Experience

LGIM America

• United States
• Investment Management
• 100 - 200 Employee

• Associate Credit Trader

  • Jan 2022 - Present

  - IG Credit Trader - Electronic, Voice, and Portfolio Trading - Focus on Utilities and Flow Trading - IG Credit Trader - Electronic, Voice, and Portfolio Trading - Focus on Utilities and Flow Trading



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Fixed-Income Trading Co-Op

  • Dec 2020 - Jul 2021

  - U.S. Multi-Sector Fixed Income (Securitized Products, Rates, IG/HY Credit) - Assisted portfolio management team managing ~$30 BN in AUM - U.S. Multi-Sector Fixed Income (Securitized Products, Rates, IG/HY Credit) - Assisted portfolio management team managing ~$30 BN in AUM



Eaton Vance

• United States
• Investment Management
• 400 - 500 Employee

• MBS Research Intern

  • Aug 2020 - Dec 2020

  - Created a report to track the FED's 2020 Agency MBS purchases to determine spread tightening correlations and possible trade ideas- Built and maintained databases to analyze WALA Ramps and S-Curves for various Spec-Pools, states, and mortgage servicers - Monitored department portfolios by calculating daily leverage, weekly durations, and monthly attributions- Utilized Yield Book software and models to predict paydowns and run OAS, price, and CPRs for newly purchased CMOs and IOs- Responsible for monitoring our COOF holdings (pricing, return, interest, individual loan analysis)- Fully-trained successors in a remote environment for both roles at Eaton Vance Show less

• Global Trading Co-Op (Fixed Income)

  • Dec 2019 - Aug 2020

  - Analyzed global sovereign and corporate bond auctions/issues through comparing each issue's rate, yield, spread/new issue premium/IPTs, and FVs to historical data, enabling PMs and traders to execute informed decisions- Assisted trading operations by calculating foreign currency hedges, counter-party exposures, repo positions, and upcoming NDFs; booking trades; pricing traded fixed-income securities and derivatives; and monitoring all global fund cash balances- Created a database calculating estimated money flows using TNA for 40+ fixed-income funds with over $20 billion in AUM to analyze current market trends and investor sentiment with focus on ultra-short duration income funds - Created a report calculating priced in Central Bank rate cuts/hikes using forward rate agreements, OI Swaps, and rate futures for 20+ countries to better predict future CB rate decisions across various global regions- Enhanced execution of daily processes by 20% through utilizing VBA code to enhance data visualization and reduce the possibility of errors Show less



Northeastern University

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Apr 2019 - Dec 2020

  - Collected data on over 6,000 individual repurchase agreements using N-Q SEC Filings from various CIK Funds to analyze underlying collateral types that contributed to the 2008 financial crisis- Analyzed the evolution of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005, specifically the "automatic stay" provision, through lobbying efforts of major banks, Congressional records, and any related, previously proposed, legislation dating from 1998-Analyzed the lending trends of traditional banks to non-traditional banks and gathered data on the potential systemic risk the relationship poses Show less

• Finance & Insurance Department Office Assistant

  • Jun 2019 - Dec 2019