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