James Talavera


Leveraged Finance PM

About

My current role as Portfolio Manager at Antares Capital led me to Atlanta where I am responsible for a total of 15 cash flow loans for private equity-backed transactions, with primary focus on day to day monitoring of portfolio financial performance, internal reporting requirements, underwriting on-going incremental and amendment requests, and primary communication with the borrower.

I was previously a Senior Credit Analyst at Bridge Bank in San Diego where I supported the Life Sciences Group providing growth capital and venture debt to venture backed companies in the Biotech, Med Device, Pharmaceutical, and Research spaces.

Below you can find my resume for a more detailed summary of my previous work experience at various companies where I gained skills in Excel Modeling, Financial Analysis, and Market Research.

Prior to my experience described I spent some time at JP Morgan in San Francisco on the Life Science and For Profit Healthcare team, Goldman Sachs, First Republic Bank, and Kaiser Permanente (Strategic Finance).

Projects

NASA CPP Startup
CFA Research Competition

Contact

Check out any of the links below.