Fixed Income Research Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the fixed income research 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

T Harris

Terrell

Harris

2603 Benjamin Tunnel

Detroit

+1 (555) 254 1569

2603 Benjamin Tunnel

Detroit

Phone

p +1 (555) 254 1569

Experience Experience

San Francisco, CA

Fixed Income Research

San Francisco, CA

Botsford, Abernathy and Abshire

San Francisco, CA

Fixed Income Research

Providing regulatory approval for research/strategy products to be distributed to investors
Develop and maintain relationships with institutional investor clients
Credit analysis: fundamental corporate and macro trends, quantitative frameworks
Respond quickly to market events, provide analysis, engage clients
Regular interaction with fixed-income sales and trading
Collaborate within Morgan Stanley’s global credit-, EM-, macro strategy teams, as well with all parts of the Research department
Respond to requests for data, information and calls from internal and external clients

Boston, MA

Fixed Income Research Analyst

Boston, MA

Jacobson-Mayert

Boston, MA

Fixed Income Research Analyst

Review and understand fixed income markets and other investment asset classes. Perform in-depth analysis of company financial statements and industry data to build financial models
Provide supplemental analysis for research on investment managers (fixed income)
Assist Senior Portfolio Managers with major accounts or funds
Efficiently manage deadlines through working independently with little guidance for routine matters
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Assist Senior Portfolio Managers with fixed-income trading responsibility
Make securities investment recommendations to investment team

present

San Francisco, CA

Fixed Income Research Analyst Financials

San Francisco, CA

Kling Group

present

San Francisco, CA

Fixed Income Research Analyst Financials

present

Maintain information systems that provide traders and portfolio managers timely information regarding debt issuers approved for investment purposes
Manage ad hoc assignments
Effectively converse with management of potential and existing investments in assessment process
Highly motivated team player, with strong work ethic and attention to detail
Understand macroeconomic theory and assess impact of economic data on industry dynamics and company financial performance
Perform due diligence and analysis of corporate bonds in the Financial Services sector
Analyze corporate fixed income investment opportunities and communicates Buy/Sell/Hold investment recommendations to Portfolio Managers

Education Education

Bachelor’s Degree in Economics

East Carolina University

Bachelor’s Degree in Economics

Skills Skills

Very strong interest in global financial markets with a strong quantitative background
Good communication skills: The candidate will have to be able to express his/her views in a clear and engaging manner
Ability to work under intense deadline pressure with different constituents, while maintaining close attention to detail
Strong knowledge of monetary policy and macroeconomic developments
Strong team player: Professional, committed, flexible, and diplomatic at all times
Proven writing ability and strong verbal communication skills
Very strong excel and data management skills
Ability to work collaboratively as a team player and interact effectively with other research teams across the firm
Previous product knowledge of interest rate or sovereign credit markets is essential
A strong interest in global macro is a critical pre-requisite for the role, including both Macro Economics and Global Markets

Create a Resume in Minutes

7 Fixed Income Research resume templates

Read our complete resume writing guides

Fixed Income Research Resume Examples & Samples

Reviewing both quick-turnaround and long-shelf-life research/strategy products (reports, presentations, videos, etc.) for content quality and adherence to relevant regulations and business standards
Providing regulatory approval for research/strategy products to be distributed to investors
Ensuring that appropriate disclosures are included for all approved products
3 - 5 years Supervisory Analyst experience
Strong editing skills, particularly working on material from authors with English as a second language
Bachelor's Degree, at minimum
Ability to work under intense deadline pressure with different constituents, while maintaining close attention to detail
Ability to communicate efficiently and effectively by phone, email, IM, or in person with analyst teams and global editorial colleagues
Strong team player: Professional, committed, flexible, and diplomatic at all times
Flexibility to work outside of regular hours if needed (i.e., providing vacation coverage)
Solid PC / technology skills (Outlook, Word, Excel, PowerPoint, HTML)

Fixed Income Research Associate Resume Examples & Samples

Collecting and analysing economic and financial data
Contributing to reports for macroeconomic trends
Deriving economic forecasts

Fixed Income Research Resume Examples & Samples

Cross asset credit market analysis
Credit analysis: fundamental corporate and macro trends, quantitative frameworks
Corporate credit analysis
Analysis of macro and global trends, identifying how they relate to credit markets
Research and write reports on investment strategy related to Asia credit markets
Collaborate within Morgan Stanley’s global credit-, EM-, macro strategy teams, as well with all parts of the Research department
Develop and maintain relationships with institutional investor clients
Regular interaction with fixed-income sales force and trading desk
Respond quickly to market events, provide analysis, engage clients
Outstanding analytical/financial Skills
High energy, self-motivated, creative and organized. A commercial mindset
Minimum 5 years of relevant work experience in the fixed-income markets in credit analysis, quantitative analysis, trading, underwriting, or similar
Asia/EM experience is preferred. Credit strategy experience is preferred
Capabilities in bond math and applied statistical methods
CFA and/or MBA or MPP is helpful but not required
Programming skills are helpful, but not required

Cib F&bm Business Manager Fixed Income Research Analyst Resume Examples & Samples

Partner with Production/Technology and drive the enhancements to the research distribution tools including J.P. Morgan Markets and Data Query
Partner with the Finance team to analyse the use of research by various lines of business and to derive the allocation model for each research group
Ensure the business is in compliance with corporate-wide objectives and policies
Input into Controls (control self assessments, compliance training, business continuity) Compliance, HR, audit as necessary
Oversee feedback gathering on analysts and collate results for year-end performance reviews
Broad analytical skills – ability to analyse complex problems and pick out salient points and propose effective solutions a must
Confident presentation with highly developed interpersonal and communication skills with a strong ability to influence
Proven Powerpoint skills
Excel - highly proficient user of basic functions including analysis and financial function a must (VBA/macros experience is a plus)
Fixed Income Product knowledge (not essential)
Ability to operate in a fast-paced environment

Fixed Income Research Resume Examples & Samples

Fixed-income market analysis
Research and write reports on investment strategy related to corporate & derivatives credit markets
Regular interaction with fixed-income sales and trading
Outstanding analytical/financial skills including experience with corporate finance
1-4 years work experience in a research, trading, sales, banking, capital markets, or investment capacity in the fixed-income or equity markets

Structured Finance Research Junior Analyst Abs Fixed Income Research Resume Examples & Samples

Work with senior analysts to develop additional quantitative and analytical tools to enhance security selection and portfolio management
Contribute to reports and processes that allow for effective management and reporting of fixed income portfolios
Perform active surveillance of portfolio holdings in order to identify trends and make recommendations
Identify and communicate ways to improve underwriting and surveillance practices
0-2 years experience in investing, financial markets, or banking
Bachelor’s Degree – quantitative and/or business focus
Strong proficiency with Excel, PowerPoint required, use of Bloomberg (API), Intex (API) and Capital IQ preferred
Proficiency with programming tools preferred (Visual Basic, VBA, C++, SQL)
Experience with structured finance analytical work and strong modeling skills are required
Strong organizational, communications, and interpersonal skills
Strong analytical and critical thinking capabilities
Collaborative work style, teamwork oriented

Fixed Income Research Analyst Resume Examples & Samples

Review and understand fixed income markets and other investment asset classes. Perform in-depth analysis of company financial statements and industry data to build financial models
Conduct in-depth fundamental analysis on individual companies, sub-markets and sub-sectors
Make securities investment recommendations to investment team
Review portfolio weightings for appropriate securities’ weightings, portfolio duration and for potential changes as a result of index rebalancing
Write investment commentary and contribute to account reporting and client presentation material for clients
Conduct presentations for and meetings with existing and potential clients
Participate in developing and implementing marketing initiatives for existing and new fund products
Assist Senior Portfolio Managers with major accounts or funds
Assist Senior Portfolio Managers with fixed-income trading responsibility
Strong understanding of fixed income securities and the investment process
Excellent communication skills with the ability to articulate analysis and recommendations
Strong analytical capabilities with previous experience building detailed financial models
Fluent in both written and spoken English
Proficiency in spreadsheet analysis and Microsoft Office applications (Word, Excel, Outlook)
Self-motivated, multi-tasking individual with good organization, detail-oriented and adaptable to change
Willingness to travel as necessary

Head of Lat Am Fixed Income Research Resume Examples & Samples

Manage a team across the Americas/supporting the Americas franchise
Primary management responsibilities over team to develop sources of research information on assigned industries and/or companies in the specific FI LatAM industry /coverage area specifically Brazil
Provides management direction to foster effective selection, development and reward of subordinates while contributing to initiatives in support of the Company’s Diversity programs
10+ years’ Research experience; minimum of 2 years’ experience managing
Deep knowledge of the Latin American economies and financial markets – especially Brazil
FINRA Series 7 and Series 63 registered
CFA (Chartered Financial Analyst) designation preferred

Research Analyst, Fixed Income Research Resume Examples & Samples

Leads manager meetings (as directed by senior research analyst)
Sounding Board
55%
Quantitative Development
Client Services and Sales
Participates in client meetings and contributes to external discussions on managers and strategies
Represents asset class internally

International Fixed Income Research Analyst Resume Examples & Samples

Provide detailed macro-economic, sovereign credit, and political analysis as well as monitoring current market developments in European Union countries and surrounding countries
Make investment recommendations relating to macro-economic dynamics, interest rates, exchange rates, and sovereign debt
Coordinate and draft both internal and external communications
The Analyst will work closely with a small team comprised of other Analysts, Traders and Portfolio Managers. He/she will work under the guidance of Head of European Fixed Income
A strong academic background with at minimum, a Bachelor’s degree
Progress toward CFA or MBA preferred
Working knowledge of one or more languages besides English
Solid understanding of macroeconomics and politics
Excellent written and oral communication skills with the ability to articulate financial analysis and recommendations
Ability to work in a team-oriented environment and willingness to learn from others

Associate Fixed Income Research Analyst Resume Examples & Samples

2-5 years of relevant work experience in securities analysis or related field
Communication and relationship skills to appropriately influence and share ideas with Sr Analysts, portfolio managers and colleagues
Quantitative and qualitative analytical skills to perform company, industry, and economic analysis
Fixed Income asset class investment research experience across high yield, investment grade, and corporate securities

Fixed Income Research Analyst Corporates Resume Examples & Samples

Advanced knowledge of accounting, finance and financial modeling skills
Superior academic achievement at a top tier undergraduate program. MBA and / or CFA is ideal
Will have 1-4 years of experience at a top-tier financial services firm with knowledge of Investment Grade and/or High Yield Fixed Income
Experience with the Utilities and/or Healthcare sector is preferred but not required
Chicago, IL (loop) based opportunity

Fixed Income Research Resume Examples & Samples

Strong academic background with a degree in economics, finance or similar. Chartered Financial Analyst (CFA) or graduate degree in Economics, Finance or Business preferable
Needs to be well versed in macroeconomic analysis and financial modelling; previous EM experience would be an advantage
Solid understanding of fixed income instruments (bonds and swaps, CDS, fixed income indices, CPI-linkers, XCCY, forwards) and asset pricing
3-6 years of work experience in interest rate/currencies analysis, quantitative analysis, risk management, trading or research preferred
Working knowledge of Spanish and/or Portuguese of advantage
Strong analytical skills: familiar with applied statistical methods, good command of excel (including VBA) and ability to handle MS proprietary software (e.g. FidXL). Familiarity with Matlab is optional, but welcome
Team worker and self-motivated: the candidate will be fully integrated in a complex and efficient production process within the EM Strategy team. However, the candidate will also own a well-defined area where he/she can express his/her potential. In that respect, the candidate is required to be self-motivated and willing to independently explore alternative ways to analyse markets and to improve the analytical toolkit
Good communication skills: The candidate will have to be able to express his/her views in a clear and engaging manner

Associate Fixed Income Research Analyst Resume Examples & Samples

1+ years relevant work experience in securities analysis or related field
Communication and relationship skills to appropriately influence and share ideas with Senior Analysts, portfolio managers and colleagues
Fixed Income asset class investment research experience

CIB Emerging Markets Fixed Income Research Analyst Resume Examples & Samples

1-2 years of financial services experience – Global Markets/fixed income/economics background preferred
Excellent written and oral communication skills (native English, and one foreign language/Spanish a plus)
High attention to detail in regards to writing and quantitative analysis
Strong Powerpoint skills are preferred
Intellectual curiosity, a strong work ethic and a team player mentality are necessary attributes

Senior Analyst Fixed Income Research Resume Examples & Samples

Analyze corporate credit quality for investment grade and high yield bond issuers over a range of industries
Provide regular, written investment commentary on general bond market topics, corporate sectors, or individual security issuers
Work closely with fixed income trading to understand market risks, liquidity dynamics, and the nuances of retail fixed income
Work alongside business partners in sales, trading, products, and marketing
Other investment coverage responsibilities as assigned
Eight years fixed income analyst experience covering corporate credits across a range of sectors
Possess a deep understanding of fixed income investments across the corporate capital structure; ranging from senior secured bonds to preferred stocks
Team player with excellent written and verbal communication skills
Bachelor’s degree in Investments, Finance, Accounting or other related degree
Series 7 and 63 (or 66) or the ability to acquire within 90 days per exam
Prior experience covering the bank and finance sectors
High degree of quantitative analysis and modeling skill
Experience working in wealth management or retail broker/dealer setting
CFA and/or MBA
Securities licensing: Series 16 and 86/87

Fixed Income Research Associate Resume Examples & Samples

You’ll be able to recognize critical data points, analytical concepts and come to a logical conclusion within macro economy and fixed income markets (bonds and derivatives)
Build foundation of trust with clients/internal parties by demonstrating an understanding of their needs, clearly articulating desk ideas, and being responsive
Prepare presentation materials and reports
Ability to discuss in detail in fixed income market
Ability to thrive on the challenge of competitive pressures and remain focused on client needs
Self-directed, highly motivated, and able to work independently

Assistant VP of Fixed Income Research Resume Examples & Samples

3+ years of experience in Macro-Economic Analysis and Credit Analysis of Latin American countries / issuers
Bachelor’s Degree in Accounting, Economics, Finance, and/or a related field
Understanding of the wider Financial environment
Proficiency with Bloomberg and related automated research tools
Solid analytical and financial modeling skills
MBA
Multi-national Corporation experience

Fixed Income Research Sector Strategist Resume Examples & Samples

Make formal presentations, both in front of credit committees and before large groups of colleagues and clients
A demonstrable knowledge of the US financial sector generally and US banks specifically
A working knowledge of Basel 3, Dodd-Frank Act, and detailed knowledge of final rules around capital, liquidity and leverage requirements
A verifiable, successful investment track record and who can demonstrate the ability and willingness to work in a team environment
Have the ability to produce theme-based research based on underlying industry trends and outlooks
Prior exposure to financial advisors and high net worth clients in a brokerage environment
A CFA or MBA, which is preferred, but relevant market experience may substitute
Minimum 5 to 7 years financial services/ research experience
Fluency in all aspects of financial analysis and securities & asset valuation
Prior experience as a fixed income portfolio manager, financial sector strategist, bank analysts, or preferred securities strategist; and
A Series 7 and 66 license

Fixed Income Research Resume Examples & Samples

Undergraduate degree in a quantitative subject (math, stats, computer science, etc.)
Strong quantitative skills, ideally with data analysis experience in R, Matlab, or other programming languages
Strong knowledge of monetary policy and macroeconomic developments
Experience in rate markets or derivative markets
Proven writing ability and strong verbal communication skills

FX & Global Fixed Income Research Analyst Resume Examples & Samples

Research global sovereign fixed income (rates and sovereign credit, not corporate) and fx markets to identify valuation and sentiment extremes. Build and maintain quantitative screens and models to automate this process
Research implications of global macro themes for the asset classes
Coverage of fundamental macro trends in a select group of countries
Generate investment recommendations based on extensive fundamental analysis
Ongoing research support for relevant positions in the portfolio
4-6 years of research experience covering either fx or global rates /sov credit
At least some portion of the experience needs to have been on buyside
Solid grasp of major analytical frameworks relevant for fx/fixed income and macro-economic concepts
Strong statistics and quantitative skills as position involves extensive quantitative modelling and working with existing quantitative research platform

Fixed Income Research Analyst Resume Examples & Samples

Provide supplemental analysis for research on investment managers (fixed income)
Provide analytical support for research projects
Work with third party analytical systems for enhancement of research
Participate in debrief process, which determines which investment managers and strategies are appropriate for clients
Work off own initiative on projects
Coordination of work and timely delivery for review
Efficiently manage deadlines through working independently with little guidance for routine matters
Serve as a resource for maintenance of manager relationships in a secondary function
Visit with investment managers and participate in the evaluation process through unique insights and memorializing key observations
Prepare research materials for consumption outside of GIM
2+ years experience in investment industry
Thorough understanding of the institutional investment industry and investment processes, ideally through direct experience in fund management or manager research role
Knowledge of techniques used in credit analysis, security / fund selection and portfolio construction

Fixed Income Research Public Policy Intern Resume Examples & Samples

Prior experience working on policy/legislation on Capitol Hill, a DC think tank, or similar is desired
Advanced degree completed (or in process) in Public Policy or Economics preferred
Legislative and Government Affairs knowledge is a plus
Outstanding analytical skills including experience with economics and corporate finance is a plus
High energy, self-motivated, creative and organized
Strong verbal communication skills
Strong attention to detail required
Ability to multitask and reprioritize a must

Fixed Income Research Resume Examples & Samples

Strong statistical and quantitative skills with a background in Microsoft Excel
Ability to demonstrate competence with numerical concepts and tools including experience of working with, developing and improving financial models and experience of working with databases
Very strong interest in global financial markets with a strong quantitative background
Ability to work collaboratively as a team player and interact effectively with other research teams across the Firm
The candidate will have strong knowledge of fixed income analytics, including pricing skills, as well as a strong knowledge of econometrics and advanced statistical skills

Fixed Income Research Resume Examples & Samples

With macro research experience in a leading financial institution
Proven research writing skills
With professional experience in banking and in-depth regional knowledge
Excellent verbal and written communication and presentation skills in English, fluency in Mandarin advantageous
Solid quantitative skills preferred
High energy, self-motivated, creative and organized team player

CIB F&BM Fixed Income Research Business Manager Resume Examples & Samples

Manage and develop a small team of junior business managers
Partner with Sales & Trading to ensure research resources are being effectively used and to ensure research is aligned to the priority accounts
Partner with Finance team and drive the financial planning process for fixed income research teams
Implementing new frameworks and developing process efficiencies to support the business needs
Ability to lead and guide teams across functions and businesses to deliver on objectives
Confident presentation with highly developed interpersonal and communication skills with a strong ability to influence; Proven Powerpoint skills
Ability to prioritize multiple tasks and manage time efficiently but also be flexible enough to undergo frequent fire drills
Adopts an organized and methodical approach to issues and tasks and applies sound, logical reasoning to complex problems
Ability to work in a team and alone, highly motivated and displays strong initiative
Effectively synthesizes and manipulates data and financial/management information
Strong project management skills, with an keen eye for detail and the ability to complete high quality work oftentimes under time constraints
Fixed Income Product knowledge

Fixed Income Research Resume Examples & Samples

You have a strong academic background with a degree in a business related field, or equivalent
A strong interest in global macro is a critical pre-requisite for the role, including both Macro Economics and Global Markets
Previous product knowledge of interest rate or sovereign credit markets is essential
Ability to work collaboratively as a team player and interact effectively with other research teams across the firm
Statistical and quantitative skills with a background in Microsoft Excel or any statistical package
Ability to demonstrate competence with numerical concepts and tools

Fixed Income Research Analyst Financials Resume Examples & Samples

Perform due diligence and analysis of corporate bonds in the Financial Services sector
Analyze corporate fixed income investment opportunities and communicates Buy/Sell/Hold investment recommendations to Portfolio Managers
Recommend provisional Short Duration investment limits, pending formal credit committee approval
Actively monitors existing portfolio assets
Build and maintain company financial models on current and potential investments
Maintain information systems that provide traders and portfolio managers timely information regarding debt issuers approved for investment purposes
Ensures that assigned issuers and industry sectors are reviewed, analyzed, and documented on a timely basis, so that all internal and external regulatory requirements are fulfilled
Track relative value opportunities of existing and new debt securities and make recommendations on relative attractiveness based on assessment of market pricing and company and industry overall assessment
Review company filings, transcripts, quarterly results and industry trade publications
Conduct extensive company and industry due diligence, interact with management teams, industry sources and sell-side analysts, and attend conferences and company site visits
Effectively converse with management of potential and existing investments in assessment process
Understand macroeconomic theory and assess impact of economic data on industry dynamics and company financial performance
Able to do deep dive analysis on company and credit opportunities
Manage ad hoc assignments
Will have 1-3 years of experience at a top-tier financial services firm with knowledge of Investment Grade and/or High Yield Fixed Income
Experience with the Financials sector
Highly motivated team player, with strong work ethic and attention to detail
Superior academic achievement at a top tier undergraduate program. MBA and/or CFA is ideal

Fixed Income Research Analyst Resume Examples & Samples

Collecting data from various sources such as US Treasury and Fed websites and keeping a repository
Generating analytic reports and providing commentary on market trends and positions
Modeling/implementing ad-hoc research projects using VBA and internal analytics engine
Office Excel and VBA – Advanced
English language proficiency (both written and spoken)
Intermediate SQL and scripting language knowledge would be desired
Ability to identify and solve issues effectively on time with a keen attention to details
Ensure that tasks within their area of responsibility are completed on a timely basis
Proactive and able to rapidly adapt to jobs updates
Challenging current thinking by implementing new ways of working