Private Placement/ Credit Pitch

I posted this on the AM board, but have not gotten a response yet and thought this might be a better place for thoughts and help. I have a meeting with a PM in the private placement area of an asset manager that I was able to secure through some connections and networking. There may be an opening in the near term so I am trying to position myself. I have experience in structured finance (RMBS and CMBS specifically) on the trustee side. This is not exactly very relevant to a buy side analyst role, however I did just pass L3 last week so I am hoping to leverage that.

I am sure my lack of credit experience will be key. I am trying to show initiative and do a credit pitch on my own. I was going to do a pitch on a publicly traded company since I will not be able to the financials of a privately-held company. Plus, I am pretty sure they hold bonds of public companies that were privately placed.

Does anyone have suggestions on the best way to put together a good bond pitch without being to my detriment? Is there a bond pitch template (excel) out there? Should I just go about a stock pitch (I haven’t done one of these yet either) but then focus more on the downside/default aspect instead of the EPS/upside growth?

Is there any way on my own to soak up as much credit knowledge to present myself as being capable? I have been reading The Handbook of Fixed Income Securities by Fabozzi to work on my credit analysis.

I posted this on the AM board, but have not gotten a response yet and thought this might be a better place for thoughts and help. I have a meeting with a PM in the private placement area of an asset manager that I was able to secure through some connections and networking. There may be an opening in the near term so I am trying to sell myself. I have experience in structured finance (RMBS and CMBS specifically) on the trustee side. This is not exactly very relevant to a buy side analyst role, however I did just pass L3 last week.

I am sure my lack of credit experience will be key. I am trying to show initiative and do a credit pitch on my own. I was going to do a pitch on a publicly traded company since I will not be able to the financials of a privately-held company. Plus, I am pretty sure they hold bonds of public companies that were privately placed.

Does anyone have suggestions on the best way to put together a good bond pitch without being to my detriment? Is there a bond pitch template (excel) out there? Should I just go about a stock pitch (I haven’t done one of these yet either) but then focus more on the downside/default aspect instead of the EPS/upside growth? Any suggestions or pointers would be greatly appreciated. Thanks in advance.

Any suggestions or pointers would be greatly appreciated. Thanks in advance.