Experience

Amundi Pioneer

• United States
• Financial Services
• 1 - 100 Employee

• High Grade/High Yield Credit Analyst

  • Oct 2004 - Present

  Sector Coverage: IG/HY: Banking, Brokerage and Specialty Finance and HY: Leisure, Cable, Retail and Consumer ProductsCompany Due Diligence: Perform detailed analysis of the product portfolios, competitive positioning, and market share dynamics of investment prospects within coverage universe.Communicate one-on-one with various senior corporate management teams to better understand operating strategies, financial goals, market trends and execution risk.Investment Idea Generation: RelativeValue, Fundamental & Technical AnalysisCreate integrated financial and recovery models to analyze multiple operational scenarios and capital structure alternatives on the pro forma credit profile of various Investment Grade and High Yield issuers.Analyze industry trends within the sectors to detect attractive investment opportunities.Initiate, develop, and own multiple trade ideas that were executed and produced meaningful returns across the different portfolio strategies.Focus on all levels of the capital structure, inclusive of junior capital securities, convertible preferreds and equity.

• Trading Assistant

  • Oct 2003 - Oct 2004

  Presented market information and portfolio analytics to support senior traders and promote efficient order flow.Provided critical trade support by executing, cross-selling, and clearing trades.Researched and solved operational issues.Worked with Investment Operations and Compliance in opening new accounts and coordinating paperwork.Operated closely with key contacts at counterparties to resolve trade errors and ensure satisfaction.

• Investment Operations, Trade Support Analyst

  • Oct 2002 - Oct 2003



State Street

• United States
• Financial Services
• 700 & Above Employee

• Fund Accounting, Pension Fund Accountant

  • Oct 2001 - Oct 2002