Principal

• 2023 - Present

Vice President

• Dec 2019 - Jan 2023

Senior Associate

• Nov 2017 - Dec 2019

Associate

• Sep 2016 - Nov 2017

Senior Analyst

• Jan 2016 - Sep 2016

Investment Analyst

• Aug 2015 - Dec 2015

Equity Research Associate- Insurance

• Sep 2013 - Aug 2015

• Research and analyze key industry trends, industry/company primers, earnings previews/reviews and relative valuation for North American property and casualty insurers, life insurers and reinsurers• Generate industry/company publications on pricing trends, catastrophe losses, annuity sales, pension buyouts, interest rates and alternative capital utilizing 3rd party data, earnings calls and company filings• Manage and utilize an extensive library of GAAP, statutory and financial market insurance data in support of high quality analysis and research• Conduct Bloomberg Intelligence product demonstrations and industry roundtables with prospective and current buy and sell-side clients to assist in the sale of terminals and promotion of client knowledge Show less

Consumer Discretionary Data Credit Analyst

• 2011 - Sep 2013

• Data analyst creating and maintaining capital structure models through the use of company filings and relationships built with company contacts covering the US Consumer Discretionary Industry.• Coordinate and maintain daily high yield bond pricing indices found daily within the Bloomberg Leveraged Finance Brief.• Coordinate and help maintain high yield bond total returns data and analysis found weekly within the Bloomberg Leveraged Finance Brief.• Present an analysis of recent trends in the market impacting our clients and the direction of asset class prices to our global data office on a quarterly basis.• Work with the global data fixed income product managers on the coordination and creation of monthly, quarterly and yearly business planning initiatives for all of fixed income global data. Show less

Security Analyst Co-Op

• Mar 2010 - Sep 2010

• Built financial models using Bloomberg and Factset while working with various brokers to prepare earnings models. • Conducted channel checks by speaking with retail managers for the purpose of equity analysis. • Attended management, sell side, strategist, and economist meetings for evaluation of the current portfolio positioning across various sectors. • Evaluated the economy, political state, market direction and currency risks of international countries for the purpose of equity research and presentations for portfolio managers. • Researched and reported on environmental, social and governance efforts of currently owned companies by studying and applying the United Nations Principles of Responsible Investing standards. Show less

Quantitative Analyst Co-Op

• Mar 2009 - Dec 2009

• Maintained Core, Growth, Value, & Dividend Focus Portfolios by instituting a quantitative model, compiling reward/risk documents, and earnings forecast data. • Utilized Bloomberg and Factset to support equity analysts with performance attribution reports screening potential stocks for addition. • Researched stocks through on-site visits, conference calls, and industry trade publications for the composition of merits and risks reports on those companies. • Compiled proprietary exhibits that support the underlying investment thesis of overweighting or underweighting various sectors. Show less

Institutional Sales Co-Op

• Mar 2008 - Sep 2008

• Organized client and conference events on a national level for the Institutional Account Managers • Managed all marketing materials for the Cash Management Department on a weekly and monthly basis • Updated daily asset reports on Taxable and Tax-Exempt Funds for clients and upper management • Compiled mutual fund filings obtained from EDGAR while analyzing their SAIs for upper management • Updated clients and executives regarding key asset changes, trends, and areas of notable growth Show less