Fixed Income Analyst Resume Examples - Page 3

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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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21

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
1
month in
workforce
1
month
at this job
BS
Mathematics
22

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
1
year in
workforce
1
year
at this job
BBA
Marketing
MS
Accounting & Finance
23

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
38
years in
workforce
38
years
at this job
BBA
Bachelor of Business Administration
24

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
23
years in
workforce
14
years
at this job
BBA
Finance And Business Economics
MA
Management And Organizational Behavior
25

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
4
months in
workforce
1
month
at this job
BS
Business Administration
26

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
3
months in
workforce
1
month
at this job
Finance & Marketing
27

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
3
months in
workforce
1
month
at this job
BA
Bachelor of Arts
MA
Finance
MBA
Finance & Investment
28

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
1
month in
workforce
1
month
at this job
BS
Technology, Finance
Accounting And Financial Analysis
29

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
33
years in
workforce
33
years
at this job
BS
Business Administration
MA
Business Administration
30

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
23
years in
workforce
1
month
at this job
BS
International Business
MA
Finance

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