Income Associate Resume Samples

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J Kohler

Jamie

Kohler

99198 Stamm Lock

San Francisco

+1 (555) 604 0627

99198 Stamm Lock

San Francisco

Phone

p +1 (555) 604 0627

Experience Experience

New York, NY

Fixed Income Derivative Associate

New York, NY

Leannon and Sons

New York, NY

Fixed Income Derivative Associate

Assist on any issues, and provides timely escalation to desk and operations management
Provide risk management
Work on control initiatives such as root cause analysis and process improvement
Work with trading desk, sales, and other operations group to ensure trade processing is accurate
Opportunity to foster relationships with trading desk, sales desk, and senior operations management
Position management and risk control
Ensures all functions and procedures are performed in a timely and correct manner, i.e. trade checkout, position reconciliation, wash account reconciliation

Boston, MA

Fixed Income New Issues Associate

Boston, MA

King, Romaguera and O'Reilly

Boston, MA

Fixed Income New Issues Associate

Strong working relationships with DCM Transaction Management Team, Origination, Syndicate Desk, and other Stakeholders / Customers
Manage the day to day activities of the issuance and settlement function relating to new issues, focusing on key risk indicators and priority clients
Ongoing day to day support and guidance from immediate manager
Manage the day to day processing of the New Issues function and act as dedicated point of contact and resolution for all activity relating to primary issuance of Bonds, MTNs, CDs & CP
Strong working relationships with peers in Fixed Income Operations globally and other Operational Teams
Work closely with DCM (includes Origination, Transaction Management & Syndicate Desk), clearing systems, common depositaries and IPAs to bring successful issues to market, protecting the bank's reputation as a major Debt Issuance firm
Work closely with New Issues teams in NY, HK and Paris

present

Boston, MA

Associate Director, Long Income Origination

Boston, MA

Fisher, Bechtelar and Mante

present

Boston, MA

Associate Director, Long Income Origination

present

Identifying, creating and pursuing new acquisition opportunities in the UK by
Leading the due diligence process and securing internal approvals in accordance with funds’ authority levels and in line with internal processes
Full compliance with policies and procedures governing investment acquisitions with reference to each mandate and each fund’s operating criteria
Maintaining and enhancing a network of relationships both within Aviva Investors and across the wider financial community
Enhancing Aviva Investors profile and standing in the wider real estate market
Constructive and proactive inputs (including ideas and initiatives) into the review / updating of the Long Income Funds
Working with the wider real estate team to present to existing and potential new clients to support the development of the Aviva Investors Real Estate business

Education Education

Bachelor’s Degree in Finance

University of Oregon

Bachelor’s Degree in Finance

Skills Skills

Ability to establish and maintain effective working relationships through multiple business lines using excellent verbal and written communication skills
Careful attention to quality & detail
Excellent problem-solving and time management skills
Ability to apply complex mathematical formulas
Strong problem-solving skills with initiative & a sense of urgency
Proficiency in Microsoft Office Suite with strength in Excel
Ability to prioritize & work in an organized manner
BS/BBA Finance/Accounting or comparable experience
Ability to work effectively under the pressure of tight deadlines
Demonstrated history of performing multiple tasks within a fast-paced environment

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15 Income Associate resume templates

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Fixed Income Confirmations Associate Resume Examples & Samples

Responsible for achieving positive affirmation for their open trade population, with priority applied based on age and risk weightings
Chasing institutional clients to return executed client confirmations or match our trades on electronic platforms
Review all client returned trade confirmations, follow up where necessary with the appropriate internal operational groups, and action all confirmations accordingly
Serve as a conduit between the client and Sales to ensure that all trade discrepancies and client issues are resolved in a timely manner
Provide client support and product guidance around industry initiatives
Follow all documented and reviewed risk controls and escalation procedures to minimize risk to the Firm
Devise and employ new technology to capitalize Straight through Processing, speed and accuracy of systems and procedures
Communicate in small functional teams and larger group teams to complete daily tasks, share market and systems knowledge, protect client confidentiality, and preserve and grow strong trading relationships with clients
Superior aptitude to understand, utilize, and improve technology platforms
Strong interpersonal, organization, leadership, and communication skills
Proven ability to work efficient and accurately under pressure in a fast paced multi-tasking environment

Fixed Income Derivative Associate Resume Examples & Samples

Position Reconciliation between trader risk and firm books
Position management and risk control
Issue follow up and escalation
Process complex deals
Provide risk management
Act as liaison to queries from all other Operations teams
Metrics collection and reporting
Work on control initiatives such as root cause analysis and process improvement
Diverse product knowledge, in particular for this role an experience of Credit Derivatives
Reconciliation experience

Valuations Associate Hf / Fixed Income Resume Examples & Samples

2-5+ years' fixed income valuations/price testing experience
Big 4 product valuations experience
Fixed income experience
Liquid products experience

Fixed Income New Issues Associate Resume Examples & Samples

Manage the day to day processing of the New Issues function and act as dedicated point of contact and resolution for all activity relating to primary issuance of Bonds, MTNs, CDs & CP
Manage the day to day activities of the issuance and settlement function relating to new issues, focusing on key risk indicators and priority clients
Accountable for adherence to the FI Ops control framework including weekly risk and control reporting, month end SOX sign off, internal /external audit requests and the monthly Debt MI Pack
Work closely with DCM (includes Origination, Transaction Management & Syndicate Desk), clearing systems, common depositaries and IPAs to bring successful issues to market, protecting the bank's reputation as a major Debt Issuance firm
Initiate process improvements which include representing the New Issues team in working groups to deliver process re-engineering projects to streamline the operations process and reduce operating costs
Provide cross training for new members of the team and cover for roles across the wider Settlements function - including pre-matching and settlement of Emerging Markets, Euroclear, UK and US Settlements, cash reconciliation, stock reconciliation, fails management for all markets
Work closely with the off shore sites to provide assistance / support where required
Onshore team provides front office and sensitive client escalation points
Work closely with New Issues teams in NY, HK and Paris
Ongoing day to day support and guidance from immediate manager
Strong support and guidance from London Head of FI Operations and the senior management team
Strong working relationships with peers in Fixed Income Operations globally and other Operational Teams
Strong working relationships with DCM Transaction Management Team, Origination, Syndicate Desk, and other Stakeholders / Customers
Responsible for the day to day processing of the New Issues business in Fixed Income London
Ensure appropriate daily sign off for own roles and responsibilities
Strong understanding of the Fixed Income Business for New Issues for Syndicated Debt Issuance , MTNs, CDs & CP
Strong knowledge across mechanics of Primary closing for a variety of markets to include but not restricted to, Euroclear, Clearstream, Crest, US, France, Italy and Spain
Strong understanding of general fixed income settlement mechanics
Strong understanding of risk and control
Strong interpersonal skills and able to develop strong relationships with the business
Ability to problem solve, articulate requirements and escalate with minimum input from senior management team.Works closely with peers to proactively resolve issues
Ability to drive change and process enhancements
Strong teamwork skills - flexible to changing requirements within the team

Fixed Income Derivatives Associate Resume Examples & Samples

Understands risk implications of fixed income operations role
Direct engagement with Projects and relevant support partners on identifying operational risks and actively participating in the development process ensuring adequate oversight and testing is completed
Minimum 3 years at Analyst level
Trade support backgrond

Associate Fixed Income Portfolio Manager Resume Examples & Samples

Experience in a trading, investing or research position in fixed income or related markets would be a strong asset. Experience with derivatives and the repo markets would also be helpful
A degree in Finance or a technical area of study such as Mathematics/Engineering
A highly computer literate background and experience with Excel/VBA and Bloomberg. More advanced programming skills would be an asset
Strong written and verbal communication skills, and proven experience working in a team environment

Fixed Income Derivative Associate Resume Examples & Samples

Work with trading desk, sales, and other operations group to ensure trade processing is accurate
Assist on any issues, and provides timely escalation to desk and operations management
Opportunity to foster relationships with trading desk, sales desk, and senior operations management
Minimum 2 years a Analyst level
Credit derivative experience a plus

Associate Fixed Income Capability Manager Resume Examples & Samples

Assist in providing clients, prospects and internal distribution partners with ongoing updates about investment philosophy, process and performance
Assist in aspects of client servicing and reporting, including working on investment commentary, client communications and data provision
Provide data support to the wider team through proficiency in the use of internal proprietary portfolio and risk management tools and select external software (such as Barclays Point/Bloomberg)
Play a key role in supporting new business efforts, for example in the preparation of materials for finals presentations, consultant meetings, client portfolio reviews and RFPs
Collaborate with the wider capability management team as well as sales and marketing professionals on client, consultant, product development and new business marketing efforts

Associate Fixed Income Portfolio Manager Resume Examples & Samples

Assists portfolio managers with day-to-day portfolio management duties
Monitors accounts to identify and resolve potential data issues
Compiles monthly management and performance reports
Logs outperformance trades and compiles reports where appropriate
Assists with performance attribution and investigation
Learns systems to rebalance funds as needed, to invest cash and to accommodate contributions/withdrawals
Gains knowledge of financial markets, regulatory developments and the evolving index landscape
Identifies opportunities to improve efficiency and mitigate operational risk
Knowledge of aspects of portfolio management gained through practical work experience
Knowledge of modern portfolio management theory and applications, as well as statistics and quantitative methods in finance acquired through formal education
Ability to make decisions in a time pressured environment
Ability to research and understand complex issues and explain findings
Strong commercial awareness
Either studying for or willing to study for CFA
Decision making/problem resolution
Focused stakeholder relationships

Developer Fixed Income Associate Resume Examples & Samples

You will developer custom C#/.NET/WPF GUI components, integrating with existing server components for pricing, trading and risk
You will play an active role in the design, development, testing and delivery of the overall system and should have relevant experience within a similar group/organisation
You will build interfaces for controlling pricing and viewing risk more effectively, simplifying the controls for B2B and B2C market-making and hedging
Deliver an integrated trader desktop application for use across interest rate flow desks
You would be expected to gain expertise in several components of this platform and take full ownership of your projects from requirement gathering to roll-out
You would be expected to be interacting with the trading desks regularly, and to be familiar with their workings
You will be part of the L3 support, and will work closely with the production management team
Strong, prior experience as a C#/.NET user interface developer
Composite Application Design, WPF components built using MVVM pattern
User interface / user experience design
Good problem solving and communication skills
Previous experience in front-office, fixed income systems
Be comfortable taking support calls directly from traders
Highly motivated, results oriented and self-sufficient
Strong educational background – Bachelor’s Degree equivalent

Senior Associate, Income Franchise Resume Examples & Samples

Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests
Review information presented on state income tax returns before, during and after preparation
Assist KPMG audit teams with review and analysis of state tax-related income and balance sheet items

Associate, Income Franchise Resume Examples & Samples

Assist multi-state companies with state and local tax issues, including income tax compliance and related research
Help clients with tax issues related to income and franchise taxes
Prepare and/or review state income tax estimated payments, extensions and tax returns; primarily work at the client site
Assist in handling notices received from state tax authorities
Research and draft technical memoranda related to compliance issues
One year of experience performing tax research and providing technical advice on multi-state tax issues
Demonstrated ability and desire to perform in a high-energy team environment

Income Associate Resume Examples & Samples

Reconcile and process daily income files from NSCC, DTCC, & BNY Mellon using internal systems as well as complex mathematical formulas based on service-level agreements
Monitor and clear control accounts and cash exceptions for non-networked income postings
Review workflows for requests from internal business units and external clients
Proactively monitor income projections, pre-balance accumulated totals & adjust income maps to ensure accuracy
Analyze & elect client taxability for income on foreign securities
Create daily blotters to balance posting activity
Participate in updating and creating procedures for changes or new processes
Complete operational projects as assigned & assist other ROS team members
BS/BBA Finance/Accounting or comparable experience
Strong problem-solving skills with initiative & a sense of urgency
Careful attention to quality & detail
Ability to apply complex mathematical formulas
Excellent problem-solving and time management skills
Demonstrated history of performing multiple tasks within a fast-paced environment
Ability to prioritize & work in an organized manner
Ability to establish and maintain effective working relationships through multiple business lines using excellent verbal and written communication skills
Proficiency in Microsoft Office Suite with strength in Excel
Ability to work effectively under the pressure of tight deadlines

TK Ops, Fixed Income CCP, Associate Resume Examples & Samples

Owner of RTB/CTB project management
Participate in New Product Approvals as necessary, Testing System Changes
Daily liaison with local and regional FID, answering queries they have in relation to the FID Cash Trade flow and assisting in the facilitation of their business
Ad-hoc Taps trade bookings on the back of the various reconciliations
Preparation of Risk and Metrics Reports
Regulatory Reporting creation and checks
Referential Data Setup (Products, Broker Accounts, Broker Delivery Instructions)
2-5 years experience in operations
Strong leadership skills and ability to run a cost center at all levels
Must be able to effectively collaborate across multiple operational areas and communicate with Senior Ops Management, Sales, Trading, Legal, Compliance and Non Market Risk
Must be able to drive a agenda global agenda
Must thrive in a time sensitive environment managing against multiple and at times conflicting priorities
Strong Stakeholder Management Skills a must
Focus on Career Development
Experience in the financial services industry
Customer focused & a team player
Self-motivated, independent & focused worker
Problem solving through initiative and tenacity
Ability to take ownership of issues and ensure resolution
Ability to work under pressure and achieve results, whilst maintaining a professional, friendly and client service manner
Flexibility, in particular around working hours

Fixed Income Valuation Associate Resume Examples & Samples

Perform basic valuations of consumer and small business loans, securities, and servicing rights
Assist in the maintenance and implementation of recurring updates to our valuation models, and ensure any changes are documented
Collaborate with more seasoned members of our team and cross-functional teams to build models, and analyze, validate and implement improvements to our assumptions, methodologies and practices
Identify valuation drivers and analyze changes in valuations against performance expectations
Support and respond to reviews of valuation models, processes and results by internal and independent auditors
Commit to the evolution of the quantitative and fixed income expertise of the team
You are self-motivated, highly analytical and a strong problem solver
You have strong quantitative skills and a basic understanding of fixed income valuation
You have a positive attitude and willingness to learn
You have earned a Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or similar discipline within a quantitative field or equivalent training
You have 2-3 years of applied experience, preferably in the financial services industry, with general knowledge of fixed income principles, analytics, credit risk and prepayment modeling,

Earned Income Associate Resume Examples & Samples

Ensure accurate operating company accruals of Earned Income with the proper set up of CE01 agreements by collecting and analyzing supplier program documentation to SUPC data queried on AS240A and Data Warehouse
Publish Earned Income Guide on Sysco’s Intranet for US and Canadian operating companies and Directs Guide for BSCC with correct Earned Income data using collected supplier program documentation
Research and resolve all operating company earned income claims submitted in Lotus Notes, coordinating with suppliers and operating companies to ensure all earned income is received including responsibility for approving operating companies to deduct from suppliers
Verify Canadian and US dollar supplier payments in Excel spreadsheets to published earned income rates to ensure accurate and timely payments to operating companies. This involves converting US and Canadian dollars
Follow up with suppliers and BSCC departments to bring suppliers into reporting compliance (timeliness, invoice detail, rates and summary of gross sales and units)
Allocate Canadian and US dollar supplier payments, sales & units to the proper general ledger accounts in cash receipt system to provide dependable financial reporting to BSCC. This involves converting US and Canadian dollars
Set up miscellaneous invoices on Accounts Receivable Trial balance and post payments accurately and timely
Provide customer service to operating companies and BSCC Departments on supplier agreement and cash receipt related issues
Work in a team environment in order to balance and close the fiscal month in an efficient manner
High school diploma or General Education Development (GED) or equivalent
One year of accounting and one year of customer service experience
Proficient in Microsoft Excel at Basic and Intermediate levels required
Good understanding of all mathematical skills required to process supplier agreements
Basic accounting knowledge and terminology is required
Data entry experience with accurate 10-key by touch
Knowledge of Microsoft Word
Well organized and able to handle large volume of work with minimal supervision; must be flexible to handle multiple priorities
High work standards and impeccable follow-up skills
Must have strong skills in customer service and decision making
Must maintain stable performance under pressure
Must work well with others to achieve goals
While performing the duties of this job, the employee is regularly required to sit. The employee must occasionally lift and/or move up to 10 pounds

Fixed Income Structured Confirmation Drafting Associate Resume Examples & Samples

Work across various regions and departments to ensure timely resolution of drafting related queries
Provide additional support through drafting of Master Confirmation Agreements and Novation Agreements (as required)
Provide support for documentation aspects of Credit Event processing (as required)
Drive various regional and cross-regional confirmation initiatives with the Derivatives Project Group, Technology and other Business Units
Actively ensure upward, downward & peer communication of developments and issues
Communicate with immediate team members on day-to-day issues, business process improvements, ideas and results

Associate Director, Long Income Origination Resume Examples & Samples

Creating and enhancing external relationships with key stakeholders – public sector entities, investment agents, real estate investors, Fund Valuers, lawyers, construction professionals, managing agents, etc
Collaborating with colleagues (Fund Managers, Asset Managers, Origination Manager and Heads of Sectors) to structure, source, create and acquire suitable investment products that are in accordance with Long Income fund strategies
Ensuring that internal documentation is prepared to a high standard to properly undertake the due diligence process
Support financial modelling and analysis of all acquisitions
Maximising performance and structural optimisation through value enhancement opportunities, sales and cost control
Ensuring clear communication of Aviva Investors mandates’ investment requirements to the wider real estate market
Enhancing Aviva Investors profile and standing in the wider real estate market
Working with the wider real estate team to effectively translate high level strategic views into portfolio composition
Dissemination of market intelligence to the wider real estate business
Working with the wider real estate team to present to existing and potential new clients to support the development of the Aviva Investors Real Estate business
Identifying, creating and pursuing new acquisition opportunities in the UK by
Supporting the end to end origination and transaction process
Leading the due diligence process and securing internal approvals in accordance with funds’ authority levels and in line with internal processes
Preparing to a consistent high quality appropriate internal documentation to successfully complete the due diligence and internal approval processes
Making sure that new acquisitions are underpinned by a robust and practical business plan that is supported and can be implemented by the asset management team
Degree
Member of Royal Institution of Chartered Surveyors or equivalent (if non –UK), or CFA / Accountancy qualification
IMC or equivalent preferred
Development funding experience through structured finance or long lease property investment
Knowledge of long lease property investment management, with a track record of identifying and delivering investment opportunities, on market and off market
Solutions orientated, with experience of commercial negotiations
Experience of working with public sector and corporate entities
Understanding of long lease structures and accounting and tax implications for investors and counterparties
Extensive experience and knowledge of the investment acquisition process
A broad and extensive network of contacts – investors, brokers, partners, service providers, owner occupiers etc
A great collaborator with excellent team skills
Strong appraisal and analytical skills. Financial modelling experience preferred
Good presentation and communication skills – able to explain complex financial details to clients and customers in a straightforward way

Associate Director, Fixed Income Resume Examples & Samples

Identifying talent needs and gaps and providing ongoing assessment of investment skill/capabilities
Utilising a strong knowledge of the market and a broad network to help identify and attract the best talent to meet existing needs or the needs of the future
Playing a leading role in the continued globalisation of our investment platform and advocating for local talent where it is in the best interests of our clients
Providing ongoing guidance, coaching and feedback for both junior and experienced investment professionals (e.g. helping them have impact by focusing on money making ideas for clients; counseling team leaders on team dynamics; finding solutions to ‘pain points’; enabling effective communication and the interface between investors locally, regionally and globally; utilizing firm resources, including Technology, Portfolio Coordination, and Trading;)
Managing the mid and year-end performance and compensation review processes
Partnering with legal and compliance to understand current regulation and its potential impact on the fixed income platform
Working with the key stakeholders to implement changes necessary to comply with current and pending regulatory requirements
Supporting investment team to develop well-articulated investment philosophy and process
Risk management, fiduciary and supervisory oversight, regulatory oversight
Establishing relevant policies and procedures for each investment team and FI more broadly, as relevant
Ensuring successful operational model for each investment process
Managing investment capacity for each team and strategy
Ensuring necessary infrastructure and support is in place to meet our client objectives both now and in the future
Connecting and collaborating with key functional support areas (Trading, Product Management, Quant, Legal and Compliance, IT, GRG) and across regions to ensure effective end-to-end investment processes
Contributing to discussions regarding the management of the local office
Acting as a thought partner to other senior leaders in the local offices
Contributing to the attraction, engagement and development of talent within EMEA, outside of the Fixed Income business through informal mentoring, role modelling, coaching etc
15+ years of relevant professional experience
Outstanding collaboration and leadership skills; able to work successfully with very experienced, passionate investors and with multiple functions across the firm
Proven experience of attracting, retaining, developing and motivating fixed income investment talent and fostering a diverse and inclusive team, oriented towards coaching and delivering feedback
Highly organized, able to manage, prioritize and complete multiple projects simultaneously; focused on results
Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm
Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver
First-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous
MBA and/or CFA (or equivalent) is ideal

Senior Associate, Income Franchise Resume Examples & Samples

Review information presented on state income tax returns before, during, and after preparation
A minimum of five years of experience performing tax research and providing technical advice on multi-state tax issues
Licensed CPA or J.D./LL.M. or MST (Master’s in Taxation) for non-CPA eligible candidates (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
Ability to develop business and foster client relationships

Fixed Income Associate Resume Examples & Samples

Evaluate and monitor the credit quality characteristics of a large portfolio of investment grade corporate issuers
Represent Credit Research in meetings with issuers, interface with TIAA’s Risk Management Team, and support TIAA Investment goals and values
Contribute to overall success of the Fixed Income Research Team at TIAA Investments
Bachelor's degree required. MBA or CFA preferred
1-3 years of related corporate credit research experience with some of that time spent in a total return environment
Broad-based knowledge of numerous credit sectors in the investment grade marketplace
Strong quantitative, analytical, critical thinking, communication, presentation, and financial modeling abilities. Detailed knowledge and ability with Excel, PowerPoint
Proactive self-starter with the ability to work well under pressure, prioritize and multitask
Strong analytical and critical thinking capabilities
Collaborative work style, teamwork oriented

Cgm-associate Fixed Income Resume Examples & Samples

Must have 5+ years experience in a market facing role with market making ability across G10, Scandies and Asian NDF
Experience of FX Spot Trading
Experience of working with Asian and US markets as well as clients
Proven track record of prudent risk management
Detailed history of positive revenue generation
FCA Approved Participant
Regular dialogue with clients and references if required
Tertiary Level Education In Business/Commerce and a background as working as an accountant