- Cover both institutional and retail accounts in a sales capacity primarily for Corporate Credit, but products traded also include Municipals, Preferreds, and Agency MBS.
- Responsible for diligently marketing firm axes, managing relationships & trade execution with existing clients, and prospecting potential new accounts.
- Increased sales book's notional trading volume annually at Brownstone, with present year increase conservatively forecasted to be just over 20%.
- Leverage knowledge of individual credits, markets, and electronic trading venues to act as the junior/back-up trader for three different trading books, consisting of Investment Grade Credit, High Yield Credit, and $1,000 par Bank Hybrids.
- Perform various Trading Assistant duties such as update book pricing & configuration for newly issued credits, manage book hedges by executing US Treasury trades, and allocating trades.
- Proactively generate trading ideas & talking points for Brownstone's salesforce by utilizing external research platforms coupled with proprietary relative value analysis both across sectors and within capital structures.
- Responsible for the daily coverage of sales traders working with a variety of Fixed Income product desks, including the investment grade, emerging markets, municipal, and rates desks.
- Display strong communication skills while liaising with both institutional clients and Jefferies front office to ensure accurate and timely settlement of trades.
- Utilize Excel tools and developing VBA knowledge to create efficient processes for team members to take advantage of when completing daily tasks such as trade allocations, pre-matching with counterparties, and fails management.
- Effectively manage the full life-cycle of Fixed Income trades by carefully attending to and monitoring trades in both the pre-matching and failing stage.
- Supported the Global Transportation & Logistics industry team on a range of deals mostly including, but not limited to, the financing of client assets through both equity and debt.
- Worked with senior bankers to identify and originate project financing and advisory situations that met certain target market and capital returns criteria.
- Assessed industry research and trends in the transportation and shipping sectors, and successfully implemented a concise but very informative markets update that is now utilized in weekly team meetings.
- Completed the preparation of credit applications along with other credit memoranda. This included but was not limited to assessing historical financial statements and producing financial projections to ensure clients did not breach agreed upon loan covenants.
Zeta Beta Tau Fraternity:
- Recruitment Chairman: Managed the Fall and Spring recruitment process. Implemented a process and organized events that led to 65 new members joining the organization throughout the school year.
- Judicial Board Secretary: Performed secretarial duties pertaining to cases brought to the Judicial Board. Was responsible for being one of six members to ensure fraternal values were being upheld by members.
Purdue Financial Planning Association:
- Treasurer: Developed and maintained a budget plan for the organization to help keep track of finances.
- Director of Recruitment: Instrumental in the club tripling its membership in enrollment in one year. Developed creative recruiting strategies to do so.
Gimlet Leadership Honorary:
- Nominated as a member to an honor society consisting of impactful leaders within the Purdue University Greek community. The objectives of the society are to serve as a booster to varsity athletics while also working on charitable projects