• Built models for complex M&A transaction structures to illustrate and quantify opportunities to create shareholder value
• Analyzed companies and research trends within industries to synthesize theses for strategic opportunities
• Reviewed junior analyst work product while offering guidance and coaching to develop key skillsets
• Deal experience available upon request, subject to terms of confidentiality agreement
Note: Time period includes 3 month noncompete period from May-17 to Aug-17

• Originated new non-investment grade financings for event-driven scenarios, refinancings, & amendments
• Coordinated with client coverage teams’ strategic client dialogue, providing advice & input on capital structures
• Assisted senior bankers by owning internal approvals, supervising junior analysts’ work, & managing financing execution process
• Oversaw end-to-end creation of pitch books and transaction marketing materials
• Analyzed, structured, and negotiated deal documentation

• Modeled & valued clients’ projected performance using holistic view of financial & business profile
• Managed portfolio of exposure to PE-owned clients & monitored monthly performance vs. projected plan
• Negotiated facility documentation and deal structure for transactions involving leveraged loans & high yield bonds
• Underwrote the bank’s retained holds for leveraged transactions worth a total of $4.3bn
• Led due diligence process while also managing internal execution

• Modeled clients’ projections & valued their operations based on multiple scenarios and inputs
• Underwrote transactions for credit facilities based on analysis of clients' credit profiles
• Maintained existing credit relationships and annual reviews to ensure proper management of the firm's risk
• Developed and led projects to create solutions for day-to-day productivity pain-points and knowledge gaps among juniors
• Successfully completed 7-week investment bank training program

• Simulated corporate defaults using financial projection models and to support loss-given-default analysis used to derive facility-level recovery rating
• Identified trends in secured debt issuances to provide insight and statistics for research articles published by S&P
• Used documents from recent bankruptcy filings to compare predicted creditor recovery with actual recovery

Note: Same role and team as in 2009 internship

• Simulated corporate defaults using financial projection models and to support loss-given-default analysis used to derive facility-level recovery rating
• Identified trends in secured debt issuances to provide insight and statistics for research articles published by S&P
• Used documents from recent bankruptcy filings to compare predicted creditor recovery with actual recovery

Note: Same role and team as in 2010 internship