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.
You don't necessarily have to limit yourself to public companies. Many debt issuers still file with the SEC even if they don't have publicly listed equity.
Thanks. Unfortunately the companies that I am looking to do a report on (regional supermarkets, figure I will start simple) didn't pull up anything on EDGAR online.
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