Bear, Stearns & Co. Inc., — New York City, 1991-1994
"Managing Editor"
High-Yield and Distressed Credit Research
Managing editor for new research department, which was a complete start-up ― including getting analyst-authors to use same software platform and designing a new logo. I created the logo for our research reports, but eventually it appeared on T-shirts, gym bags and coffee cups as well.
Hired and trained two junior editors, production-traffic manager, graphic designer, librarian and administrative assistant.
Created multitude of original MS Word-based templates for company, industry, special-situation reports and conference books, ranging from about 10-to-400 pages each.
Assisted analysts in writing their reports, especially in the healthcare sector, performing original research using company 10Ks, 10Qs and attending meetings with senior management.
Served as right hand to research director, assisting with strategic planning for department. The research product I designed put Bear on the map as the preeminent high-yield shop in the early 1990s.
During my tenure, Bear’s standing in the Greenwich Survey poll rose from tenth to third place, behind DLJ and Merrill Lynch; and our department received highest marks in Institutional Investor’s All-American High-Yield Research Team survey.
High-Yield Relative-Value Analysis — June 1993: This publication was the first of its kind on the Street and quickly became the industry benchmark. Copied by many high-yield shops during the decade, the format I designed is still being used by Morgan Stanley today.
Columbia Hospital Corporation, December 1992: Sample of typical company research publication designed and produced by me, and co-authored with healthcare analyst.
Bear Stearns Strategy, 1993: A brief strategic marketing piece I wrote for the research department.
Conference Book, 1993: Each year, we hosted an industry conference for institutional investors for which I produced all of the marketing materials, including an accompanying (ubiquitous) "conference book, " which was offset print and bound. The one pictured here was more than 250 pages long, so here I only reproduced the front and back pages, the table of contents and introduction, "Back to the Future" (which I ghost wrote for my boss, the director of research). Also shown here is the back page, which served as our masthead.
