Experience

BoMarket, LLC Start-Up
Business Development
12/2013 - Present
Client: Cross-border investment platform that connects international investors with U.S. investment products.
Conduct due diligence, analyze suitable investment products for international investors. Review marketing materials and legal documents related to corporate accounts, compliance, and tax treatment. Manage and lead a team of consultants and interns, provide guidance on projects, research and analysis, and maintain external relationships with vendors and service providers.
BlueMountain Capital Management Finance
Consultant
7/2014 - 10/2014
Wrote VBA/ Excel macro applications to streamline FX hedging process for Funding group in Operations. Scalable and modular design that handles over 30,000 trades in less than a minute.
Hartford Investment Management Finance
High Yield Credit Research Analyst
5/2010 - 11/2013
Researched, analyzed, and valued companies (Oil & Gas, Midstream, Power, Chemicals, Real Estate). Evaluated business and credit profile, capital structure, sector trends, company specific situations and catalysts, and recommended high yield bonds and leveraged loans for investment. Built extensive dynamic financial models to project forecasts, value companies, and analyze cash flows, operational and credit metrics, recovery value, and liquidity.
Citigroup Alternative Investments Finance
Assistant Vice President
7/2004 - 8/2008
Traded municipal bonds (TOBs and VRDOs) and interest rate derivatives to manage duration and hedge portfolio risk. Conducted monthly portfolio risk analysis, P&L, and performance attribution for portfolios. Monitored core portfolio holdings, new issue calendar and secondary markets for opportunistic trades.
Citigroup Global Markets Finance
Financial Analyst
7/2004 - 6/2006
Structured Credit Desk – Structured and marketed $2.8Bn notional worth of CLO transactions in leveraged loans, emerging market bonds, and a market value credit fund. Created cash securitization VBA/Excel models.
Fixed Income Strategy & Analysis - Risk Management and Portfolio Analysis - Analyzed client mortgage portfolios. Conducted risk analysis (VaR/scenario/stress), customized risk models for projects with trading desks and recommended hedges.