Experience
HilltopSecurities Inc.
Investment Banker Associate, Debt Capital Markets
Charlotte, NC • June 2021 - Present
Contributed to approximately $1.8 billion in debt issuances, generating approximately $14.5 million
in revenue since
joining the firm.
Supported four senior bankers and assisted approximately twelve other bankers and junior staff
members, effectively
managing multiple priorities and collaboration efforts.
Led the development of innovative tools for the Debt Capital Markets group, enhancing analytical and
operational
capabilities.
Managed multiple projects simultaneously across various financing structures including traditional
Bonds, Capital
Appreciation Bonds, Loans, and Securitizations.
Represented the firm in investor and client meetings, periodically as the sole delegate, fostering
key relationships and
advancing deal negotiations.
Utilized DBC Finance software and advanced Microsoft Excel techniques to develop financial models
and structure complex
bond deals up to ten figures.
Standardized group-wide document templates, ensuring consistency and improving efficiency in
document preparation.
Created comprehensive presentation materials, including pitchbooks and investor memoranda, to
effectively communicate
value propositions to stakeholders.
Organized and maintained thousands of internal files, streamlining data management.
Skills
Technical
Full-Stack Web Development
Python
Javascript
HTML
CSS
SQL
Cursor
ChatGPT
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Microsoft Power BI
DBC Finance Application
Data Modeling
Data Visualization