Ed is a finance expert with 20+ years of experience. At Bank of Montreal, he managed high-yield bond portfolios in excess of $1 billion while leading a global investment team. He has worked on both the buy-side and sell-side across a wide range of credit products, and he's been directly involved in structuring and analyzing over $800 million in deals in the energy and mining sectors. Ed enjoys freelancing to help clients solve complex issues to take their businesses to the next level.
Built a comprehensive financial model for an enterprise SaaS company with MRR of $400,000. The model includes three-statement financials, detailed operations, covenant testing, and scenario analysis.
Created models that are dynamic, allowing for changes in the assumptions impacting financial and operational results, and integrated financial covenants to assess compliance with legal obligations.
Wrote pitch books for new private equity initiatives in the technology industry. Models and presentations have been used successfully in actual debt and equity raising efforts.
Focus areas: Fundraising Consultant
Portfolio Manager | Investment Analyst
2011 - 2019
Bank of Montreal
Led a group of six investment professionals (located in Miami and London) with $1+ billion in assets under management across various investment mandates including public mutual funds, separate accounts, and internal pension investments.
Made daily investment decisions in the primary/secondary high-yield market, shifting portfolio weighting as needed across various parameters including sector/cash weightings, ratings, and market beta. Led weekly strategy calls with a global team.
Held primary analytical responsibility for 60+ companies in the telecommunications, technology, media, automotive, and industrial sectors across strategies of $11 billion in assets under management (as an investment analyst in 2011 to 2017).
Monitored investments by building detailed models, drafting write-ups, and following quarterly earnings; sourced new ideas from primary and secondary markets; and made recommendations across covered sectors in IG and HY markets.
Managed a public equity portfolio of US and international stocks with a Caribbean focus, outperforming the S&P 500 by 250 bps since inception.
Led the effort to explore private equity opportunities in Latin America.
Built comprehensive financial models to determine the return potential of investments.
Focus areas: Equities, Investment Funds
2007 - 2009
Consilium Investment Management
Identified investment opportunities in emerging market corporate bond markets; prepared internal credit presentations and risk-return analyses for investments; and communicated ideas in a written and oral format to other analysts and PMs.
Participated in $300+ million of investment actions including buy-and-hold and trading situations. Served as a generalist with extensive experience across all major sectors and emerging market countries.
Monitored a corporate bond portfolio and made recommendations. Duties included gathering data from companies, speaking with analysts, and conducting company site visits.
Created comprehensive financial models to analyze potential and existing investments. The models included cash flow projections, company valuations, and distressed recovery analyses.
Analyzed potential investments for a $250 million special situations proprietary fund focused on distressed debt. Identified new investments, created financial models, analyzed potential risks, and prepared credit proposals.
Structured term sheets and created financial models that included rate of return (NPV, IRR, P&L) parameters and sensitivity scenarios based on company and market data. Coordinated credit, legal, and funding requirements to meet closing deadlines.
Oversaw investments, including control investments incorporating multi-tiered debt structures, secondary bank loans, non-performing loans, and rescue financing for companies in distress on an asset and leveraged basis.
Conducted due diligence and submitted internal credit applications for transactions in the US and LatAm power, oil and gas, and infrastructure project finance industries. Responsibilities included lead arranging and underwriting plus agency mandates.
Managed credit issues and annual reviews for 12 project finance transactions in the US and LatAm. Drafted memos for waivers and amendments to documentation and presented them to the credit department. Participated in weekly portfolio review meetings.
Proposed alternate capital and loan workout scenarios using financial analyses and modeling for two distressed US-based power plants where KBC acted as the lead arranger. Used DCF analysis for the power plant valuations.
Created a financial model for a $320 million lead financing with detailed scenarios, drafted the IM to sell the deal to a bank syndicate, drafted the application for internal approval, and represented the syndicate on legal amendments/waivers.
Analyzed new transactions for the mining and metals project finance team, drafted internal credit applications for lead arranger roles on a variety of transactions, and provided financial modeling support.
Assisted with financial modeling and drafting the IM and syndicate presentation for a $240 million lead arranger role in a LatAm project financing deal.
Audited a detailed operational and financial transaction model as part of a lead arranging role for a gold mine in Africa.