Fixed Income Analyst Resume Examples - Page 5

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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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41

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
1
month in
workforce
1
month
at this job
BA
Economics
42

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
30
years in
workforce
30
years
at this job
BS
Finance
MS
Post Secondary And Adult Education
43

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
41
years in
workforce
1
month
at this job
AS
Mathematics
BA
Finance
MS
Statistics & Data Analytics
44

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
36
years in
workforce
1
month
at this job
Business Management
45

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
2
months in
workforce
1
month
at this job
BA
Accounting And Finance With Gpa Of 3935
MA
Accountancy With Gpa Of 39
46

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
43
years in
workforce
36
years
at this job
HS
High School Diploma
BA
History
47

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
47
years in
workforce
47
years
at this job
BBA
Finance
48

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
47
years in
workforce
47
years
at this job
BS
Finance
49

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.
Candidate Info
83
years in
workforce
47
years
at this job
BS
Business Administration W / Honors
MA
Finance & Strategy
MA
International Economics

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