Lucas Baker, CFA

Experience

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  Piper Jaffray

  Apr 2003 - Sept 2008

  Credit Analyst

  •Performed ongoing surveillance of municipal underwritings, focusing on high yield and distressed credits, using relative valuation to identify potential trades. Sector coverage included senior housing, healthcare, hospitality, alternative energy and land development. Recently initiated coverage of taxable project finance including utilities and military housing.•Responsible for researching proprietary high yield investments. Worked with Chief Credit Officer to develop analysis and present results and recommendations to the respective commitment committees.•Member of the tax-exempt and tender option bond credit committees responsible for reviewing underwritings and direct investments.•Developed firm’s analytical expertise and distribution of distressed municipal bonds.•Received two promotions within five years. Show less

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  Wells Fargo Bank

  Jan 2010 - now

  Vice President, Senior Fixed Income Analyst

  •Research fixed income securities, focusing on high-grade corporates and tax-exempt revenue sectors. •Identify and research investment opportunities, perform relative analysis and make investment recommendations for approximately 35 portfolio managers, managing $23B in assets.•Member of the tax-exempt fixed income strategies team including portfolio management, research and trading areas responsible for developing overall strategy for $18B in fixed income assets.