Jack Isla
Investment Banking Professional
New York,NY
Summary
Results-oriented Investment Banking professional well-versed in reviewing financial documents, preparing loan packages and making recommendations based on risk values. Detail-oriented and thorough with excellent judgment and exceptional verbal and written communication strengths.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Vice President, Portfolio Manager
Natixis CIB
New York, NY
6 2024 - Current
- Manage funds totaling ~$550MM, specifically invested on behalf of corporate credit customers
- Corporate credits are diversified across both Leveraged and Project Finance transactions
- Develop and execute a comprehensive portfolio investment strategy aimed at delivering optimal results
- Involved in refinancing and restructuring processes across a portfolio of non-investment grade credits
- Monitor and analyze profitability of both existing and prospective transactions, providing details outlooks and actionable insights as first line of defense
- Oversee the implementation of credit waivers and preparation of all related legal documentation
- Ensure compliance and accuracy throughout the process and manage internal expectations.
Vice President, Credit Risk Officer
Natixis CIB
New York, NY
2024.02 - 2024.06
- Promoted to Vice President of Credit Risk for consistently delivering exceptional results in mitigating financial risks, driving strategic credit analyses, and demonstrating leadership in managing high-value credit portfolios
- Highly skilled in articulating complex credit risk assessments, with credit risk opinions delivered to both regional and national credit committees. My clear data-driven analyses and exceptional communication helped guide decision-making on multi-million-dollar credits, earning the trust and confidence of senior stakeholders across the organization
- Collaborated with senior originators to design and refine cash flow models critical for the analysis of leveraged buyout (LBO) transactions and complex financing deals, enhancing accuracy in risk assessment and decision-making processes
- Conducted three-method valuations for LBO transactions across diverse industry verticals, including Healthcare, Consumer Retail, Business Services, and TMT, providing comprehensive financial insights that supported informed investment decisions
- Mentored junior members of the Credit Risk department, and developed a comprehensive onboarding manual with step-by-step instructions, effectively guiding new hires through their first three months and enhancing integration and performance
Analyst, Fixed Income
Intercontinental Exchange
10.2018 - 3 2021
- Co-led Middle Market Evaluations within ICE's Leveraged Loans Team
- Worked directly with BDC Portfolio Managers and evaluated new leveraged transactions
- Reviewed portfolio company credit terms and created quarterly write-ups used in SEC documents
- Participated and Co-led quarterly evaluation calls focused on the Broadly Syndicated Loans Market
- Evaluated Broadly Syndicated Leveraged Loans globally, across six market sectors
- Co-developed ICE's yield-based pricing model.
Associate, Credit Risk Officer
Natixis CIB
2021.03 - 2024.02
- Conducted comprehensive credit risk analysis across Leveraged Finance, Project Finance, and Aviation transactions
- Assessed the credit worthiness of corporate borrowers across several industries
- Performed detailed financial statement analysis, cash flow modeling, and credit risk structuring
- Verified that transactions adhered to credit policies and procedures, as well as Regulatory requirements
Analyst, Private Wealth Management
Bank of America Merrill Lynch
2017.05 - 2018.10
- Analyzed client equity holdings for a $90MM book of business
- Worked with the team's Portfolio Manager to create in depth client presentations and allocation models
- Evaluated and executed the acquisition of $5MM in new business
- Reviewed and presented team strategies, models, and resources.
Education
BBA - Finance
Loyola University Maryland
Baltimore, MD 08.2013 - 05.2017
Skills
Portfolio Management
Credit analysis
Loan Underwriting
Client Interfacing
Leveraged Buyouts
Microsoft Excel
Financial statement analysis
Balance Sheet Analysis
Cash Flow analysis
Valuation Techniques
Self-motivated nature
Work Preference
Work Type
Full TimeLocation Preference
On-SiteHybridAccomplishments
Elected to participate in Natixis CIB Americas Future Leaders Program, recognized for exemplifying Natixis's core values and demonstrating strong leadership potential.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Vice President, Credit Risk Officer
Natixis CIB
2024.02 - 2024.06
Associate, Credit Risk Officer
Natixis CIB
2021.03 - 2024.02
Analyst, Fixed Income
Intercontinental Exchange
10.2018 - 3 2021
Analyst, Private Wealth Management
Bank of America Merrill Lynch
2017.05 - 2018.10
BBA - Finance
Loyola University Maryland
08.2013 - 05.2017
Vice President, Portfolio Manager
Natixis CIB
6 2024 - Current