Analyst Manager

Ross Baltimore

Email: *********@********.***

Address: **** ** **** ***

City: Boca Raton

State: FL

Zip: 33487

Country: USA

Phone: 570-***-****

Skill Level: Experienced

Salary Range: $70,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

I. PROFESSIONAL EXPERIENCE

RICE FINANCIAL PRODUCTS

Investment Banking Analyst - California Infrastructure Group

New York, NY

January 2011 through September 2011

* Developed and presented a $1 billion debt restructuring plan for the State of California to reduce general fund expenditures related to debt service by $190 million and $145 million in fiscal years 2011 and 2012, respectively

* Evaluated leverage-based products, including tax-exempt and taxable municipal debt, interest rate derivatives, variable and fixed rate bonds, and convertible debt securities, for implementation in our clients' capital structures

MORGAN STANLEY

Investment Banking Analyst - Public Finance Southeast Regional Infrastructure Group

New York, NY

July 2008 through July 2010

* Constructed pro forma securitization models to evaluate monetization strategies for future cash flow streams generated by energy, combined utilities, parking, and toll road systems

* Worked directly with State-level CFOs, Treasurers, and Advisors to develop, refine, and articulate financing ideas

* Served as sole analyst on $3.2 billion of transactions for which Morgan Stanley was the book-running senior manager

Transaction Experience Highlights (Issuer):

$181 Million Capital Improvement Refunding Bonds (State of Alabama)

- Served as sole quantitative analyst on the State of Alabama's $181 million debt restructuring

- Developed the primary capital model that allowed the State to generate $56 million of cash flow savings from Fiscal 2010-2012 and reduce its aggregate nominal debt burden by $23 million

- Interacted directly with the State Director of Finance to explain and discuss the complexities of the transaction as market conditions fluctuated

$119 Million Utility System Revenue and Refunding Bonds (Sunrise, FL Utility System)

- Modeled the benefits of a $200 million recapitalization plan for the regional natural gas, water and wastewater service provider that included an accelerated borrowing schedule and improved debt ratios

- Structured a multi-tiered bond financing that combined senior, subordinated, taxable, and tax-exempt bonds with maturities from 2011 through 2035

- Built an Excel model to enhance Morgan Stanley's standard bond-sizing program, which helped our team improve the Utility System's leverage ratios, resulting in a 3-notch rating upgrade from S&P and cheaper financing

MORGAN STANLEY

Summer Analyst - Public Finance Southeast Infrastructure

New York, NY

May 2007 through August 2007

RABOBANK

Credit Analysis Intern - Tango Structured Investment Vehicle

London, U.K.

January 2007 through May 2007

* Analyzed monthly reports to identify material deviations from historical norms for value-drivers of the Fund's asset-backed securities investments

* Presented weekly analyses to the Fund's Portfolio Managers about the health of underlying loan pool investments

II. EDUCATION

WASHINGTON UNIVERSITY IN ST. LOUIS

OLIN BUSINESS SCHOOL

Bachelor's Degree in Business Administration, May 2008

St. Louis, MO

August 2004 through May 2008

Majors: Finance and International Business

* Overall GPA: 3.7/4.0

* Graduated Cum Laude; Member of the National Society of Collegiate Scholars

Relevant Coursework (Grade Achieved):

- Advanced Corporate Finance (A)

- Quantitative Statistical Analysis I and II: Econometrics (A+) and Advanced Econometrics (A+)

- Teacher's Assistant, Advanced Corporate Finance - Taught course concepts in individual and group sessions

III. LICENSES AND INTERESTS

* Series 7, Series 63 Licenses

* Computer Programming - C# and Objective-C

* Candidate for Private Pilot License - Logged 16 flight hours for Airplane Single Engine Land Certification

* Investing - Actively managed personal investment portfolio since age 14

* Basketball - Third player in Wyoming Seminary College Preparatory School history to score more than 1,000 career points

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