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Sales Analyst

Location:
Holmdel, NJ
Posted:
October 04, 2013

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Resume:

LAWRENCE A. ROTHMAN, CFA

** ******** ***** ******, ** 07730

732-***-****, E-mail: ab9ule@r.postjobfree.com

EXPERIENCE:

Mergermarket/Debtwire, Division of Financial Times 2/13-Present

Credit Analyst - Consultant

. Research high yield and distressed credits

. Analyze capital structure and credit facility covenants

. Evaluate pending debt maturities and operational issues, including

revenue and EBITDA

. Compose in-depth reports, including analysis of industry fundamentals

and trends

. Produce detailed credit reports for corporate advisory, hedge fund,

and institutional investors

Mergermarket/Dealreporter, Division of Financial Times 1/11-7/13

Associate Editor/Analyst

. Initiate coverage of convertible securities, a new area for the

company in North America

. Interview portfolio managers, analysts, traders, and bankers to

produce detailed, exclusive content for articles

. Produce articles on secondary convertible trading opportunities,

including M&A situations

. Expand coverage to include entire capital structure for various

corporate finance transactions

. Explain fundamentals, such as balance sheet analysis and, capital

markets, to reporters

. Visit clients with the sales force to introduce new convertible

coverage area

Hampton Forge Ltd

Financial Analyst 11/08-1/11

. Interacted with senior sales executives and CFO to determine forecasts

for individual accounts and prepare reports for senior management

. Tracked daily sales, orders, and billings in order to analyze year-

over-year changes

. Prepared month-end reports, e.g., tracking sales by large customers,

analyzing sales and gross margin, compare forecast to actual sales,

sales by customer into product lines, analyze marked-down inventory

. Prepared ad hoc reports at the request of senior management

. Interact with senior management to discuss reports

Debt Visions, LLC

Partner/Senior Convertible/High Yield Analyst 5/07-

1/09

. Published bi-monthly research reports on high yield and convertible

securities

. Made buy, hold, and sell recommendations based on fundamental

analysis, including cash flow and earnings projections, and relative

attractiveness of security

. Wrote a monthly overview piece utilizing a top-down analysis

. Composed weekly reports analyzing economic trends and company events

. Evaluated new issues from fundamental and relative valuation

perspectives

Lawrence A Rothman - Page 2

Informa Global Markets, Inc., New York, NY 7/02-4/07

Senior Convertible/High Yield Analyst

. Identified attractive busted convertibles and high yield

securities via credit research

. Composed in-depth reports recommending Buy, Hold, or Sell

. Reports included earning and cash flow forecasts

. Coverage areas included retail and consumer products industries

. Developed a real-time convertible research product, including

design, content,

and marketing

. Reported on convertible issuance, latest trends, and timely information

. Oversaw equity coverage, including adding IPO reports and

weekly summaries

William Blair & Co., New York, NY 7/99-10/01

Convertible Analyst

. Formulated weekly recommended lists (Buy, Hold, Sell)

based on models

. Wrote, researched and formulated opinions on specific

ideas for convertible

trading desk, especially regarding credit-sensitive convertibles

. Sent daily e-mail to convertible desk evaluating M&A, spin-

offs, divestitures, and breaking news on

research names and advised any recommended actions

. Wrote market review and outlook for the monthly issue

. Supported corporate finance effort by evaluating structure

of potential new issues and participating in

price talk discussions

Miller Tabak Hirsch & Co., New York, NY 3/98-7/99

Vice President-Convertible/High Yield Analyst

. Composed weekly "Focus Issue" recommending various busted

convertibles

. Recommend trades based on model and other factors (e.g.,

credit, fundamental analysis)

. Used TrueCalc model to identify attractive convertibles

and evaluate new issues

. Worked with High Yield department analyzing convertible

and credit metrics

Value Line Publishing Inc., New York, NY 3/93-3/98

Convertible Analyst/Value Line Convertibles Survey 7/96-3/98

. Wrote regularly scheduled company highlights on

recommended issues

. Wrote weekly reports advising investors of new

recommendations and/or changes in our current

recommendations to Buy, Hold, or Sell.

. Provided research for Convertible Fund

COMPUTER SKILLS:

. Word . Excel . Access . TrueCalc . PowerPoint

EDUCATION:

Chartered Financial Analyst, 2006

Member of NYSSA and CFA Institute

Series 7 Certification - Passed 4/99 (expired) Series 63 - Passed 6/99

(expired)

Bernard M. Baruch College, CUNY, New York, NY

Masters of Business Administration Degree in Finance 12/97 GPA: 3.1

Bachelor of Business Administration Degree in Finance. 2/92 GPA: 3.3



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