Meredith Pallone

Senior Credit Analyst @ Loomis, Sayles & Company | MBA, Financial Modeling, Emerging Markets

Role
Vice President, Senior Credit Analyst at Loomis, Sayles & Company
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Meredith Pallone

As a VP, Senior Credit Analyst at Loomis, Sayles & Company, I have over 10 years of experience in the investment management industry, focusing on emerging markets corporate debt. I analyze companies in the energy, consumer, and industrial sectors across Latin America and Central and Eastern Europe, Middle East, and Africa. I use my financial modeling skills to assess the creditworthiness and risk-return profile of potential investments, and provide recommendations to portfolio managers and traders. I also collaborate with other analysts, economists, and strategists to monitor the macroeconomic and geopolitical trends affecting the markets. I have an MBA from Boston College Carroll School of Management, and I am fluent in English and Spanish. I am passionate about finding value and opportunities in the emerging markets, and contributing to the growth and performance of our team and firm. I value diversity, innovation, and excellence, and I seek to leverage my expertise and skills to support our clients and stakeholders.

Experience

  1. Vice President, Senior Credit Analyst

    Loomis, Sayles & Company

    Oct 2013 — Present · Boston, MA, US

    EM corporate analyst (LATAM and CEEMEA), focusing on Energy, Consumer & Industrial sectors• Conducts fundamental industry and issuer credit research and relative value analysis, specifically in the Emerging Markets (LATAM & CEEMEA) HY and IG corporate universe; coverage of multiple sectors including Energy, Transportation, TMT, Food & Beverage, Utilities, Industrial and Consumer credits• Builds and maintains financial models, including projections with risk analysis/stress scenarios; analyzes illiquid assets such as private company bank loans using market multiples and comparison company acquisition transactions. Performs sensitivity analyses and coverage ratios.• Analyzes potential new deals from both existing and new issuers, and provides sector teams with BUY/PASS recommendations based on new issue pricing and credit quality; due to the variation in product team mandates, bespoke recommendations are often presented based upon the guidelines/client parameters of the product strategy• Interprets quarterly/annual financial results and MD & A, and interacts directly with C-level management to support model projections and assumptions• Attends industry conferences and investor trips in coverage regions to obtain first-hand observation of coverage universe operations and develop relationships with company management• Prepares industry reviews and other research memos; liaisons with product team strategists to support the investment theses of multiple strategies and mandates of individual clients• Credit Research Alpha Strategies Liaison – EM: Facilitates communication and investment ideas between Credit Research department and the Alpha Strategies Product Team in order to get best ideas with highest risk adjusted return potential incorporated into the portfolio• Supports various Loomis initiatives including UWIN (Undergraduate Women’s Investment Network) as a mentor

Education

  • Boston College Carroll School of Management

    Master of Business Administration - MBA

  • Northeastern University

    BSIB, Finance, Spanish

  • Comillas Pontifical University

    BSIB, Finance

Skills

  • Valuation
  • Series 7
  • Portfolio Management
  • Finance
  • Private Equity
  • Equity Research
  • Equities

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Meredith Pallone — Vice President, Senior Credit Analyst at Loomis, Sayles & Company in Boston, MA, US | Unifers