Jason K.

Skills

Fundamental credit analysis, financial modeling and valuation, capital markets execution, risk management, relative value, Telecom, Media & Technology, senior leadership, new issue assessment, trading desk advisory, portfolio management, due diligence, team leadership, client relationship management, sector expertise, Series 7, Series 63

About

Senior Credit Research Analyst & Investment Professional Seasoned credit analyst with two decades of experience bridging fundamental research, capital markets execution, and risk management. Proven ability to build research platforms from the ground up and lead analyst teams through complex corporate finance transactions. Expertise includes deep-dive financial statement analysis, relative value assessment, and the structuring of bespoke debt financing solutions. Strong history of fostering institutional client relationships and providing actionable investment recommendations for investment-grade and crossover credits.