Ana Barbara S.

Key Skills

Freelancer Overview

Ana Bárbara Moura da Luz Delgado Simões Preferred Name: Bárbara // E-mail: [email protected] // Mobile Phone: +44 7754 462965 WORK EXPERIENCE Golub Capital Associate 2 - Direct Lending - Underwriting Team (Jul 2024 - Now) ● Conducted credit analysis, financial modeling, and risk assessments for potential investments (including DD reviews, expert calls, sponsor and management DDQ), prepared credit memos for screenings and final IC, supported deal structuring and transaction execution, monitored portfolio performance and ensured covenant compliance. ● Maintained ongoing portfolio monitoring through regular financial performance tracking and borrower relationship management including working through a deteriorating portfolio company who required additional equity injections. ● Primary market coverage: Low to Middle Market (ARR and EBITDA Deals). Primarily Verticals: Software, Insurance Brokerage, Data Providers, Consumer and Healthcare. Avg. EBITDA Size: ~ $ 10mm - $ 100mm. All Unitranche / Senior Secured Lending. Goldman Sachs Senior Analyst - Corporate Credit Risk (Feb 2022 - Jun 2024) ● Primary debt underwriting and credit portfolio management for both Investment Banking (BSL) and Asset Management (Private Credit) deals. Daily tasks involved developing the LBO credit case, model assumptions, due diligence, review of term sheets, preparing the credit memo, and monitoring post-execution syndication. Worked in a lean Deal Team with one junior and one senior (VP or ED) p