James Gardner, Cfa
About James Gardner, Cfa
James Gardner, CFA, is a Leveraged Finance Credit Risk professional at UBS in New York, where he has worked since 2016. He specializes in managing credit risk for leveraged loans and high-yield transactions, overseeing a portfolio of borrowers and trading counterparties.
Work at UBS
James Gardner has been employed at UBS since 2016, serving in the role of Leveraged Finance Credit Risk. He is based in New York, New York, where he has accumulated eight years of experience in this position. His responsibilities include overseeing quarterly portfolio monitoring for 40 borrowers, primarily those rated single B, as well as managing trading counterparties. In addition to this role, he previously worked at UBS from 2012 to 2016 as a Credit Risk Analysis & Reporting professional.
Education and Expertise
James Gardner studied at St Olaves Grammar School from 1998 to 2005. He then attended the University of Nottingham, where he earned a Master of Engineering (MEng) degree in Civil Engineering between 2006 and 2010. His expertise lies in leveraged loan and high-yield originations, particularly in the context of leveraged buyouts, corporate mergers and acquisitions, and refinancing. He has developed significant skills in cash flow and valuation projections.
Background
Before joining UBS, James Gardner gained experience in various roles within the finance sector. He worked at CCLA Investment Management as a Data Integrity Administrator for nine months in London, United Kingdom, from 2010 to 2011. He then transitioned to Goldman Sachs, where he served as an Analyst in Credit Risk Management and Advisory for one year in London, from 2011 to 2012. His career has been focused on credit risk management across different markets.
Achievements
In his current role at UBS, James Gardner is responsible for overseeing the credit risk associated with leveraged finance transactions. He specializes in managing credit risk for both North and Latin American markets, demonstrating his ability to navigate complex financial landscapes. His work involves detailed portfolio monitoring and analysis, contributing to the overall risk management strategy of the organization.