Relationship Manager05/2011 to Current S&P Capital IQ – New York,
Establish relationships with Issuers, Underwriters, Financial Advisors and other agents in the Fixed Income market in order to acquire new issue and secondary market information and expand the company's fixed income data coverage.
Coordinate and lead in-person meetings with clients to determine best practices for procuring new issue data.
Negotiated automatic submission of new issue data from 95% of the top 20 U.S.
Correspond daily with underwriters, issuers, trustees, and law firms to rectify any data errors or omissions in newly issued U.S.
Agency, Municipal, and Corporate bonds.
Generate sales by marketing and pitching the S&P Capital IQ product suite to prospective clients.
Design products and data solutions tailored to clients' needs.
For example, collaborated with team to develop new issue calendar specific to corporate investment grade and high yield clients.
Supervise an associate in Hyderabad, India who assists in creating root cause analysis reports, which are utilized to develop new targets for the relationship managers.
Guidepoint Global (formerly Vista Research, a Standard and Poor's Business).
Project Manager05/2008 to 05/2011 Guidepoint Global (formerly Vista Research, a Standard and Poor's Business) – New York,
Connected institutional investors such as hedge funds, mutual funds, and private equity firms, with leading industry experts in fields such as technology, media, telecom, healthcare, and industrials.
Increased total value of assigned book of business from $2 million to $10 million in the course of three years.
Managed the day-to-day relationship with institutional investor clients through providing relevant experts for research requests as well as proactively offering high level experts relevant to client holdings.
Assisted in the preparation for prospect and client renewal meetings.
Created relevant usage reports and highlighted key experts in the network that could be of value.
Recruited industry experts for multi strategy clients, utilizing warm leads, Linkedin, and cold calling.
Learned the CRM database used to compile and organize the network of industry experts.
Mentored and trained entry level associates on recruiting and project management.
Achieved consistently high number of expert calls per month; the average being between 250-300 expert calls.
Standard & Poor's.
Research Analyst04/2006 to 05/2008 Standard and Poor's – New York,
Performed primary market research and data entry for municipal, corporate, pre-refunded, and derivative securities.
Was responsible for the accuracy and timeliness of assigned data class and worked with internal evaluations team to ensure overall product optimization.
Also worked with primary market underwriters to prevent coverage gaps and to ensure accuracy and completeness of new issue data.
Analyzed official statements (final and preliminary), KIS Sheets, ratings websites, and the Bond Buyer to obtain new issue data.
Proficient understanding of plain-vanilla issuances but also gained exposure to more esoteric deals such as split coupon, pay in kind, zero coupons and floating rates.
Tracked data on over 4,000 deals in a 3-month time frame for bond evaluation business.
Analyzed SEC Prospectuses, term sheets, and SEC filings to obtain primary and secondary market data for corporate issuances.
Gained proficiency in the high yield and investment grade market and covered mostly unsecured debt.
Also had moderate exposure to convertibles and money market instruments.
Improved our corporate pricing and terms and conditions coverage through working directly with internal clients.
The expanded coverage resulted in the addition of several new corporate pricing clients.
Regularly updated knowledge of the bond market by attending conferences and completed a six month training course consisting of bond market fundamentals, database training, and official statement analysis.
B.A: English2004SUNY Binghamton
NY GPA: GPA: 3.4 Dean's list GPA: 3.5 - 4.0English GPA: 3.4 Dean's list GPA: 3.5 - 4.0
Alpha Epsilon Pi Fraternity (President 2003-2004); Staff writer for Pipedream (student newspaper)
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Companies Worked For:
S&P Capital IQ
Guidepoint Global (formerly Vista Research, a Standard and Poor's Business)
Standard and Poor's
Job Titles Held:
B.A : English 2004
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