Kevin Behrendt, Cfa Email & Phone Number

Boston, Ma

Chicago, Il

• Sourced/executed equities and fixed income securities for separately managed accounts.• Discovered investment opportunities in the high yield/investment grade corporate market and present them to the Investment Team.• Monitored accounts' fixed income holdings, of approximately $350 million, ensuring the model ladder was maintained across all separately managed accounts.• Calculated the relative value of fixed income securities to execute in the market.• Determined for relationship managers which fixed income securities should be traded in the event of a material action within individual portfolios.• Exercised price and size discretion in the execution of fixed income securities.• Communicated with brokers to locate blocks of illiquid securities, equity and fixed income.• Worked with the Investment Team to provide insight into the practicality of implementing model changes.• Leveraged technology to further streamline operational processes including allocations, portfolio management, trade compliance, and many other areas.• Key member of the Operations Team, worked to perfect workflow and identify potential operational issues.• Utilized programs such as Bloomberg, Moxy, Advent Portfolio Exchange, Excel/VBA.

Naperville, Il

• Determined most suitable securities to purchase and sell for client’s accounts ranging from municipal bonds, agencies, treasuries and commercial paper.• Made recommendations to advisers to discuss with clients on the securities determined.• Utilized relationships with securities exchanges and brokerage firms to locate strategic securities for client’s portfolios.• Maintained an understanding of the market to provide insight and recommendations to clients.• Actively participated in the creation of an Investment Advisor business for PMA, by managing all counter-party relationships, assisting with the on-boarding of new clients and counter-parties, providing managers with portfolio measurements, and monitoring all settlements of different products.• Provided market data to multiple departments daily including fed funds, agency, treasury, discount notes, commercial paper and municipals rates.• Evaluated transactions to ensure trades conform to pertinent laws and regulations.• Passed Series 7, 66, 52.

Tinley Park, Il

• Created and managed indexing system for all freight projects.• Met with suppliers regularly to resolve invoice discrepancies.• Tracked fuel usage for all global faculties.