Bo W.
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Bo W. Email & Phone Number

Fixed Income Investing at Insight Investment
Location: Greater Boston, United States, United States 8 work roles 3 schools
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Current company
Insight Investment
Role
Fixed Income Investing
Location
Greater Boston, United States, United States
Company size
871 employees

Who is Bo W.? Overview

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Quick answer

Bo W. is listed as Fixed Income Investing at Insight Investment, a company with 871 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Bo W..

Bo W. previously worked as Associate Portfolio Manager at Insight Investment and Senior Portfolio Analyst at Insight Investment. Bo W. holds Master, Applied Finance, Gpa: 3.87/4.0 from Pepperdine University, The George L. Graziadio School Of Business And Management.

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Insight Investment

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Profile bio

About Bo W.

An intellectually curious and solution-oriented fixed income professional with over 10 years of experience in managing multi-sector fixed income portfolios for both institutions and wealthy families/individuals. I also have experience analyzing and trading fixed income products, including Municipal Bonds, Corporate Bonds, Structured Products(such as MBS, CMOs, CMBS), US Agency Debentures, and etc. SMA fixed income portfolios for both institutions and wealthy families - investment strategy development and implementation and portfolio constructionIndividual security analysis - Municipal and corporate bond credit analysis and Structured ProductsFixed income security trading and maintain the relationship with the broker-dealer community to achieve the best executionCFA CharterholderCAIA CharterholderSeries 65 Licensed, Registered Investment AdvisorVice Chair of the Career Development Committee at the CFA Society of BostonVice President & Board Member of the CFA Society of NevadaBoard Member of the Pepperdine University Las Vegas Alumni ChapterSpecialties: Fixed income, Bloomberg Terminal, SNL Financial, Municipal Bonds Credit Review, Financial Modeling, Corporate Finance, Data Analysis, Microsoft Office SuiteFluent in Mandarin and English

Listed skills include Corporate Finance, Cost Accounting, Valuation, Portfolio Management, and 21 others.

Current workplace

Bo W.'s current company

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Insight Investment
Insight Investment
Fixed Income Investing
london, greater london, united kingdom
Website
insightinvestment.com
Employees
871
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8 roles

Bo W. work experience

A career timeline built from the work history available for this profile.

Associate Portfolio Manager

Current
Insight Investment

Boston, Massachusetts, United States

Feb 2024 - Present

Senior Portfolio Analyst

Insight Investment

Boston, Massachusetts, United States

Global Fixed Income Investment Firm owned by Bank of New York MellonConstruct portfolios, manage allocations and positioning for separately managed accounts, including ESG accountsSource individual securities, evaluate relative value, set up trades, and collaborate with portfolio managers, the trading desk, and credit analysis to execute strategies

Nov 2021 - Feb 2024

Vice President & Board Member

Cfa Society Of Nevada

Las Vegas, Nevada Area

Feb 2015 - Jul 2022

Avp - Financial Institutions Group

The Keystate Companies

Las Vegas Metropolitan Area

KeyState is the country’s largest provider of Investment Subsidies Services and Captive Management Services to community banks and one of the leading providers of NV and DE subsidiaries.KeyState AUM over $10 Billion as of March 2021Institutional Multi-Sector Fixed Income Portfolio Management for banking clientsSecurity Analysis and TradingProvide solutions.

Sep 2020 - Nov 2021

Investment Officer

The Keystate Companies

Las Vegas, Nevada Area

  • KeyState AUM $8.5 Billion as of June 2020
  • Manage the fixed income investing of captive insurance accounts
  • Execute investment strategies
  • Securities analysis
  • Bond trading and allocate trades to different accounts based on their strategies
Apr 2019 - Sep 2020

Senior Investment Analyst

The Keystate Companies

Las Vegas, Nevada Area

  • Work directly with Portfolio Managers managing $6 billion fixed income portfolios of 40 investment subsidiaries
  • Source and evaluate fixed income securities based on portfolio strategies
  • Bond trading and maintain the relationships with brokers/dealers
Apr 2017 - Apr 2019

Investment Analyst

The Keystate Companies

Las Vegas, Nevada Area

  • Fixed income securities pre-purchase analysis, including credit analysis, interest rate risk/cash flow/prepayment risk analysis
  • Bond trading and interact with broker-dealer community
  • Create portfolio analytics reports for PMs
Sep 2013 - Apr 2017

Treasurer & Board Member

Pepperdine University Alumni Association - Las Vegas Chapter
Sep 2016 - Nov 2021
Team & coworkers

Colleagues at Insight Investment

Other employees you can reach at insightinvestment.com. View company contacts for 871 employees →

PB Paul Benson, Cfa, Caia Paul Benson, Cfa, Caia Colleague at Insight Investment San Francisco Bay Area, United States View → WP William Phoon William Phoon Colleague at Insight Investment London, England, United Kingdom, United Kingdom View → MZ Max Zakiryanov Max Zakiryanov Colleague at Insight Investment Mahopac, New York, United States, United States View → RC Rose Coyle Rose Coyle Colleague at Insight Investment Dartford, England, United Kingdom, United Kingdom View → JH Jim Hu Jim Hu Colleague at Insight Investment China, China View → JC Jason Celente, Cfa, Ctp Jason Celente, Cfa, Ctp Colleague at Insight Investment New York, New York, United States, United States View → JL Jen Leech Jen Leech Colleague at Insight Investment Greater Dublin, Ireland View → RT Reena Thakkar Reena Thakkar Colleague at Insight Investment Crowthorne, England, United Kingdom, United Kingdom View → DC David Chellew David Chellew Colleague at Insight Investment Greater London, England, United Kingdom, United Kingdom View → TH Toby Hayes Toby Hayes Colleague at Insight Investment Greater London, England, United Kingdom, United Kingdom View →
3 education records

Bo W. education

Bachelor'S Degree, Business Administration

Douglas College

Major in Financial Services and Administration

FAQ

Frequently asked questions about Bo W.

Quick answers generated from the profile data available on this page.

What company does Bo W. work for?

Bo W. works for Insight Investment.

What is Bo W.'s role at Insight Investment?

Bo W. is listed as Fixed Income Investing at Insight Investment.

Where is Bo W. based?

Bo W. is based in Greater Boston, United States, United States while working with Insight Investment.

What companies has Bo W. worked for?

Bo W. has worked for Insight Investment, Cfa Society Of Nevada, The Keystate Companies, and Pepperdine University Alumni Association - Las Vegas Chapter.

Who are Bo W.'s colleagues at Insight Investment?

Bo W.'s colleagues at Insight Investment include Paul Benson, Cfa, Caia, William Phoon, Max Zakiryanov, Rose Coyle, and Jim Hu.

How can I contact Bo W.?

You can use AeroLeads to view verified contact signals for Bo W. at Insight Investment, including work email, phone, and LinkedIn data when available.

What schools did Bo W. attend?

Bo W. holds Master, Applied Finance, Gpa: 3.87/4.0 from Pepperdine University, The George L. Graziadio School Of Business And Management.

What skills is Bo W. known for?

Bo W. is listed with skills including Corporate Finance, Cost Accounting, Valuation, Portfolio Management, Financial Modeling, Capital Markets, Data Analysis, and Managerial Finance.

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