Mike Olsen Email & Phone Number

New York, United States

Albany, New York Area

Provided fixed income coverage to the street and institutional buy-side accounts with a strong focus on new issue municipals where CL King acted as a syndicate Co-Manager. Leveraged long-standing relationships with various trading and underwriting desks to become a trusted source in this space. Worked closely with other traders and underwriters to source.

Albany, New York Area

Traded corporate zero-coupon bonds, government-backed zero-coupon bonds (STRIPS, CATS, Tigers, FICOs, GTCs, etc), and U.S. Treasuries with the street and an internal sales force of over 200 retail representatives.

Albany, New York Area

Managed technology-oriented projects (needs-analysis, RFPs, business process re-engineering) Managed two major technology-driven projects over the course of 3 years. Constructed a $3.5MM budget; created policies on the proper use of technology; performed needs-analysis by interviewing retail brokers to determine how they conducted their business to.

Albany, New York Area

• Prepared P&L statements, quarterly forecasts, and annual budgets for 42 departments and five major business units
• Analyzed revenues, expenses, production figures, and made written recommendations to senior managers
• Created graphs and tables which tracked individual, departmental, and business units’ production to identify trends
• Managed a database which tracked the firm’s daily volume of stock activity compared to the market
• Created presentations for senior managers… Show more
• Created presentations for senior managers showing profitability, actual vs. budgeted figures, revenues, etc. of business units using PowerPoint and Excel Show less

Boston, Massachusetts, United States

• Responsible for maintaining accurate database files on securities for over 120 mutual funds. Responsible for the daily pricing of over 90 mortgage-backed securities using Bloomberg; researched and corrected SEDOL.
• Acquired a broad-based knowledge of U.S. and global equities, debt instruments, and derivatives including yield analysis, cash flow analysis, pricing, paydowns, and corporate… Show more Responsible for maintaining.
• Acquired a broad-based knowledge of U.S. and global equities, debt instruments, and derivatives including yield analysis, cash flow analysis, pricing, paydowns, and corporate actions
• Analyzed, reported and forecasted group work flows via monthly management reports
• Planned and implemented long-term strategic plans with consultants, programmers, and business analysts
• Consulted with portfolio managers, custodians, and outside vendors to resolve mutual fund discrepancies

Boston, Massachusetts, United States

• Responsible for the daily, monthly, and annual accounting of various mortgage-backed, municipal bond, government, money market and equity mutual funds as well as the timely and accurate reporting of receipt and.
• Calculated and reported daily cash availability to the portfolio manager
• Reported daily NAV and yields (if applicable) to the various reporting agencies (NASDAQ, Morningstar, etc.)
• Researched and… Show more Responsible for the daily, monthly, and annual accounting of various mortgage-backed, municipal bond, government, money market and equity mutual funds as well as the timely and accurate.
• Researched and reconciled variances between the general ledger and custody systems
• Synthesized information from various sources to meet strict reporting deadlines