Andrew Bohlin Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

• Evaluated fixed income securities primarily for company’s high-yield mutual fund, with additional support provided to investment grade, core plus, and enhanced cash portfolios.
• Covered numerous industries, including manufacturing, homebuilding, building materials, construction machinery, paper, packaging, chemicals, gaming, lodging, leisure, restaurants, and consumer services.
• Invested in various parts of the capital structure, from senior secured loans to unsecured subordinated debt. Investments were sourced from both public companies and private equity deals.
• Identified relative value opportunities within and across sectors, and worked with portfolio managers to implement trade ideas.
• Key member of high-yield team responsible for growing assets from under $1 billion to over $5 billion.
• Contributed to fixed income outlook reports and publications.

• Assisted head trader in execution of trades in high-yield market.
• Performed portfolio analytics and maintained consistency across multiple accounts.
• Assisted research staff and portfolio managers with special assignments, including capital structure analysis and a variety of special projects as directed by senior research analysts.

• Managed 78 high net worth relationships with total market value of $179 million.
• Created investment strategies based on individual client’s objectives and risk preferences.
• Analyzed equity securities and made active portfolio management decisions.
• Assisted new business officer in creation of presentations for potential clients.

• Researched investment options and provided ideas to team of portfolio managers.
• Prepared reports and investment information for client meetings.
• Utilized multiple financial information services to analyze market and economic data.

• Served as primary contact for external investment management firms and coordinated with multiple departments within company to ensure resolution of client issues.
• Monitored client accounts and identified problems related to trade execution, balances, and reports.
• Oversaw daily cash management of multiple currencies for international portfolios.

Master Of Business Administration, Accounting, Finance And Economics

Graduated with High Honors

Bachelor Of Arts, Economics With A Minor In Mathematics

Honors: Dean’s List