Fixed Income Analyst Resume Samples

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Fixed Income Analysts determine debt security values, create advice reports, and monitor financial performance for a company. Skills involved with this line of work and shown on candidates' resumes include gathering fixed income data to facilitate the team's model and trading strategy, and assisting the portfolio manager and trader by preparing various ad-hoc and status reports. Example resumes dictate that applicants who are interested in pursuing a career as a Fixed Income Analyst must possess a degree in accounting, finance, or another related field.

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1

Fixed Income Analyst

  • Analyzed valuation of tradable market securities with data mining and data management software (SQL) which led to a significant minimized data error
  • Designed and implemented Barra Intergrated Model 301(BIM 301) project in coordination with Operations, IT, Research, and Product Management resulting in a completed project.
  • Collaborated with Fixed Income Research Group for Barra factor risk models QA, led to a higher model reliability
  • Provided clients with Barra fixed income risk analytics report on a monthly basis with above 95% on time delivery
  • Implemented index pricing library based structured assets model for RMBS
Candidate Info
38
years in
workforce
1
month
at this job
BS
Bachelor of Science
BA
International Business And Economics
MS
Engineering
2

Fixed Income Analyst

  • Analyzed valuation of tradable market securities with data mining and data management software (SQL) which led to a significant minimized data error
  • Designed and implemented Barra Intergrated Model 301(BIM 301) project in coordination with Operations, IT, Research, and Product Management resulting in a completed project.
  • Collaborated with Fixed Income Research Group for Barra factor risk models, QA, led to a higher model reliability
  • Provided clients with Barra fixed income risk analytics report on a monthly basis with above 95% on time delivery
Candidate Info
38
years in
workforce
1
month
at this job
BS
Bachelor of Science
BA
International Business And Economics
MS
Engineering
3

Fixed Income Analyst

Led the initiative to implement CMS BondEdge which streamlined data analysis for the company.

  • Structured investment portfolio to match the full range of company's insurance products.
  • Conducted fundamental credit and broad economic research on companies within assigned sectors.
  • Pioneered an estimating model to forecast company's investment income, utilizing data generated from the CMS BondEdge system.
  • Trained investment accountant on new system, used currently as a tool for clarifying investment income variances.
  • Collaborated with CFO and Senior Credit Analyst to value potential target companies; worked up evaluations and entire processes where none existed.
  • Helped Chief Investment Officer develop a program, borrowing funds from the FHLB of Atlanta and investing the proceeds, ultimately earning the spread between the return on the invested assets and the cost of the borrowed funds.
Candidate Info
8
years in
workforce
4
years
at this job
BS
Accounting
BS
Finance
MBA
Finance And Investments
4

Fixed Income Analyst - Structured Finance Group

Performed financial modeling for derivative analytics involving swaps, swaptions, caps/floors

  • Identified hedging alternatives and analyzed risk factors based on client needs
  • Acted as advisor and broker on the purchasing and selling of fixed income securities (GICs, repos, options, IR swaps)
  • Assisted public finance bankers with quantitative support and client relationship management
  • Completed Series 7/63 Exams
Candidate Info
3
years in
workforce
2
years
at this job
MS
Mathematical Finance
Management & Insurance
Business Semester
5

Fixed Income Analyst

Analyzed MBS / CMO (pre-payment modeling) and Municipal bonds (fundamental analysis) prior to purchase, presenting findings to Bank's Finance & Investment Committee with recommendation

  • Analyzed portfolio along various risk metrics, ensuring adherence to policy and committee directives
  • Monitored market activity and flow via Bloomberg and broker/dealer network of contacts for MBS / CMO bonds
  • Developed and maintained individual bond files complete with analysis, narrative summary, and broker confirmations readied for auditor or examiner (OCC) review
  • Developed a uniform performance review of existing holdings (actual vs. projected) highlighting yield, total return, and cash flow
  • Prepared all bond accounting entries including transactions, monthly accruals and accretion / amortization
Candidate Info
9
years in
workforce
2
years
at this job
BBA
Corporate Financial Management
6

Jr. Fixed Income Analyst

Performed credit research and analysis on various municipal borrowers as part of an investment team managing municipal bond funds with $1.5 billion in assets under management, in addition to other tasks in support of the portfolio management process.

  • Reviewed municipal credits for primary and secondary market trading, monitored and reviewed high risk credits regularly to identify possible sell candidates.
  • Analyzed financial statements and other pertinent information in order to determine an internal credit rating for prospective purchases and currently held securities.
  • Researched trends in state and local municipal finances, as well as economic trends, as part of the credit analysis process.
  • Responsible for running performance reports that compared portfolios and benchmark indicies. Created reports in Bond Edge to identify difference between portfolios and benchmark indicies in regards to maturity buckets, sectors, and ratings quality.
  • Responsible for running pre-trade compliance reports, in addition to setting up compliance rules in various trading systems.
  • Presented credits to the investment team on a weekly and monthly basis.
  • Assisted in the training of a new credit analyst on the investment team beginning in 2013.
Candidate Info
80
years in
workforce
43
years
at this job
BBA
Finance
7

Fixed Income Analyst

Confirmed and reconciled client accounts

  • Researched and resolved trade discrepancies for clients.
  • Notified and revised trades with correction and cancellation.
  • Complied and processed monthly reports.
  • Reconciled cancel and correction trades for two groups of brokers: Strong and Wells Capital.
  • Resolved trade discrepancies and upload client's raw data for profit and loss analysis.
  • Monitored updates with corrected settlement and net money for clients.
Candidate Info
94
years in
workforce
1
month
at this job
BA
Bachelor of Arts
LLM
Master of Laws
LLM
Research Certified
8

Fixed Income Analyst, Fixed Income/high Yield

Analyzed equities, fixed-income, and private investments for $32 Million Partnership while generating new business

  • Handled and solved customer inquiries and problems regarding partnership interests
  • Provided financial analysis to support management decisions, projected balance sheets for client firms
  • Left to pursue MBA full-time, September 1995 - May 1997.
Candidate Info
4
years in
workforce
1
year
at this job
BBA
Marketing
MBA
Finance
9

Fixed Income Analyst

Sole analyst supporting 3 fixed income PMs managing $6bn+ in government and corporate bonds

  • Invested $1bn cash portfolio in short term CP and treasuries; beat benchmark by 1 basis point
  • Composed and maintained credit analysis for 10 CP issuers in auto and retail industry
  • Worked closely with PMs on trade processing, FX hedging and transaction bookkeeping
  • Collaborated with AQR to create Excel-based economics and performance dashboard for CIO
Candidate Info
6
years in
workforce
1
month
at this job
BA
Mathematics Modified
French Language Department
10

Vice President, Fixed Income Analyst

Traded High Yield and Investment grade corporate credit using knowledge of credit fundamentals to develop and execute trading strategies.

  • Performed fundamental and relative value credit research on high yield and investment grade corporate credits across various industries including, but not limited to, insurance, retail, industrials and REITs.
  • Constructed financial statement models for use in fundamental research.
  • Interviewed senior management of covered companies and use information to formulate investment opinions.
  • Assisted in due diligence for any corporate debt issuance transactions led by KeyBanc Capital Markets.
  • Reviewed investment recommendations and trading strategies with institutional and retail clients.
Candidate Info
3
months in
workforce
1
month
at this job
BS
Family Financial Management
MA
Finance

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