Paul Olmsted Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Southfield, Mi

Responsible for fixed income strategy and external manager due diligence, selection, and ongoing monitoring of taxable and tax-exempt mutual funds, separate accounts and alternative credit strategies. Focus on fixed income asset classes, including investment-grade and high yield corporate bonds, mortgage-backed securities, asset-backed securities, non-U.S. debt, municipal bonds, and derivatives.Led investment and operational due diligence and monitoring of alternative credit strategies, including distressed debt, structured credit, direct lending and diversified credit strategies.Provided fixed income ideas and solutions to achieve strong risk-adjusted returns; monitored investment strategies and performance attribution versus benchmarks and expected returns.Produced asset class research reports and made manager/strategy recommendations to internal research and investment committees.Presented bond market updates, outlooks, and opportunities based upon current and future market environments.Created municipal portfolio analysis tools for client portfolios to provide buy, hold or sell guidance. Responsible for credit monitoring of individual municipal securities. Provided strategic fixed income solutions for institutional and high net worth individuals to enhance performance; presented recommendations in client presentations and conference calls.Developed and maintained relationships with portfolio managers and conducted onsite due diligence visits for liquid and alternative investment managers.Mentored research analysts and managed the training and development process for new investment research analysts.

Greater Detroit Area

Managed the day-to-day responsibilities of the Municipal Underwriting and Trading Department. Responsible for underwriting negotiated and competitive municipal issues and buying and selling tax-exempt municipal bonds in the secondary market for retail and institutional financial advisors.Facilitated and developed sales relationships with institutional municipal bond clients, including portfolio managers, trust buyers, insurance companies, municipal bond mutual funds and money market funds.Presented to prospective public sector investment banking clients and successfully managed the trading taxable and municipal money market products for institutional clients.

Detroit Metropolitan Area

Responsible for trading and marketing of taxable fixed income products, including U.S. Treasuries and agencies, mortgage-backed securities, collateralized mortgage obligations, investment-grade and high-yield corporate bonds, and money market products for retail and institutional clients.Actively managed inventory of MBS, CMOs, government and corporate bonds.

Farmington Hills, Mi

Assistant Vice President, Mortgage-Backed Securities SpecialistAdministered a computer-driven efficient allocation program for trading and underwriting of mortgage-backed securities. Maintained inventory of mortgage-backed pools; managed risk using various hedging strategies.Assistant Account Officer / Credit AnalystMonitored commercial lending relationships for middle-market clients and performed pro-forma financial statement analysis related to collateral and debt-service capacity. Experience included middle-market, bankruptcies, commercial real estate, LBOs and private banking.