A Fixed Income Analyst is responsible for conducting an analysis of debt or fixed income securities to make recommendations regarding investment strategies. Typical work activities are listed on the Fixed Income Analyst Resume as – developing business plans to ensure that the fixed income business runs optimally, maintaining and managing fixed income products, performing monitoring fixed income performances, assisting senior investment strategist and fixed income strategies, monitoring and analyzing the assets, addressing customer problems and questions to generate business in the fixed income field; performing simulations and stress tests on proposed and existing portfolios; analyzing financial statements and developing investment thesis, and participating in business meetings to share recommendations and ideas for investment.
To enter the occupation, the following skills are needed – a great understanding and deep knowledge of the finance field. The ability to take an initiative and demonstrate strong commitment and comfortable working in a team-based environment are also needed. The ability to research and good analytical and problem resolution is crucial. A bachelor’s degree from an accredited university in finance or economics or computer science is sufficient to make an entry.
Headline : To obtain the Fixed Income Analyst position of Trader, where I can utilize my problem solving skills, proven ability to make crucial decisions in a fast paced environment, and previous experience as a Fixed Income Analyst to create timely and effective strategies for all business partners and clients.
Skills : VBA, SAS, R, SQL, Risk Management.
Description :
Partnered with Senior Leadership teams to prepare financial analysis and models that evaluate business initiatives, capital investments, as well as reconciliation of Vanguard's U.S. and foreign domiciled Fixed Income Mutual Funds, ETFs, and FX spots and forwards.
Created measures of business performance to evaluate controls system in place, in order to identify and correct inefficiencies.
Partnered with Vanguard's Investment Management Group to define and develop an effective and efficient risk-reporting infrastructure in a global environment by gathering and analyzing data from various fund management units, writing reports, and providing recommendations.
Used a variety of analytical resources, under the direction of senior management, to develop new and enhance existing risk-return analysis, including risk monitoring, performance attribution, multi-factor risk models, benchmarking and scenario analysis.
Exhibited a deep understanding of both Fixed Income and Equities operations.
Enhanced and expanded computer knowledge with proficiency in Excel and Access - Maintain knowledge of financial markets, securities and general investment themes in order to bring an informed perspective to the risk management processes.
Performed security analysis, research market data and investigate trades - Created and executed complex business projects from a leadership capacity.
Experience
5-7 Years
Level
Executive
Education
MS
Fixed Income Analyst Resume
Headline : To obtain the position of Trader, where I can utilize my problem solving skills, proven ability to make crucial decisions in a fast paced environment, and previous experience as a Fixed Income Analyst to create timely and effective strategies for all business partners and clients.
Skills : Microsoft Excel, Bloomberg, Microsoft Office, Financial Analysis, Financial Modeling.
Description :
Built bond administration models in ASAP/Orion database for structured products such as CDOs, CLOs, MBS to monitor collaterals, test security eligibility based on margin value and credit ratings, and calculate NAV for escrow accounts.
Calculated various rates for FRNs to facilitate interest payment collection and distribution.
Met established project milestones, goals and objectives within established time frames by utilizing a disciplined approach to delivering on time.
Reconciled PnL and risk exposure for end of day, and resolve any outstanding trades, fees or other discrepancies.
Wrote routine reports and correspondence.
Effectively presented information and respond to questions from employees of company and the general public.
Added, subtracted, multiplied, and divided in all units of measure, using whole numbers, common fractions, and decimals.
Experience
5-7 Years
Level
Executive
Education
GED
Fixed Income Analyst Resume
Headline : To obtain a position in Accounting where I will be able to contribute my skills and knowledge to a company that will give me an opportunity to learn, contribute, and grow along with the organization. CPA EXAM PROGRESS AUD - Pass, REG - Pass, BEC - Pass, FAR - Test scheduled for November 6th.
Skills : Microsoft Office, Fixed Income Securities, Equity Securities, Sales, Visual Basic, C++, Leadership Training.
Description :
Managed cash flows for foreign currency searches-EUR, USD, CAD, JPY, KWN Meeting/exceeding SLA deadlines for fix income accounts.
Ran stock file comparison against the custodian report and Northern report to ensure accuracy shares are match, loading certify stock asset list into Eagle system Comparing pivot table against custody asset list and unsettle cash Communicating solutions to appropriate parties.
Reconciled cash and stock exception for both international, domestic, future trades, and the monthly/quarterly reports.
Oversaw settlements, corporate action, new accounts, fund to fund, security lending, transfer, derivative, Inkind, London entitlement corporate active restricted stock, collateral, issues.
Met/exceeded morning cash SLA deadline for domestic accounts.
Provided daily stock available reports for portfolio managers to trade.
Computed rate, ratio, and percent and to draw and interpret bar graphs.
Experience
5-7 Years
Level
Executive
Education
GED
Fixed Income Analyst Resume
Objective : Over 2-3 years of working experience in fixed income investment research, M.S. in Financial Engineering from Columbia University, CFA Level III passed. Currently doing mortgage research at BlackRock with a close connection with the trading desk. Proficient with R, SAS, SQL, and PIG. Interested in fixed income investment management-related fields.
Analyzed various fixed income vehicles such as US treasuries, Mortgages, Interest Rate Swaps, Cross-currency swaps, swaptions, bond options, and Treasury Inflation-Protected Securities for the Sales Desk.
Followed event and data-driven market trends throughout the day in order to pitch trade ideas to senior salespeople.
Utilized trading strategies such as straddles, strangles, curve steepener/flattener and deltas hedges.
Liaised and assisted clients with trade breaks, fee amounts, cash flow schedules, and internal account setup.
Calculated DV01 and PV01 on every trade inquiry prior to execution, in order to ensure the desk's risk exposure.
Booked and matched all executed trades within the real-time reporting regulations of Dodd-Frank.
Mained point of contact for internal or external troubleshooting regarding booking, allocation, cash flow, or risk.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Science
Fixed Income Analyst Resume
Objective : Experienced in financial markets and asset management of investable assets. Skilled in financial planning, estate & tax planning, statistical analysis, and FP&A analysis. Proficient in financial analysis of data, forecast modeling, and price analysis. Interested in implementing strategic initiatives based on data analysis where marketing and finance intersect.
Skills : Microsoft Excel Expert, Corporate Treasury, Financial Analyst, Equity Trading Professionally, Due Diligence, Attention To Detail.
Description :
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).
Analyzed bond structures based on the bond term sheet, offering memorandums and trust deed.
Experience
2-5 Years
Level
Executive
Education
G.E.D
Fixed Income Analyst Resume
Objective : Fixed Income Analyst professional with expertise in quantitative model development, research, analysis, trading, and manager due diligence. Strong track record in investment analysis, capital market research, portfolio management, and client service that guide profitable investment and business decisions.
Made by, 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 a 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.
Fixed Income Group 2000-2001 Developed automatic reconciliation program for fixed income group.
Experience
2-5 Years
Level
Junior
Education
Master Of Business Administration
Fixed Income Analyst Resume
Summary : Fixed Income Analyst is a team member responsible for sourcing, executing, and managing fixed income sales. The Fixed Income Analyst is responsible for selling products to institutional clients.
Present Worked in the split role on Buy-Side Asset Management Investment Team analyzing state and local government bonds for inclusion into managed portfolios aggregating $8 billion in AUM in actively managed mutual funds and SMAs.
Responsible for conducting ongoing surveillance of assigned credits, developing and maintaining financial models used in credit analysis and portfolio construction.
Served as Subject Matter Expert for Performance Attribution and Credit Management Systems developing customized reports used in the investment decision-making process, presentations, and proposed investment opportunities.
Performed quantitative, statistical, financial, and economic research on a broad array of topics.
Designed Market Intelligence & Analytics Dashboard using programming skills writing 9500 lines of code, using 4 databases and 2 Portfolio Management Analytic systems, automated report generation for 200% process improvement.
Supported and independently researched topics and provided input to monthly and quarterly market commentaries.
Responsible for the full universe of analytics on JP Morgan's Fixed Income trading floor including MBS, Muni, Corporate, Derivatives, Agency, and Emerging Market instruments.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Business Administration In Finance
Fixed Income Analyst Resume
Headline : Highly qualified Fixed Income Analyst with experience in the industry. Enjoy creative problem solving and getting exposure to multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Contributed to the due diligence effort in determining credit standards, risk parameters and suitability regarding compliance with Rule 2a-7 money market investment guidelines.
Worked with senior risk managers to help ensure that the risks were fully understood by portfolio managers and that it was consistent with our client's objectives and risk constraints.
Assisted clients with the use of NY Life's Capital analytic tools for their portfolios to better understand the sources of portfolio risk and return.
Monitored client billing activity and data integrity to ensure all components were accurately captured per terms agreed upon with the client.
Maintained information on credit ratings of corporate, agency, municipal, state/federal fixed income issuers.
Responsible for data validation and final sign-off on all Merrill Lynch, Lehman Brothers, Salomon Brothers, and JP Morgan Indices for portfolio benchmarking on a monthly and quarterly basis.
Created test plans/scripts and serve as the senior data analyst for all UAT testing conducted on the trading floor.
Experience
5-7 Years
Level
Executive
Education
Master In Finance
Fixed Income Analyst Resume
Summary : Extensive knowledge of accounting theory, concepts, and principles in accordance with Generally Accepted Accounting Principles (GAAP). Experience with firms ranging from Fortune 500 to proprietary start-ups. Comprehensive experience in preparing, reviewing, and analyzing financial and regulatory reports in accordance with GAAP and regulatory policies.
Skills : Microsoft Excel, Income Tax, Analyst.
Description :
Analyzed existing straddles, strangles, and spread positions Involved with deliveries, expirations, and hedge scenarios.
Involved with management regarding stress tests, margin requirements, and overall risk analysis.
Performed financial analysis on current and potential fixed income investment holdings, with a focus on credit risk, interest rate risk, and liquidity management.
Extracted data from financial reporting databases for input into risk models.
Assisted in running risk models.
Analyzed balance sheet risk dynamics such as concentration levels, credit risk trends, and performance indicators with regard to the banks investment portfolio.
Prepared reports for use by management and board of director committees.
Experience
10+ Years
Level
Senior
Education
BS
Fixed Income Analyst Resume
Objective : Seeking a Fixed Income Analyst position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Assisted in research activities for investment-related projects.
Pertinented reporting may cover a broad range of responsibilities such as financial modeling, forecasting, and risk and performance management.
Exposured to elements of balance sheet strategy development, balance sheet simulation modeling/forecasting (EAR and EVE), interest-rate risk analysis, liquidity analysis, market research, model back-testing and validation, and statistical balance sheet assumption support.
Occasionally supported the credit risk analysis function for commercial loans.
Prepared forms, reports, correspondence, memoranda, etc.
Complied with all banking and company regulations, policies, and procedures.
Read and interpreted documents such as safety rules, operating and maintenance instructions, and procedure manuals.
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