Detail-oriented analyst with a solid foundation in data analysis and credit markets. Known for strong critical thinking and problem-solving skills, ready to leverage expertise in supporting high-yield investment portfolios.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Trading Services Analyst
JPMorgan Asset Management
Columbus
06.2024 - Current
Primarily support our high-yield portfolio management and trading team.
Perform data cleansing for high-yield bonds and bank loans, for both managed positions and benchmark tracking.
Gather data from WSO and Bloomberg for the asset setup of bank loans, and their subsequent cashless rolls/restructures.
Help maintain the database of high-yield research analysts and their respective companies within the portfolio management platform.
Help create and manage the infrastructure for a new product, direct lending.
Committee Member
Flyer Investments Fund
Dayton
08.2023 - 12.2023
Assisted in managing nation's largest student-run equity portfolio valued at $65 million in 2023.
Reviewed investment proposals utilizing top-down and bottom-up analytical approaches.
Conducted fundamental analysis of technology sector companies, delivering buy/sell recommendations.
Trading Services Intern
JPMorgan Asset Management
Columbus
06.2023 - 08.2023
Maintained up-to-date knowledge of compliance regulations and standard operating procedures (SOPs)
Helped form best practices for creation and maintenance of our retail Separately Managed Accounts for the Customized Bond Portfolios (CBP) business.
Snr Energy Trading Data Business Analyst/IT Compliance ETRM Consultant at Shell UKSnr Energy Trading Data Business Analyst/IT Compliance ETRM Consultant at Shell UK