Fixed Income Analyst Resume Examples - Page 4

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

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.

Find out what is the best resume for you in our Ultimate Resume Format Guide.

31

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
2
years in
workforce
1
month
at this job
BBA
Marketing
32

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
47
years in
workforce
47
years
at this job
BA
Biotechnology And Biochemical Engineering
MS
Financial Engineering
33

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
47
years in
workforce
47
years
at this job
Finance
34

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
3
months in
workforce
1
month
at this job
BA
Business
MS
Finance
MA
Finance
35

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
3
years in
workforce
3
years
at this job
AA
Associate of Arts
BS
Business Administration Management Option
36

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
4
years in
workforce
3
years
at this job
MBA
Finance
37

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
41
years in
workforce
41
years
at this job
BS
Accounting And Finance
MS
Economics
Mathematics
38

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
40
years in
workforce
37
years
at this job
BS
Finance
MBA
Finance
39

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
5
months in
workforce
1
month
at this job
BA
Computer Information System
40

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
43
years in
workforce
37
years
at this job
BS
Finance / Real Estate
MA
Master of Arts

Your Resume, Made Easy.

You are looking for your dream job and need a resume? My Perfect Resume is your solution and takes the hassle out of resume writing. Create the perfect job-worthy resume effortlessly in just a few clicks!