Beneficial Financial Group
September 2013 — December 2013
Collected the information of Corporate equity, bond, historical price and CDS by using Bloomberg Terminal.
Analyzed the company’s financial performances, and compared the peer companies’ financial performances by looking the company’s 10K, 10-Q, S&P report and Moody’s report.
Identified the bonds’ structure, subordination, redemption provision, and covenants.
Monitored the historical and current trend in S&P and Moody’s bond ratings.
Constructed a SWOT analysis, and identified risk factors and industry’s macroeconomic forecasts.
Presented credit research and recommendations that will be used by Beneficial Financial Group for executing investment strategies to the Credit Committee.