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Fixed Income Analyst Resume Samples
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Candidate Info
years in workforce
month at this job
International Business And Economics
Bachelor of Science
Engineering
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
years in workforce
month at this job
International Business And Economics
Bachelor of Science
Engineering
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
years in workforce
years at this job
Accounting
Finance
Finance And Investments
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
years in workforce
years at this job
Mathematical Finance
Management & Insurance
Business Semester
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
years in workforce
years at this job
Corporate Financial Management
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
years in workforce
years at this job
Finance
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
years in workforce
month at this job
Bachelor of Arts
Master of Laws
Research Certified
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
years in workforce
year at this job
Marketing
Finance
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
years in workforce
month at this job
Mathematics Modified
French Language Department
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
months in workforce
month at this job
Family Financial Management
Finance
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
months in workforce
month at this job
Business Administration, Accounting
Fixed Income Analyst
Assisted the structured products trading desk in booking trades and setting up securities.
- Performed mark to market functions for the Charlotte corporate desk and New York municipal desk.
- Reconciled trades and position breaks, confirmed bond pricing versus bookings.
- Provided supporting documentation, trade tickets, and references for auditors upon request.
- Worked with partners in both the Private Bank and Investment Bank to ensure accurate representation of all trades to client's statements and online accounts viewing systems.
- Trained other associates.
- Familiar with internal systems Streetscape, FBSI, Merrill Lynch Bond Market, and external system Bonddesk.com.
Candidate Info
years in workforce
years at this job
Political Science
Fixed Income Analyst
Analyzed and responsible for daily balance sheet and income statements
- Assessed and paid interest payments on bonds
- Processed dividend payments
- Prepared daily balance sheet and cash flow
- Performed reconciliations
- Processed and solved inquiries, Federal Reserve, global financial institutions and Muni bonds resolved inquiries, reconciled and scrubbed all discrepancies
- Worked in conjunction with Depository Trust Company
Candidate Info
years in workforce
years at this job
Economics
Senior Fixed Income Analyst, Advisory Services
Head Fixed Income Analyst which provided extensive investor relations and capital markets consulting services directly to Investor Relations Officers, Treasurers, CFO's and other members of the c- level suite for small-cap to mega cap companies across various industries
- Managed eight clients and two returning clients within one year. Retained half a million in revenue for the fixed income team
- Managed all phases of fixed income project work from initial stages to completion; produced bondholder and targeting reports and presented analysis to corporate level executives based on findings
- Prospected for new clients based on company specific news; corporate actions, rating upgrade/downgrades, distressed securities and bankrupt companies
- Kept clients apprised of daily developments in the sovereign and corporate bond markets
- Monitored client's debt securities for trading activity and movement in price, yield and spreads
- Conducted phone interviews with portfolio managers and security analysts to uncover areas in which our corporate clients can improve on their investor relations program
- Worked with excel spreadsheets on a daily basis, performing v-lookups, pivot tables and sumif formulas for large amounts of data to compile fixed income reports
Candidate Info
months in workforce
month at this job
Business Administration
International Economics, Econometrics, Business
Fixed Income Analyst
Worked closely with our portfolio strategist, senior portfolio managers, and traders to provide analytical support and trade rationale for our public institutional clients
- Performed portfolio stress tests, work with traders to structure fixed income portfolios, and develop fiscal year earnings forecasts
- Conducted investment performance analyses, update cash flow models, develop credit analysis models, conduct economic research
- Developed a research platform using Bloomberg and VBA in an attempt to understand how historical news releases have impacted specific
- Currently working on a model to analyze the changes in steepness of the U.S. Treasury yield curve
Candidate Info
year in workforce
year at this job
Business Administration, Management
Finance
Fixed Income Analyst
Managed project to build the Brazilian domestic corporate market. Researched and incorporated the universe of 710 securities into the Reuters global fixed income database. Verified data accuracy using SQL procedures and Crystal Report Writer.
- Created yield curve model delivered through Reuters products to clients.
- Covered the Brazilian and Portuguese fixed income government and corporate markets.
- Researched market conventions and analytics of all Brazilian domestic bonds to correctly represent terms and conditions in Reuters' database and to produce accurate calculations on Reuters products.
Candidate Info
years in workforce
years at this job
Computer Information Systems
Finance And Investments
Sr. Fixed Income Analyst
Led the project for new US market Fixed Income Instruments including High Yield, Investment Grade, Medium Term Notes, CMOs, Asset Backed issues.
- Established functional relationship with various US issuers, underwriters and other sources to receive issue information.
- Communicated with different Reuters Groups to ensure proper representation of instruments on Real Time Pages.
- Monitored market events in order to anticipate changes in Fixed Income instruments.
- Developed new Reuters Real Time pages and expanded process efficiencies.
Candidate Info
years in workforce
years at this job
Finance & Ba Economics
Investment Banking - Equity and Fixed Income Analyst
Underwrote IPO's totaling $1billion including EMS ($120mm), WMG ($900mm), AURD ($100mm).
- Lead-managed and co-managed public and private offerings of Debt and Equity.
- Analysis included discounted cash flow, company comparables, internal rate of return and weighted average cost of capital.
- Assisted in publishing MDNA documents for potential bidders by performing full M&A valuation analysis including comparable trading and transaction multiples, discounted cash flow.
- Elected Top Analyst to attend Super National Conference held by Lehman Brothers with MD.
Candidate Info
month in workforce
month at this job
Finance
Fixed Income Analyst
- Selected as one of twelve students to participate in a student-managed $5 million bond portfolio.
- Performed valuation and risk analysis of money market and capital market debt instruments using Bloomberg and Excel.
- Analyzed corporate financial structures and industry trends to formulate buy/sell recommendations and evaluate company debt repayment feasibility.
Candidate Info
years in workforce
years at this job
International Business / Economics
Finance
Senior Fixed Income Analyst
Managed settlements process using effective global cooperation and communication between London, New York, Delaware, Tokyo, and Sydney, settled client trades within constrained timeframes
- Developed enhancement concepts and manage new system releases for various trade settlement applications and facilitate activity between client sales team, broker middle office, and sales traders, while building rapport
- Performed margining, collateral valuation verification, and coupon reporting, for a highly exacting and sensitive client
- Assisted client hedge against interest rate risk through collateral management and intraday security re-pricing, resulting in sustained oversight of client's US Treasuries
- Used effective global cooperation and communication between London, New York, Delaware, Tokyo, and Sydney to settle client trades within a constrained timeframe
- Analyzed client / business needs by use of requirements gathering and end user analysis
- Liaised with the Front Office and the Operate team developers to bring new reporting and process capabilities to fruition
Candidate Info
months in workforce
month at this job
Economics
Fixed Income Analyst
Monitored and controlled GNMA, FNMA, and CMO (cash and repo) transactions that settle via FED under strict deadlines
- Resolved factor, price, par, principal, and interest discrepancies using Bloomberg
- Performed as a liaison between sales, trading, CMO desk, Repo desk, clients, and management
- Identified, developed, and implemented enhancements to the fixed income processing environment such as new batch reporting to expedite daily repo verification
Candidate Info
month in workforce
month at this job
Mathematics
Fixed Income Analyst
Prepared and maintained bond pricing, loan pricing, and research modules generated by the company
- Initiated and executed projects to improve the quality and functionality of the product
- Provided solutions for firms such as Morgan Stanley, Nomura, Barclays, and ING regarding pricing and research issues
- Created processes to automate data collection and manipulation using VBA, saving the company
Candidate Info
year in workforce
year at this job
Marketing
Accounting & Finance
Fixed Income Analyst
- Monitored existing credits in the portfolio related to asset-backed and mortgage-backed securities.
- Provided credit and relative value analysis for primary and secondary market transactions.
- Supported the implementation of portfolio strategy by providing ideas to fund managers.
- Presented sector and transaction specific analysis and annual credit reviews at weekly committee meetings.
- Prepared monthly sector summary reports and Excel spreadsheets for pricing bonds.
Candidate Info
years in workforce
years at this job
Bachelor of Business Administration
Fixed Income Analyst
Worked effectively with team members in the development and implementation of investment trades while serving as a liaison between clients and [company name] investment department
- Established and maintained open lines of communication with key accounts and customers
- Settled, exchanged, and managed mortgage back securities within capital markets
- Conducted financial risk management activities through the use of financial risk management products
- President of Board of Directors- English Village Court Condominiums
- Head soccer coach for Mountain Brook soccer league (12 and under age division)
- United Way Partner
- Organized "Hoops for Kids" fundraiser benefitting American Cancer Society
Candidate Info
years in workforce
years at this job
Finance And Business Economics
Management And Organizational Behavior
Senior Fixed Income Analyst - Debt Capital Markets
Produce and publish proprietary retail bond issuance reports, using Microsoft products, for the medium term fixed income product InterNotes and perform related analysis for internal management, internal and external sales teams and corporate and agency clients.
- Manage fixed income securities data feed and build front-end application queries using Cognos and SQL Server Reporting Services to monitor assets and allocations, research and resolve issues and provide analytical conclusions to meet management and client information needs.
- Assist Debt Capital Markets Team members with Relationship Management responsibilities to provide clients with continuous cross-functional coverage.
- Act as liaison between internal and external Business Users and Technical Developers for Debt Capital Markets initiatives requiring specification identification and testing for successful project implementation.
- Identified requirements, developed, tested, and implemented online fixed income modules at www.incapnet.com for client issuers and trustees.
- Enhanced and redeployed the online modules making them more efficient, user-friendly, and with improved output and reporting capabilities.
- Created retail investor marketing materials for fixed income investment options for corporate and individual clients.
Candidate Info
months in workforce
month at this job
Business Administration
Fixed Income Analyst
- Communicated and negotiated with trading counterparties to complete, execute, and ensure trade
- Equity reconciliation, confirmation of payment details, and documentation for all fixed income
- Researched ETF families based upon product type to compile a database for future investment
- Developed, maintained, and sent daily reports necessary for trade completion and clearing
Candidate Info
months in workforce
month at this job
Finance & Marketing
Fixed Income Analyst
- Created pre-purchase total return analysis on fixed income securities
- Researched and analyzed PLMBS collateral and cash flows through Intex and Loan Performance
- Sectored individual bonds to project portfolio performance
- Identified and presented buy and sell candidates for trade execution to team leaders
Candidate Info
months in workforce
month at this job
Bachelor of Arts
Finance
Finance & Investment
Summer Associate, Fixed Income Analyst
Performed detailed financial modeling and analysis, including building client earnings models and projections and analyzed various financing strategies such as leverage, share repurchases and trust preferred issuance
- Modeled and analyzed various fixed income strategies for commercial banking clients to hedge against margin compression, improve net rate spread and to determine its effect on Net Interest Income, Net Income and Earnings Per Share
- Conducted market and industry research and comparable companies analysis
- Developed product knowledge of fixed income securities, in particular Treasuries, Agencies, MBS and CMOs
Candidate Info
month in workforce
month at this job
Technology, Finance
Accounting And Financial Analysis
High Yield Fixed Income Analyst
Investment professional focused on performing credit analysis & presenting investment opportunities for $250MM company sponsored CDO and $350MM proprietary investment fund.
- Led development & presentation of investment opportunities based on eligibility criteria including weighted average coupon, maturity, rating & pricing covenants for company sponsored High Yield CDO.
- Identified possible high yield investment opportunities through acute interpretation of offering memorandums.
- Utilized valuations tools & cash flow modeling to identify potential investment opportunities for $350MM proprietary portfolio.
- Responsible for analyzing high yield credits among several industries with a focus on lodging, gaming and publishing sectors.
- Created and maintained financial models for existing and potential high yield credits.
- Monitored relative value of portfolio versus S&P 500, JP Morgan High Yield Index, and other related indices.
- Responsible for all back office operation, which included over $500MM of yearly trading activity and all pricing duties.
- Established relationships with sales people, analysts, and senior management of high yield companies.
Candidate Info
years in workforce
years at this job
Business Administration
Business Administration
Fixed Income Analyst
Provided client reporting on a monthly and quarter basis to all clients.
- Answered requests for proposals (RFP's).
- Confirmed trades with custodians.
- Provided consultant data bases with relevant portfolio statistics and performance.
- Provided macro economic analysis to team members.
- Managed U.S. Government Agency securities across all client portfolios.
Candidate Info
years in workforce
month at this job
International Business
Finance
Fixed Income Analyst
- Confirmed executed trades with brokers and provide allocations and account information.
- Assisted operations with front-end trade-settlement problems.
- Assisted Trade Manager and Compliance on various trade issues.
- Acted as a liaison for trading between Operations, Client Service, Compliance, and Counterparties.
- Reconciled daily trading activity between internal accounting and trading systems.
- Entered trades into trading and accounting systems (Portia and Bloomberg).
Candidate Info
years in workforce
month at this job
Marketing
Fixed Income Analyst
Worked with Government, Agency, Corporate, Municipal, Convertible, [company name], Mortgage and Zero Coupon trading desks as a liaison for the sales force on all transactions including both primary and secondary markets.
- Performed analysis of interest rates, spreads, swaps, and risk exposure to recommend actionable trading ideas for prevailing market conditions.
- Constructed high net worth portfolios using proprietary credit research, cash flow analysis and portfolio management strategies.
- Cash Management Analysis for High Net-Worth Individuals, Corporations, and Municipalities.
- Created models, proposals, and strategies using alternative money market securities to increase assets under management.
Candidate Info
years in workforce
years at this job
Biotechnology And Biochemical Engineering
Financial Engineering
Fixed Income Analyst
- Perform valuation of Credit Default Swaps on single names, credit indices and tranches on CDS indices using current market data and proprietary models by calibrating the model to match market data
- Created a proxy for corporate credit spreads in case of lack of market color using movements in corporate bond spreads and relevant indices and sovereign credit spreads
- Re-developed the complete pricing platform in Excel-VBA liasing the trade valuator used by trading desks and market data that removed external dependencies and reduced pricing time by more than 30%
- Developed automated systems in VBA and Perl for end to end pricing of client portfolios
Candidate Info
years in workforce
years at this job
Finance
Fixed Income Analyst and European Economist
- Selected to make recommendations for student-managed fixed income portfolio valued at $5 million
- Published economic outlooks as the treasuries analyst and European economist
- Analyzed corporate bonds, municipals, and treasuries and selected them for investment based on current goals for the portfolio
Candidate Info
months in workforce
month at this job
Business
Finance
Finance
Senior Fixed Income Analyst
- Generated fundamental and relative value research and made investment recommendations for investment grade and high yield sectors
- Monitored portfolio credit risk across various asset classes and provided market risk review on portfolio, and assisted in interest rate and foreign exchange hedging strategies
- Managed $4.2 billion portfolio position valuations, P&L and variance analysis on daily basis, and prepared weekly, monthly and quarterly summaries
Candidate Info
years in workforce
years at this job
Associate of Arts
Business Administration Management Option
Corporate Fixed Income Analyst
Participated in production of Moody's manuals.
- Formatted press releases for manual.
- Researched and analyzed corporate debt issues.
- Gathered data for manuals using Edgar, Internet, and prospectives.
- Tracked and updated corporate ratings, bond redemptions, etc.
Candidate Info
years in workforce
years at this job
Finance
Fixed Income Analyst, Second Vice President - Treasury Analytics Group
- Valued and hedged mortgage securities, excess and originated servicing and purchased
- Conducted Value-at-Risk analysis for fixed income instruments and derivative products.
- Authored sections of the Chase Treasury Manual, a self-study training course distributed to employees.
- Prepared monthly presentations for senior management detailing effects of mortgage
Candidate Info
years in workforce
years at this job
Accounting And Finance
Economics
Mathematics
Senior Trader, Portfolio Manager, Portfolio Strategist, Fixed Income Analyst
- Designed systematic trading models that assessed risk-payoff factors for differing environments of volatility
- Maintained efficiency and integrity of multiple portfolios
- Served as a Portfolio Strategist for an independent energy trading operation formulating optimal hedging strategies
- Collaborated with company management in the development of a training program of rule based accountability and economic research
- Member of the CME Group Fed Funds Pit Committee
- Recipient of the SMW Distinguished Leadership Award for 2008
- Multiple recipient of the SMW Trader of the Month Award
Candidate Info
years in workforce
years at this job
Finance
Finance
Fixed Income Analyst
- Analyzed the financial strength and leverage of issuers of Municipal and Corporate debt
- Raised $8B of daily liquidity for firm through trading Mortgage Backed and Treasury Repo and Reverse Repo
- Developed relationships with Institutional clients resulting in a $3B increase in assets under management
- Conducted quarterly reviews with clients on portfolio performance, strengthening clients' trust during volatile markets
- Cultivated a strong team environment by coaching and mentoring associates and teaching fixed income classes
Candidate Info
months in workforce
month at this job
Computer Information System
Trading Assistant Fixed Income Analyst
- Primary contact between trading desk, Operations, Finance, and Compliance domestically and internationally.
- Confirmed and reconciled all trade discrepancies between trading desk and brokers minimizing firm exposure
- Monitored month end fails while corresponding with departments and clients to reconcile fails effectively
- Served as liaison between clearance and customers regarding DK's and trade discrepancies
- Reconciled and resolved all unmatched trades
- Assured the quantitative analysis requirements for clients, traders, and sales executives, as well as managing effective operations
Candidate Info
years in workforce
years at this job
Finance / Real Estate
Master of Arts
Fixed Income Analyst
Made buy, sell, and hold recommendations directly to portfolio managers based upon fundamental and relative value analysis, assisted the derivatives desk with the development, research, and execution of trades to augment fixed income investment strategies, executed buy and sell trades for several different mutual funds and a variety of separate accounts.
- Performed independent investment research on fixed income instruments issued by both high grade and emerging market issuers, examined financial statements and forecast balance sheet, income statement, and cash flow items for their impact on specific bonds, prepared fundamental industry analysis of domestic and international issuers of fixed income instruments for investment opportunities.
- Evaluated the impact of various interest rate curve shifts on the total return of individual securities and portfolios, analyzed a variety of trade possibilities for the impact on the overall structure of the portfolio and the compliance with investment guidelines.
- Considered the relative value between corporate bonds, treasuries, agencies, and mortgage-backed securities for allocation decisions, researched sector, quality, coupon, and maturity distributions of investment portfolios relative to competitive funds.
- Participated in investment committee meetings that made strategic decisions regarding the management of asset strategy mutual funds, served on the money market credit committee and set limits and approval guidelines for the investments of money market portfolios, made formal presentations on emerging market corporate bonds to senior portfolio managers that resulted in the purchase of additional securities for the funds.
- Utilized fixed income performance attribution systems to evaluate the specific source of total return across multiple fixed income securities, prepared monthly investment reports for the fixed income mutual funds that were given to senior management for monitoring risk, monitored and maintained database files that were used to track the compliance of separately managed accounts with established investment guidelines.
Candidate Info
month in workforce
month at this job
Economics
Assistant Vice President, Fixed Income Analyst
Gathered and analyzed data for due diligence on new and existing firm taxable fixed income strategies to be presented to firm management and the Nuveen Fund Board.
- Prepared presentations of broad market analyses and macroeconomic overviews on a monthly and quarterly basis spanning equities, fixed income, commodities and alternatives.
- Prepared and organized data and analysis on investment performance of sub-advised, affiliate and competitor closed and open-end funds.
- Developed investment policy guidelines for new and existing fixed income funds.
- Developed framework for monitoring investment exposure of derivative investments in fixed income
Candidate Info
years in workforce
years at this job
Finance
Post Secondary And Adult Education
Fixed Income Analyst
Prepare monthly valuations for distribution to Management and the Board of Directors
- Advise traders of corporate action offers and provide portfolio analysis
- Furnish cash-flow projections to Treasury Department and Portfolio Managers for investment strategy
- Act as a liaison between operations, traders, brokers and system support personnel to ensure operational effectiveness and stewardship
- Participate in the development and implementation of quality assurance processes
- Manage and develop team strategies to optimize system resources
- Created historical trends analysis for new monthly valuation process
- Improved monthly valuation reporting time by 50%
Candidate Info
years in workforce
month at this job
Mathematics
Finance
Statistics & Data Analytics
Macro and Fixed Income Analyst
- Best brokerage and research firm in Vietnam, with 500+ employees.
- Performed in-depth research on local macroeconomics and bond market to provide foreign institutional investors insights about the financial crisis, the government's stability policies, and the nascent debt market in Vietnam.
- Coordinated with market players and government authorities, and used regression modeling to examine historical patterns and forecast key indicators, like inflation, interest rates, currency, and trade balance.
- Assisted Head of Research to publish daily and monthly quantitative report, weekly market review, and quarterly strategy. Developed new products and created internal database from scratch.
Candidate Info
years in workforce
month at this job
Business Management
High Yield and Fixed Income Analyst
- Organized regular service calls with High Yield and Complex Operations Groups to proactively resolve service issues and implement new processes.
- Responsible for client relationship management which included traveling, coordinating meetings, discussing inter-team service improvements – leading to an increase in custody rank.
- Recognition for bringing High Yield Custody Team to the #1 service provider rank for the client relationship.
- Processed term loan purchases and redemptions. Facilitated allocation of monthly P&I payments from agents.
- Serviced fixed income trading and tri-party repos.
- Created weekly reconciliation and analysis of client holdings through specialized reporting.
Candidate Info
months in workforce
month at this job
Accounting And Finance With Gpa Of 3935
Accountancy With Gpa Of 39
Arvest Fixed Income Analyst
- Selected as one of 35 students to manage a $5 million fixed-income fund held at Arvest Bank.
- Made investment recommendations based on their economic outlook, interest-rate forecast, and comparisons of the relative value of treasury securities.
- Analyzed U.S. mortgages, U.S. pass-through securities, other U.S. asset backed securities, and Australian economy.
Candidate Info
years in workforce
years at this job
High School Diploma
History
Fixed Income Analyst
- Researched and updated enterprise databases
- Participated in data cleansing and de-bugging
- Answered customer queries, verifying or amending data as needed
Candidate Info
years in workforce
years at this job
Finance
Fixed Income Analyst
Construct diversified portfolios for institutional clients
- Produce and analyze financial statements for client decision making processes
- Prepare monthly portfolio reports geared towards consideration of reinvestment risk and holding period returns
- Generated more than $80,000 in cash flow on a monthly basis for the past 6-months and able to ascertain book values on principal investments leading to profit generation for clients
- Develop and maintain strong relationships with institutional investors and traders
- Perform pricing analytical work for changing markets
Candidate Info
years in workforce
years at this job
Finance
Fixed Income Analyst
Senior Associate
- Create daily forecasted cash balances and provide to Portfolio Management team for all fixed income funds
- Manage daily performance returns for all fixed income and ETF funds relative to the indices they track
- Assist Portfolio management team with efficient and energetic analysis on all managed funds
- Provide analytics for over 25 Fixed Income passive and actively managed strategic funds
- Contribute in weekly meetings with the Portfolio Management team on strategic investment decisions
- Train and mentor new employees to help them transition into the team and atmosphere
Candidate Info
years in workforce
years at this job
Business Administration W / Honors
Finance & Strategy
International Economics
Fixed Income Analyst
- Manage multiple external client relationships as part of student managed investment fund with $23M AUM.
- Research and recommend investment decisions within assigned portfolio covering the financial services industry.
- Author bi-weekly industry forecasts that include economic updates, market movements, and industry trends.
- Create company-specific financial models for evaluation of multiples, capital structure, and free cash flows.
- Develop and pitch new sovereign and non-corporate portfolio strategies to management as part of fund rebalancing.
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