Daniel F Bednarczyk Email & Phone Number

Concord, New Hampshire, Us

Fixed Income Portfolio Manager with oversight of $180 million in managed assets across 375 balanced portfolios on behalf of both institutional and high net worth clients. Create individual portfolio ladders for all clients with a blend of individual securities and passively managed investment funds. Proactively research potential relative value opportunities and make adjustments to investment portfolios to enhance total return performance. Participate in Investment Committee and provide detailed analysis on macro-economic environment and fixed income markets. Present to clients providing consultations on markets and portfolio performance.

Woburn, Ma, Us

Experienced Investment Officer with active participation in the strategic oversight of $3 billion in managed assets. Researched relative value investment opportunities within and across both industry groups and market sectors for inclusion in a capital asset portfolio. Performed quantitative credit analysis on potential liability-driven investment opportunities ensuring adherence to structured parameters. Identified distressed credits preventing impairment and loss realization. Collaborated with the finance department in the firm’s financial planning and reporting initiatives. Developed credit screening procedures enhancing internal asset supervision.

Boston, Ma, Us

Established Fixed Income Trader who conducted structural evaluations for $300 million in separately managed portfolios. Initiated adjustments to investment programs to enhance total return performance. Researched the selection of credit investments for relative value bid and offer transactions. Performed trade execution of fixed income securities at market timed opportunities. Collaborated with portfolio managers in appropriate account risk tolerance assessments. Delivered concise analyses for client reports on a monthly, quarterly and annual basis.

Boston, Ma, Us

Acted as a liaison between investment manager and custodial banks. Ensured cash flows and securities transactions settled accurately and in a timely fashion. Reconciled custodial statements to client accounts. Issued client reports on a monthly, quarterly and annual basis.

Master Of Business Administration (M.B.A.)

Bachelor Of Arts, Economics