Seeking full-time credit & equity roles · 2027
Applied Security Analysis Program · Wisconsin School of Business
Credit & equity
analyst
in training.
MS Finance candidate at UW–Madison and Risk Manager at Badger Fund. I find the number the market is implying, then look for the data that says it's wrong — across the capital structure.
Published Work
Research Coverage
Structural protection does the work: take-or-pay contracts, tiered LTV advance rates and an SPV cash trap sit between lenders and a ~$60B debt-funded buildout. Benchmarked against Oracle, Iridium and Viasat loans; an expert call with Wolfe Research on GPU useful life underpins 40–60% recovery on the collateral. Debriefed with Oaktree's Global Opportunities team.
Defensive carry in BBB tech. HPQ trades ~20 bps wide to Dell despite lower leverage and stronger liquidity. Net leverage falling from 1.46× to 0.99× by FY27E creates upgrade optionality; Bloomberg horizon analysis shows a positive total return in every spread scenario.
Market assigns ~45% conversion probability to the TVA/ENTRA1 pipeline. A stage-gate framework derives 65% — $2.48/sh the market is not pricing. Two above-consensus service streams drive FY26E revenue +10.5% vs. Street with zero module revenue assumed.
Placer.ai traffic data (+3.8% YoY vs. specialty retail −2.1%) contradicts the saturation narrative. Margin recovery is underpriced by +140bps vs. Street EBIT. Gen Alpha cohort entry expands TAM beyond the Street's 4.0% CAGR, driving FY26E EPS of $30.8 vs. $27.1 consensus.
Track Record
Experience
Co-manage risk for a $5.6M student-run long/short SMID-cap fund benchmarked to the Russell 2500 Growth — gross/net exposure, factor tilts and tracking error against a 6-point compliance framework built on Barra's 13 risk indices. Built the fund's flag-review-act risk response process.
Nepalese IPOs are issued at a fixed Rs 100 par rather than book-built, so offer prices don't reflect fundamentals. Screened 50+ issuers across 8 sectors, selected 12, and compounded a personal fund at a 38% annualized return over four years.
Built 3-year revenue models and presented a strategic roadmap to senior leadership; ran 10+ usability sessions with congressional staff on the LEGIS1 data platform.
Framework
Investment Philosophy
The starting question is the same whether it's a stock or a loan: what specific number is the market implying, and what does the data actually say?
On NuScale, a reverse DCF extracted a 45.2% market-implied pipeline conversion probability against a 65% stage-gate estimate. On CoreWeave, the question was whether GPU collateral would hold its value long enough — an expert call on useful life answered it. In both cases, observable data was ahead of the consensus view.
Process
Open to Opportunities
Seeking full-time credit and equity research roles starting 2027.
Buy-side and sell-side analyst roles across credit and equity. Graduating May 2027 — happy to talk markets any time.