Jamie Felix

Brooklyn, NY   l  347.570.2700  l   jamie@jamiefelixwriting.com

Financial journalist and former investment banker with 10+ years’ experience working on both sides of the Atlantic with some of the world’s largest financial institutions. Skilled at analysing data and leveraging my corporate finance background to create written financial content for B2B and B2C audiences. My passion lies in improving financial literacy and breaking down complex financial issues into engaging journalism that achieves results. 


FREELANCE EXPERIENCE

JAMIE FELIX WRITING, Brooklyn, NY | London, UK        2003 – Present                                             

Financial Writer & Corporate Communications Advisor

  • Expanded blogging presence for BlackRock’s Portfolio Solutions group by revamping content and increasing distribution through third-party websites 

  • Produced integrated content for blue-chip corporates to improve brand awareness with institutional and consumer stakeholders, including news articles, press releases, blogs, social media and marketing materials. Clients included: Deloitte, Morgan Stanley Bank, The Coca-Cola Company (Europe)

  • Published articles about mortgages, investments, credit cards and other personal finance issues in the UK’s top newspapers and trade publications, including: Financial Times, Guardian, Mail On Sunday, Private Equity News, CorpComms Magazine, Institute of Directors Magazine

  • Wrote a monthly newspaper column about how to invest in the stock market for one of the UK’s most popular personal finance sections (Independent on Sunday)  

  • Reported breaking financial news as a daily reporter for Financial News, a London-based financial website and newspaper, as part of their private equity coverage team

  • Transformed feedback from 1,000+ clients to produce the content of Legal Week’s ‘Best Legal Advisors’ annual review


CORPORATE EXPERIENCE

CITYSAVVY MEDIA/STAMPA COMMUNICATIONS, London, UK   2006 – 2008  

Senior Copywriter 

  • Worked directly with blue-chip clients (Man Group, Adecco, Shell, Grohe) to develop and produce content for use across multiple channels, including annual reports, executive letters, press releases, and blogging content. 

  • Collaborated with ING Wholesale Banking as lead writer of their monthly in-house magazine, featuring in-depth deal analyses, market news and interviews with senior management, for distribution to institutional stakeholders 

  • Edited European clients’ marketing materials for circulation in the British and American markets

LEHMAN BROTHERS, New York, NY | London, UK 1998 – 2003

Investment Banking Associate, Principal Transactions & Securitizations

  • Handled asset-backed principal finance transactions, including one of the UK’s first ‘whole business’ securitizations, as well as residential and commercial mortgage-backed securities transactions 

  • Modeled and analyzed cash flows and ‘waterfall’ payments

  • Drafted pitch book materials and credit committee memos

  • Worked directly with legal counsel to draft prospectuses and negotiate covenants

  • Supported live deal execution, communicated with ratings agencies, assisted sales/DCM teams and attended road show meetings

Investment Banking Analyst, Leveraged Finance 

  • Supported wide range of leveraged transactions, including high-yield bonds, term loans, revolving credit facilities, and bridge loans

  • Worked on four high-yield bond transactions through all phases of execution

  • Modeled and participated in syndication of five leveraged loan transactions 

  • Built multi-scenario LBO models for private equity clients

EDUCATION

YALE UNIVERSITY, New Haven, CT                   1995 – 1998

B.A., Economics, 1998

Senior Essay: Cost of Equity Capital: A New Approach to Estimating the ‘Hurdle Rate’ 


RECENT COURSES/CERTIFICATIONS

FinTech: Foundations, Payments and Regulations Oct 2020
The Wharton School; University of Pennsylvania
Grade: 100%
https://www.coursera.org/account/accomplishments/certificate/9Q4WCAMF98LQ

Digital Marketing Specialization                   
Gies College of Business; University of Illinois at Urbana-Champaign

Marketing in a Digital World (with Honors) Oct 2020
Grade: 100%
https://www.coursera.org/account/accomplishments/certificate/ME6GV4J9GE7N

Marketing Analytics In Theory (with Honors) Nov 2020
Grade: 98%
https://www.coursera.org/account/accomplishments/certificate/YLXGB9VEAST9

Marketing Analytics In Practice (with Honors) Dec 2020
Grade: TBD

SELECT ARTICLES

How to protect and participate when markets get choppy; BlackRock Blog & Advisor Analyst

Making the grade: Can investors trust agency ratings?; Telegraph (UK)

Bond and ratings agencies: Scores are junk, say critics; Financial Times

Wall Street firms take the shine off poll stars: Investment banks stop using external stock-picking tables to judge performance of leading analysts; Financial Times

Investment club grins away losses and goes for the long haul; Independent on Sunday (UK)

Return of trade buyers gives mid-market a boost: With the appetite for IPOs still weak, activity has focused on buy-outs and recapitalizations of established businesses rather than growth capital for fledgling companies’; Private Equity News


ADDITIONAL INFORMATION

Certification: London School of Journalism Certificate of Outstanding Achievement; 2003

Skills: Microsoft Office Suite, Photoshop

Languages: Conversational French

Citizenship: Dual US/UK citizenship (pending)

Activities: Left-handed calligrapher

Yale University Office of Undergraduate Admissions Interviewer

Ultra-marathon runner