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Insurance Analyst

Location:
New York, NY
Posted:
May 08, 2014

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Resume:

MARC COHEN, CFA

*** *** ***** ****** ***: 732-***-****

Long Branch, NJ 07740 Cell: 917-***-****

acd1wf@r.postjobfree.com

Objective: Senior Credit Analyst and corporate banker with fifteen years

of extensive experience in leveraged finance, high-yield and investment

grade corporate credits, seeking a senior credit and fixed-income

investment or corporate banking opportunity.

Summary: Experience developing investment ideas at various European

corporate banks and fixed-income asset managers, providing credit analysis

and managing a portfolio of diverse absolute return credit positions

focusing on relative-value opportunities. Extensive experience analyzing

credit investment opportunities in the leveraged loan, structured finance

and fixed-income arena as a sector generalist. Diverse industry coverage

consisting of investments in industrials, project finance/power and

utilities, financial institutions and insurance, retail, gaming and

leisure, oil & gas/energy, healthcare, and general understanding of the

U.S. public finance market. Personable and highly motivated team player

who is able to adapt to the changing and developing credit market and

welcomes a challenge.

PROFESSIONAL EXPERIENCE

STANDARD & POOR'S - New York, NY

2011 - Present

Institution Credits & Bond Insurance Segment, Credit Research - Financial

Institution Ratings

. Senior credit analyst assigned a leading role in the analysis and

oversight of bond insurers, mortgage and property & casualty insurance

companies. Responsible for new bond and mortgage insurance entrants into

the capital markets, leading the analysis and surveillance, and

presenting ultimate research for ratings and market dissemination.

Primary analyst responsible for the recent bond insurance entrant, Build

America Mutual Assurance Co. rated "AA".

. Published market recognized commentaries on the bond insurance industry

and quoted in various business and municipal finance news outlets.

. Key contributor to the evolving credit research and monitoring of the

mortgage insurance sector.

. Strong analytical understanding of complex and structured credit issues,

articulating analytical views in S&P credit committees, management

meetings and to the institutional investor market. Provides a

substantial amount of capital markets knowledge to internal S&P rating

committees and provides a fresh capital markets perspective into credit

issues and mitigants.

THE ROOSEVELT INVESTMENT GROUP - New York, NY

2010-2011

Senior Fixed Income Analyst

Responsible for the analysis of high-yield and investment grade fixed

income credit portfolio.

WESTLB AG - NY BRANCH - BRIGHTWATER CAPITAL MANAGEMENT New York, NY 2006 -

2010

Director- Diversified Leverage Loan and Project Finance Funds, Credit

Research & Portfolio Management

Senior analyst responsible for the investment and management of leveraged

loans in the Bank's diversified credit funds.

. Responsible for the sourcing, credit analysis and modeling of leveraged

loans, investment grade corporate bonds, and management of assigned

portfolio. Assessed new opportunities and existing investments via

detailed credit analysis, credit spread value analysis and recovery

assumptions.

. Led analysis of proposed loan and bond purchases, provided views and

recommendations on proposed amendments and issuer developments, and

managed credit sensitive exposures. Reviewed loan agreements and bond

indentures/prospectuses to ensure creditor protections and covenant

requirements were available under the debt obligations.

. Managed loan and bond positions of corporate investment grade and high

yield quality of broad industry classes. Analyzed structured finance

fixed income securities for firm's managed investments.

BANCA POPOLARE DI MILANO - New York Branch, New York, NY

2000 - 2005

Vice President- Corporate Banking

Actively developed and managed a corporate credit portfolio in excess of

$850 million. Consisting of committed and bilateral loan credit facilities,

credit default swap positions, convertible asset swapped bonds, negative-

basis trades, reverse-repos, real estate (subscription) deals and project

finance opportunities.

. Increased portfolio's holdings in fiscal 2004 by $390 million generating

a 23% return on BIS Capital.

. Sourced and thoroughly analyzed relative value credit opportunities for

incorporation into portfolio.

. Managed credit risk and monitored core positions and recommended trade

ideas to investment committee.

. Introduced and implemented convertible asset swapped bond investments

for the Bank yielding higher returns than current credit spreads

offered. These initiatives increased Bank's portfolio by $600 million

during 2003-2004.

. Managed syndicated and bilateral corporate loan credit facilities of

Fortune 100 companies.

. Promoted to Assistant Vice President in 2001 and Vice President in 2004.

MARC COHEN

Page Two

PROFESSIONAL EXPERIENCE (continued)

STERLING NATIONAL BANK, New York, NY 1998 - 2000

Senior Credit Analyst

Responsible for the credit analysis of middle-market asset-based and

working capital lines of credit for the Bank's relationship accounts

located in the New York City metropolitan area.

. Received formal credit training and mentoring from credit and account

officers.

. Lead senior analyst responsible for all credit analysis of Bank's middle

market customers.

. Oversaw the progress and work of junior credit analysts.

EDUCATION

Chartered Financial Analyst

CFA Institute, 2008

Charlottesville, Virginia

Yeshiva University

Syms School of Business

B.S. in Finance, January 1997

G.P.A.: 3.5 Major G.P.A.: 3.8

Computer Knowledge: Microsoft Office, Bloomberg, Intex

Formal Credit Training

Member of the CFA Institute

Member of the New York Society of Security Analysts

Languages: Conversational Arabic and Hebrew



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