Manager, Fixed Income Resume Sample
Tabitha Spencer
569 Mable Roads,
New York,
NY
+1 (555) 880 3354
Work Experience
Fixed Income Portfolio Manager
04/2016
-
PRESENT
Los Angeles, CA
- Provides input and works closely with management to assess goal accomplishment and evaluate staff performance, including the administering of performance reviews
- Providing a challenging and rewarding environment for our people
- Working with customers on timely, cost effective and creative solutions
- Constantly improving customer service delivery with strategic, scalable solutions in a risk-controlled environment
- Experience in capital markets, preferably in investment analysis/portfolio management (fixed income and equity hybrid security experience)
- Manages small and medium size bond portfolio assets for fiduciary and agency accounts, high net worth individuals, pension accounts, and common funds to achieve superior performance measured on a total return basis
- Implements portfolio strategy through security selection, sector allocation (corporate, mortgage, treasury, municipal, asset-backed bonds), and duration decisions in relation to the portfolio performance index and current fixed income policy
- Assists the client in developing investment objectives and guidelines as appropriate given risk tolerance, tax situation and income needs, integrating current strategies, disciplines, and technologies
- Determines the investment performance return index. Implements investment strategies with regard to investment decisions and specific trades
Portfolio Manager, Fixed Income
10/2010
-
10/2015
Boston, MA
- Plans the overall portfolio structure utilizing security analytical information, economic factors, and bond market conditions in conjunction with the client’s investment objectives
- Monitors portfolio returns to determine results and portfolio strategy to determine appropriateness given changing bond markets and client objectives
- Prepares detailed analyses of various bond portfolios for existing and potential clients
- Facilitates periodic client meetings to assess performance, strategy, reporting, etc.; responds to client telephone inquiries. 9. Broadens understanding of fixed income investments through contact with economic research, the brokerage community, and through academic studies
- Manages bond portfolios across Northern Trust’s suite of long duration taxable fixed income products
- Participates in daily/weekly investment meetings and engages in investment discussions
- Makes sector recommendations, assesses relative value, and generates trade ideas
Fixed Income Junior Portfolio Manager
04/2004
-
04/2010
Los Angeles, CA
- Monitors portfolio returns to determine results and the portfolio’s strategy to determine appropriateness given changing bond markets and client objectives
- Assists the client in developing investment objectives and guidelines as appropriate given risk tolerance, tax situation and income needs, integrating current strategies, disciplines, and technology
- Facilitates periodic client meetings to assess performance, strategy, reporting etc
- Builds and maintains strong relationships with the dealer community and peers
- Conducts research and collaborates with other teams to develop new products
- Manages ad hoc assignments
- Identification of appropriate fixed income funds and investment managers given various mandates globally
Education
Strayer University - Shelby Oaks Campus
1998 - 2003
Bachelor's Degree in Business
Professional Skills
- Strong skills in: analytics; written and verbal communication; relationship building; self-management; and attention to detail
- Strong verbal, written and interpersonal skills and appropriate attention to detail
- Strong verbal and written communication skills and technical capabilities are essential to position
- Demonstrated ability to interface effectively with management, peers, and other constituencies to accomplish the missions and goals of Market Regulation
- Strong int’l fixed income products knowledge; systems knowledge and integration experience
- Language skills (Mandarin/Cantonese) are a significant advantage
- Experience in developing and implementing tools, an asset
How to write Manager, Fixed Income Resume
Manager, Fixed Income role is responsible for credit, interpersonal, insurance, investment, analytical, analysis, finance, securities, training, integration.
To write great resume for manager, fixed income job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Manager, Fixed Income Resume
The section contact information is important in your manager, fixed income 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 Manager, Fixed Income Resume
The section work experience is an essential part of your manager, fixed income 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 manager, fixed income responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, fixed income position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Manager, Fixed Income resume experience can include:
- External client facing experience including board reporting and new business presentations
- A demonstrated track record in making sound active fixed income investment and/or trading decisions
- People management, coaching and team development experience
- One to two years’ experience in a risk management or valuation role with exposure to fixed income trading products
- An excellent academic background, ideally including a post-graduate or professional qualification
- Good knowledge of the main stream programming languages, a major asset
Education on a Manager, Fixed Income Resume
Make sure to make education a priority on your manager, fixed income resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, fixed income 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 Manager, Fixed Income Resume
When listing skills on your manager, fixed income 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 manager, fixed income skills:
- Very strong oral, written and communication skills, including interpersonal skills
- Strong communication skills and work ethic required
- Lead through the following using exceptional organizational, time management, interpersonal and analytical skills
- Superior financial modeling, organizational, and communication skills
- Initiate actions to further improve your personal leadership and management skills through various development opportunities
- Work effectively within small company environment and in cross-functional collaborations
List of Typical Experience For a Manager, Fixed Income Resume
1
Experience For Fixed Income Portfolio Manager Resume
- Interfaces with compliance and operations team to ensure effective back office, trade settlement and governance processes and procedures
- Working knowledge of Advisory services (i.e. SMA, UMA, Overlay implementation)
- Working knowledge of credit analysis and economic analysis
- Facilitate key operational functions of CLO business including order raising, clearing trades through compliance and trade allocation
- Expert knowledge of bond coupon processing including communication with external counterparties for payments and claims
- Assists in creating portfolio analysis and reporting for presentations with clients
2
Experience For Portfolio Manager, Fixed Income Resume
- Manage the performance of the team ensuring each member has clear pre-set objectives and receives regular feedback on work performance
- Expert knowledge of Canadian Fixed Income settlements including CDS, ARROW, RCM, FIS and Calypso
- Responsible for managing assets within the specific parameters of the Investment Policy Guidelines for each account
- Provides insight and depth into credit analysis, surveillance, risk management, and identifying relative value
- Extensive knowledge of fixed income portfolio management, including state investment codes and allowable investments
- Assists in setting investment strategy for the department i.e. asset allocation; assists in the review and revision of investment policy and procedures
- Participate in recommendation of portfolio positioning across entire CLO platform
- Interface with modeling group to perform scenario analysis, model loan loss assumptions, and portfolio analysis
- Maintain key databases to optimize trade execution and decision making for team
3
Experience For Senior Manager, Equities & Fixed Income Resume
- Identify inefficient processes and work with the relevant team members and internal partners to build appropriate solutions
- Coordinate team needs like vacations, work assignments and contingency plans
- Expert knowledge of collateral cash and securities settlement processes
- Expert knowledge of transaction lifecycle for Fixed Income products
- Reconciliation of internal accounts and depository balances
- A combination of manual and automated processes
4
Experience For Fixed Income Junior Portfolio Manager Resume
- Decisions or interpretations within defined boundaries
- Execution of routine and ad-hoc requests
- MS suite of software applications
- Manage total return fixed income portfolios across several mandates and strategies including oversight of portfolio construction and trade implementation
- Serve as sector specialist within the fixed income team on assigned sectors and lead in establishing investment opinions and sector recommendations
- Collaborate with analysts and other portfolio managers on positioning, sector allocations, and performance reviews
- Meet with clients to review investment strategy, objectives and performance
5
Experience For Manager, Fixed Income Settlements Resume
- Manage portfolio characteristics including risk, performance and attribution, to ensure adherence to strategy and client guidelines and achievement of desired results
- Broad understanding of fixed income asset classes and instruments
- Work with internal marketing sales force to advertise internal fixed income solutions
- Participate on field marketing calls and provide updates on field calls to discuss performance and market strategy
- Work with financial advisors to create fixed income solutions on the Consulting Group advisory platform
- Play a key role in growing Advisory platform AUM
- Create fixed income model portfolios for internal Separately Managed Accounts (SMAs)
6
Experience For Portfolio Manager Fixed Income Resume
- Create custom fixed income solutions for high net worth financial advisors
- Create, implement and manage municipal and corporate bond portfolios
- Develop and innovate new fixed income investment product options for use in portfolios solutions for CG and Custom, delivered by PPG to support a single portfolio construction environment to scale business
- Work with financial advisors who want to transition their fixed income assets from brokerage to advisory
- Travel to meet clients and financial advisors
- Work with Legal and Compliance to support Managed Advisory Portfolio Solutions
7
Experience For Portfolio Manager Global Fixed Income Resume
- Core partner in Advisory investment committee administration (CGIC), as well as working with internal portfolio and asset management teams to coordinate CG Portfolio offerings
- Experience in fixed income portfolio construction and management
- References to support fixed income experience
- Extensive knowledge of municipal and corporate fixed income markets
- Works with high profile relationships such as corporations, public entities, foundations, endowments and high net worth customers
- Monitors portfolios and analyze potential investment opportunities
8
Experience For TMS Fixed Income & FX Manager Resume
- Actively participates in the decision process for assigned accounts
- Develops and executes trades consistent with investment strategy, portfolios' objectives and compliance constraints; manages liquidity to ensure funding needs are met
- Works collaboratively with other Portfolio Managers to coordinate investment strategy and generate investment ideas
- Conducts economic and fundamental research and analysis; contributes to fixed income sector, duration and quality strategy across products and portfolios
- Develop investment strategies and provide recommendations for changes or enhancements to improve investment results and processes
- Keeps informed of developments in the security markets, using fundamental and/or technical research to arrive at sound and timely investment decisions. Maintains relationships with fixed income brokers, executes trades across all fixed income sectors, and recommends profitable investment strategies to fixed income fund manager
- Understand and follow rigid compliance requirements due to significant regulatory and reporting requirements for bond mutual funds and the SEC. Standards set by the SEC, mutual fund prospectus, Moodys and S&P are to be exceeded
9
Experience For Fixed Income Portfolio Manager, Global Bond Resume
- Manage and transact collateralized loan obligation (“CLO”) across BlackRock’s active fundamental fixed income portfolios
- Perform relative value analysis within CLO market and across broader fixed income markets
- Assume primary responsibility for the collection, analysis and dissemination of data within CLO market
- Present updates on CLO market to multi-sector PMs and others throughout the fixed income platform
- Understand CLO deal structure and investment risks
- Be More Impactful
10
Experience For Fixed Income Alternatives CLO Portfolio Manager Resume
- Be More Inspired
- Be More Valued
- Contribute to the effective functioning of the equity and/or fixed income team(s) via input to written publications including daily notes and weekly, monthly and quarterly reports, reviewing research from a variety of sources and stay abreast of capital market developments, news, and industry trends with a view to communicating relevant findings through the advisor channel
- Contribute to the effective functioning of the fixed income team(s) via input to written publications including daily notes and weekly, monthly and quarterly reports, reviewing research from a variety of sources and stay abreast of capital market developments, news, and industry trends with a view to communicating relevant findings through the advisor channel
List of Typical Skills For a Manager, Fixed Income Resume
1
Skills For Fixed Income Portfolio Manager Resume
- Excellent communication, interpersonal skills; and intellectually honest
- Provide thoughtful influence over clients and team members to effectively find and implement solutions to business problems
- Portfolio management experience, investment grade corporate bonds, municipals, agencies and treasuries or other directly related experience
- +10 years of relevant Asian fixed income investing experience
- Solid understanding and knowledge of Chinese economy and capital market development
- Experience working with sovereign wealth funds, Government institutions, and sophisticated institutional clients to customize client portfolios
- Solid understanding of portfolio management
2
Skills For Portfolio Manager, Fixed Income Resume
- Asian and EM fixed income experience including hard currency and local currency markets
- Demonstrate thought leadership who is able to drive investment discussions, provide coaching to other junior investment staff
- Recruits, develops and manages a team of professionals to deliver the current and future mandate of the Department in an effective and timely fashion
- Strong numeracy, analytical ability and technical competence
- Experience in capital markets, preferably in investment analysis/portfolio management
- Tracking, reviewing, understanding, and communicating the performance of public fixed income investments globally
- Building and fostering an environment of innovation that leads to working smarter and simpler
- Assist with process of launching new CLO vehicles and marketing of deals
3
Skills For Senior Manager, Equities & Fixed Income Resume
- Constructs and maintains portfolio within client investment guidelines, with primary goal of preserving capital and earning income
- Investment and operational due diligence and all related hiring, monitoring and terminations of investment managers
- Partner with the Managing Director in development efforts on technical criteria for selection and monitoring of outside investment funds and mangers
- Passion for markets and using technology to solve investment-related problems
- A sound understanding of investment markets with an emphasis on fixed income markets and the management of fixed income assets
- A portfolio manager who is passionate about investing and can actively formulate investment strategies and discussions with the investment team
4
Skills For Fixed Income Junior Portfolio Manager Resume
- Willingness to manage a variety of strategies across the risk and credit rating spectrum
- An alpha generator, driven to achieve top performance within a team orientated, collegiate environment, but who is used to taking his or her own decisions
- Active ambassador for Fidelity and the global Fixed Income franchise and willingness for marketing, client and promotional events
- Contribute to active strategy setting in China Fixed Income portfolios with specific focus on interest rate and credit risk management
- Responsible for managing one or more portfolios of fixed income instruments; manages, evaluates and monitors
5
Skills For Manager, Fixed Income Settlements Resume
- Provide the Managing Director, Public Markets, with ratings and rankings for public markets fixed income managers
- Partner with the Managing Director, Public Markets to identify and perform diligence on new strategic and tactical investment opportunities
- Awareness of the current Regulatory frameworks e.g. EMIR
- Previous exposure to State Street’s GTSS confirmation platform would be useful
- Manages the talent within the team to maximize employee engagement and high performance
- Maintains strong cross-functional relationships across Investment Departments, Treasury, Risk, Operations and Technology, Investment Finance and across the organization
- Promotes collaboration and issue resolution within and across teams
- Creates an atmosphere in which timely and high quality information flows smoothly and the open expression of ideas is encouraged
- Support fixed income and/or equities guided portfolio management by monitoring existing positions in the Scotia Wealth Management equity and/or fixed income guided portfolios to ensure positions adhere to GPAG’s selection criteria and preparing written rationales for updates/changes to these portfolios
6
Skills For Portfolio Manager Fixed Income Resume
- Design, build and maintain models used in the equity and/or fixed income security selection process(es) and assist in fulfilling portfolio performance reporting requirements
- Support fixed income guided portfolio management by monitoring existing positions in the Scotia Wealth Management fixed income guided portfolios (including equity hybrids) to ensure positions adhere to GPAG’s selection criteria and preparing written rationales for updates/changes to these portfolios
- Design, build and maintain models used in the fixed income security selection process(es) and assist in fulfilling portfolio performance reporting requirements
- A CFA / FRM / PRM certification is an asset
- At least [10] years of related work experience in the financial industry with product knowledge of institutional portfolio mandates and various investment styles concentrating in asset backed securities such as RMBS, CMBS, ABS and mortgage servicing rights
- Detailed expertise in cash flow modeling, including knowledge and scratch building of prepayment and default models, multi-tranche/securitization models, credit facilities, fee models and bespoke models
- Multidisciplinary skill set necessary to discuss and provide guidance on the analysis of complex underlying credit and corresponding financing structures
- Collaborative team player who can oversee the needs of diverse portfolio management teams
7
Skills For Portfolio Manager Global Fixed Income Resume
- Familiarity with fundamental, quantitative and/or technical research frameworks
- Holds the Chartered Financial Analyst (CFA) designation and 12 months of relevant investment management experience or is a Chartered Investment Manager (CIM®) and has 48 months of relevant investment management experience
- Experience in fixed income portfolio management
- Work proactively and with good ethics
- Good communication, collaborative spirit
- Relevant industry experience
- Learn and adapt fast
- Bilingualism (spoken / written) French and English, essential
8
Skills For TMS Fixed Income & FX Manager Resume
- Tertiary qualifications in an analytical discipline such as finance or mathematics
- An ability to sift through complex issues to identify and convey key drivers
- Self-motivation and a ‘can do’ attitude
- Based in the region now or previously, commitment to the region
- Adhere to the business goals of the Company and to be familiar with and adhere to the requirements of Fidelity’s code of ethics
9
Skills For Fixed Income Portfolio Manager, Global Bond Resume
- Relevant fixed income experience (Asia macro / country research, portfolio management) with strong understanding of Pan-Asian markets, fixed income instruments, currency trading, operational and regulatory environment
- Experience gained in an asset management, insurance company, or other financial services institution involved in a fixed income strategy and portfolio management role
- Strong understanding of China bond market (exchange and interbank), fixed income instruments, trading, operational and regulatory environment
- Be More Globally Connected
- Assist in the production of internal and external investor CLO reports and communicate CLO portfolio composition and performance with investors
- Responsible for execution of European syndicated leverage loan trades both within CLO vehicles and other funds
- Manage a pipeline of viable investment managers and investment opportunities
- Review industry trends to identify and monitor top investment managers/funds to determine their appropriateness and effectiveness within the fixed income portion of the Johnson & Johnson Defined Benefit and Defined Contribution plans, and select Non-US plans
10
Skills For Fixed Income Alternatives CLO Portfolio Manager Resume
- Research and propose relevant benchmarks for public markets fixed income investments
- Measurement and management of active risk across public markets fixed income portfolios
- Prepare and present public markets fixed income performance reports and presentations to relevant investment committees
- Handle portfolio managers’ enquiries and resolve issues by escalating matters to relevant parties including operations, compliance and RQA in a timely fashion
- Lead a multiple member team of highly capable industry professionals in completing processes, transactions and activities with medium complexity using varied systems and within multiple jurisdictions
- Supporting trading responsibilities in the CLO market, including identifying, sourcing and transacting risk in line with team’s investment views
- Working knowledge of fixed income securities, trading, delivery, and accounting
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