Angela Degis
Garden City,NY
Summary
Senior fixed income professional with experience in Portfolio Management and Corporate Credit Analysis. Recognized as a fixed income thought leader within Morgan Stanley Portfolio Solutions. A decisive investment and finance professional with the ability to conduct diligent and thorough analysis of portfolio holdings as well as corporate credit securities.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Morgan Stanley Wealth Management
03.2021 - Current
- Lead fixed income Portfolio Manager for discretionary models within Morgan Stanley Portfolio Solutions team. Responsible for $25bn in AUM which influences over 250 model portfolios, including Pathway Funds.
- Identified improvement changes regarding investment committee reports for asset allocation and manager changes.
- Revamped Multi-Asset Income portfolios and increased portfolio AUM by 46% to $175mm within eight months. Perform portfolio construction, asset allocation, due diligence, and risk management.
- Communicate and present market developments, investment advice, portfolio changes, and performance information to Financial Advisors and Clients.
- Provide mentoring to junior associates.
Return to Work
Morgan Stanley, Wealth Management
03.2021 - 05.2021
- Competitive mid-career program for individuals returning to the workforce following a voluntary career break.
- Selected as one of 19 participants from over 1,000+ applicants.
Senior Financial Analyst
BlueMountain Capital Management
01.2004 - 01.2009
- Performed extensive financial analysis for high yield and investment grade companies for the following sectors: retail/consumer, automotive and aerospace/manufacturing.
- Responsible for trade recommendations across asset classes including CDS, term loans, bridge loans, bonds, and equity.
- Created and maintained financial models for over 50 companies that encompassed historical and projected financial analysis as well as identified evolving investment themes.
- Participated in active management of portfolios with portfolio managers and partners.
Vice President
Citigroup Investments, Inc.
04.1997 - 12.2003
- Provided buy/sell/hold recommendations for investment grade and crossover corporate bonds based on relative value of securities by reviewing security pricing, historical and projected financial analysis, and industry analysis.
- Sectors covered: retail, supermarkets, automotive, aerospace/defense, and consumer products. Holdings in covered sectors total $4.7bn.
- Prepared and recommended sector allocations based on near term industry fundamentals.
Associate Analyst
Prudential Investments
01.1995 - 04.1997
- Prepared buy/sell/hold recommendations on longer term high grade and crossover fixed income securities for mutual fund and institutional portfolios totaling $5.5bn.
- Conducted fundamental sector and credit analysis for following sectors: health care, retail, supermarkets, foreign banks, and sovereigns.
- Monitored approved investment list according to SEC guidelines for money market mutual funds.
Investment Analyst
Prudential Capital Group
12.1993 - 12.1994
- Conducted comprehensive credit analysis of companies which issued private debt securities in transactions from $15mm to $150mm.
- Evaluated investment potential of companies with thorough assessments of historical and projected financial analysis, competitive position, and legal structure of transactions
- Monitored credit quality of $600mm portfolio.
Prudential Accelerated Career Entry Program
Prudential Insurance Company
08.1993 - 12.1993
- Completed an intensive four-month training program covering Accounting, Corporate Finance, Credit Analysis, Equity Analysis, Real Estate, and Portfolio Management.
Accounting Specialist
The Prudential Insurance Company
02.1990 - 07.1993
- Coordinated and consolidated quarterly Economic Earnings Book and annual Multi-Year Financial Planning Book for all of Prudential's business units.
- Conducted assessment of Prudential's competitive position for CFO's quarterly presentation to Board of Directors.
Education
Bachelor of Science - Consumer Economics
Cornell University
Ithaca, NY01.1990
Skills
- Portfolio Construction
- Asset Allocation
- Manager Selection
- Risk Management
- Financial Analysis and Advisory
- Thought Leadership Fixed Income
- Research and Credit Analysis
- Relative Value Analysis
Certification
- CFA, Chartered Financial Analyst - September 1999
- Series 7 General Securities Representative, FINRA, July 2021
- Series 65 NASAA Investment Advisers Law Examination, FINRA, September 2021
Timeline
Portfolio Manager
Morgan Stanley Wealth Management
03.2021 - Current
Return to Work
Morgan Stanley, Wealth Management
03.2021 - 05.2021
Senior Financial Analyst
BlueMountain Capital Management
01.2004 - 01.2009
Vice President
Citigroup Investments, Inc.
04.1997 - 12.2003
Associate Analyst
Prudential Investments
01.1995 - 04.1997
Investment Analyst
Prudential Capital Group
12.1993 - 12.1994
Prudential Accelerated Career Entry Program
Prudential Insurance Company
08.1993 - 12.1993
Accounting Specialist
The Prudential Insurance Company
02.1990 - 07.1993
Bachelor of Science - Consumer Economics
Cornell University
- CFA, Chartered Financial Analyst - September 1999
- Series 7 General Securities Representative, FINRA, July 2021
- Series 65 NASAA Investment Advisers Law Examination, FINRA, September 2021
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