Fixed Income Research Resume Sample
Marquis Simonis
42439 Akeem Lane,
Philadelphia,
PA
+1 (555) 365 9352
Work Experience
Fixed Income Research Associate
09/2017
-
PRESENT
Philadelphia, PA
- Experience or knowledge of fixed income securities and derivatives
- Good knowledge of macroeconomics combined with strong quantitative skills
- Strong understanding of fixed income mathematics
- Collaborate within Morgan Stanley’s global credit-, EM-, macro strategy teams, as well with all parts of the Research department
- Review portfolio weightings for appropriate securities’ weightings, portfolio duration and for potential changes as a result of index rebalancing
- Prepare Sounding Board documents
- Select and monitor securities for inclusion in the firm’s individual securities model portfolios in collaboration with fixed income research team and research committee framework
- Supporting the day to day client/senior analyst requests and needs
- Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Fixed Income Research
12/2013
-
07/2017
Boston, MA
- Familiarity with government bond markets, a macroeconomic drivers, geopolitical drivers is required
- Works on special research projects as needed to help support Capital’s investment professionals
- Contribute to Market Commentaries (external publication to clients and media)
- Analysis for special market topics (external publication to clients and media)
- Understanding of basic bond math (e.g. price/yield, cash flow analysis, time value of money)
- Contributing to the research agenda of coverage area and to written research and maintenance reports on companies
- Conducting bespoke analyses of G10 foreign exchange, including collecting and analyzing data, authoring research reports, and presenting results to internal clients around the firm and external clients
- Contributing to the development of the team’s core FX views
- Leading internal client meetings
Fixed Income Research Public Policy Intern
07/2007
-
09/2013
New York, NY
- Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Generate written research for client consumption including daily market commentary
- Develop and maintain relationships with institutional clients
- Respond to requests for information, calls and data from internal and external clients
- Regular interaction with fixed-income sales and trading force
- Work experience in the fixed-income markets in interest rate analysis, quantitative analysis, or similar
Education
Auburn University
2002 - 2006
Bachelor's Degree in Investments
Professional Skills
- Strong quantitative skills, ideally with experience in data analysis using R, Matlab, Python, or other programming languages
- Proven writing ability and strong verbal communication skills. LI-NF1
- Self-motivation, good organization, excellent research skills and innovation
- Robust econometric skills, including the ability to run regression analyses independently, and interpret the results
- Demonstrated interest in and passion for investing in fixed income; a strong desire to analyze credit investment opportunities is required
- Strong understanding of rating methodologies
- Strong understanding of macroeconomic concepts, including balance of payments, international finance, and fixed income valuation
How to write Fixed Income Research Resume
Fixed Income Research role is responsible for research, excel, credit, programming, languages, microsoft, quantitative, modeling, finance, securities.
To write great resume for fixed income research job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Fixed Income Research Resume
The section contact information is important in your fixed income research resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Fixed Income Research Resume
The section work experience is an essential part of your fixed income research resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous fixed income research responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular fixed income research position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Fixed Income Research resume experience can include:
- Proficient Excel spreadsheet skills. Programming and advanced data manipulation skills would be an asset (VBA, Python, R, Scripting Languages)
- Strong written, analytical and quantitative skills
- Strong PC skills, Excel, PowerPoint and Word
- Upervisory Analyst experience (Series 16)
- MBA/MFin, CA/CMA, and/or equivalent work experience in a related field
- Building and maintaining large datasets, chart packs, and models
Education on a Fixed Income Research Resume
Make sure to make education a priority on your fixed income research resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your fixed income research experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Fixed Income Research Resume
When listing skills on your fixed income research resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical fixed income research skills:
- Excellent verbal and written communication and presentation skills in English, fluency in Mandarin advantageous but not essential
- Experience in both Foreign Exchange and Interest Rate strategy, as well as a good working knowledge of the major AXJ macro markets
- Solid understanding of fixed income instruments (bonds, swaps, CDS, fixed income indices) and asset pricing
- Experience in AXJ macro markets in a leading buy-side or sell-side financial institution
- Experience in AXJ macro markets in a leading buy-side or sell-side financial institution
- Work experience in interest rate analysis, quantitative analysis, trading, or similar roles
List of Typical Experience For a Fixed Income Research Resume
1
Experience For Fixed Income Research Associate Resume
- Maintaining corporate debt pricing and statistical databases
- Maintaining financial statement spreadsheets and models, as well as historical pricing and deal databases for weekly, monthly and quarterly reports
- Preparing comments and reports on companies and marketing presentations
- Responding to information and analysis requests from institutional sales force, trading desk and institutional clients
- Running econometric analyses of macroeconomic and other factors on foreign exchange
2
Experience For Fixed Income Research Analyst Resume
- Supporting the NA Head of G10 FX in the development of presentations, weekly reports, and ad hoc analyses
- Serving a critical role on the top ranked fixed income team in Canada
- Assist in the preparation of a pre-trading-day and end-of-day note summarizing market events and impacts
- Assisting in the fundamental and quantitative research and analysis of companies, industries and related economic information, including the initial data-gathering phase
- Developing and maintaining quantitative/qualitative models for bond valuation
- Managing the distribution and presentation of corporate debt research
- A keen interest in capital markets and related analysis
- Good working knowledge of financial markets with specific knowledge of fixed income markets gained through a combination of work experience and educational qualifications (e.g.CFA)
List of Typical Skills For a Fixed Income Research Resume
1
Skills For Fixed Income Research Associate Resume
- Strong critical thinking skills are important
- Experience in Microsoft Excel and VBA programming
- Researching and communicating investment opportunities and capital market insights
- Understanding of monetary policy and macroeconomic developments
- Developing preparing presentation materials to support the firm’s weekly strategy calls and client meetings
- Writing for the firm’s flagship publications, blogs and other reports
2
Skills For Fixed Income Research Analyst Resume
- Supporting the MainStay sales force in client/prospect meetings and presentations
- Fosters friendly and cooperative relationships with others; colleagues enjoy working with the employee
- Knowledge about financial and banking products
- Builds communication links with outside rating agencies and other fixed income analysts
- Participates with Treasury portfolio managers and Credit Risk Managers to develop investment strategy relating to cash and fixed income securities.
- Self-motivated and intellectually curious; proactively seeks additional responsibilities and learning opportunities
3
Skills For Fixed Income Research Analyst Financials Resume
- Curiosity, a capacity for differentiated thinking and perspective, and a growth mindset; and
- Create a sustainable advantage for wealth management clients by focusing on investment opportunities in financial securities
- Perform due diligence and analysis of corporate bonds across select industries
- Analyze corporate fixed income investment opportunities and communicates Buy/Sell/Hold investment recommendations to PMs
- Portfolio optimization and scenario analysis, including the delivery of portfolio analytics and investment analysis to the sales force, advisors and other business partners
- Support research projects on portfolio construction and multi-asset class investment strategies
- Advanced degrees and CFA are pluses
4
Skills For CIB F&BM Fixed Income Research Business Manager Resume
- Work collaboratively to achieve team objectives
- Handle multiple projects simultaneously and complete them on time
- Awareness of financial information provided by Bloomberg and Reuters"
- Provides management direction to foster effective selection, development and reward of subordinates while contributing to initiatives in support of the Company’s Diversity programs
- The ability to conduct independent research
5
Skills For Fixed Income Research Public Policy Intern Resume
- The ability to work and contribute as part of a team is essential
- Attention to detail and the ability to manage large amounts of data; and
- The ability to work and contribute as part of a team
- Class of 2016, 2017, or 2018 graduates (Required)
- Self starter: someone eager to learn and pick up new responsibilities
- Flexibility: The ability to help out where needed and ‘roll with the punches’
6
Skills For Fixed Income Research Sector Strategist Resume
- Familiar with applied statistical methods
- Take risk and try new things
- Work collaboratively in a global team of fixed income and equity strategists to formulate a cohesive view of fixed income securities issued by US banks and insurance companies
- Fundamental coverage of 'big six' banks, large regional banks, large insurance companies, and high yield diversified financials
- The provision of relative value recommendations based on analysis across bank and insurer capital structures, including consideration of fundamental credit components, duration and structural and interest rate risk considerations
- Ad hoc coverage of credit and news events within coverage universe to meet needs of US clients and sales desk personnel
- Native Japanese and fluent (close to native) English are essential
- Understands securitizations and Basel III requirements and actively follows the ABS/CMBS industry. Understands the credit risk of underlying receivables combined with structural features of each securitization. Reviews and recommends various Fixed Income/ABS asset categories. Works internally to implement recommendations and develop monitoring activities
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