaborated with product line heads and relationship
MDs across the bank.
Supervised and Mentored Analysts.
Senior member of corporate trading desk team with traders and head of desk focused on positioning capital around special situations.
Published trade ideas and contributed to trade generation with the sales force across the desk.
Managed sector analysts directing connectivity with desk
and clients, idea
generation and publication.
Senior member of corporate bond research group focused on generating positive returns on cash and CDS capital at risk.
Published Industry and Company specific research including capital structure trade recommendations.
Generated profitable position trades for Barclays and investors. Five year earnings in the utility/power trading book: $29mn, $27mn, $21mn, $9mn and $6mn.
Built buy-side, and institutional client banking relationships to promote trading and banking relationships.
Published in US Credit Magazine: http://db.riskwaters.com/public
/showPage.html?page=94659
Senior corporate bond analyst focused on total return recommendations across the entire credit spectrum and corporate structure covering the utility, energy and industrial industries.
Responsible for sector weighting, security selection and best trade execution.
Navigated the Enron bankruptcy and the industry contagion to push the fund's return to top decile
Presented to Pension Consultants our fundamental
approach to credit research and
fixed income investing.
Researched high yield and investment grade domestic and international companies within the energy, electric and gas utilities, chemicals, paper and forest, and building materials sectors.
Led analyst team in collaboration on relative value ideas across sectors.
Contributed to portfolio management for total return and liability management.
Executed
Trades and Built sell-side relationships.
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