Lee Giunta, Cfa Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

• Create, update, and maintain institutional marketing materials for several US fixed income strategies including Core and Core Plus Fixed Income, Securitized, and Municipal Bond strategies
• Develop a deep understanding of each fixed income strategy including the investment team, investment philosophy and process, performance, sector allocation, and outlook
• Perform performance attribution and write performance commentary on an ongoing basis at the overall strategy level and for specific client accounts
• Contribute to the publishing of numerous white papers and other proactive content pieces on various topics related to the fixed income markets
• Meet with prospects, consultants, and clients to present the firm’s fixed income strategies and capabilities in order to develop new business and/or to review existing client portfolios
• Construct model portfolios that demonstrate the firm’s capability to meet the unique investment needs of clients and prospects

Boston, MA

Boston, MA

Boston, MA

- Reconcile cash, positions, and data with trustee- Responsible for bank debt asset set-up and daily processing- Allocate and settle bank debt trades on ClearPar- Manage available cash to ensure trades can be settled appropriately- Conduct testing and modeling to ensure CLOs meet all requirements- Review monthly and quarterly CLO trustee reports to ensure.

Boston, MA

- Read and interpret CDO indentures- Conduct compliance testing to ensure CDOs meet their technical report requirements- Compile monthly and quarterly reports for collateral managers and investors- Work with collateral managers, investors, auditors, and ratings agencies to ensure that all CDO reporting is timely and accurate

Boston, MA