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
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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