Income Analyst Resume Sample
Antoinette Stracke
3804 Wintheiser Radial,
Chicago,
IL
+1 (555) 673 3997
Work Experience
Senior Analyst Fixed Income High Yield
07/2017
-
PRESENT
Philadelphia, PA
- Manage expectations and requirements of clients and coordinate the client on-boarding process
- Manage client portfolio testing
- Present client pitches and internal purposes
- Collaborate with legal, credit, collateral management, middle office, and front office sales groups
- Negotiate legal documents
- Calculate and accumulate monthly NAV’s for external pooled fund and monitor estimate versus final and evaluate month over month market value changes
- Providing a challenging and rewarding environment for our people
- Working with customers on timely, cost effective and creative solutions
Fixed Income Credit Analyst
03/2013
-
06/2017
New York, NY
- Constantly improving customer service delivery with strategic, scalable solutions in a risk-controlled environment
- Fixed Income and/or Bond experience is required
- Working knowledge and understanding of portfolio management, credits and credit worthiness
- Participate in and/or develop proposals based on analysis and research to help Investment Management achieve strategic goals
- Learn how others make judgments regarding credit, risk and valuation and apply that learning
- Strong work ethic, attention to detail, pride and ownership of work product, strength of conviction and desire to succeed
- Sound ethics and integrity
- Knowledge of Microsoft operating systems including Word, Excel, Outlook and the Internet
Fixed Income Index Analyst
02/2007
-
10/2012
Detroit, MI
- Co-ordination with GMO and GRM as part of the process of submitting front office developed models for vetting and use in the bank’s risk framework
- In company analysis roles with an emphasis on financial statement analysis
- Make sound decisions in a sometimes fast paced environment based on market knowledge
- Experience in related fields with at least some experience in financial statement analysis
- Monthly, Quarterly and Bi-Yearly reconciling of royalty income
- Analyzing and loading of local societal and record company data files
- Creating, inputting and supervising statement processing for the U.S. and Canada
- Analyze impact of cash and market movements within individual accounts and prepare trade allocation programs for various investment products based on those movements
Education
Ottawa University - Wisconsin Campus
2002 - 2006
Bachelor's Degree in Finance
Professional Skills
- Strong interpersonal skills to interact effectively with investment and other business professionals around the firm
- Excellent analytic skills & practice of independent thinking are crucial
- Strong communication and financial modeling skills
- Strong Microsoft office skills (Word, Excel, Power point)
- Excellent analytical skills and the ability to think through problems and assess a variety of factors and recommend solutions
- Excellent IT skills e.g. Microsoft Office in particular advanced Excel (including ability to write Macros)
- Demonstrated strong understanding of, and interest in, fixed income investing
How to write Income Analyst Resume
Income Analyst role is responsible for interpersonal, organizational, modeling, reporting, building, microsoft, analytical, excel, credit, retail.
To write great resume for income analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Income Analyst Resume
The section contact information is important in your income analyst 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 Income Analyst Resume
The section work experience is an essential part of your income analyst 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 income analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular income analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Income Analyst resume experience can include:
- Excellent IT skills e.g. Microsoft Office in particular advanced Excel (including ability to write Macros), familiar with Bloomberg
- Collateral management experience strongly desired
- Comfortable and flexible with constantly evolving and changing priorities and are open to new challenges
- Hands on experience in administration, finance accounting in a financial or securities capacity
- Solid understanding of MS Office and advanced knowledge of MS Excel
- Experience with the SimCorp Dimensions Accounting system is an asset
Education on an Income Analyst Resume
Make sure to make education a priority on your income analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your income analyst 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 Income Analyst Resume
When listing skills on your income analyst 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 income analyst skills:
- Work effectively in a small, collaborative team, while also communicating and interacting with a larger group of investment professionals; and
- Progressive experience and knowledge of financial markets and instruments, with ideally 3 years experience in the financial services sector
- Advanced analytical skills, a quantitative orientation, and a detail oriented mindset
- Expert Excel skills/data manipulation
- Comfortable and flexible with constantly evolving and changing priorities and open to new challenges
- Experience working in Fixed Income markets
List of Typical Experience For an Income Analyst Resume
1
Experience For Fixed Income Credit Analyst Resume
- Getting familiar with the Deutsche AM’s credit process
- Actively monitor portfolio risk metrics by generating reports and analyzing model scenarios to support the investment professionals’ decision making
- Collaborate with New Accounts Team to ensure that client accounts are properly configured in accounting and trading systems
- Actively evaluate operating environment and implement solutions to continuously streamline and improve processes and procedures
- Review Investment Policy of new accounts with the Compliance Team to determine and evaluate restrictions and guidelines
2
Experience For Analyst, Equities & Fixed Income Resume
- Evaluate overall restriction and guideline database on a regular basis to maintain rigid compliance with client guidelines
- Participate in value-add initiatives to mitigate operational risk and assist with the development of metrics to assess progress
- Monthly, quarterly and ad-hoc performance and characteristics analysis of clients portfolios & strategies
- Driving performance at security level for assigned EM coverage set and provide value add to the investment process at industry and sub-industry levels, working closely with other analysts and portfolio managers
- Report to team Leader
3
Experience For Fixed Income Index Analyst Resume
- Ensure all trades are confirmed with the Client
- Ensure all trades are properly allocated to the correct customer sub-accounts
- Act as liason between Front Office, Back Office and the client
- Provides management with analysis of key process drivers, root causes and provides recommendations for improvements #LI-JH2
- Manages static data and content quality in applicable systems to meet end user reporting requirements; validates data using established exception handling tools and procedures
- Escalates data and content issues on a timely basis, takes ownership to resolve issues within the bounds of assigned authorities, and communicates openly to stakeholders who are dependent on data for their investment research, operational and risk and performance measurement processes
4
Experience For Fixed Income Portfolio Analyst Resume
- Takes proactive approach to updating and maintaining all forms of financial data - reference, master records, and ensures all internal controls are in place to maintain the data on daily basis
- Documents data and business requirements, including business processes and data flows
- Collaborates with team members and other departments to asses existing processes and recommend changes as appropriate
- Allocates investment orders across relevant accounts and authorizes orders for Trading to execute the transaction
- Works closely with the Compliance Monitoring function to help resolve potential issues that arise in the post trade and overnight batch compliance environment
- Communicates with Trading and investment professional if investment orders need to be revised based on compliance checks
- Conduct reviews of FTSE’s indices in line with ground rules to determine changes to the indices as a result of the review process
5
Experience For Fixed Income Performance Analyst Resume
- Interact with all areas of the Fixed Income front office to develop analytical solutions using BlackRock Solutions’ Aladdin investment management platform, PACE Data Warehouse and WebFOCUS
- Processes investment orders from portfolio managers and research analysts
- Investigates and resolves compliance issues to help determine what securities can be purchased in each portfolio
- Actively monitors portfolios for risk metrics by generating reports and creating spreadsheet models to support the investment professionals’ decision making
- Prepares trade order mock-ups based on analysis of portfolios and sends to investment professionals for review
- Works closely with Portfolio Construction team to oversee day-to-day activity for clients’ accounts e.g. new account start-ups and account closures and fund activity
- Have experience in clearing trades via FICC
- Act as a liason in obtaining proper documentation for the New Accounts
- Work with some partners SAFE for the buiding of some controls
6
Experience For Fixed Income Portfolio Analysis Group Analyst Resume
- Interact as a seamless interface between the trading team and the Private Client Group for portfolio construction
- Frequent communication between PCG and investor clients regarding their accounts and investment choices
- Monitors cash inflows/outflows between investment professionals and accounts
- Sufficient knowledge of the regulatory environment, client guidelines and compliance systems to be able to support the portfolio managers and traders as well as the Compliance Monitoring team
- Offer strong support to the Royalties Manager on issues that arise and projects as necessary
- Familiar with use of Bloomberg
7
Experience For Index Analyst, Fixed Income Resume
- Responsible for being the first point of contact for Analysts to provide guidance in processing royalties for the U.S. and Canada, and escalating issues to Manager as needed
- Clear and settle fixed income trades via Bank of New York (GSCX System)
- Comment MARK UK PnL and risk
- KPI Production to the local MACC and MARK management
- Perform regular production of the FO Risk Analysis
- Report on a timely basis and escalate issues to management at the appropriate time
8
Experience For Analyst, Private Fixed Income Resume
- Work with Product controller’s teams in Paris and numerous teams within the bank
- Able to built a macro in a short period of time
- Build customized fixed income portfolios for private clients taking into consideration the unique goals, suitability concerns, tax situations, restrictions etc. for each account
- Track spreads and other market data for sales personnel and research
- Interact with other internal groups such as compliance and research to stay current in industry regulations and trends
- Gather, organize, analyze, and present financial data and rating agency information across select industries and communicate Buy/Sell/Hold investment recommendations to PMs in a clear and concise manner
- Track relative value opportunities of existing and new debt securities and make recommendations based on assessment of market pricing and company and industry overall assessment
- Conduct company and industry due diligence, build and maintain company financial models, interact with management teams, industry sources and peers, and attend conferences and company site visits
- Build communication links with outside rating agencies and other fixed income and equity analysts
9
Experience For Senior Analyst Fixed Income High Yield Resume
- Review company filings, transcripts, quarterly results, and industry trade publications
- Ensure that assigned issuers and industry sectors are reviewed, analyzed, and documented on a timely basis, so that all internal and external regulatory requirements are fulfilled
- Enhance brand awareness and competitive positioning by targeted contributions to marketing initiatives, media relations, investment thought leadership and industry engagement
- Collaborate, with portfolio managers and colleagues on assigned committees and teams, to develop investment strategy relating to cash and fixed income securities
- Relevant industry experience and knowledge of Fixed Income products and markets
10
Experience For Fixed Income Risk Analyst Resume
- Experience with market information systems and data base management
- Preparing and processing error-free transactions accurately and in a timely manner, according to
- Creating models to analyze potential and existing strategies and to project possible outcomes
- Interacting with many areas of the firm to improve processes and minimize operational risks; and
- Quantify Risk in Fixed Income Investment products and strategies having the ownership of the Risk Analytics aspect
- Accountable for working towards agreed OLA’s to ensure delivery of services to the client in an accurate and timely manner
- Respond to client queries regarding the data, functionality and analytics on the terminal
List of Typical Skills For an Income Analyst Resume
1
Skills For Fixed Income Credit Analyst Resume
- Demonstrable substantial analytical experience in credit analysis gained through working within the Financial Services Industry
- Experience in financial services with direct support of trading desk and/or P&L
- Experience in securities analysis and financial modeling
- Strong knowledge of Excel, Word, PowerPoint, Omgeo and Swift. Knowledge of Reuters, Bloomberg Aim, Access and Visio would be considered an asset
- Sourcing and qualifying relevant Capital Structure, Syndicated Loan, and Corporate Bond data
- Modelling of Fixed Income portfolios and creating hybrid indices to generate risk matrices
2
Skills For Analyst, Equities & Fixed Income Resume
- Working with the technology team to streamline and automate risk reporting processes, where need arises
- Developing Industry knowledge and awareness
- Designing and implementing frameworks to ensure investment data and reports are accurate, complete, consistent and well documented
- Researching compliance alerts and warnings
- Dedicate time to understanding, analysing and reporting on Aberdeen’s fixed income products
3
Skills For Fixed Income Index Analyst Resume
- Assist portfolio managers and traders in identifying spread anomalies among approved issuers and developing tactical trading strategies
- Cleanse data ,analyzing impact of events and processing approach required
- Supports the trading businesses with focus on APAC Flow Interest Rates Trading
- Supports daily pricing feeds and ensures pricing data and instrument valuations are accurate/within accepted tolerances in investment systems
- Responsible for the collection, verification and processing income related entitlements in an accurate timely manner
4
Skills For Fixed Income Portfolio Analyst Resume
- Can readily adapt to a rapidly changing investment business and technology environments
- In-depth understanding of financial markets, economics and portfolio theory
- Knowledgeable of current/upcoming regulatory rules
- Bachelors in Business, Finance, Accounting or related discipline
- Communicate with other buy-side, sell-side and rating agency analysts to enhance perspective
- Collaborate with investment analytics to improve risk identification and monitoring tools
5
Skills For Fixed Income Performance Analyst Resume
- Coordinate with investment operations, accounting, and others on portfolio positions as needed
- Proficient in VBA coding
- Python coding highly desired
- Monitor all fails and make sure they are communicated to the Sales/Trading desk
- Investigates exceptions arising from transactions/ processes
- Act as a liason in obtaining proper documentation for underwritings
6
Skills For Fixed Income Portfolio Analysis Group Analyst Resume
- Ensures security instrument and related static data is set up and ready for trading in investment systems in a timely manner
- Market portfolio ideas through various forms of communication including email and sales pitches at internal conferences
- Actively monitor existing portfolio assets
- Self-starter and ability to work both independently and as a team player
- Explain processes and issues
- Takes ownership for own workload
7
Skills For Index Analyst, Fixed Income Resume
- Shows initiative and desire to learn tasks
- Understanding of various fund investment strategies, trade processing, settlement, custody, valuation and experience dealing with institutional managers and pooled funds
- Experience with trade administration, settlements and position level reconciliations is an asset
- Team player who enjoys high performance culture
- Actively participate in the credit team’s discussions and generate new ideas
- Leadership potential and the ability to influence others
8
Skills For Analyst, Private Fixed Income Resume
- Well versed in Bloomberg/TOMs, Fixed Income ATS, Excel, and other operations systems
- Capital Markets Expertise: Demonstrate solid knowledge of Capital Markets asset classes and transaction types. Apply this knowledge with deal teams to guide their transactions and assist capital market traders in navigating complex markets ensuring transactional success
- Process Improvement:Generate ideas that improve operational efficiency and scalability
- Demonstrable analytical experience, ideally in credit analysis gained through accounting/trainee accountancy programme or relevant experience in Credit Analyst role, financial or investment field
- Credit analysis experience required
- Be able to work well under pressure, take direction from multiple sources and prioritize tasks
- Hotel Shared Service Experience
9
Skills For Senior Analyst Fixed Income High Yield Resume
- Experience with a broad product set within Fixed Income
- Experience in financial services
- Be able to think creatively, and initiate projects that lead to improved implementation of strategies and trades
- Think creatively and initiate projects that lead to improved implementation of strategies and trades; and
- IMC (Investment Management Certificate), IIMR (Institute of Investment Management Research) or the CFA (Chartered Financial Analyst Qualification) are desirable
10
Skills For Fixed Income Risk Analyst Resume
- Quantitate finance, investment or actuarial experience
- § A strong motivation to learn and manage projects independently
- Familiarity and experience with bond and loan covenants – familiarity with leveraged loan credits and syndication processes in beneficial but not essential
- Accommodate limited travel (up to 10%)
- Contributes to strategy and decisions
- Familiar with Omgeo Central Trade Manager, Alert or State Street’s GTSS confirmation system
- A deep knowledge of the Financial Services sector and particularly investment management
List of Typical Responsibilities For an Income Analyst Resume
1
Responsibilities For Fixed Income Credit Analyst Resume
- Initiate and complete deep dive analysis on company and credit opportunities as needed
- Analytical and presentation skills needed to evaluate complex credit documentation including indentures, credit agreements, and other legal/regulatory issues and present recommendations and report findings
- Development of portfolio strategies, monitoring portfolio metrics, managing liquidity, credit, interest rate risks, implementing purchase and sale programs and allocating investments
- Coverage and portfolio risk analysis of investment strategies for the Asset Management business
- Actively participate and contribute to investment management meetings and portfolio reviews with fund managers
- Ideal candidates for these positions would be Post-Graduates from top Institutes in India
- Performs high level financial analysis of corporate bonds in support of security selection efforts
- Development of income, expense and earnings models in support of valuation appraisals
2
Responsibilities For Analyst, Equities & Fixed Income Resume
- Assess leverage risk, default risk, event risk and spread volatility in support of security selection efforts and portfolio risk control
- Assist as appropriate in management of security selection models and platforms
- Manages and maintains a database of approved issuers and recommend migrations of issuers between approved, hold and sell status
- Proficiency in high level securities analysis and development of pro forma revenue and earnings models
- Capacity to contribute to portfolio strategies and development of security selection idea generation
3
Responsibilities For Fixed Income Index Analyst Resume
- Processes and allocate investment orders
- Actively monitor portfolios for risk metrics by generating reports and creating spreadsheet models to support the investment professionals’ decision making
- Knowledge of fixed-income securities e.g. bond indices, asset characteristics, yield curve, duration
- Knowledge of the regulatory environment, client guidelines and compliance systems to be able to support the portfolio managers and traders as well as the Compliance Monitoring team
- Interacting with many areas of the firm to improve processes and minimize operational risks; and monitoring performance, risk exposures and key market sensitivities of positions in portfolios
- Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries as well as handle problems
- Produce FO risk analysis
- Analytical code and tool development authority. Impacts – reputational, profitability
- No permissions to commit the bank
4
Responsibilities For Fixed Income Portfolio Analyst Resume
- This is not a Dodd-Frank swap dealer role
- Communicate credit opinions and investment recommendations orally and in writing to Portfolio Managers, other analysts, credit and advisory committees and external clients
- Conduct independent, fundamental leveraged credit and distressed research. Analyse and explain economic, competitive, sector and political drivers that impact a borrower's valuation or credit quality
- Analyse loan and bond agreements, participate into loan and bond underwriting processes, discuss and negotiate terms and amendments. Conduct liquidation and asset value analysis together with forensic research into legal entities, contractual arrangements and the jurisdictional implications thereof
- Interact with management teams, industry sources, other analysts, sell-side analysts, and other investment professionals. Assimilate and filter various sources of information to develop long term, well-researched investment theses on credits, sectors and issuers
- Create historical and projected financial models, analyse key financial and operational metrics, develop deep valuation
- Communicate investment opinions and investment recommendations orally and in writing to Portfolio Managers, other analysts, credit and advisory committees and external clients
5
Responsibilities For Fixed Income Performance Analyst Resume
- Critically analyze processes and find solutions to managing complex market information to ensure the timeliness and quality of data that our clients have grown to expect
- Provide insight into the world of Fixed Income and leverage technical skills needed to query databases as well as build and maintain VBA macros
- Deliver excellent customer service to Bloomberg's clients and internally across the department
- Update and process data onto the Bloomberg database in a timely manner
- Forge relationships with market participants to acquire source documents
- Identify opportunities for efficiencies and product development and see those ideas through implementation
- Communicate project initiatives and product developments to internal business units
6
Responsibilities For Fixed Income Portfolio Analysis Group Analyst Resume
- Evaluate and monitor creditworthiness of corporate credits within assigned sectors
- Keep abreast of industry and market developments that affect the credit portfolio
- Produce written reports on individual credits
- Conduct periodic reviews of assigned sectors, including the identification of industrywide strengths, weaknesses, opportunities and threats, and likely implications for specific credit positions
- Review bond indentures, covenants and other terms related to bond offerings and corporate actions
7
Responsibilities For Index Analyst, Fixed Income Resume
- Prepare financial models of material credit exposures, including “what-if” scenarios, to critically assess creditworthiness and proactively minimize potential credit losses
- Respond in a timely manner to management requests for credit opinions and market perspective
- Assist the investments team on key initiatives, special projects, and other credit matters
- Communicate with the PM, trader and management on credit matters that affect the portfolio
- Experience in trade settlements/operations – experience with Foreign Exchange, Prime Broker activity and/or Fixed Income/Repo settlement activity would be considered an asset
- Relationship Building/Management: Forge new and enhance existing relationships with external and internal partners including the custodian bank, administrator, auditors, investment teams, Board of Directors. Monitor the quality of the services provided and escalate or provide feedback as necessary. Drive requests and initiatives with service providers that improve efficiency and scalability
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