Manager Capital Markets

Manager Capital Markets — Bancroft Capital Group

Charlotte, NC | January 2023 – Present

• Led the structuring and syndication of $450M in senior secured debt facilities, coordinating with 8 tier-1 commercial banks to reduce overall cost of capital by 45 basis points.
• Executed FX hedging strategies using forward contracts and interest rate swaps for a $1.2B portfolio, mitigating currency volatility exposure by 28% over 18 months.
• Automated treasury liquidity reporting using S&P Capital IQ and Excel VBA, reducing reporting cycle times from 5 hours to 35 minutes and saving 140 hours annually.
• Supervised a team of 3 financial analysts to manage corporate cash sweeps across 14 bank accounts, maximizing short-term yields by 12% to generate $320,000 in interest.

Capital Markets Analyst — Windsor Financial Partners

Atlanta, GA | August 2020 – December 2022

• Constructed DCF and leveraged buyout financial models for 22 prospective capital-raising transactions, achieving 98.4% forecast accuracy against deal performance.
• Developed PitchBook-based market intelligence presentations for the executive committee, supporting the successful execution of 4 debt refinancing rounds totaling $180M.
• Maintained and audited the firm's Bloomberg Terminal databases for interest rate volatility indexes, resolving data discrepancies by 99% across 45 weekly reporting cycles.
• Prepared monthly investor compliance certificates for 6 credit agreements, ensuring zero covenant breaches and avoiding up to $50,000 in potential default penalties.

Debt syndication, Treasury management, FX hedging, Interest rate swaps, Financial modeling, Liquidity forecasting, Bloomberg Terminal, S&P Capital IQ, Excel VBA, SQL, Risk management, Fixed income analysis, Portfolio management, Anaplan

Automated FX Hedging Platform

Role: Lead Capital Markets Specialist

Tools: Bloomberg Terminal, Python, Excel VBA

Architected systematic hedging program for $350M international trade exposure, lowering transaction fee drag by 18% and saving $65,000 in execution costs.

Corporate Debt Restructuring

Role: Capital Markets Manager

Tools: Anaplan, S&P Capital IQ, MS Excel

Re-negotiated covenant terms on $120M credit facility with 5 institutional lenders, extending maturity by 2 years and improving free cash flow headroom by 15%.

• Chartered Financial Analyst (CFA) (2024)
• Financial Risk Manager (FRM) (2023)
• Capital Markets & Securities Analyst (CMSA) (2021)

• Languages: English (Native), Spanish (Professional working proficiency)
• Volunteer Work: Financial literacy tutor for regional non-profit organization (2021-present)
• Availability: 2 weeks notice