The Ohio State University - The Max M. Fisher College of Business
Work Experience
C
CreditSights
Credit Research Analyst, Insurance Sector
Denver, CO, US
January 2019 - present
company
CreditSights
title
Credit Research Analyst, Insurance Sector
overview
- Wrote earnings notes, new issue concession notes, and secular trend notes for investment grade & high yield
- Quickly digested financial information to create timely research reports with actionable trade ideas for a wide array of clients including institutional investors, hedge funds, family offices, insurance companies, pension funds, etc
- Communicated with clients on company specific investment recommendations based on relative value within the insurance sector (Outperform, Market perform, Underperform) in addition to industry trends, M&A, and news flow
- Assisted in initiating coverage on two high yield companies with substantial Medicaid and Individual Commercial
- Built and maintained financial models using Bloomberg API, FactSet, SNL Data to support investment research