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Summer Analyst Resume Samples
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Candidate Info
6
months in workforce
3
months at this job
BS
Finance And Accounting
Corporate Credit Summer Analyst
Assessed financial stability of corporations in [company name]' $13Bn Leveraged Finance Portfolio, reviewed by the Executive VP of Corporate and Real Estate Banking
- Evaluated financial statements for domestic and foreign companies with corporate loans between $40MM- $100MM, both public and private
- Industries covered: Healthcare, Industrial, Real Estate, Media, Consumer Products, and Hospitality
- Calculated IRR, ROE, investment leverage ratios, fixed charge coverage, and senior secured coverage
- Performed 'Precedent M&A Transaction' and 'Publically Traded Comparable' analyses to gauge trading multiples and measure enterprise valuations, using Capital IQ and Bloomberg
- Composed annual and quarterly company reviews to report capital structure, measure liquidity, and analyze financial performance, to determine likelihood of full repayment and adherence to covenants
Candidate Info
6
months in workforce
3
months at this job
BA
Economics And Politics
Teaching Assistant
Economics
Investment Banking Summer Analyst
Facilitated $105 million live sell-side transaction of paper packaging company where bank was lead advisor by conducting
buyer analysis, preparing presentations for site visits and attending client meetings to track buyer-seller interaction
- Analyzed and set up DCF and accretion/dilution models to provide valuation to client who decided to pursue acquisition
- Researched peers for IPO to assess valuation using comparable company and precedent transaction analysis
- Developed 5 in-depth pitch books with team used by senior bankers to highlight benefits of M&A transactions to clients
- Formulated detailed debt refinancing memo and attended leveraged finance committee meeting where it was approved
Candidate Info
8
months in workforce
3
months at this job
BA
Supply Chain Management
Inventory Management Summer Analyst
- Managed and increased inventory storage capacity via efficient space allocation across production plant.
- Increased production capacity by 5% as a result of Just-in-time inventory replenishment.
- Analyzed cash flow from operations to evaluate cost efficiency and, in turn, determine production capacity for each by-product.
- Collaborated with HR and Finance teams to reduce employee attrition over a period of 8 weeks and mitigate training costs.
Candidate Info
6
months in workforce
3
months at this job
BS
Business Administration
Summer Analyst, Corporate Coverage North America
- Evaluated deleveraging opportunities and prepared presentation materials for a chemical company with $3.65Bn sales
- Significant experience creating pitch books for senior managers in meetings with current and potential clients
- Conducted extensive profitability analysis for BNP to increase the size of a multinational client's revolving credit facility
- Performed Corporate Social Responsibility screens for pharmaceutical and chemical clients to enhance our understanding of the fundamental risks associated with each client's business
Candidate Info
2
years in workforce
4
months at this job
BS
Finance
Summer Analyst
- Evaluated investment opportunities to identify a $120M deal for an RCM company and helped construct the LBO
- Analyzed loan portfolio of 8,000+ loans to create a mathematical model for forecasting default rates in real time
- Examined revenue streams of a portfolio company to investigate primary drivers of the 4% annual revenue decline
Candidate Info
6
months in workforce
3
months at this job
BBA
Finance
BBA
Relevant Coursework
Finance Summer Analyst- Institutional Business
Managed a team of 30 employees to successfully implement an operational strategy to maintain a balanced flow of wealthy
clients and allowing for an increase in service lead time by 40%
- Developed a monthly report for the expenses and the revenues by using excel to have a more accurate expense forecast of the upcoming month.
- Developing new ideas related to the escort of the passengers and the coordination in the ground transportation in order to meet the needs of the customers with efficiency and accuracy
- Assisted in move to new facility-organizing all work necessities making sure all work areas were in place and ready for agents
Candidate Info
7
months in workforce
4
months at this job
BA
Finance
MS
Operations Research (finance Concentration)
Summer Analyst, Economic Research Division
- Proactively collected useful information of Chinese macroeconomic and political environment topics for senior researchers
- Monitored sector closely to track important market updates in futures markets, and identified potential down-side risks
- Conducted futures simulated trading using intra-day and long-term strategy based on fundamental and technical analysis
- Conducted data analysis and graphic analysis based on fundamental information of the market independently, and wrote 3 weekly macroeconomic research reports for clients
Candidate Info
6
months in workforce
3
months at this job
BA
Finance
Financial Engineering
Quantitative Research Summer Analyst
- Calculated Money Strength (MS) indicators for 3 major domestic stock indices with millisecond-level data.
- Developed a trend trading strategy in index futures based on Money Strength indicators and autocorrelation.
- Refined a reversal strategy by incorporating MS indicators of CSI 300 Index, improved forecasting accuracy by 30%; examined the predictive power of MS indicators in forecasting long-term reversal in individual stocks.
- Constructed back testing framework in Python and adjusted entry & exit parameters to optimize profitability and stability; monitored risk measures of portfolio positions.
Candidate Info
1
year in workforce
3
months at this job
BA
Finance And Accounting
Summer Analyst
FSW specializes in providing factoring services for small and medium sized businesses across the United States
- Evaluated cash flows to determine appropriate cash management controls and credit limits.
- Developed internal and external risk profiles of companies in order to determine investment covenants.
- Created dynamic database queries to compile data into concise financial reports, gaining experience with MS Access.
Candidate Info
8
months in workforce
4
months at this job
BS
Business
Investment Banking Summer Analyst
- Expedited due diligence process by organizing files and completing checklist for a $30MM private placement offering
- Developed an excel spreadsheet for MD to value companies undergoing M&A
- Optimized cold call process for institutional sales by creating keyword searchable database of contacts
- Provided a millennial's perspective of potentially new clients, specifically tech companies
Candidate Info
9
months in workforce
3
months at this job
Applied Mathematics & Statistics
Operations Summer Analyst
- Pinpointed areas for improvement and pursued proposals regarding current operational procedures
- Implemented effective solutions leading to a 60% enhancement in documentation accessibility
- Planned and executed multiple projects while managing securities transactions valuing up to $50 million
Candidate Info
6
months in workforce
3
months at this job
HS
High School Diploma
BA
Economics
English To Italian
Summer Analyst
Accounting Control & Operational Risk- Investment Bank Business Controlling
- Analyzed the current responses in the Sign-Off Checklist Application (SOCA) in order to effectively communicate the recurring
- Tested and communicated testing results for UBS's newly implemented global Investment Bank and Group Treasury financial
- Updated finance organization charts and provided support in the business continuity space.
- Organized the Consolidated Operation Risk Events for the lead Managing Director of Accounting Control by aggregating and presenting in such a way as to add efficiency to the review and monitoring process.
Candidate Info
1
year in workforce
3
months at this job
BBA
Finance
Summer Analyst
- Assisted in creating a Confidential Information Memorandum "CIM" for a $500MM + syndicated energy loan as Left
- Produced pitch books for manufacturing, energy, and construction clients in the LATAM market.
- Evaluated and maintained comparable transactions using excel and Bloomberg for syndicated loans in the LATAM
- Created and managed "Syndtrak" sites for multiple syndicated deals as Left Lead by organizing documents and maintaining the investor database.
- Responsible for managing the loan syndication document management across multiple banks.
Candidate Info
10
years in workforce
2
months at this job
BA
Criminal Justice
MA
Business Administration
Summer Analyst
Attended 10 intensive derivative and investment training workshop sessions under the instruction of an accomplished
derivatives trader
- Successfully completed an Investment Banking training course
- Received Bloomberg Market Concept training at Bloomberg Headquarters
- Shadowed equity, options, and fixed income sales traders to develop a thorough understanding of trade execution
- Completed professional interpersonal relationship management training and developed networking skills
- Responsible for the successful completion of daily assignments and projects as well as organizing & planning client events
Candidate Info
8
months in workforce
4
months at this job
BA
Economics, Chinese Language & Literature
Summer Analyst
- Analyzed 25 client portfolios (from $250k-$500k) and developed proposals for alternative asset allocations based on past performance, alpha and beta values; resulted in the implementation of 10 proposals
- Evaluated a 5+ year old catalogue of mutual funds; consolidated list to 2-3 best-performing allocations per category
- Reviewed 75 offshore mutual funds, produced a comprehensive and client-specific catalogue
Candidate Info
5
years in workforce
3
months at this job
BA
Economics
Summer Analyst
- Venture capital and small business finance firm with investments exceeding $2 billion and 660 portfolio companies
- Researched and analyzed co-investment, follow-on investment and third-party follow-on capital for entire portfolio
- Developed Excel database exceeding 300 "gov-tech" companies leading to 10 feasible investments
- Researched state incentive programs focused on risk capital public-private partnership opportunities
- Collected and analyzed investment impact data from portfolio companies and researched alternative impact metrics
Candidate Info
2
years in workforce
3
months at this job
BS
Mechanical Engineering
Strategy and Operations Summer Analyst
- Analyzed supply chain operations of franchisee syndicate and ran analysis of cost optimization opportunities
- Developed market strategy for six operational locations to raise top line revenue by 13%
- Advised on product portfolio optimization strategy to rationalize product offering and hedge inventory risk
Candidate Info
8
months in workforce
3
months at this job
BS
Finance
Alternative Investments Summer Analyst
Reviewed offering memoranda and pitch books of potential investments to evaluate fund strategy and operations;
compiled and analyzed fund data to determine suitability for Private Bank's Alternatives Portfolio
- Researched European economic climate and presented investment thesis for event-driven hedge fund to team's
- Constructed model to monitor 70+ long/short equity positions over a two month period; calculated daily portfolio returns and consolidated large data sets into pivot tables used in client marketing materials by the Alternatives team
- Organized meetings with team members to project future investment views based on current macroeconomic
Candidate Info
1
year in workforce
4
months at this job
BA
Business Administration - Finance
Investment Banking Summer Analyst
- Assisted in roadshows and preparing presentation materials for Lead Underwriting Team of $526 million IPO of Cemex Philippines, $420 million retail bond of SM Prime Corp, and $150 million Ayala Land Corp.
- Researched on real estate valuation for potential IPO of DM Wenceslao.
- Helped prepare prospectus for potential IPO of Cebu Landmasters.
- Attended meetings to pitch ideas to clients.
- Lead intern team on analyzing and recommending how a non-profit could improve its operations and funding, and created a cost-cutting program for the non-profit.
Candidate Info
8
months in workforce
4
months at this job
BS
Finance And Operations & Information Management
Global Markets Summer Analyst
Equity Derivatives Sales
- Researched and analyzed industry and company trends in the immuno-oncology, financial services, personal care, REIT, and cruise industries in order to create an index that tracked the ageing population
- Performed analysis on index correlations to be presented to multi-asset managers
- Calculated P&L for volatility swaps, created and pitched autocallable sales ideas, and co-wrote morning market updates
- Created the user guide for the Commodity Derivatives Electronic Trading Platform that has been used in the NYC, London, and Singapore offices
- Developed and pitched hedging strategies for airline, coach, and shipping companies using Crude Oil futures and other by- product forward contracts
Candidate Info
3
years in workforce
3
months at this job
HS
High School Diploma
BS
Business Administration
Summer Analyst - Fixed Income Sales & Trading
- Performed detailed holdings reviews, assessing the best strategy for each holding in a portfolio.
- Conducted portfolio reviews for advisors across the country.
- Completed a new email server for the sales desk that will ease the process of sending product offerings and actionable ideas to their advisors.
- Assisted with the strategy, training, and rollout of a new website that allows advisors to view their Fixed Income book of business as well as generate reports and display events that have/will occur in a specified time period.
- Interfaced with other product areas to gain a broader understanding of the product offerings and capabilities of capital markets.
- Created and distributed meeting summaries every Tuesday to highlight important minutes and inform those who couldn't attend.
Candidate Info
2
years in workforce
3
months at this job
BS
Applied Mathematics, Economics 382
MS
Applied Mathematics
Investment Management Summer Analyst
- Built portfolio summaries, monitored position weights and performed attribution analysis on sector bet and stock selection
- Rebalanced mutual funds and commingled funds of US Equity Core portfolio with $110 billion AUM, and traded liquid futures contracts with an average notional of $300 million on a daily basis to manage liquidity
- Wrote reports and built advanced excel models for the launch of new accounts of [company name] Opportunistic Equity Long/Short Funds to monitor gross exposure, option delta and fund flows
- Created a “Slice Checklist” with VBA macros to analyze portfolio positions and fund flows, check and improve a user’s parameters input when slicing funds and accounts, and summarize the trading data
Candidate Info
4
years in workforce
3
years at this job
Political Science
Private Equity, Summer Analyst
- Supported senior partners through multiple transactions, including a $13 billion infrastructure project and $2 billion diamond mining scheme in Africa that led to mandate negotiations
- Analyzed quantitative and qualitative aspects of industries and individual firms for potential investment
- Researched and produced presentation materials for use in client meetings and management discussions
- Drafted marketing, project, and internal documents to support operations
Candidate Info
3
months in workforce
3
months at this job
BA
History
BA
Finance
Summer Analyst
- Conducted financial statement analysis of potential insurance broker M&A targets
- Created and revised Powerpoint pitches and assisted with building and refining valuation models, such as comparable trading and comparable transaction methodologies for the purposes of procuring sell-side clients
- Created, organized and maintained a database of letters of intent which summarized terms and valuation metrics of many of the insurance brokerage industry's key consolidators
- Interacted with CFOs of target companies for information gathering and follow up inquiries
Candidate Info
3
months in workforce
3
months at this job
BS
Business
Equity Research Summer Analyst
- Researched small- to mid-cap biotechnology companies based on SEC filings, press releases, and clinical trial data
- Analyzed various drug development portfolios in order to determine potential market share and project revenue growths
- Continuously updated the calendar database of upcoming catalysts ranging from phase trial readouts to PDUFA decisions for followed companies
- Collaborated with industry experts and helped write various articles outlining potential short- to long-term trade ideas for subscribed investors
Candidate Info
3
months in workforce
3
months at this job
BS
Business Administration And Management
Summer Analyst
Cloud-based technology and managed services provider to the global hedge fund and trading community.
- Contacted more than 400 hedge funds, conducting a survey to track their opinions on operations and IT cost and process
- Maintained Salesforce database of over 8,500 industry contacts; responsible for eliminating duplicate records
- Performed competitive analysis on 14 different order management & risk management tools
Candidate Info
9
months in workforce
3
months at this job
BA
Major
Investment Banking Summer Analyst
- Rotated in Diversified Industrials and TMT teams, worked on 3 live deals, 4 pitches, 1 industry research and numerous short term projects, developed solid skills of corporate finance and desk research
- $300mm H-share IPO RFP for an airline company: composed discussion material for execution, equity story and valuation sections, generated comps and operating metrics for 10+ OTA and LLC companies
- $30bn US IPO RFP for a top Chinese fintech company: conducted research and data mining for 20+ banks, updated discussion material, and coordinated between US and HK team for client presentation
- Conducted business and company research for Chinese media and film industry; delivered 10+ company profiles and a merger proposal of an Australian media company to senior management
- Facilitated in several short-term projects: built financial summaries for 2 potential M&As, created investment presentation, joined team activity committee and organized boat trip for more than 50 ppl
Candidate Info
2
years in workforce
5
months at this job
BS
Finance
Summer Analyst
Analyzed equity investment opportunities in the [company name] industry with emphasis on storage and server OEMs
- Composed, edited and reviewed initiation and research notes after analyzing financial statements, examining company specific
- Constructed bottom-up linked models (IS/BS/CF) that incorporated GAAP to Non-GAAP reconciliations to better understand
- Developed draft templates for initiations and coverage notes to be used for future summit research publications
Candidate Info
8
years in workforce
3
months at this job
BBA
Finance
International Finance
Interest Rates Derivatives Finance Summer Analyst
- Analyzed financial performance of Interest Rate Options and Gamma desk to identify revenue drivers and new deals
- Provided reporting on price sensitivity by interpreting Greeks, including Delta, Gamma, and Theta
- Performed due diligence on the subsidiaries to recognize existing risk appetite and prevent cross legal entity hedging
- Produced a standardized operations framework to ensure the consistency and accuracy in reporting processes
- Developed P&L analysis for Middle Office by tracking and calculating the daily funding charges
Candidate Info
3
months in workforce
3
months at this job
BS
Business
Summer Analyst
- Generated reports on financial instruments to help 10+ Panamanian banks meet regulatory requirements
- Executed repo and bond valuations involving call / put options & other metrics for various Panamanian clients
- Forecasted the EUR interest rate curve using QuantLib for 30 years factoring in cash deposits, futures, interest rate swaps
Candidate Info
5
months in workforce
3
months at this job
BS
Economics
Accounting, Statistics, Business Management
Investment Banking Summer Analyst
- Developed pre - IPO valuation of Caribbean telecommunications company using comparable and DCF analysis
- Assisted with merger model assessing pro forma effects of proposed M&A between telecommunications companies
- Performed trading valuation and helped with SOTP merger analysis between unified communications companies
- Executed standalone (DCF/comps/trading) & merger valuation of $14bn cap automation and $2bn industrial company
Candidate Info
9
months in workforce
2
months at this job
BS
Business Administration
Summer Analyst
- Gained knowledge of the commercial real estate market in Washington, D.C.
- Researched market data for and assisted in writing the firm's quarterly publication
- Aided senior associates in conducting tours of office space to potential tenants
Candidate Info
4
years in workforce
3
months at this job
BA
Economics
Summer Analyst
- Designed detailed business proposals for 12 companies utilizing marketing strategies, private banking services, and investment management opportunities in order to form new, mutually beneficial relationships.
- Drafted Investment Policy Statements, manually rebalanced off-model client portfolios on LongView Trading System, and transferred domestic and international funds per client requests.
- Analyzed payment schedules and risk profiles on mortgage refinancing products to assist clients in decision making.
Candidate Info
1
year in workforce
3
months at this job
BS
Finance
Private Equity Summer Analyst
- Prepared valuation materials including trading comparables for portfolio companies
- Maintained comparables universes for asset management and business development companies
- Assisted in sourcing and due diligence efforts for potential acquisitions
- Built and presented a database of 625 competing private equity portfolio companies to identify potential targets
- Spread income statements and balance sheets to analyze operating leverage and growth trends of portfolio companies
- Created and individually presented a U.S. macroeconomic report to the Investment Committee
Candidate Info
4
years in workforce
3
months at this job
BS
Business
Investment Banking Summer Analyst - Technology and Business Services
- Drafted various marketing materials, industry overviews, teasers, CIMs and management presentations
- Used Capital IQ to prepare equity comparables, financial analyses, market updates and research
- Constructed a white paper that analyzed the M&A market, examined private equity trends and benchmarked
Candidate Info
4
years in workforce
3
months at this job
BBA
Finance And Investments
Investment Banking Summer Analyst, Natural Resources Group
- Created pitch-books, company profiles, management presentations and industry overview decks
- Conducted financial analysis and due diligence for select transactions in the Basic Materials Industry
- Conducted Comps, DCF, and LBO valuation on select companies being considered for M&A
- Contributed to a robust merger model and pitch book used for meeting with a CEO for a potential $9 billion acquisition
- Compiled a deck used for takeover law and tactics discussion with a company's CFO
Candidate Info
11
months in workforce
3
months at this job
Economics And Math
Economics
USA - Summer Analyst
- Managed all front desk duties including scheduling meetings and tending to the phones
- Reviewed and wrote coverage for film scripts, TV scripts & novels for senior producers in the company
- Contributed to weekly meetings discussing projects of interest and in development
Candidate Info
2
years in workforce
4
months at this job
BS
Finance
Information Technology
Summer Analyst
Received Full Time Offer
- Successfully completed six day Investment Banking training
- Worked as a part of the Investment banking CRM team to analyze the migrate to salesforce.com
- Wrote basic SQL to move data around the warehouse and into salesforce.com to help with migration efforts
- Worked with the Informatica ETL and data warehouse team to recommend solutions to production issues
- Met with internal stakeholders to determine their needs and create requirement documents
- Participated daily in meetings to track the teams progress and determine possible delays
Candidate Info
8
months in workforce
3
months at this job
BS
Finance
Sales & Trading Summer Analyst
- Rotated with two desks in a twelve-week program: Commodities Trading and Interest Rates Strategy
- Constructed a dynamic model that forecasts realized volatility of natural gas contracts based on historical data
- Created a report on production and hedging statistics of 200 U.S. and Canadian energy producing firms
- Developed a client pitch on CIBC's business offerings and a trade idea on oil contracts for a financial institution
- Assisted the Head of Interest Rates Strategy in the creation of weekly market updates that were dispersed to clients
Candidate Info
3
years in workforce
4
months at this job
AS
Accounting
BA
Economics
Summer Analyst
Identified, analyzed, and communicated financial risks
- Assisted in the preparation of budgets, forecasts, and strategic plans
- Analyzed current trend in key performance indicators
- Produced variance analysis to compare results with prior periods and plans
Candidate Info
5
years in workforce
10
months at this job
BA
Economics And Business
Summer Analyst
- Investment Professional for an integrated middle-market investment bank & private equity firm
- Worked alongside a Vice President and a Managing Director on 4 sell-side M&A deals with Company’s EBITDA ranging up to $10mm
- Garnered a deeper understanding of the negotiation and bidding process by sitting in on meeting with strategic and financial buyers
- Daily responsibilities include preliminary company valuation via financial modeling, company positioning, and industry analysis
- Provided the acquirer and its advisors information necessary to complete the due diligence while preparing pitch books and CIMs
- Worked on projects involving the food, transportation, retail, healthcare, and information technology industries
Candidate Info
3
years in workforce
3
months at this job
Biology And Finance
Healthcare Investment Banking Summer Analyst
- Conducted market research, built financial forecasts and addressed clients' deal concerns.
- Executed trading comparable and precedent transactions analyses in M&A/ Financing/ Corporate Partnering
- Identified strategic acquisition targets in live deals across specialty pharma, diagnostics and medical devices
- Created pitching material for short-listed targets for clients to make yes-no decisions.
Candidate Info
11
months in workforce
3
months at this job
HS
High School Diploma
BA
English
Investment Banking Summer Analyst
- Conducted market and M&A research on various industries including telecommunications, biotechnology, and 3D printing
- Communicated with current and potential clients throughout the M&A process
- Edited articles and website content
Candidate Info
5
months in workforce
2
months at this job
BS
Materials Science And Engineering
MA
Financial Engineering
Summer Analyst, Portfolio Analytics
- Created equity option volatility relative value analytics spreadsheet with data from Bloomberg and automated by VBA
- Back tested option skew trading strategies and analyzed P&L attribution
- Developed VBA programs to automatically retrieve market data for colleagues
Candidate Info
1
year in workforce
3
months at this job
BS
Business Administration
Investment Banking Summer Analyst, Power, Utilities & Infrastructure Coverage Group
- Modeled EPS accretion and dilution scenarios for possible M&A transactions within the utility sector
- Analyzed equity market and certain stock performances in preparation for future equity issuance
- Assisted outlining the initial timeline and structure of a permanent capital vehicle
Candidate Info
8
months in workforce
3
months at this job
BA
Economics
Global Markets Summer Analyst
- Designed VBA macros to assist in updating administrative and logistical day-to-day work flow
- Researched and presented daily stock pitches from Asia-ex, ASEAN, European, and American markets
- Delivered thematic presentation project on macroeconomic trends and strategies for Asia markets real estate names
Candidate Info
4
years in workforce
3
months at this job
HS
Ap Spanish Literature
BA
Economics
Summer Analyst
- Created market comparables for already purchased properties around the island
- Managed company properties through various platforms such as Airbnb, VRBO, and HomeAway
- Assisted in daily operations for the Vice President and Managing Director
- Created accounting budgeting for monthly expenses for company owned buildings
- Created Master Entity List for Director where information regarding all company properties was listed
- Created invoice database for company owned properties for the Director of Development
Candidate Info
8
months in workforce
4
months at this job
BBA
International Business
Supply Chain Summer Analyst
- Interacted on a daily basis with the CEO and COO and worked under their direct supervision
- Supervised the hot rolling process of steel by 15 workers
- In charge of creating process controls in order to ensure constant production at the steel mini-mill
- Worked on the import of 2,000 tons of plates from Indonesia by contacting the supplier, organizing documentation, consolidating government permits, and supervising shipping and arrival of material
- Controlled and coordinated part of the steel mill's daily production supervision to safeguard day-to-day labor
- Interacted with national and international suppliers daily to organize future plate imports
- Collaborated with a committee to purchase of different materials through government auctions
Candidate Info
3
years in workforce
4
months at this job
BA
Economics
Summer Analyst Intern
- Carried out quantitative research of capital markets, businesses, and economic sectors
- Collaborated with President, investment analysts, and portfolio managers on projects to evaluate
- Analyzed client portfolios and wealth objectives to allocate investments
Candidate Info
3
years in workforce
4
months at this job
BS
Finance
Summer Analyst
- Assisted the Operations group in settling loan transactions utilizing Wall Street Office Admin (WSOA)
- Ran hypothetical transaction testing for portfolio compliance prior to trade execution
- Joined Portfolio Manager meetings to discuss effects of potential trades on portfolio risk parameters
- Attended multiple bank meetings with Senior Portfolio Managers
- Assisted Senior Analysts in analyzing leveraged loans and writing credit memos
- Maintained spreadsheet for various model portfolios for potential new deals
- Participated in daily morning meetings as well as Investment Committee meetings
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