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Candidate Info
years in workforce
years at this job
Finance
Fixed Income Trader
Executed trades for the company as well as the registered representatives. Offered support and training to ninety retail and institutional sales consultants.
- Developed a market for auction rate securities, resulting in holdings of over $1 billion for the corporation.
- Created a new hire orientation book detailing products offered, as well as general explanations on each product, which became standard issue to all new sales consultants.
- Established relationships across product lines with traders in other organizations to ensure best price execution.
- Initiated projects with the business support team to automate trail tracking, which reduced monthly man hours from approximately forty four hours to two hours.
- Increased retail sales revenue by 905% by educating the sales staff on the products offered through sales meetings, one on one conversations, and marketing pieces.
Candidate Info
years in workforce
years at this job
Finance
Finance
Senior Fixed Income Trader
Managed over $900 million in municipal bond assets, as part of team with approximately $3 billion in municipal bond AUM, utilizing short/intermediate duration investment strategy.
- Outperformed benchmark in rising interest rate environment with 3.48% total return for Short Duration Composite vs. 3.20% return for Lehman 2-4 Yr (50%)/4-6 Yr (50%) benchmark in 2006 and 1.18% total return vs. 0.91% benchmark return in 2005.
- Promoted and recognized by management for strong trading/portfolio management skills, product knowledge, and leadership.
- Wrote monthly and quarterly commentaries for distribution to external financial advisors.
- Assisted in training and development of junior team members.
Candidate Info
years in workforce
years at this job
Certificate
Accounting
Finance
Assistant Vice President /fixed Income Trader
Executed the daily buying and selling of securities and investments for the clients of the financial institution. Provided the sales force with a daily market update and economic forecast. Responsible for educating the sales force on the various financial products available to our clients.
- Worked on the development and testing a of a newly created treasury management system to be implemented in the treasury division.
- Developed and maintained the daily and monthly Profit and Loss statement.
- Grew trading desk P&L statement from $1mm to $6MM over three year period.
- Provided ongoing mentoring and training to the sales team.
Candidate Info
years in workforce
years at this job
Associate of Arts
Banking And Finance
Account Executive-fixed Income Trader-equity Department Trader
Started as an Account Executive responsible for bringing in new clients to the firm
- Within 6 months was promoted to the Fixed Income desk which translated into Certificate of Deposit sales in excess of 70 million dollars
- After one year on Fixed Income Desk, was promoted to the Equity Trading Desk, to assist in order processing and market making
- In 1998, was named Head of Equity Trading Department and worked closely with both Retail and Investment Banking Divisions
- Initiated a program with the Investment Banking Division to capture Rule 144 stocks of Company executives and help to execute the processing of those securities
- Earned National Association of Securities Dealers Series 24 and 55 Licenses
- Hosted daily radio show designed to attract new customers to the firm
Candidate Info
years in workforce
years at this job
Bachelor of Science
Account Manager/fixed Income Trader
Increased income performance investing the short-term assets of insurance company accounts.
- Identified and assessed credit strength and risks of fixed income securities and then invested on average $800 million in short-term instruments per day.
- Developed and maintained relationships with external fixed income dealer/brokers, internal Account Manager's, analysts, and supervised internal/external back-office staff.
- Executed Fixed Income orders utilizing various portfolio mgmt. and electronic software applications.
- Monitored holdings to ensure investment style and constraints met with client's needs.
- Demonstrated strong communication, analytical, multi-tasking, self-motivating, and extremely organized skills in a fast-paced high volume environment.
Candidate Info
years in workforce
years at this job
Political Science
Management Information Systems/finance
Portfolio Analyst/fixed Income Trader
Responsible for maintaining portfolios and customer relationships for total assets under management of $675 million in 2008.
- Managed a short-term individualized bond portfolios in Separately Managed Accounts targeted to high net worth clients with the objective of enhancing yields for client's specific needs.
- Evaluated markets to maximize client after tax returns.
- Presented overviews of products to clients and Account Managers.
- Provided reports to management regarding current market and macro-economic trends.
- Reviewed orders to ensure accuracy, compliance and conformance to regulations.
Candidate Info
years in workforce
years at this job
Certificate
Accounting
Finance
Assistant Vice President /fixed Income Trader
Executed the daily buying and selling of securities and investments for the clients of the financial institution. Provided the sales force with a daily market update and economic forecast. Responsible for educating the sales force on the various financial products available to our clients.
- Worked on the development and testing a of a newly created treasury management system to be implemented in the treasury division.
- Developed and maintained the daily and monthly Profit and Loss statement.
- Grew trading desk P&L statement from $1mm to $6MM over three year period.
- Provided ongoing mentoring and training to the sales team.
Candidate Info
years in workforce
years at this job
Math And Computer Science
Fixed Income Trader
- Surpassed traders in profitability and volume ranking 3 out of over 30 traders within a year and a half
- Increased trading profits by 300% from 2003 to 2004 by trading cash vs. futures spreads in the treasury market
- Excelled at entry and exit point strategies as well as risk tolerance utilizing mean reversion strategies
- Recruited and mentored several new teammates by leading internal training sessions
- Became a member of the Chicago Board of Trade to capitalize on significant volume generated in order to reduce commission rates for the firm
Candidate Info
years in workforce
years at this job
Bachelor of Arts
Master of Arts
Fixed Income Trader
Initiated and executed transactions totaling more than $450 million for a small, fast trading bond fund.
- Analyzed specifics of indiviual deals and monitored market conditions using the Bloomberg System.
- Cultivated relationships with salesmen and traders on institutional trading desks and syndicates.
- Hedged unwanted risk exposures and tracked trades through settlement.
Candidate Info
years in workforce
years at this job
Finance
Fixed Income Trader
Interacted with trading professionals on both the New York Stock Exchange (NYSE) and Bank of New York trading platforms
- Managed analytical team and oversaw trading operations in relationship to settlement dates, correct quantities, and timely reporting under SEC regulations
- Directed daily operations with regard to institutional clients, business development, customer service, and security analysis
- Analyzed financial statements and performed accredited investor due diligence for prospective investors
- Counseled corporate clients and high net-worth individuals with regard to their investment needs
