Fixed Income Analyst Resume Examples - Page 2

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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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11

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
3
months in
workforce
1
month
at this job
BS
Business Administration, Accounting
12

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
33
years in
workforce
33
years
at this job
BS
Political Science
13

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
42
years in
workforce
42
years
at this job
BA
Economics
14

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
5
months in
workforce
1
month
at this job
BS
Business Administration
International Economics, Econometrics, Business
15

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
1
year in
workforce
1
year
at this job
BS
Business Administration, Management
MS
Finance
16

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
2
years in
workforce
2
years
at this job
MS
Computer Information Systems
MBA
Finance And Investments
17

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
2
years in
workforce
2
years
at this job
BS
Finance & Ba Economics
18

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
1
month in
workforce
1
month
at this job
BBA
Finance
19

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
43
years in
workforce
42
years
at this job
BS
International Business / Economics
MBA
Finance
20

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
2
months in
workforce
1
month
at this job
BA
Economics

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