Investment Research | Financial Analysis | Credit Research | Modeling

Investment research expert with a proven track record identifying and researching investment ideas across high yield bonds, leveraged loans, distressed bonds, investment grade bonds, and equity. Expertise across a wide range of industries and exceptional financial modeling skills.

Currently consulting to a FinTech startup as it builds an AI-powered
virtual workforce platform to improve the investment process for
fixed income across buy side and sell side. Identifying financial
ratios, macro metrics, and other factors that drive the algorithms
to generate rankings and early risk warnings for high yield and
investment grade bonds.

Expertise across a broad range of industries: cyclicals (metals &
mining, chemicals, paper & packaging), industrials, machinery &
equipment, building products, homebuilders, and transportation.

Named to Institutional Investor’s “All-America Fixed Income
Research Team” for five years in chemicals.

Extensive buy side institutional relationships across hedge funds,
asset managers, and insurance companies. Monetize longstanding
relationships for benefit of trading desks.

Built and managed highly respected high yield research efforts, including hiring analysts, directing coverage, creating analysis structure, and designing
research website.

Work Terms

Rate - $50 per hour and negotiable depending on specific project.