Financial Planning and Analysis

• Lead and complete the end-to-end ratings process for new issue and surveillance transactions.
• Understand and perform cash flow analysis, synthesize results, and present findings in a timely manner in committees for non-traditional assets, including transportation ABS, private equity, triple-net, data centers, whole business.
• Analyze credit, cash flow, and performance characteristics of collateral pools.
• Review third-party model output and reconcile with cash flow results from internal models.
• Review legal and operating documents to ensure consistency with criteria and identify issues with the transaction structure.
• Provide comments to external parties.
• Actively manage relationships with internal and external clients.
• Support the team by training analysts, attending conferences, engaging and leading outreach activities.
• Demonstrate strong knowledge of ratings criteria and cash flow analysis and be able to handle clients’ analytical questions.
• Leading and actively contributing to our training and outreach efforts, including the completion of timely commentaries, podcasts, and webinars.

Director, Structured Finance Ratings – Esoteric Assets

Vice President, Investments Underwriting

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Financial Lines Intern – Summer 2026

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Strategic Finance, Marketing