James LeBuhn
Aurora,IL
Summary
Experienced credit analyst with excellent analytical and interpersonal skills with a keen understanding of municipal sales, trading and underwriting. Recognized for forward looking credit analysis with clear articulation of key quantitative and qualitative rating factors that inform relative value assessment on taxable and tax exempt securities.
Overview
34
34
years of professional experience
Work History
Vice President - Senior Fixed Income Analyst
Loomis Sayles & Company
Oakbrook Terrace, IL
04.2017 - Current
- Analytical coverage on a portfolio of over 100 not-for-profit hospitals, hospital systems and academic medical centers as well as tax backed credit in the Midwest for high net worth individuals, mutual fund and insurance companies.
- Responsible for making internal rating assignments and credit outlooks as well as value assessment to taxable and tax-exempt portfolio management team.
- Created pro-forma sensitivity analysis related to additional debt as well as income statement impacts related to COVID pandemic.
- Developed and updated sector outlook on a quarterly basis as well as provide sector commentary when requested.
Senior Director - Sector Head
Fitch Ratings - Chicago
Chicago, IL
03.2005 - 04.2017
- Managerial responsibility for 16 member non-profit healthcare and higher education analytical team.
- Ensure compliance with Fitch\'s analytical policies and procedures.
- Provide guidance and training to analytical staff, direct annual performance reviews, coordinate department workflow and ensure consistent analytical application.
- Development and updating of healthcare and senior living rating criteria.
- Authorship and development of special reports and commentary on healthcare and higher education sector.
- Lead analytical participation on key rating relationships and rating actions.
Vice President
Cain Brothers & Co
Chicago, IL
05.2001 - 03.2005
- Institutional sales person responsible for structuring, pricing and selling a wide variety of healthcare and senior living issue originated by the investment banking team.
- Participated on marketing and sales call to a variety of potential healthcare and senior living clients.
Senior Vice President
Ziegler Capital Markets
Chicago, IL
11.1989 - 05.2001
- Institutional sales person responsible for structuring, pricing and selling a wide variety of healthcare and senior living issues. Issues ranged from \'AA\' rated hospital systems, stand alone community hospitals and existing and start-up continuing care retirement communities.
- Authored the weekly market update report distributed to the firm\'s clients.
- Responsible for pricing and remarketing the firm\'s variable rate demand bond and commercial paper programs. Successfully managed the growth in the remarketing programs from $180 million in 1992 to $2.0 billion in 2001.
Education
Bachelor of Arts - Economics / Political Science
Northwestern University
Evanston, IL1983
Skills
- Advanced financial analysis
- Relative Value Assessment
- Deep sales, trading and underwriting experience
- Excellent attention to detail
- Strong Relationship Management
- Highly collaborative
Accomplishments/ Affiliations
- National Federation of Municipal Analysts
- Chicago Municipal Analysts Society
- Smith\'s Research Healthcare and Senior Living All-Star Team (2011, 2012, 2018, 2019)
Timeline
Vice President - Senior Fixed Income Analyst
Loomis Sayles & Company
04.2017 - Current
Senior Director - Sector Head
Fitch Ratings - Chicago
03.2005 - 04.2017
Vice President
Cain Brothers & Co
05.2001 - 03.2005
Senior Vice President
Ziegler Capital Markets
11.1989 - 05.2001
Bachelor of Arts - Economics / Political Science
Northwestern University
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