Scott Heyer, CFA

* ***** ****** ******

Summit, NJ 07901

M 201-***-****

Email: abl415@r.postjobfree.com

SUMMARY: Experienced credit analyst with background in fixed income investment management and corporate banking.

Areas of expertise include fundamental credit analysis, industry research and portfolio analysis & monitoring.

EXPERIENCE:

2007 - 2010 MORGAN STANLEY New York, NY

Vice President, Senior Credit Analyst - Fixed Income Investment Management

• Perform fundamental credit analysis of diverse corporate debt and money market issuers

• Analyze and monitor a portfolio of fixed income credits utilizing company filings,

rating agency research, and analyst research; update team on significant developments

• Evaluate new transactions considering investment quality and market valuation

• Present credit recommendations to credit committee

• Prepare quarterly and annual credit reviews of portfolio investments

• Develop and utilize credit monitoring model incorporating credit data and financial

statistics to facilitate analysis of portfolio investments

• Prepare multiple industry reviews to analyze valuation of debt and industry

credit comparables

• Support portfolio management with credit and industry information and ad hoc analysis

1998 - 2007 THE BANK OF NOVA SCOTIA - SCOTIA CAPITAL New York, NY

Associate Director – Project Finance: Corporate Banking (2001–2007); Associate (1998-2001)

• Prepared credit analysis of new and existing Power & Utilities transactions including Project Finance,

Independent Power Producers, and Acquisition Financing

• Conducted due diligence of transactions and analyzed industry transaction comparables

• Evaluated financial models and performed sensitivity analysis of transactions

• Involved in structuring financial term sheets and credit documentation

• Prepared bank pitchbooks and involved in presentations to clients

• Attend management presentations

• Analyzed financial statements and SEC filings

• Interacted with loan trading desk regarding pricing and structure of transactions

• Managed diverse portfolio of syndicated bank loans

• Reviewed credit agreements

• Negotiated and executed legal documentation including waivers and amendments

• Interacted with clients and bank syndicate lenders in support of bank agency

responsibilities and ensured compliance with credit documentation

1995 - 1998 PRUDENTIAL FINANCIAL, INC. Newark, NJ

Research Associate - Portfolio Management Group

• Conducted economic and financial analysis for portfolio managers and investment

strategists within Portfolio Management Group

• Developed risk analysis model and monitored asset class and country exposures for

Prudential’s General Account

• Performed research and modeling for asset allocation and multi-year planning

• Prepared analysis of economic indicators

1994 - 1995 CITIBANK, N.A. New York, NY

Corporate Trust

• Facilitated closing of asset-backed securities issues and analyzed trust indentures

• Prepared financial trust reports with updated performance

1992 - 1994 CHEMICAL BANK (JP MORGAN CHASE) New York, NY

Corporate Trust

• Administrated trusts for corporate and municipal debt; organized bond redemptions

• Participated in Corporate Trust Training Program

EDUCATION:

NEW YORK UNIVERSITY, LEONARD N. STERN SCHOOL OF BUSINESS New York, NY

Master of Business Administration, May 1998

• Emphasis in Finance, Accounting and International Business

• Member, Graduate Finance Association

BOSTON COLLEGE Chestnut Hill, MA

Bachelor of Arts, Economics, May 1992

• Dean’s List

ADDITIONAL:

CHARTERED FINANCIAL ANALYST

• Member - New York Society of Security Analysts, Inc.

• Member - CFA Institute

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