Senior Associate

• Sep 2021 - Present

Fundraising and advisory for private equity and private debt funds Fundraising and advisory for private equity and private debt funds

Associate Director

• Nov 2019 - Oct 2021

Debt Capital Markets Senior Analyst

• Jul 2016 - Nov 2019

Derivatives Analyst

• Feb 2015 - Jul 2016

Provided interest rate swap solutions for corporate and large middle market clients. Executed numerous transactions including, cross currency, caps, floors, collars, European and Bermudan options.Closely monitored the FOMC, ECB, BOE, BOJ, PBOC and global economic data releases that impact the U.S., U.K. and European interest rate environment.

Investment Management Research Associate

• Feb 2015 - Feb 2016

Analyzed and evaluated mutual funds. Sourced funds for the investment platform. Organized data and visuals for the weekly newsletter and provided commentary. Created an equity screen template to analyze funds. Project: Core Plus | Executed due diligence on core plus fixed income instruments as First Western had exposure to PIMCO during Bill Gross' departure. This process involved analyzing intermediate bond funds that benchmarked the Barclays U.S. Aggregate Bond Index. Ranked the funds on characteristics such as historical performance, upside/downside capture ratio and the Sharpe ratio. The findings ultimately assisted his team in making a decision during the IPC meeting. Project: Fill Holes | Held multiple conversations with the CIO and assessed the platform's needs. Met with representatives and gathered information on specific funds at Charles Schwab IMPACT. After screening for performance and risk, organized follow up conference calls with top quality portfolio managers and contributed during those discussions. Project: Weekly Commentary | Tracked the FOMC minutes, changes in U.S. and foreign treasury rates, domestic and international economic indicators and drafted the weekly fixed income commentary. Project: Equity Screen | Created a template in Bloomberg for clients who held non-model securities. The template highlighted performance and risk metrics, credit ratings and relevant multiples for peer comparison.

Analyst Intern - Private Equity

• Jun 2012 - Jan 2013

Evaluated financial statements. Developed modeling skills. Executed a study on the top 50 metropolitan statistical areas (MSAs) Analyzed financial statements, call reports and established valuation techniques to assess the stability of a bank. Developed modeling techniques and built them to automatically update information from snl.com. Project: Market Watch | Preformed economic analysis on the top 50 metropolitan statistical areas in the United States. Gathered data from various government websites and combined that information with bank concentration figures. The end product was a binder, heat map and a customizable control page to determine which areas were healthiest to grow a mid-sized bank.

Portfolio Analyst Intern - CLO Fund

• Jun 2011 - Aug 2011

Supported investment professionals at a collateralized loan fund focusing on senior secured bank debt. Reinforced communication skills by presenting information on the sovereign debt crisis in Greece, the Italian Austerity package, Chinese CPI and other global economic issues in morning meetings. Project: Yellow Pages | Generated a industry overview document analyzing small business advertising options. The concept of the project was to find out how long it would take for the Yellow Pages to become insolvent.