Closter, New Jersey, United States
Team Leader Oil & Gas (9/2007-present) Metals & Mining, Paper & Forestry, Building Materials (1/2002-9/2007) • Responsible for managing a team of analysts with total coverage of approximately 165 issuers • Ensure quality of ratings, analytical process and consistent application of ratings criteria • Participate in numerous management meetings and chair sector rating committees • Promote and facilitate high quality industry commentaries
Director, Metals & Mining (10/2000-12/2001) Associate Director, Metals & Mining (11/97-10/2000) • Served as primary credit analyst and relationship manager for a portfolio of high yield and investment grade companies • Responsibilities included: ongoing surveillance and ensuring timely rating recommendations; preparing detailed rating committee presentations; analyzing business and financial profiles; forecasting; leading management and investor meetings; publishing rating rationales and industry commentaries; coordinating global metals and mining practices • Calculated recovery values for secured and unsecured debt holders in the event of a payment default via enterprise value and asset valuation methodologies
Senior Securities Analyst (1/95-10/97) Analyst (7/94-1/95) • Performed fixed income analysis of public/private securities purchased by US insurance companies to determine and assess creditworthiness of corporate entities with concentration in oil & gas, paper & forestry, metals & mining and miscellaneous manufacturing industries • Provided initial rating recommendations and surveillance to identify rating actions • Interacted with rating agency and insurance company analysts, regulators, and issuer management teams
• Managed a portfolio of small/middle market size companies with sales up to $500 million • Analyzed and monitored financial condition of borrowing accounts • Evaluated and structured loan facilities to meet financial needs of existing and prospective customers • Responsible for development of new business and cross selling of cash management services
• Responsible for evaluating and analyzing credit risks of existing and potential clients • Formulated written/oral recommendations to credit committee based on extensive research and analysis. Analysis criteria included quality of management; financial statement and corporate tax return analysis, cash flow analysis, industry research and projection model applications. Reviewed covenants and asset-based facilities to ensure clients were in compliance • Successfully completed Credit Training Program (7/91-12/91)