UBS Investment Bank
US Institutional Equity Sales
January 2014 — Present
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US Institutional Equity Sales at UBS Investment Bank
-Conducted market intelligence analysis on the equity capital markets for senior management of publicly traded companies and serve as an extension to publicly traded companies’ investor relations efforts.
-Provided insightful information for how client’s stock is viewed as an investment vehicle, the perception of the investment community and which institutions are buying and selling the client’s equity shares.
-Performed sector analysis of the flow of institutional capital and provide clients with timely market data.
-Produced daily, weekly, and monthly deliverables in a timely and accurate fashion.
-Analyzed the flow of institutional data to track, identify and describe institutional buyers and sellers.
-Monitored real-time trading activity and actively communicated with various equity trading desks to provide clients with background information on daily market activity and trends.
-Enhanced the management and performance of Wesleyan’s $513M endowment portfolio.
-Developed cash flow analysis for the venture capital and leveraged buyout portfolios.
-Developed a private equity lookthrough master spreadsheet to facilitate enhanced portfolio risk analysis.
-Worked directly with Wesleyan University’s CIO and participated in the assessment of prospective funds and fund managers for inclusion in the endowment portfolio.
-Worked for the managing director on the Debt Capital Markets Syndicate team covering the loan, bond, and high yield markets.
-Assisted in deal structuring, pitch book development and book-running reports.
-Conducted sales pitches and constructed sales memos for several investment grade loan transactions.
-Utilized market databases to develop product presentations, including pricing and structure trends as well as league table positioning.
-Gained broad exposure to global markets, products and services for ultra high net worth clients and large multinational corporations.
-Worked for Congressman John B. Larson, Chair of the House Democratic Caucus and the fourth-ranking democrat in the House.
-Assisted staff with legislative tasks on banking, economics, budget, and social security.
-Served as a community liaison by interacting with constituents via letters, phone, and in person.
-Attended hearings and policy briefings regarding banking, economics, health care, and the environment.
-Maintained a working knowledge of issues, policy processes, and the legislative agenda.
-Interacted with a wide variety of high level political and administrative officials through policy briefings, seminars, political receptions, and press conferences.