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