Fixed Income Sales Resume Samples

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

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D Kovacek

Dena

Kovacek

86695 Altenwerth Bridge

Houston

+1 (555) 808 7980

86695 Altenwerth Bridge

Houston

Phone

p +1 (555) 808 7980

Experience Experience

Dallas, TX

Fixed Income Sales

Dallas, TX

Abbott Group

Dallas, TX

Fixed Income Sales

Work alongside regional managers and Primary Markets business development managers in their activities
Support regional managers and Primary Markets business development managers in their activities
Develop new data sources in order to provide high quality support to the Primary Markets teams
Manage follow up with key clients
Efficiently create various reports derived from complex datasets to advance Primary Markets core business objectives
Manage follow up with key client in the portfolio
Analysis of fixed income market, with specific emphasis on equity performance, valuations and interaction with other financial markets

Chicago, IL

Ishares Fixed Income Sales

Chicago, IL

Auer, Dietrich and Collier

Chicago, IL

Ishares Fixed Income Sales

Develop relationships with investors, traders, and analysts at institutional asset managers, insurance firms, pensions, foundations, and endowments
Competitive environment including both ETF providers and broader competitive set of products (delta 1 product, basket trades)
Sell fixed income iShares products to established and prospective institutional investor clients
Development and execution of a clear strategy for the Italian FI segment in line with the broader European ETF business including
Development of targeted account plans
Strong investment and capital markets knowledge
Drive Fixed Income iShares Net New Business and Net New Revenue

present

Detroit, MI

Institutional Ishares, Fixed Income Sales

Detroit, MI

Lueilwitz, Skiles and Torp

present

Detroit, MI

Institutional Ishares, Fixed Income Sales

present

Develop and execute expert account planning, deploying deep product knowledge, consultative positioning, and resources to lead to product sales
Demonstrated successful business development/client service in an institutional setting, e.g., complex, sophisticated clients
Deep familiarity with Institutional Investors – landscape, investment process, buying behavior, decision makers, competitors, and regulatory environment
Proven track record of developing and commercializing client relationships
Use creative thinking to target clients and to develop customized sales strategies
Drive iShares Net New Business and Net New Revenue through the sale of fixed income iShares ETFs to established and prospective institutional investor clients
Deliver product presentations to current and prospective clients via telephone, office visits, sales seminars, road shows, and conferences

Education Education

Bachelor’s Degree in Business

Iowa State University

Bachelor’s Degree in Business

Skills Skills

Experience in datasets analysis, manipulation and delivery
Good interpersonal and presentation skills
Advanced Excel and Power Point skills
Knowledge of Bloomberg, Proquote, FactSet or Thomson Reuters data packages is an advantage
Experience of presenting to and interacting with senior audiences
Keep abreast of market developments and product(s), and integrate understanding of markets, events and research views into actionable ideas and recommendations for clients
Adhere to all applicable regulations and internal policies including but not limited to client communication and investment recommendations as well as compliance policies
Follow, adhere to and promote the UBS principles and behaviors acting with integrity, due skill, care and diligence at all times
Ensure escalation and disclosure of any information of which applicable regulators would reasonably expect notice
Observe proper standards of market conduct while paying due regard to interests of customers and treating them fairly

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14 Fixed Income Sales resume templates

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Ishares Fixed Income Sales Resume Examples & Samples

Drive Fixed Income iShares Net New Business and Net New Revenue
Develop deep relationships with senior investors, decision makers, and traders at institutional asset managers, insurance firms, pensions, foundations, and endowments
Partner with other BlackRock sales teams to coordinate client coverage, especially for large clients with multiple BlackRock relationships
Prepare sales presentations for use in meetings with clients
Deliver product presentations to current and prospective clients via telephone, office visits, sales seminars, road shows, and conferences
Develop and execute expert account planning, deploying deep product knowledge, consultative positioning, and resources to lead to product sales
10 years of fixed income sales experience
Deep familiarity with Institutional Investors – landscape, investment process, buying behavior, decision makers, competitors, and regulatory environment
A consultative sales approach
Demonstrated successful business development/client service in an institutional setting, e.g., complex, sophisticated clients
Experience in selling fixed income and / or derivatives
Ability to represent BlackRock in a professional manner
High energy, motivated individual with a commitment to excellence and strong leadership presence
BA/BS degree required; MBA, CIMA, CFA certification preferred
NASD series 7 and 63 securities licenses required

Fixed Income Sales Resume Examples & Samples

Introduces, develops and maintains client relationships by providing advice and generating ideas that support the needs of clients and generate revenue and net new money
Introduces, develops and maintains client relationships by understanding their specific needs, which may include goals and objectives, risk tolerance and expectations
Keeps abreast of market developments and product(s), and integrate understanding of markets, events and research views into actionable ideas and recommendations for clients
Experts in their product/area of expertise, who collaborates with clients, product group experts, traders and other salespeople to channel client feedback and two-way sharing of information, to optimize the firm's ability to meet the needs of clients
Provides first-class client service, with responsibility for providing support for all aspects of each client's specific needs, with the goal of making UBS Securities the firm of choice with which to do business

Ishares Fixed Income Sales Resume Examples & Samples

Prospect for new iShares fixed income opportunities, and secure introductions and meetings with institutional firms
Develop relationships with investors, traders, and analysts at institutional asset managers, insurance firms, pensions, foundations, and endowments
Collaborate with iShares Capital Markets team and sell-side sales desks to identify and engage ETF prospects
Take direction from senior salespeople to deepen BlackRock’s relationship with client firms by promoting iShares and BlackRock’s full solution set
Coordinate with other BlackRock sales teams for those clients with multiple BlackRock relationships
Prepare sales presentations for use in meetings with clients. As needed, support senior salespeople in preparing for client presentations and meetings
Deliver product presentations to current and prospective clients via telephone, office visits, sales seminars, and road shows
In conjunction with senior salespeople, develop and execute account planning, deploying deep product knowledge, consultative positioning, and resources to lead to product sales
5+ years of fixed income sales experience
Experience developing and commercializing client relationships
Familiarity with Institutional Investors – landscape, investment process, buying behavior, and competitors
Demonstrated business development/client service skills in an institutional setting, e.g., complex, sophisticated clients
Ability to build relationships with diverse sets of clients
Ability to navigate and collaborate across large, complex financial services organizations
Strong verbal and written communication skills, strong sales presentation skills

Ishares Fixed Income Sales Resume Examples & Samples

Sell fixed income iShares products to established and prospective institutional investor clients
Execute a consultative sales approach; develop deep relationships with senior investors, decision makers, and traders at institutional asset managers, insurance firms, pensions, foundations, and endowments
10+ years of fixed income sales experience

Entry Level Fixed Income Sales Resume Examples & Samples

Sales Support of Fixed Income products
Minimum 1 year Fixed Income experience in Investment Bank based in Japan
Fixed Income Sales experience at Global Investment Bank in Japan

CO OP Analyst Global Fixed Income Sales Resume Examples & Samples

Assist in the development of tools (which will include creating spreadsheets, maintaining databases and manipulating data) to support client strategy and account planning within GFI Sales globally
Assist in the preparation of presentation materials and progress reports to stakeholders, including senior management
Liaise with multiple groups including fixed income sales, trading and research, financial engineering, technology support and finance
Conduct research and assist in one-off projects as required
Provide assistance to the Sales and Trading staff in the execution of their day to day functions
Keep informed of global economic developments and market activity
Enrolment in an undergraduate or graduate University degree program in business (accounting, finance), economics, mathematics, engineering or related discipline
Proficiency in Microsoft Office (in particular Microsoft Excel and Microsoft Power Point)
Knowledge of and/or experience with capital markets and related products
CFA Level I or higher an asset

Fixed Income Sales Strategists Resume Examples & Samples

3+ years of work experience with FX derivative valuation models
Data science experience
Expertise in any of: machine learning, Bayesian inference, time series analysis, forecasting, optimization

Chicago Fixed Income Sales Resume Examples & Samples

5+ years of internal and/or external sales experience in fixed income products
Understanding of the wealth management industry
Ability to develop relationships

Rbccm Fall Co-op, Fixed Income Sales Resume Examples & Samples

Research news and market movements to produce morning commentary covering all Canadian fixed income products
Liaise directly with trading staff to ensure they are appropriately informed – minimizing risk/maximizing return
Complete ad hoc projects to analyze data or improve operational and administrative processes
Administrative duties within team and for clients as required
Student will be given the opportunity to engage with and learn from industry professionals
Develop proficiencies in the area of Fixed Income market conditions and trading characteristics, investor behaviour and trading floor dynamics and trading platforms
Knowledge of money market and bond markets and price making
Undergraduate or Graduate student in Business/Finance/Economics
Self-starter/self-motivated
Ability to multi-task and prioritize workflow
Numerically sound
Committed team player with a flexible, enthusiastic attitude and good communication

Capital Markets Fixed Income Sales Resume Examples & Samples

Facilitate fixed income transactions and sales with Financial Advisors
Collaborate with Fixed Income product team and traders to analyze and assess the risk of the positions currently held in client accounts
Perform portfolio reviews of client accounts and propose potential swap ideas
Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines
Proficient Microsoft Office skills

Senior Fixed Income Sales, Chicago Resume Examples & Samples

7+ years of internal and/or external sales experience in fixed income products
Knowledge base in Municipal Securities and taxable fixed income products
Excellent oral, written and interpersonal communication skills
High level of personal integrity and ability to consistently deliver high quality work product
Desire to sell and capacity to learn quickly

Internship Fixed Income Sales Resume Examples & Samples

Strong affinity with the financial world including keen interest in investment products
University education (preferably Master students) with excellent grades
Minimal availability as an intern for three months
Experience in tool or model-building using a programming language like VBA or other
Strong communication skills, both verbally and written in English
Relevant extracurricular activities, and/or experience abroad

Cib-china Fixed Income Sales Associate Resume Examples & Samples

Prioritize resource allocation across clients and products to maximize revenue generation
Build foundation of trust with clients by demonstrating an understanding of their needs, clearly articulating desk ideas, and being responsive. Understands how we can help achieve their goals in ways that differentiate us from competitors
Instil a culture of compliance, integrity and ethics within business
Ensure risks on a deal/product are appropriately identified, and are measurable and monitorable in firm's systems
Drives the IB people development agenda through leadership of key initiatives (recruiting, mentoring, training etc)
Ability to talk in detail your knowledge of the current market (including trends) for Fixed Income
Ability to talk in detail your understanding of the entire landscape: knowledge of the client's sector and client's specific business needs and limitations. Deep understanding of client-specific nuances and leverages that help deliver more value to clients and the firm
Ability to use a well-established selling style that fits own personality and can effectively adjust it to individual clients as needed

Non-yen Fixed Income Sales Resume Examples & Samples

To develop and maintain business relationships through effective networking and promotion of the JPM franchise
To deliver JPM global resources
To support clients 1) to understand rates markets deeply 2) to understand the rates products with more precision 3) to ensure that all transactions are accurately executed
Assist with the post trade process by ensuring the accuracy of all entries and to ensure internal controls are followed
Entrepreneurial drive with strong analytical and quantitative skills

Rbccm Fall Co-op, Fixed Income Sales Resume Examples & Samples

Liaise directly with Sales People on the desk to support as necessary
Get coffee and lunches, which provides an excellent opportunity to interact and develop relationships with members of the trading floor
Will be given the opportunity to engage with and learn from industry professionals

Japanese Fixed Income Sales Associate Resume Examples & Samples

Supporting our Senior Japanese salesperson to provide the best service and solutions to our Japanese clients within the FICC Institutional Rates Sales space
Providing clients with market information, market commentary, and research-based advice on a wide range of interest rate products
Assist in the execution of FICC market transactions
Organize analyst & corporate roadshow schedules

Institutional Fixed Income Sales Resume Examples & Samples

Assists in the design and development of strategic marketing plans which fulfill specific customer needs
Identifies prospects and referral sources for solicitation through the organization’s internal network and through external sources
Meets with current and prospective customers to actively promote and sell products and services of the business line
Establishes and maintains internal relationships across business lines within the organization to facilitate an effective referral program
Prepares and provides presentations as required to external and internal constituents, including proposal presentations, operational tours and product and sales training
Maintains required subject expertise including product knowledge, general organization practices, rules and regulations, policies and procedures and knowledge of technological advances applicable to product lines and services
Establishes and maintains good public relations with the community to enhance the organization’s image and develop new business; maintains contact with other internal referral sources to facilitate cross selling opportunities, often conducting joint calls with other business development areas
Maintains frequent contact and follow-ups with clients to make sure all needs are being met
Takes ownership of or significant roles in initiatives that will help the entire business line reach their stated or project related goals
Exceptional understanding of fixed income products
Strong analytical and product development skills
Three to five years of sales and/or sales management experience
Excellent sales and new business development skills
Ability to handle large transactions, heavy phone volume and significant time pressures in the coordination and execution of customer trades and follow-up

Fixed Income, Sales Director Resume Examples & Samples

In order to be successful in this role, it is essential you have at least five years’ fixed income and risk management
Strategic thinking should be a personal strength and you will have the ability to structure clear strategic business plans
You will have strong interpersonal skills and developing relationships should come naturally to you
You must be self-motivated and able to generate ideas and demonstrate initiative, tenacity and perseverance
Fluent English skills are essential, other languages are beneficial

Fixed Income Sales Resume Examples & Samples

Track and monitor the availability of positions within the marketplace
Quantify fair market values within sectors and identify opportunities based on client needs
Present a wide array of securities that represent relative value in each sector
Strengthen existing relationships while maximizing revenue
Effective use of tools such as Bloomberg for analytics, research and communication
Keep market-making traders abreast of the relevant issues with their clients
Obtain market prices from market-making traders
Bachelor's degree in Finance, Economics and/or Engineering
Three or more years of related experience in fixed income sales
Experience working with and identifying taxable fixed income investments; ability to read and interpret documents such as financial market indices, rates, articles, contracts, instructions and reports
Superior verbal communication skills, ability to break down complex analytical information in the sales process
Negotiation skills, ability to speak effectively before groups of clients, prospects and colleagues
Attention to detail; high level of professionalism and self-motivation
Ability to quickly learn and adapt to in-house sales programs and other systems as necessary
FINRA certification (Series 7 and 63) required

Fixed Income Sales Assistant Resume Examples & Samples

Bachelor’s degree in business or comparable industry work experience of 3+ years performing advanced administrative functions is preferred
Series 7 and 63 licenses are strongly preferred or the ability to become licensed within 6 months
Excellent PC skills with proficiency in Microsoft Office, specifically Excel
Excellent interpersonal communication skills, both oral and written
Strong organizational skills and the ability to work with minimal supervision. Detail-oriented individual with ability to handle multiple tasks simultaneously
Ability to handle pressure situations caused by tight time constraints and large volume workload

Institutional Ishares, Fixed Income Sales Resume Examples & Samples

Drive iShares Net New Business and Net New Revenue through the sale of fixed income iShares ETFs to established and prospective institutional investor clients
Execute a consultative sales approach by developing deep relationships with senior investors, decision makers, and traders at institutional asset managers, insurance firms, pensions, foundations, and endowments
Partner with other BlackRock sales, product, and capital markets teams to coordinate client coverage, especially for large clients with multiple BlackRock relationships
Deepen BlackRock’s relationship with client firms by promoting iShares and BlackRock’s full solution set
Present both quantitative and qualitative benefits of fixed income ETFs and effectively communicate iShares unique value proposition
Convert buyers of individual bonds and derivatives into users of iShares ETFs
Achieve sales goals and metrics
7+ years of fixed income sales experience
Proven track record of developing and commercializing client relationships
Strong investment and capital markets knowledge
Ability to build strong relationships with diverse sets of clients
Ability to navigate, collaborate with, and mobilize resources within large, complex financial services organizations
Ability to study and comprehend various whitepapers and other readings to master the fundamentals of fixed income ETF structure and trading behavior
Ability to present quantitative (analytical) and qualitative benefits of ETF investing, as well delineate the unique iShares value proposition
Use creative thinking to target clients and to develop customized sales strategies
Experience selling other investment products such as ETFs, mutual funds and alternatives a plus
Exceptional verbal and written communication skills, strong sales presentation skills

Fixed Income Sales Group Resume Examples & Samples

Facilitate fixed income transactions and sales with external institutional accounts
Collaborate with institutional fixed income trading desk to distribute fixed income product
Manage a book of institutional accounts and maintain their overall relationship and experience with Morgan Stanley

Fixed Income Sales Resume Examples & Samples

Independently coordinate sales activities in designated regions
Support regional managers and Primary Markets business development managers in their activities
Analysis of fixed income market, with specific emphasis on equity performance, valuations and interaction with other financial markets
Conduct independent financial analysis of potential clients
Develop new data sources in order to provide high quality support to the Primary Markets teams
Efficiently create various reports derived from complex datasets to advance Primary Markets core business objectives
Manage follow up with key clients
Experience in datasets analysis, manipulation and delivery
Advanced Excel and Power Point skills
Knowledge of Bloomberg, Proquote, FactSet or Thomson Reuters data packages is an advantage
Experience of presenting to and interacting with senior audiences

Fixed Income Sales Associate Resume Examples & Samples

Become educated on Commerce Bank’s products, processes and resources
Determine specific customer needs and ensure that appropriate market transactions are executed
Willingness to travel as necessary

Fixed Income Sales Resume Examples & Samples

Keep abreast of market developments and product(s), and integrate understanding of markets, events and research views into actionable ideas and recommendations for clients
Adhere to all applicable regulations and internal policies including but not limited to client communication and investment recommendations as well as compliance policies
Follow, adhere to and promote the UBS principles and behaviors acting with integrity, due skill, care and diligence at all times
Ensure escalation and disclosure of any information of which applicable regulators would reasonably expect notice
Observe proper standards of market conduct while paying due regard to interests of customers and treating them fairly
Where supervising other members of staff, ensure adherence to applicable regulations and internal policies via effective supervision and oversight with reference to the Principles of Good Supervision

Senior Team Manager, Fixed Income Sales Resume Examples & Samples

Represent the Schwab brand, be a brand ambassador in all interactions
Help design, communicate, and implement strategies related to your team’s function
Establish clear performance expectations and consistently communicate progress against those goals
Hold employees accountable for achievement of quantitative and qualitative measures
Deliver on key performance metrics, such as Client Satisfaction, Net New Assets, Solutions sales, and New to Firm relationships
Be a talent magnet, engaging in talent networks and encourage acquisitions of new talent for your function
Build and develop a high-performing and diverse team, leveraging complementary skills and abilities
Develop team members and foster their professional growth on an ongoing basis through effective and regular formal and informal coaching
Attract and retain top talent through focus on employee engagement, creation of a positive work culture and a strong orientation to personal growth and development
Ensure appropriate supervision of all client/prospect related activities, in partnership with centralized supervision team

Ishares Fixed Income Sales Resume Examples & Samples

Development and execution of a clear strategy for the Italian FI segment in line with the broader European ETF business including
Segment level understanding of customer opportunities including customer mix, buying behaviour/customer needs, product preferences
Proven experience in a sales, ideally gained within a Capital Markets environment
Thorough knowledge of the client landscape - existing network with institutional fixed income PMs is a strong plus
Impeccable character with high ethical and quality standards, gravitas, diplomacy, and drive
Fluency in Italian and English is required for the role

Fixed Income Sales Resume Examples & Samples

Work alongside regional managers and Primary Markets business development managers in their activities
Conduct independent financial analysis of potential clients and lead origination
Manage follow up with key client in the portfolio

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