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.

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.
• Provided market data to multiple departments daily including fed funds, agency, treasury, discount notes, commercial paper and municipals rates.

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.