Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Deirdre Simon

New York,NY

Summary

Senior Credit Analyst/Investor. Extensive experience in both investment grade and high yield credit research across Basic Materials, Industrials, Energy, and other sectors. Invest in a variety of vehicles including private companies, bonds, leveraged loans, etc. Proven track record creating and presenting detailed analytical research to institutional clients. Extensive training and consulting. Accustomed to tight deadlines. Excel at deep dive research and analysis. Experienced user of Bloomberg Terminal.

Overview

2024
2024
years of professional experience

Work History

Credit Analyst

TD Bank
1 2023 - 06.2023
  • Analyzed data to optimize portfolio yields in complex middle market loans.
  • Performed in-depth financial analysis. Conducted due diligence, based on findings assisted borrowers.
  • Analyzed credit data and financial statements to assess risk and determine creditworthiness.
  • Developed reports to support management in evaluating performance metrics and operational outcomes.

Consultant

Moody's Analytics
09.2019 - 12.2020
  • Developed original product for Moody's Analytics serve as prerequisite for credit analysis courses.
  • Built new courses; augmented programs using in-depth financial modeling.
  • Created financial products to be used for instruction.
  • Taught classes on basic financial modeling: shortcuts, sections of the financial model, and building a fully linked model.


Senior Analyst (Investment Management)

Barclays
01.2020 - 09.2020
  • Delivered regular presentations to institutional investors on credit opportunities.
  • Analyzed data trends to identify operational efficiencies and enhance decision-making processes.
  • Developed models to support strategic initiatives and improve forecasting accuracy.
  • Collaborated with teams to streamline and optimize resource allocation.
  • Built comparable company sheets, analyzed underwriting and structuring operational and balance sheet issues.
  • Led workshops to train newly minted analysts on advanced analytical tools.
  • Analyzed M&A deals, margin loans, preferred equity, and an LBO deal.

Senior Analyst - Investment Banking

Credit Suisse
01.2016 - 08.2016
  • Analyzed and built financial models to challenge and/or support investment recommendations for mergers and acquisitions.
  • Took positions in asset-backed special purpose vehicles worth $2.65 billion.
  • Conducted due diligence across the board, appling fundamental analysis to assign high yield collateral SPVs.
  • Collaborated with adjacent teams to create robust client meetings and build investor relations.
  • Collaborated with partnering teams to build presentations for client meetings and investor relations meetings.
  • Developed detailed valuation reports using discounted cash flow analysis and comparable company assessments.
  • Bridged broken lines of communication with private equity clients, resulting in increased loan revenue.
  • Work in Credit Risk Office:
  • Managed two portfolios
  • Produced independent research to augment analysts' understanding of risk.
  • Focused on higher risk bank investments using distressed analysis to evaluate potential for bankruptcy.

Education

MBA - Finance

Columbia Business School
New York, NY

Skills

  • Portfolio Management
  • Financial data analysis
  • Risk Assessment
  • Market Research
  • Data Analytics
  • Investment Strategies
  • Client Relations
  • Credit Risk
  • Financial Statements
  • Problem Solving
  • Interpersonal Skills

Languages

Spanish
Beginner (A1)
English
Native or Bilingual

Timeline

Senior Analyst (Investment Management)

Barclays
01.2020 - 09.2020

Consultant

Moody's Analytics
09.2019 - 12.2020

Senior Analyst - Investment Banking

Credit Suisse
01.2016 - 08.2016

Credit Analyst

TD Bank
1 2023 - 06.2023

MBA - Finance

Columbia Business School

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