Management Analyst
Resume:
Jing-hui (Jessie) Li
POBox ***, Armonk, NY **********@*****.***
SUMMARY:
Eight years of experience in credit research and investment on the buy-
side. Received formal credit training. Total return focused analyst.
Track record of making profitable trade recommendations across High Yield,
High Grade, CDS and Bank Loans. Sector experiences include: healthcare,
consumer products, homebuilders, and paper & packaging. Skill set
includes: financial modeling, industry and company research, asset
valuation, recovery analysis and relative value analysis. Enjoy credit
analysis and investment as my long-term career.
EXPERIENCE
Credit Suisse - Portfolio Management Group (Bank Loans and CDS)
New York, NY
Vice President / Senior Analyst -
2007 - 2009
. Covered Homebuilders, Building Materials, Paper Packaging, and
Chemicals, supporting Credit Suisse's $50bn mark-to-market credit
portfolio (proprietary retained portfolio of bank loans and CDS).
. Performed fundamental credit and relative value analysis on 50
companies' syndicated loans:
. Built and maintained quarterly financial models, constructed asset
valuation models (for distressed companies), reviewed covenant
amendments, provided daily credit updates to PM;
. Published internal research reports, presented quarterly red-flagged
companies to senior management teams, presented potential transactions
to senior credit officers and investment bankers in Credit Committee
Meetings.
. Managed credit risk and exposure through CDS trading and loan sales:
Recommendations on CDS trades captured ALL the large movers in my
coverage space.
. Contributed the most in 2008 to the $500mm proprietary trading book
("Value Book") out of 15 analysts.
. Assisted the PMs to set "Value Book" trading strategy.
GE Asset Management - Fixed Income Research (high yield and high grade)
Stamford, CT
Senior Investment Analyst
2003 - 2007
. Covered Healthcare and Consumer Products sectors, supporting GE Pension
and Insurance portfolios including $800mm high yield fund, $14bn high
grade fund, bank loan portfolios.
. Recognized as one of the top three analysts by High Yield PMs in 2006
(out of 12 analysts); Achieved out-performance over benchmark for both
sectors under coverage; Contributed to High Yield fund's top quartile
ranking on both one year and three year basis.
. Underwrote new issues: analyzed fundamental credit performance/trends,
built cash flows and valuation models, evaluated covenant packages,
communicated with sell-side analysts and rating agencies, presented
buy/sell recommendations to PMs.
. Created successful trade ideas in secondary market.
. Conducted monthly sector reviews with portfolio managers to provide
credit updates and trade ideas.
. Co-managed and trained an associate and a junior analyst on the Consumer
team.
GE Commercial Finance
Danbury, CT
Leasing Pricing Analyst
2001 - 2003
. Structured and priced leases to support 40 sales people in Telecom Team,
seven customized leasing products and $250mm lease revenue.
. Determined lease rates of all transactions based on residual value of
equipment type, credit rating of the lessee, term and structure of the
lease, cost of funding and targeted profit margin.
. Built cash flow models to structure off-balance sheet leases with deal
sizes of $100k to $50mm.
. Created Pricing Metrics (using MS Access) and automated analysis tool
(Access & Excel) to analyze and summarize transaction data and present
to management team.
Duke Energy Corporation
Charlotte, NC
Summer Intern - Treasury ( Business Unit Finance / Project Finance)
2000
. Conducted financial analysis for financing corporate assets (jet and
building): evaluated the terms and proposed financing structure;
developed models to analyze and compare four alternatives' NPV and EPS;
presented recommendation and received approval by senior management to
pursue synthetic lease option.
Bank of America Asia Limited - Global Corporate and Investment Banking
Beijing, China
Credit Analyst
1997 - 1999
. Reviewed and wrote credit analysis for bank loans / revolving facilities
with sizes ranging from $385K to $20MM; received credit training and
provided credit support to senior credit officer; called upon senior
management of corporate clients (such as Mobil, Kimberley Clark,
McDonald, Caltex Oil, Kohler) to complete credit evaluation, maintained
ongoing relationship.
. Received formal credit training.
EDUCATION
MBA (finance) - Wake Forest University
Winston-Salem, NC (2001)
. Two years of merit based Charles Babcock Scholarship
BA - Beijing University Beijing,
China (1997)
MISCELANEOUS
. References from former Portfolio Managers, Traders, Head of Research and
Colleagues are available upon request.
Contact this candidate