- Managed a $6 billion esoteric ABS portfolio on behalf of affiliated and unaffiliated accounts and institutional investment funds.
- Directly underwrote, performed due diligence on, and invested in various ABS across different consumer and commercial sectors that handle over $2 billion in transactions. I also presented these securities to the investment committee.
- Analyzed offering memorandums, industry and security-specific research, ratings reports, and market conditions to form investment theses and buy-sell recommendations across portfolios.
- Executed trades in line with portfolio management objectives and return hurdles.
- Collaborated with the private equity team to execute novel and complex structures on multi-billion-dollar deals, including sensitivity analysis, waterfalls, and rating agency runs.
- Recommended the course of action for prepaying outstanding debt on behalf of an account after analyzing structured product performance and net-spread profitability.
- Generated complex cash flow models for ABS and CLO using Bloomberg, Intex, SQL, Microsoft Access and Excel, VBA, Blackrock Aladdin, Factset, Capital IQ, and other software.
- Collaborated with the private equity team to create a comprehensive asset turnover model across various debt and equity securities for an M&A execution on a $45 billion asset portfolio acquisition.
- Optimized asset-liability and duration matching using cash flows, WALs, durations, and other metrics for various purposes that our client accounts required.
Focus areas: Trading, Debt, Debt Raises, Cost of Debt, Debt Workouts, Venture Debt, Debt Analysis, Debt Issuance, Convertible Debt, Debt Financing, Bank Debt Raises, Senior Secured Debt, Debt Structuring, Net Debt Analysis, Subordinated Debt, Debt Restructuring, Securities, Asset Securitization, Bonds, Bond Indices, Derivatives, Tranches, high yield, Leveraged Credit, Leveraged Finance, Leverage Analysis, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Forecasting, P&L Forecasting, Waterfall Methodology, Waterfall Modeling, Investments, Investment Funds, Investment Ideas, Investment Cases, Investment Thesis, Investment Briefs, Investing, debt investing, debt trading, Collateralized Loan Obligations (CLO), Collateral Analysis, Collateral, Asset-backed Securities (ABS), Financing, Creative Financing, Ratings, Credit Ratings, IRR, NPV, NPV Calculation, Private Equity, Hedge Funds, Interest Rate Risk, Discount Rate Analysis, Spreadsheets, INTEXcalc, Bloomberg, Bloomberg Terminal, Capital IQ, S&P Capital IQ, Cost of Capital, Capital, SQL, Excel VBA, Microsoft Access, Microsoft Office, Revenue & Expense Projections, Roadshows, Pitch Decks, Venture Capital, Financial Modeling, Pitch Deck Consultant, Pitch Preparation, Financial Services, Fixed Income Analysis, Business Models, Capital Structure Analysis, Financial Data, Credit/Debt, Credit Analysis, Renewable Energy, Renewables, Pitch Presentations, Models, Modeling, Financials, Price Negotiations, Term Sheet Negotiations, Acquisitions, Asset Valuation, Microsoft PowerPoint, Scenarios, Product Forecasts, Sales Forecasting, Cash Flow Forecasting, Financial Forecasting, Trend Forecasting, EBITDA, DCF Modeling, Discounted Cash Flow (DCF), Value Investing, Pitch Books, Investment Consulting, Alternative Investments, Investment Presentations, Buy-side, M&A (Buy-side), Buyouts, Deal Analysis, Structure, Deal Structures, Finance Structures, Private Credit, LTV, Term Sheets, Liability Valuations, Liability-backed Investments, Asset Liability Management (ALM), Weighted Average Cost of Capital (WACC), Market Sizing, Market Structures, Communication, Market Opportunity Analysis, CLO, Valuation Modeling, Structured Finance Documentation, Blackrock Aladdin, Markit EDM, Mergers & Acquisitions (M&A), Fundraising, Financial Analysis, Investment Return Scenario Analysis, Cash Flow Modeling, ROI, Joint Ventures, Valuation, Negotiation, Investor Presentations, Deal Structuring, Franchises, Market Research, United States, Reporting, Analysis, Loans, Accounting, Three-statement Modeling, Private Capital Markets, Housing, Real Estate, Mortgages, Capital Markets, Residential Real Estate, GSE, Market Segmentation, Market Research Analyst, Total Addressable Market (TAM), Competition Research, Due Diligence Consultant, Private Company Valuation, Rentals, Banking & Finance, Restaurants & Dining, Presentations, GAAP, Leadership, Transportation & Shipping, Market Research & Analysis, Data Analysis, M&A Modeling, Pro Forma Analysis, Budgeting, Cap Tables, Exit Strategy, Excel Expert, Cash Flow, Accounts Receivable, SME/SMB Financing, Equity Financing, Letters of Intent, Logistics & Warehousing, Logistics, Deal Sourcing, Commercial Real Estate, Limited Partnerships, Entertainment & Leisure, Wealth Management, Investment Portfolio Management, Portfolio Management, Financial Markets, High Net Worth Individuals (HNWI), Technology, Subscriptions, Small & Medium-sized Enterprises (SME), Business Services, Music, Crystal Reports, Sage, Data Analytics, Data Analyst, Tableau, Distressed/Special Situations, Distressed Assets, Investor Relations, B2B, RiskMetrics, Fashion, Startup Funding Consultant, Business Loans, Loans & Lending, Pricing Consultant, Asset-based Finance, Consumer Lending, Fund Structure, Structuring of Funds, Funding Strategy, Real Estate Development, Healthcare, Marketplace Platforms, Revenue Projections, Startup Funding, Credit Underwriting, Underwriting, Small Business, Import/Export, Trade, Online Media, Inventory Management, Cash Flow Management, Apparel & Accessories, Investment Committee Advisory, Investment Capital Raising, Growth Capital Raising