Experience

Capital Advisors Group, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Oct 2020 - Present

  Boston, Massachusetts, United States • Assist in the monitoring and maintenance of approved credit list. • Conduct fundamental research on financial and corporate issuers and communicate findings. • Write research blogs on topics relevant to clients and current economic & credit conditions. • Maintain a money market mutual fund database to analyze the risk and return metrics of relevant funds. • Collect corporate and economic data for white paper reports and research pieces. • Develop company-wide ESG investing… Show more • Assist in the monitoring and maintenance of approved credit list. • Conduct fundamental research on financial and corporate issuers and communicate findings. • Write research blogs on topics relevant to clients and current economic & credit conditions. • Maintain a money market mutual fund database to analyze the risk and return metrics of relevant funds. • Collect corporate and economic data for white paper reports and research pieces. • Develop company-wide ESG investing initiatives including investment policy, modeling and analysis. • Produce client reports on current economic conditions and relevant risks to portfolio performance.

• Credit Research Intern

  • Jun 2020 - Oct 2020

  Newton, Massachusetts, United States



Fitch Ratings

• United States
• Financial Services
• 700 & Above Employee

• Summer BRM Associate

  • Jun 2019 - Aug 2019

  Greater New York City Area • Conducted research to identify potential bond issuances across sectors and industries. • Analyzed bond spreads to target bonds that would benefit from Fitch rating inclusion. • Tracked split rated bonds and rating changes as new business targets. • Created pitch books for new and existing client relationship meetings. • With an intern team, presented a potential new product to senior management. • Researched bond indenture contracts to identify key terms and… Show more • Conducted research to identify potential bond issuances across sectors and industries. • Analyzed bond spreads to target bonds that would benefit from Fitch rating inclusion. • Tracked split rated bonds and rating changes as new business targets. • Created pitch books for new and existing client relationship meetings. • With an intern team, presented a potential new product to senior management. • Researched bond indenture contracts to identify key terms and covenants. • Organized and analyzed large data sets to identify trends in lending markets. • Utilized Salesforce extensively to record and update client and prospect information. Show less



Capital Advisors Group

• United States
• Financial Services
• 1 - 100 Employee

• Debt Intern

  • May 2017 - Aug 2017

  Newton MA • Built a database of over 7200 relevant terms from 1200 venture debt proposals. • Analyzed statistics and underlying data to evaluate trends in lending terms. • Presented trends to research and sales teams using PowerPoint. • Collaborated to develop pertinent analysis for marketing and sales materials. • Researched client biographies and updated relevant information in Salesforce. • Communicated with clients and managed logistics for marketing events.