Actively collaborate with the Managing Director of Institutional Fixed Income Sales in the design and dissemination of fixed income strategies, bond swap ideas and analytical reports that directly results in millions of dollars in marketable securities sales revenue. Develop research, marketing and sales reports utilizing BondEdge and Bloomberg API, as well as maintaining those system databases. Quickly and accurately respond to all sales and client inquiries regarding barbell trade ideas… Show more Actively collaborate with the Managing Director of Institutional Fixed Income Sales in the design and dissemination of fixed income strategies, bond swap ideas and analytical reports that directly results in millions of dollars in marketable securities sales revenue. Develop research, marketing and sales reports utilizing BondEdge and Bloomberg API, as well as maintaining those system databases. Quickly and accurately respond to all sales and client inquiries regarding barbell trade ideas, What-If trade analysis and research inquiries. Extensive experience building report templates in Microsoft Excel for the production of multiple portfolio analysis reports and leading sales in presenting the results directly to our clients. Re-balance portfolios due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax gain harvesting, and investment recommendation implementation. Help identify trading opportunities with individual Sales Reps. Configure Excel templates for ad-hoc requests regarding potential bond swaps using sourced bonds. Interact closely with Reps to monitor/facilitate account setup resulting in error-free and timely account initiation and report delivery. Help monitor risk across client portfolios; analyze risk exposures and key market sensitivities of positions in portfolios, including customized scenario analysis and stress testing. Prepare and generate presentations and reports as needed for client and prospect meetings, and Webinars. Interact with multiple areas of the firm and external software providers to improve processes and minimize operational risks. Respond directly to client requests when Reps are out of the office. Presented fixed income risk presentation to 40+ clients at the inaugural 2015 Alloya Symposium. Perform other duties as assigned. Series 7 certified. Show less

Worked directly with the Managing Director of Portfolio Strategies Group in devising and implementing client-based portfolio analytics, strategies and financial market research to provide efficient and productive value-added services to our national taxable fixed income sales force. Consulted with individual Fixed Income Institutional Representatives and B/D clients in providing standard and customized portfolio reports. Quickly responded to all sales and client inquiries regarding the… Show more Worked directly with the Managing Director of Portfolio Strategies Group in devising and implementing client-based portfolio analytics, strategies and financial market research to provide efficient and productive value-added services to our national taxable fixed income sales force. Consulted with individual Fixed Income Institutional Representatives and B/D clients in providing standard and customized portfolio reports. Quickly responded to all sales and client inquiries regarding the production of various economic statistics, market analytics and research inquiries as well as producing monthly research reports. Responsible for the design and maintenance of various securities offering analysis models and reports for the trading desk to disseminate to sales for use in marketing those bonds. Series 7 certified. Show less

Financial software product management and consulting for the BondEdge software system of fixed income security risk measurement and portfolio analysis. Primary responsibilities were the installation and training of new clientele, including mutual and pension funds, high net worth asset managers, commercial and trust banks, plan sponsors, life and property & casualty insurance companies, broker/dealers, credit unions, foundations, endowments, corporations, and state and local municipalities… Show more Financial software product management and consulting for the BondEdge software system of fixed income security risk measurement and portfolio analysis. Primary responsibilities were the installation and training of new clientele, including mutual and pension funds, high net worth asset managers, commercial and trust banks, plan sponsors, life and property & casualty insurance companies, broker/dealers, credit unions, foundations, endowments, corporations, and state and local municipalities. Duties included extensive client training on how to utilize the system for fixed income portfolio credit and interest rate risk management strategy, bond swap analysis, rich/cheap, performance attribution, modeling complex structured securities and analytics, and projecting portfolio dynamic cash flow and liability analysis. Extensive Excel work on client portfolio reports. Successfully installed 96 new BondEdge clients, and personally trained over 300 individual users. Daily functions consisted of assisting clients with the analytics of their fixed income portfolios, continuing project management and technical support for several clients concurrently, problem solving, and assuring new sales installations succeeded in producing solid and long-lasting business relationships. Frequently multi-tasked several client projects at one time, including producing reports to clients and management regarding the status of on-going custom requests. Extensively traveled to client sites to give presentations on a wide range of financial topics. Managed implementation process from the installation of the software until the client successfully mastered all aspects of the system. In-house IT assistance when needed. Show less