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Lucy Dickerman
Mid-level Investment Analyst specializing in credit research and strategic credit
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About
Generalist investment professional from Oaktree Capital with experience evaluating public and private credit opportunities, building financial models, and leading diligence processes. Stands out for creating a team-wide monitoring initiative across 500+ single-B issuers using Bloomberg data to help deploy idle cash, improve diversification, and support returns.
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Key Strengths
- generalist credit investing across public and private markets
- strong financial modeling and investment memo writing
- ability to synthesize large amounts of information into clear investment narratives
- judgment on when to go deep vs. stay high level in analysis
- self-directed due diligence leadership
- proactive portfolio monitoring initiative across 500+ issuers
- built Bloomberg-driven tracking spreadsheets for team-wide use
- identified ways to deploy idle cash into lower-risk credit opportunities
- supports portfolio managers with actionable entry-point alerts
- operates well in fast-moving, changing market environments
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Experience
Education
Awards
Skills
Languages
Publications
30 publications
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