• Rotated through Convertible Bond Trading, Equity Derivatives, Listed Trading, Equity Arbitrage and Distressed Debt.
• Enhanced understanding of delta-neutral hedging, gamma trading, convertible arbitrage, risk arbitrage and pair trading.
• Performed credit research and analysis to identify potential distressed debt investment opportunities.
• Researched, analyzed and pitched relative value trade and high-yield bond trade to Merrill Lynch Global Markets professionals.

• Screened incoming business plans, attended due diligence meetings and made appropriate recommendations to senior partners.
• Initiated and lead company and industry research in the media, telecommunications, web hosting and CLEC industry segments.
• Performed extensive financial analyses including:

− Public equity valuation and comparable transaction analyses to determine appropriate pre-money investment valuations.

− Built financial models to test operating assumptions and determine business drivers of prospective portfolio companies.

Used these models to run IRR scenarios on various investment instruments including common equity, redeemable, convertible, exchangeable and accreting preferred stock.

• Performed extensive quantitative analyses including:

− Financing/refinancing, merger, leveraged buyout and discounted cash flow models.

− Valuation and pricing analyses including high yield debt, equity and acquisition comparables.

− Equity, debt, and preferred stock IRR analyses.

• Created and produced offering memoranda, rating agency presentations, roadshow presentations and new business pitches.
• Drafted prospectus and produced presentation materials to market Caravelle Investment Fund, a $1.4 billion high yield CBO.
• Worked closely with management team of Mikohn Gaming, Inc. (MIKN) to reposition Company and produce private placement.