Fixed Income Trader Resume Sample
Austyn Jones
791 Donnelly Groves,
Chicago,
IL
+1 (555) 809 7155
Work Experience
Associate Diversified Fixed Income Trader
09/2015
-
PRESENT
New York, NY
- Hedge inventory positions against market risk (interest rate and credit risks) as necessary and within the guidelines of Risk Management policies
- Continuously monitor market conditions and implement trading strategies designed to counteract changing financial conditions and mitigate any potential risks or trading losses
- Develop a relationship with sell side firms and leverage those relationships to expand our trading capabilities beyond
- Performs the daily activities of the Trading desk to include the timely and efficient execution of fixed income securities as instructed by the Director and Company policies and procedures
- Provides multiple bids and offers processing for financial advisors, financial consultants, and financial institutions
- Creates and delivers daily fixed income offering sheets for financial advisors and institutional clients subject to the Director’s approval
- Researches, formulates, and distributes trading information, industry comparisons, and fixed income data to financial advisors, financial consultants, and financial institutions
Fixed Income Trader
09/2010
-
07/2015
Chicago, IL
- Strong understanding of the dynamics of a trading environment
- Understanding of the "Over the Counter" (OTC) fixed income market
- Communicate effectively (both oral and written) in French & English considered an asset
- Excellent interpersonal skills, with particular aptitude in the art of negotiation and communication
- Strong sense of judgement in balancing interests of IAs, clients, and RBC CM traders
- Proven and strong client service ethic
- Work in a team environment with very little control over one’s daily agenda
- Proficiency with spreadsheet modelling
- Previous market-making experience in Turkey and CEE derivatives and currencies
Junior Fixed Income Trader
06/2006
-
06/2010
Los Angeles, CA
- Maintains trade blotters and recordkeeping documents of bid spreads to validate pricing
- Maintains pipeline report of open financial advisor and financial consultant inquiries with the details of the inquiry and resolution of action taken
- Maintains positive trading relationship with vendor firms and trading desks
- Monitors the movement of fixed income securities markets and trading patterns to ensure proper trade execution to minimize market impact
- Oversee the firm’s automated trading systems, ensuring quality and range of inventories are maximized, and that pricing is competitive
- Provide fast and efficient trade execution for large trades that are not automated. Negotiate with RBC Capital Markets (RBC CM) traders and other counterparties on the client’s behalf, utilizing knowledge of the products, current markets, and trader’s inventories to secure product and pricing that is favourable to the client
- Securities Trading experience required
- Fixed Income and/or Currency Trading experience considered an asset
Education
University of New Hampshire at Manchester
2001 - 2006
Bachelor's Degree in Business
Professional Skills
- Strong customer relation skills, interpersonal, verbal and written communication skills
- Strong technical , numerical and analytical thinking skills
- Strong technical skills, including expert proficiency in MS Office applications
- Strong communication skills and the ability to interact with individuals at all levels of the Firm
- Prior experience with Fixed Income Trading
- Proven experience as market maker for the MoF program
- A strong sense of responsibility and interpersonal skill
How to write Fixed Income Trader Resume
Fixed Income Trader role is responsible for trading, analytical, training, retail, finance, credit, securities, database, refining, reporting.
To write great resume for fixed income trader job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Fixed Income Trader Resume
The section contact information is important in your fixed income trader 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 Trader Resume
The section work experience is an essential part of your fixed income trader 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 trader 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 trader position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Fixed Income Trader resume experience can include:
- Possess strong analytical, organizational and communication skills
- Demonstrate the ability to prioritise demands
- Maintain and develop effective trading relationships with our counterparties
- Extensive years of trading experience in private single name debt (Private Placements, Loans, Schuldscheins, Certificates, Credit Rights)
- Manage counterparty and third-party relationships, as well as maintain effective collaboration with internal stakeholders
- Executing FI transactions (including credit, rates, emerging market debt and derivatives) for all relevant accounts under management
Education on a Fixed Income Trader Resume
Make sure to make education a priority on your fixed income trader 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 trader 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 Trader Resume
When listing skills on your fixed income trader 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 trader skills:
- Prior Rates trading experience with knowledge of derivatives, volatility and cross-market rates relative value
- Trading experience including fixed income trading
- Experience in trading including fixed income trading
- Fixed Income Trading Experience including municipal bonds, corporate bonds, treasuries, agencies, CDs
- Trading experience in investment grade corporate bonds and derivatives in a buy-side role
- Strong knowledge of required trading platforms
List of Typical Experience For a Fixed Income Trader Resume
1
Experience For Associate Diversified Fixed Income Trader Resume
- To partner with the fund management teams to communicate relevant market color and news in an effective and efficient manner
- Proven track record in a Fixed Income Trader role within a local or foreign bank
- Demonstrated ability to take risk
- Coordinating with other Citi desks and clients from EM and DM
- Opportunity to help build the Fixed income franchise for Citi South Africa and align with global vision to become the no 1. local rates trading house
- To closely monitor all developments in trading, technology and regulation to assist the Head of Investment Execution in enhancements to processes
- Draws from knowledge on specific markets to develop trading strategies that respond to trends in the current market
- Provide price quotes and service to field representatives on trading related inquiries
2
Experience For Senior Fixed Income Trader Resume
- Oversees the processing of daily functions and completes departmental reports
- Executes bonds and money market instrument transactions in accordance with portfolio managers instructions and NTAM credit constraints and guidelines
- Ensures fair and equitable treatment of all trade orders
- Maintains an understanding of relevant factors that impact the price of bonds and money market instruments such as market environment, supply/demand, technical factors, and economic fundamentals
- Apprises portfolio managers and other appropriate persons of relevant information affecting securities prices
3
Experience For Junior Fixed Income Trader Resume
- Maintains daily broker contact to conduct bond and money market instrument trading. Responsible for evaluating their effectiveness and service to meet the needs of the trading operations
- Maintains orderly receipt, tracking and execution of bonds and money market instruments orders. Oversees the settlement of trades, communicating with subsidiary offices and following through on discrepancies with operations and brokers
- Leverage technical and quantitative skills to improve trading performance, including working closely with researchers and developers to build best in class quantitative and technological solutions
- Cross train with equity SL trading team, as well as partner with the global repo financing team, to further integrate BlackRock’s securities lending and financing businesses
- Monitor market liquidity and pricing to continuously track positions
- Incorporate pricing strategies into trade executions
- Provide information to portfolio managers and research analysts to support the team’s investment strategy
4
Experience For Central Eastern Europe Middle East & Africa Fixed Income Trader Resume
- Act as a back-up trader for other fixed income sectors, as needed
- Ensure trade orders and allocations are properly entered into the firm’s order management system
- Utilise full suite of FI products to support and grow our local FI franchise
- Act as a backup for the other rates traders on the desk – bonds and Forwards
- This role is ideally suited for someone who enjoys the thrill of working on the desk independently, risk taking and building a sustainable client focused franchise
- Proactively interact with credit research analysts while evaluating investment ideas and opportunities
- Identify investment opportunities and recommend investment ideas to all relevant portfolio managers
- Continuously interact with fellow fixed income traders to promote collaboration and market awareness
5
Experience For Fixed Income Trader / Analyst Resume
- Manage and enhance counter-party relationships
- Quickly analyzing and transmitting both internally as well as to our clients the implications of data or movements of the different market variables that impact local markets
- Comply with individual limits and monitor global limits to guarantee its compliance
- Participate and represent the bank in the different applicable forums when designed
- Actively provide market color to key players both locally and offshore
6
Experience For Pwcc-wealth Management Fixed Income Trader Resume
- Act as a mentor for new traders and junior team members
- Responsible for compliance with all policies both internal and external
- Work as a partner with the different product and support functions
- Deep familiarity with mechanics of credit derivatives and bond futures
- Work in entrepreneurial environment
- Adaptability to take on ad hoc projects and tasks
- Execute High Yield orders associated with index events, rebalances, and creation redemptions using a variety of strategies, trading venues, broker dealers in order to minimize fund tracking error versus relevant benchmarks
7
Experience For Ceemea Fixed Income Trader Resume
- Achieve best execution for portfolio management directed trading activity
- Maintain a close relationship with fund managers, ensuring constant dialogue regarding market news, market trends, key market indicators and regulatory developments
- Aid in resolving settlement issues working as a liaison between the trading desk and support functions including operations, compliance legal and accounting
- Assist in maintaining compliance with investment guidelines and regulations
- Cultivate relationships with counterparties in support of our access to liquidity and investment idea flow
- Interact daily with the Janney Financial Advisor Network
- Maintain relationships with external dealers
8
Experience For Associate Fixed Income Trader Resume
- Evaluates market offerings to ensure clients receive the best rates available
- Troubleshoot and resolve trade issues
- Partners with advisors to accurately design and implement customized portfolios that fit client’s needs
- Executes fixed income trades in an accurate and timely manner
- Assists in the management of multiple fixed income portfolios on a discretionary basis
- Answers telephones and email inquiries for quotes, orders and product information
- Researches developments in the capital markets in order to provide our advisors with educated and accurate explanations and advice
- To develop pro-active and collaborative relationships with all relevant portfolio managers locally and globally
- To provide market intelligence, trade ideas and up-to-date market colour to portfolio managers
9
Experience For Securities Lending Fixed Income Trader Resume
- Work with DFI Portfolio Analyst to offset or hedge various credit, mortgage and asset backed trades in a timely manner
- Coordinate with DFI Investment Grade Trader to enhance coverage of short end corporates
- Provide support to Portfolio Manager and Senior Trader with departmental projects
- Execute trades and identify trading strategies/investment opportunities in emerging market local currency bonds, with a primary focus on Latin America and a secondary focus on providing backup trading coverage in Latin American USD credit
- General awareness and ability to use and follow the trading systems, processes and regulatory controls
10
Experience For Turkey & Central & Eastern Europe Fixed Income Trader Resume
- Manage limited capital positions and sales pace
- To deliver best execution for the Fixed Income and Multi-Asset teams focusing on municipal bonds, structured products and investment grade credit.However the expectation is for it to span across all of fixed income (high yield, CDX/CDS, IRS, FX, EM debt, loans, money market, futures, etc.)
- To develop relationships and partnerships with the broker/dealer community
- To provide input to the broker review process
- To collaborate across the Multi-Asset Investment Execution Desk globally
- Provide focused service to field representatives
- Perform market research, analyze market conditions and work with field representatives to characterize current conditions in fixed income markets
- Locate and analyze investable instruments, primarily fixed income
List of Typical Skills For a Fixed Income Trader Resume
1
Skills For Associate Diversified Fixed Income Trader Resume
- Strong PC Skills and experience with Microsoft Office suite
- Trading experience in local rates
- A solid understanding of the fixed income markets, products and trends in order to provide accurate and superior service to our advisors
- Over 10 years market making experience
- Proven track record trading interest rate markets
- Strong understanding of economic principles and capital markets functions
- Experience working in fixed income markets
2
Skills For Senior Fixed Income Trader Resume
- Experience working in financial services, preferably in fixed income markets
- Highly analytical with a strong track record of decision making
- BS degreed in business related field or equivalent experience
- Four or more years of experience with fixed income products
- General financial market experience
- Fixed income market experience
- Attention to detail and the ability to multi-task and prioritize jobs independently in a fast paced environment
- : Fixed income experience
3
Skills For Junior Fixed Income Trader Resume
- : General financial markets experience
- Experience within Charles River Investment Management System
- Training, mentoring and guiding junior traders on the desk
- Calculating, flashing and signing-off daily PnL
- Contributing to interest rate forecasts and ALM modeling scenarios
- Having personal accountability and willing to take ownership of issues to resolution
- Executing FX transactions (including EM currencies, NDF’s, and derivatives) for all relevant accounts under management
- Developing and training staff who are part of the Fixed income desk
4
Skills For Central Eastern Europe Middle East & Africa Fixed Income Trader Resume
- Carrying out credit analysis on names ranging from public sector to corporate names
- Executing trades and securing deals with new clients
- Liaising with sales and structuring to originate new business
- Managing portfolios to enhance yields within acceptable risks and liquidity requirements
- Managing portfolios within the context of total balance sheet management
- Contributing to investment strategy decisions and presentations
- Monitoring trade settlements after input to Treasury workstation and/or trade blotter
- Executing trades on behalf of the funds as per Portfolio Manager (PMs) instructions
5
Skills For Fixed Income Trader / Analyst Resume
- Carrying out detailed market data analysis and valuation
- Follow regulations and internal policies, including quality of execution, pricing, hedging, trading limits and compliance policies
- To assist in introducing and developing increasingly sophisticated trading techniques and tools, where appropriate, to ensure trading best practice is followed
- An understanding of the current regulatory environment and requirements including TRACE and MSRB as they relate to trading
- Investigates and identifies investment opportunities in the US Rates market, generating long term trading strategies and executing trades on a daily basis
6
Skills For Pwcc-wealth Management Fixed Income Trader Resume
- To lead reporting initiatives and share in handling administrative tasks for the trading/management teams as needed
- Trading investment grade, emerging market and other fixed income products
- Basic understanding of regulatory and accounting principles which directly affect Corporate Treasury business line and clients
- Explain and communicate investment results by conducting and interpreting performance attribution
- Ensure that trading capabilities are put to the best use when serving our client needs
- To assist in ensuring that the desk remains a market leader in trading
7
Skills For Ceemea Fixed Income Trader Resume
- Add value by being on top of the key positions of the funds and relevant market axes, liquidity opportunities and relevant news flow
- They need to be able to multi-task and cope with the stress of operating under time constraints
- Series 7 and 63 required for the position or ability to obtain within 90 days of hiring
- Proficient in Bloomberg, electronic trading platforms, Microsoft Excel
- Comfortable in presenting to internal and external audiences of any size
- Knowledge of all Pershing systems,
- Balance and reconcile numerous reports including money market mutual fund trades
- Focus significant time trading repurchase agreements and projects related to the volume growth of those instruments
8
Skills For Associate Fixed Income Trader Resume
- Serves as a resource to Portfolio Managers for information pertaining to the bond and money market instrument market, and specific securities
- Continuously evaluate the market to discover ways to add value through alternative trading tools and products
- All market making activities in the local market factor
- Ensure that his business is managed under the most strict ethical standards and adhering to all regulatory requirements
- Responsible for achieving set revenue budgets
- Market-making of private single name debt: bonds, loans and credit rights
- Risk manage the positions in the trading book
9
Skills For Securities Lending Fixed Income Trader Resume
- Fundamental competence with swap analysis and pricing
- Maintain awareness of developments with markets, regulations, trading technology and other issues relevant to the relevant markets
- Responsible for maintaining CD new issuance and syndicate offerings inventory
- Review orders to ensure accuracy, proper record keeping, and conformance to regulations
- Interact as a seamless interface between the trading team and various internal and external firm constituencies
- To add value to Aviva Investors’ clients by trading in an efficient, controlled and accurate manner
- Achieve best execution for our clients, ensuring all regulatory and internal requirements are always met
10
Skills For Turkey & Central & Eastern Europe Fixed Income Trader Resume
- To stay current with developments in external e-trading platforms
- Analyzes market data and risk to inform Fixed Income investment and trading process
- Works with technologists to develop and monitor portfolio risk reports and security models to enable and influence real-time trading decisions
- Execute client buy and sell orders while adhering to best execution standards, internal policies, and regulatory obligations
- Provide price quotes and service to branch teams on trading related inquiries
List of Typical Responsibilities For a Fixed Income Trader Resume
1
Responsibilities For Associate Diversified Fixed Income Trader Resume
- Assists with audit reviews and completes complex projects as assigned
- MBA/Progress toward MBA desired
- CFA/Progress toward CFA designation desired
- Participate in and contribute to internal investment meetings as well as external strategy/analyst meetings
- Attention to detail and client focused
- FINRA series 7 and 63 licenses required or obtained within 120 days of hire
2
Responsibilities For Senior Fixed Income Trader Resume
- Expertise in Excel and other desktop software is required
- FINRA Series 7, 66 Required
- Familiarity with NFS FBSI product, Streetscape, Bloomberg, Envestnet, KCG BondPoint and TMC
- A positive and professional attitude in combination with a high level of integrity and ethical standards
- Able to communicate complicated financial investment concepts and strategies in a patient, clear and concise manner
3
Responsibilities For Junior Fixed Income Trader Resume
- Make recommendations on appropriate fixed income products as part of a client’s overall portfolio allocation
- Basic knowledge of fixed income securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s)
- Thorough knowledge of trade execution/settlement policies and securities industry practices as they pertain to money market mutual funds and fixed income products
- Handle large transactions, heavy trade volume, significant time pressures and deadlines in the coordination and execution of money market mutual fund and fixed income trades including follow up with minimal errors
- Numeracy, High analytical ability
4
Responsibilities For Central Eastern Europe Middle East & Africa Fixed Income Trader Resume
- Perform complex analysis and present data in a meaningful way
- Balance multiple tasks in a stressful environment
- Participate in daily/weekly/monthly calls designed to provide trade ideas, market updates and discuss strategies
- When applicable, provide back up to other team members who are out of the office
- Interact as a seamless interface between the team and various internal firm constituents
- Multitask and work under pressure in a fast paced environment
- Series 7 & 66 required within 6 months
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