Jeff Eason

Experience

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  UBS

  May 2006 - Aug 2007

  Junior Financial Advisor
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  Wells Fargo Advisors

  May 2009 - Aug 2009

  Margin Analyst
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  SunTrust Robinson Humphrey

  Jun 2010 - Apr 2012

  Portfolio Management Analyst

  • Served as the lead Analyst in Bank’s highly leveraged Media & Communications portfolio assisting multiple senior Bankers in managing $1.8BN in credit exposure to 30 clients (Aug. 2011 – Apr. 2012)• Served as the sole Analyst responsible for assisting multiple senior Bankers in managing $3BN in credit exposure to 60+ clients of varying credit profiles in the Industrials & Transportation portfolio (Jun. 2010 – Aug. 2011)• Managed risk by regularly reviewing clients through valuation, due diligence, financial and industry analysis • Assisted in underwriting IG & HY clients with individual commitments in excess $150MM and total commitments of over $1BN• Recommended opportunities to buy/sell exposure in the secondary market depending on risk, return and relationship driven criteria• Assisted in creating firm-wide client, sector and industry exposure analytics and allocations to more effectively manage the Investment Bank’s $40+ BN in commitments• Prepared industry and sector updates for Investment Bankers, Portfolio and Risk Managers Show less

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  Deutsche Bank

  Apr 2012 - Mar 2015

  Fixed Income Analyst

  • Served as the sole Senior Fixed Income Analyst responsible for all research coverage within Deutsche Bank's Investment Grade Consumer, Retail, & Leisure and Healthcare Trading Pods (Jul. 2013 - Mar. 2015)• Analyzed daily news flow, earnings reports, company filings, new debt issuances, industry and macro catalysts to assist in market making for Bonds & Credit Default Swaps for each Pod with FY14 average daily trading volumes ranging from $300-400MM• Managed risk by actively collaborating with Traders in managing each Pod’s trading book and recommending strategies to generate revenue by increasing or decreasing exposure in credits and securities that offered relative value. Credit Recommendations and collaboration with Traders generated highest percentage of total Desk revenues in FY13 and CDS revenues in FY14• Communicated regularly with Institutional Clients including Traders, Portfolio Managers and other Fixed Income Analysts to recommend trade opportunities that presented relative value to increase trading volumes and generate revenue for Deutsche Bank. Assumption of Healthcare coverage in Fall of FY12 increased Healthcare Pod trading volumes in excess of 15% in FY13• Assisted Deutsche Bank's Capital Markets and Syndicate teams with over $75B of Deutsche Bank led Investment Grade bond deals which included pre-deal due diligence calls with Company Management Show less

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  Aflac Global Investments

  Mar 2015 - Dec 2015

  Fixed Income Analyst

  • Served as the Senior Fixed Income Analyst directly responsible for $5.5BN of Credit Exposure to Investment Grade and High Yield Healthcare and Consumer companies within AFLAC’s $100BN+ Investment Portfolio

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  Credit Suisse

  Dec 2015 - Sept 2016

  Fixed Income Analyst

  • Served as the sole Senior Fixed Income Analyst responsible for all research coverage within Credit Suisse's Investment Grade Consumer, Retail, Food & Beverage and Tobacco Trading Pods

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  Goldman Sachs

  Oct 2016 - May 2024

  Vice President

  • Served as Head of US Investment Grade Research and sole Senior Fixed Income Analyst responsible for all research coverage for Goldman Sachs's Investment Grade Non-Financials Trading Pods (Consumer, Retail, Food & Beverage, Tobacco, Healthcare, Industrials and TMT)• Hired as first ever U.S. Investment Grade Desk Analyst. Success in initial role led to complete migration from Publishing Research model to Desk Analyst model for Investment Grade (2017) & High Yield (2022)• Analyzed daily news flow, earnings reports, company filings, new debt issuances, industry and macro catalysts to assist in market making for Bonds & Credit Default Swaps for each Pod with average daily trading volumes regularly exceeding $750MM• Performed fundamental credit analysis through valuation, financial, industry and qualitative analysis to determine relative value and generate trade ideas for names within coverage universe Show less

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  Citadel Securities

  May 2024 - now

  Head of Investment Grade Research