Assist senior managers in handling nearly $1.5 billion in fixed-income investment activities and client service for clients and funds out of the Atlanta office.Update, prepare and distribute quarterly presentations and meeting materials.Compile portfolio analytics to include portfolio holdings and characteristics for client and consultant meetings.Interface with the equity teams to provide the fixed income data on balanced relationships.Supervise and handle written and verbal inquiries from internal and external customer requests, resulting in working relationships with counterparts at clients and consultants.Research and resolve discrepancies in client performance and portfolio characteristics.Handle day to day office operations.Seamlessly transitioned through several management and ownership changes, which included new data systems and co-workers.

Assists senior managers in handling fixed-income investment activities for over 100 clients and funds.Follow the U.S. Treasury sector and maintain proper allocation among portfolios.Responsible for maintaining proper cash flow for all fixed-income portfolios under our management.Handle inquiries from internal and external customers on account returns and characteristics.Supervise and assist in the handling of internal and external customer request and transactions.Maintain two Model Portfolios.Supervise and monitor the updating of analytic systems.Oversee the completion of customer Quarterly Investment Reviews for balanced portfolios.

Executed trading in the Corporate, Treasury, and Agency sectors for senior portfolio managers.Perform internal and external customer request and transactions.Complete customer Quarterly Investment Reviews for balanced portfolios.Update analytical systems, Excel and CMS Bondedge.Input trades into trading system and update account information when necessary.Complete expense reporting and handle telephones, faxing, and filing for the group of Senior Management.