Fixed Income Analyst Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the fixed income analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

R Jerde

Rhoda

Jerde

134 Kirsten Spring

Houston

+1 (555) 386 2938

134 Kirsten Spring

Houston

Phone

p +1 (555) 386 2938

Experience Experience

New York, NY

Fixed Income Analyst

New York, NY

Weissnat-Collier

New York, NY

Fixed Income Analyst

Maintain client portfolios in the analytic system; updating, pricing, generating reports, and providing call/maturity information in a timely manner
Developing and maintaining data series and chart packs that support investment team decision-making and analysis
Improve the data infrastructure for responding to our clients and developing/generating ad-hoc and SSRS reports
Pricing and trading FX Products with corporate clients in CEEMEA
Develop data-driven methods of tracking portfolio positions and/or screening for new ideas
Generate analytic reports utilizing a variety of tools and systems, including CMS BondEdge, Bloomberg, and proprietary tools
Assist portfolio managers in tacking and analyzing portfolio-level metrics

Houston, TX

Private Fixed Income Analyst

Houston, TX

Weissnat, Kuphal and Feil

Houston, TX

Private Fixed Income Analyst

Exposure to financial statement and ratio analysis, providing a quantitative and qualitative review of the financial health of companies
Progress towards CFA designation is beneficial
Basic knowledge of capital markets including fixed income/bonds, equities, real estate, etc
Familiarity with credit metrics and fundamental principles of lending
Thorough knowledge of capital markets and in particular, credit markets and instruments
Self-starter with a drive to succeed and professionalism
MBA candidate

present

Dallas, TX

AM Private Bank Fixed Income Analyst

Dallas, TX

Bergnaum Group

present

Dallas, TX

AM Private Bank Fixed Income Analyst

present

Provide input and new ideas that contribute to the overall development and enhancement of the business strategy
Assist in developing presentations and marketing materials for clients and internal meetings
Assist with creation and implementation of customized financial and investment strategies
As you progress in your role, you will assume significant responsibility by interacting frequently with senior management
Organize and maintain databases used to manage investment ideas
Develop and maintain a high level of product knowledge
Support integrated teams with client questions, product teach-ins and general inquiries

Education Education

Bachelor’s Degree in Academic

University of Memphis

Bachelor’s Degree in Academic

Skills Skills

Proficiency in Japanese would be highly advantageous
Exceptional knowledge of Excel and Visual Basic for Applications (VBA)
Good knowledge of Microsoft Office (Word, Excel, Power Point)
Microsoft Excel proficient (Pivot Tables, V-Look Ups, Macros)
Good knowledge of Financial Instruments (2 years)
Very good knowledge of Fixed Income Securities issued in the Asia Pacific region
Strong attention to detail
Basic knowledge of Fixed Income Market and Products
PC skills to include working knowledge of MS Windows Office
Microsoft Office/Suite proficient (Excel, PowerPoint, etc.)

Create a Resume in Minutes

15 Fixed Income Analyst resume templates

Read our complete resume writing guides

Municipal Fixed Income Analyst Resume Examples & Samples

Coverage of assigned municipal sectors and geographic regions for both 2a-7 and long term investment strategies
Analysis of investment grade municipal credits with initial oversight assisting in the establishment of credit suitability for client objectives
A basic understanding of the fixed income markets that will be built upon
Timely documentation of fundamental research for new credit purchases in assigned sectors and geographic regions
Interaction with the senior credit team members in support of developing credit analysis skills in new municipal credit sectors
Proactively communicate pertinent observations to the entire municipal credit team
Timely surveillance of existing long-term holdings

Fixed Income Analyst Resume Examples & Samples

Good knowledge of standard desktop applications used by the business unit
Good understanding of the business unit’s risk and regulatory requirements
Ability to multi-task in a fast-paced environment At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance

Fixed Income Analyst Resume Examples & Samples

2+ years of Fixed Income Investment experience
Basic knowledge of Fixed Income Market and Products
Solid mathematical, data management, technology and quantitative analytical skills
Previous experience in an Asset Management firm

Fixed Income Analyst Resume Examples & Samples

Bachelor’s Degree with a highlighted emphasis in mathematics, computer science, or finance; with MBA and/or CFA preferred
Preference for at least one year of fixed income or investment management experience
Quantitative skills with a strong attention to detail
Understanding of securities analysis coupled with a broad ability to think critically and present findings in both written and oral form
Experience working with financial software
Belief in a disciplined, team-based process and a commitment to work collaboratively
Problem solving skills and ability to work in a fast-paced environment

Fixed Income Analyst Resume Examples & Samples

The environment and operating conditions of this role would be considered very fast paced, ever changing and challenging. The role requires someone who can take direction, but also someone who is proactive, innovative and deals well with pressure
Post-secondary education, preferably in finance, commerce, economics or accounting
2-5 years experience in an investment role

Fixed Income Analyst Resume Examples & Samples

5+ years of experience in Credit Analysis, Fixed Income and Fund Investing with an understanding of the wider Financial environment
Bachelor’s Degree in Accounting, Economics, Finance or a related field
Microsoft Office/Suite proficient
MBA and/or CFA designation
Multi-National Corporation experience

AM Private Bank Fixed Income Analyst Resume Examples & Samples

Become an expert in a range of proprietary models
Provide input and new ideas that contribute to the overall development and enhancement of the business strategy
A minimum overall undergraduate GPA of 3.0
Superior multi-tasking; strong organizational skills and attention to detail
Genuine interest in financial markets and macro-level economic trends

Fixed Income Analyst Resume Examples & Samples

Undertaking analysis on macroeconomic issues, fixed income markets drivers and thematics
Developing and maintaining data series and chart packs that support investment team decision-making and analysis
Maintaining client performance attribution data
Regular liaison with our global Economics and Portfolio Management teams on research initiatives

Msim Fixed Income Analyst Resume Examples & Samples

Perform investment analysis of names within the European securitized market
Prepare financial forecasts, comparable analyses and valuation models
Develop relative value opinions on investment opportunities
Write and defend sector investment recommendations
Monitor market developments to identify new opportunities and review sector investments
You will have experience in within the European securitized marketand making investment decisions. Buyside experience preferred

Capital Markets Fixed Income Analyst Resume Examples & Samples

Bachelor's Degree in Finance
3+ years of related experience
Basic knowledge of fixed income Investment products and markets
Basic knowledge of financial modeling
Strong understanding of Probability/Statistics
Proficient in Excel, Word, PowerPoint, Access

Junior Fixed Income Analyst Resume Examples & Samples

Bachelor’s degree (or on pace to obtain by May 2016)
Ability to use logic in developing a wide range of intellectual and practical solutions and execute with imperfect information
Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in a fast-paced ever changing work environment
Effective problem identification, analytical and resolution skills
Basic proficiency in Excel, and an ability to learn and apply new software programs (Bloomberg, Charles River IMS, etc.)
MBA or CFA is not required but is necessary for advancement
Trading experience a plus
Credit, mortgage, or municipal trading, research or sales experience is a plus but not required
Evidence of high performance in a team environment
Ability to perform portfolio calculations including weighted averages and proficiency in statistics and analysis of variance

Fixed Income Analyst Resume Examples & Samples

Reconciliation: Reconciliation of previous day’s trade activity in Bloomberg against SS&C. Analyzing and resolving discrepancies as required
Confirmations & Settlements: Managing confirmation process of trades where applicable. Investigating and solving any outstanding settlement issues in liaison with the back office, brokers and PMs. Determining downstream impact of changes to trades due to settlement discrepancies
Reporting: Produces highly sensitive regulatory, internal and client reporting accurately and efficiently
Managing the daily trade activity – required to work autonomously in handling daily trade activities which includes but is not limited to – ensuring trades are flowing through from front office to back office systems, troubleshooting and escalating issues as required, setting up securities accurately and efficiently, ensuring overdrafts are covered, monitoring fx batches, liasing with data steward to ensure data integrity in trading system and addressing other ad hoc issues as it relates to trading
PM Support – Assist with troubleshooting issues in Bloomberg as required, attending to ad hoc request and generating reports on request
Monitoring activities – analyzing daily and weekly trade activity to ensure trading is being done in line with controls and policies. Performing quarterly monitoring activities to ensure account data is up to date
Projects: Assist the team in various projects as required – requirements gathering, testing, etc
Assist in completing inkind transfers, portfolio rebalances and completing various adhoc requests from across the organization
Challenge Status Quo/Generated new Ideas – challenge legacy tasks that may no longer add value, take initiative to find new ways to improve efficiency and accuracy

Fixed Income Analyst Resume Examples & Samples

2+ years of Fixed Income experience
Microsoft Excel proficient (Pivot Tables, V-Look Ups, Macros)
Microsoft Office/Suite proficient (PowerPoint, Outlook, etc.)
Degree in a Finance related field
Previous experience working within an Asset Management firm

Senior Fixed Income Analyst Resume Examples & Samples

Facilitate user (e.g. line of business (LOB)) and management understanding and acceptance of proposed models by preparing high quality documentation, including presentations, explaining the model and its validity for its intended use. Provide support during verbal presentations to stakeholders and oversight groups
For deployed models, develop and execute ongoing model verification, performance reporting, and assist with change management processes and procedures, including but not limited to back testing including outcomes analysis. Work with model users and stakeholders to ensure models are fulfilling the objectives set for them
Perform other analytical activities, as requested by managers
For Model Risk Management roles, ensure models subject to validation have received effective challenge, document the strengths, weaknesses and limitations of models, write model validation issues and observations in the course of model validation and promote sound model governance throughout the Corporation
Ability to work independently and to seek and use guidance appropriately
PhD
Three years of experience developing, documenting, implementing, or validating quantitative models

Fixed Income Analyst Resume Examples & Samples

Design, develop and deploy reporting and analytics solutions
Support a variety of operational, management and client focused business needs
Work with other members of our team on supporting our risk and attribution reporting platforms
Improve the data infrastructure for responding to our clients and developing/generating ad-hoc and SSRS reports

High Yield Fixed Income Analyst Resume Examples & Samples

10+ years of experience in Credit Analysis, including High Yield Corporate with an understanding of the wider Financial environment
Company Research, Asset Valuation and Relative Value Analysis experience
Working knowledge of Bloomberg and related automated research tools
Solid analytical and financial modeling skills
Multi-national Corporation experience

Fixed Income Analyst Intern Resume Examples & Samples

Pursuing an undergraduate degree in Finance
Passion for financial markets, with an interest in fixed income securities and credit research
Involvement in investment club or similar co-curricular activities
Interest in pursuing a CFA designation
Financial statement analysis experience
Fixed income analysis experience
Excellent communication skills; verbal, written, and interpersonal
Demonstrated analytical and critical thinking skills. Ability to work independently and be a highly motivated team player

Fixed Income Analyst Intern Resume Examples & Samples

Pursuing an MBA in Finance or Economics
Sat for at least level one of the CFA exam
Working knowledge of corporate credit and structured securities analysis and ability to work closely with senior analysts and portfolio managers to monitor current holdings and generate ideas for new potential investments
The ability to review, summarize, and present current academic research on asset class returns and historical volatility

Fixed Income Analyst Resume Examples & Samples

Collaborate with various groups to develop professional reports for client presentation
Work with Analytics and Institutional Sales to develop ideas on useful reports to better demonstrate trade opportunities to clients
Guide and implement the automation of SAG tools, including CMS BondEdge, Bloomberg, Analytics SQL database, and Microsoft Excel for faster and higher quality portfolio information
Ensure accuracy of data generated and resolve all outstanding issues
Follow up with sales force to uncover additional client needs
Provide ongoing support and education to client users and employees of analytic tools
Generate analytic reports utilizing a variety of tools and systems, including CMS BondEdge, Bloomberg, and proprietary tools
Maintain client portfolios in the analytic system; updating, pricing, generating reports, and providing call/maturity information in a timely manner
Formulate trade opportunities for a broad customer base, including banks, insurance companies, pension accounts, and money managers
Support the Senior Fixed Income Analyst in the group’s report generation workflow to ensure requests are completed in an efficient and timely manner
Monitor and post daily/weekly market information on intranet/internet for salesman and clients
Demonstrate understanding of economic, market and sector conditions
1+ years of experience in financial services, an analytic background strongly preferred
Bachelor’s degree and future completion of FINRA Series 7 and 63 licensure
Strong analytic and communication skills
Self-starter with strong organizational and workflow management skills
Advanced PC skills in Microsoft Word and Excel with desire to quickly learn analytic tools and systems
Proficient knowledge of intricacies of the fixed income market, products and economics
Knowledge of groups’ capabilities and offerings
Desire to work toward MBA or CFA

Private Fixed Income Analyst Resume Examples & Samples

Bachelor’s degree in Commerce/Finance, Engineering, or comparable analytical oriented degree
MBA candidate
Well-developed financial and analytical skills
Exposure to financial statement and ratio analysis, providing a quantitative and qualitative review of the financial health of companies
Basic knowledge of capital markets including fixed income/bonds, equities, real estate, etc
Strong Excel and financial modelling skills, and proficiency in Word & PowerPoint
Proven leadership and customer service skills
Excellent verbal and written communication skills, ability to articulate complex concepts
Self-starter with a drive to succeed and professionalism
Ability to work independently and eager to take on responsibility
Accept accountability and ownership for work performed
Problem solving and conceptual thinking skills combined with extreme detail orientation
Balanced experiences in academics and extra-curricular activities

Fixed Income Analyst Resume Examples & Samples

Update ExtraMOT and EuroMOT list of bonds with the new issues monitoring on Bloomberg the primary market of corporate bonds and European government bonds and analyse the term sheet of the financial instruments
Support actively the business in the admission to listing of securitized derivatives and bonds also issued under programmes
Support actively the business preparing the product sheet of the new instruments listed, updating the contents of website pages and preparing statistics and presentations of Fixed Income markets (SeDeX, Mot and ExtraMOT)
Deepen regulatory changes impacting FI markets
Degree in Economics or Banking and Finance
Good knowledge of Financial Instruments (2 years)
Good knowledge of Microsoft Office (Word, Excel, Power Point)
Team working attitude
Precision and attention to details
Strong communicational and interpersonal skills

Fixed Income Analyst Resume Examples & Samples

Cover corporate clients for their FX needs in Central & Eastern Europe, Middle East and Africa (CEEMEA)
Pricing and trading FX Products with corporate clients in CEEMEA
Prepare presentations and marketing materials for clients
Assist with on-boarding of new corporate clients in CEEMEA
Establishing strong relationships both internally with various business lines and externally with clients
Assisting with Administrative task of the CEEMEA Desk

Fixed Income Analyst Resume Examples & Samples

Assist with creation of securitized products models and analyze financial metrics
Develop data-driven methods of tracking portfolio positions and/or screening for new ideas
Assist portfolio managers in tacking and analyzing portfolio-level metrics
Help automate other reporting and analytical needs
Participate in portfolio strategy meetings
Effectively communicate recommendations and observations within a collaborative team environment
Either a degree or minor in Computer Science/related field or 1+ years experience in a computer programming position
Extensive knowledge of VBA and Microsoft Excel
A desire to learn about financial markets and securities analysis
Creativity about using programming to solve problems
Willingness to stretch outside your comfort zone and support other functional areas of Brown Advisory

Fixed Income Analyst / Assistant VP Resume Examples & Samples

3+ years of experience in Mortgage Bond Analysis, Fixed Income and Fund Investing
Strong understanding of the wider Financial environment
Previous experience working for a Multi-national Corporation

Fixed Income Analyst Resume Examples & Samples

Evaluation of fixed income securities using proprietary models
Mentor and teach evaluators in terms of technical product and systems knowledge
Price and data research, sourcing and analysis
Buy and Sell Side liaison within our Australian and Asia Pacific client Base
Managing maintenance and enhancement of valuations models/Spreadsheets
Participate in Ad hoc projects eg. New product development
Identifying areas that could cause potential risk to the evaluations process and develop solutions to enhance current and on-going processes and controls
Very good knowledge of Fixed Income Securities issued in the Asia Pacific region
Effective listening, verbal and written communication skills
Excellent Problem solving, analytical and follow-up skills
PC skills to include working knowledge of MS Windows Office
Ability to work independently where research is required; although support from the other team members is always available
Comprehension of global financial concepts allows the consultant to speak “the same language” as the clients and evaluations team
University Degree in a numerate discipline
Previous evaluations experience or 3-5 yrs prior Experience in a fixed income role within either an Investment Bank or Funds Management company

Structured Products Fixed Income Analyst Resume Examples & Samples

A minimum of 2 years’ experience analyzing CMBS, is required
Experience in cash flow testing on CMBS utilizing BBG, Intex and Trepp, is required
Experience from the Buy Side, Sell Side (desk strategy, research, or structuring), Rating Agencies, or B-Piece Buyers, is required
Knowledge in Blackrock Aladdin, Bloomberg, Intex, and Trepp
Understanding or foundation in Commercial Real Estate underwriting or Loss Mitigation techniques
Knowledge of programming languages Python and VBA
Experience in databases and BI tools
Must have strong interpersonal and communication skills
Ability to model cash flows
Experience in analyzing ABS, CLOs and CMBS
Knowledge investment systems such as BlackRock Aladdin, Intex, Trepp and Bloomberg Professional
Solid knowledge and understanding of statistical concepts as it applies to securities analysis

Credit Fixed Income Analyst Resume Examples & Samples

Bachelor's degree (Finance or Accounting preferred), or equivalent work experience
Zero to one year of experience in finance and/or accounting activities
Ability to obtain required licenses
Strong credit, analytical and organization skills
Understanding of financial statements and SEC filings
Excellent software applications skills, primarily Excel and Powerpoint
Ability to work independently and on small teams in a trading floor
Previous experience supporting corporate/investment banking and familiarity with the capital markets and complex capital structures preferred

Senior Principal Fixed Income Analyst Resume Examples & Samples

Lead the team in the authoring of Market Commentaries (external publication to clients and media)
Analysis for special market research topics (external publication to clients and media)
Review of bond evaluations, price challenges from clients, and market observations (client contact)
Daily scanning of notable financial news and headlines (internal distribution only)
Business analysis of bond evaluation methods, processes, and analytics (senior management)
Develop new analytical methods for visualizing evaluation and market data (new products)
Experience in writing of client communication, such as research publications, is required
PA team members must have broad fixed income experience in corporates, municipal bonds, or securitized products
Understanding of basic bond math (e.g. price/yield, cashflow analysis, time value of money)
Experience in such areas as research and strategy, trading, sales, structuring, credit analysis, rating agency, or portfolio management highly recommended
Strong interpersonal, communication, and influencing skills
Must be a team player with independent spirit
Strong experience in Excel (e.g. vlookup, pivot tables, charts and graphs, VBA)
Light programming/scripting experience in VBA and SQL is required
Experience with Intex advantageous

Senior Municipal Fixed Income Analyst Resume Examples & Samples

Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
Based on candidate qualifications we are open to hiring at all levels
Ability to form and communicate security and asset class views
Demonstrated experience analyzing and summarizing legal documents related to fixed income securities
Demonstrated experience with various software applications (e.g. Microsoft Office Suites, Order Management Systems, and Performance & Risk Systems)
Experience in analyzing taxable and tax exempt municipal bonds
Knowledge of investment systems such as Perform, BlackRock Aladdin, and Bloomberg Professional
Knowledge of portfolio construction, performance measurement, attribution and risk analysis

Junior Fixed Income Analyst Resume Examples & Samples

Collaborative and friendly team environment
Health and Wellness programs including corporate fitness membership and nutritional seminars
Modern, conveniently-located facilities

Fixed Income Analyst Resume Examples & Samples

2-3 years in fixed income with specific experience in corporate and government bond markets. Whilst not a prerequisite, direct experience with Agency securities would be an advantage
Interpersonal, written and verbal communication skills
Ability to digest market information and articulate to all levels in a structured and concise manner
Prioritize responsibilities while working in a fast-paced, highly pressured work environment
Ability to facilitate superior client relationships
Team player with the willingness to take direction from management
Willingness to work the hours necessary to achieve daily objectives

Fixed Income Analyst Resume Examples & Samples

Guaranty Triparty Processing and Settlement through BNY Mellon Accessedge system
Monitor Accessedge ADM screens for timely triparty matching
Work closely with the Front Office to report unmatched trades and trade discrepancies
By entering block trade allocations into the proper systems
By monitoring and processing of GCF Repo
Perform DTC collateral pledges from Falcon to Accessedge
Allocate the best possible collateral to triparty shells avoiding a bad collateral mix
Monitor BNY Mellon accounts for NFE and liquidity for proper trade flow
Calculate and convey end of day triparty collateral needs to the Front Office
Calculate and provide daily interest payments on daily triparty
Run the end of day triparty upload process
Balance triparty trades between front to back systems
Bachelor's degree in finance or a related area
Candidates should have at least 3 years’ experience in a broker/dealer environment and have had close contact with traders
Necessary characteristics include: attention to detail, accuracy, reliability, initiative, and the ability to work under pressure
Candidates must be able to work well with traders and develop their confidence
Knowledge of Back Office Operations including DTC, U.S. Treasuries, Agencies, and Mortgage Backed Securities
Knowledge of Bank of New York’s systems - BDC and Accessedge, including ADM
Knowledge of DTC pledge and release
Knowledge of repo/reverse trade processing, including calculation of interest
Experience with DTC triparty allocations and concentration limits
Liaison with traders, salespeople, and support staff during settlement cycle
Knowledge of GCF repo allocations and processing
Comprehensive research and follow up of rate problems and discrepancies