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Director - Portfolio Manager/Senior Bond Analyst Resume Example

Resume Score: 70%

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DIRECTOR - PORTFOLIO MANAGER/SENIOR BOND ANALYST
Professional Summary

Financial Manager who leverages exceptional communication skills to build quality relationships with clients, buyers and upper management.

High-achieving Financial Manager with strong quantitative modeling, process thinking and business analytics skills.

Highly-accomplished and detail-oriented professional successful at attaining business goals through in-depth financial analysis, budget strategy design and sales development and execution.

An experienced financial professional with a successful career managing risk, performing due diligence, leading projects and handling time-sensitive, complex transactions.

​

Skills

Bloomberg

Barclays Point

Barra

SNL

 Capital IQ

 Microsoft Office

Work History
Director - Portfolio Manager/Senior Bond Analyst, 06/2014 to 03/2017
Company Name – City, State

Senior corporate portfolio manager focused on alpha generation to various benchmarks for insurance products and general account portfolios.

Portfolios managed to corporate, municipal and aggregate indices and/or for yield duration and quality.

Participate in asset allocation, rates and curve strategies.

Facilitate cross-sector and capital structure opportunities - expertise in the Energy, Utility and Power, and Industrial sectors.  

Executive Director - Desk Credit Analyst, 03/2013 to 04/2014
Company Name – City, State

Senior member of corporate trading desk focused on generating positive returns on capital at risk.

Generated and published trade ideas and credit commentary and analysis in the Utility, Pipeline and Energy industries.

Communications with clients generated over $250mn in par value trades.

Leveraged a list of buy-side and institutional clients to promote trading and banking relationships.

Liaised with corporate treasurers on liability management.

Director - Portfolio Management, 05/2009 to 03/2013
Company Name – City, State

Working with Lead bankers, maintained and developed institutional/issuer relationships within the Utility, Renewable, Midstream and Energy industries.

Managed the credit risk and actively hedged credit deterioration and size exposures through derivatives and creation of bespoke protection trades.

Managed growth of high grade and leveraged loan book from $9bn to $15bn, largely in Renewables and Midstream.

Determined and opined upon risk-adjusted returns, a voting member of Credit Committee.

Collaborated with product line heads and relationship MDs across the bank.  Supervised and Mentored Analysts. 

Director - Credit Trading Desk Analyst, 06/2008 to 05/2009
Company Name – City, State

Senior member of corporate trading desk team with traders and head of desk focused on positioning capital around special situations.

Published trade ideas and contributed to trade generation with the sales force across the desk.

Managed sector analysts directing connectivity with desk and clients, idea generation and publication. 

Director - Sr. Fixed Income Utility Analyst, 04/2003 to 06/2008
Company Name – City, State

Senior member of corporate bond research group focused on generating positive returns on cash and CDS capital at risk.

Published Industry and Company specific research including capital structure trade recommendations.

Generated profitable position trades for Barclays and investors. Five year earnings in the utility/power trading book: $29mn, $27mn, $21mn, $9mn and $6mn.

Built buy-side, and institutional client banking relationships to promote trading and banking relationships.

Published in US Credit Magazine:  http://db.riskwaters.com/public /showPage.html?page=94659

Sr. Vice President, Corporate Bond Analyst, 03/1999 to 04/2003
Company Name – City, State

Senior corporate bond analyst focused on total return recommendations across the entire credit spectrum and corporate structure covering the utility, energy and industrial industries.

Responsible for sector weighting, security selection and best trade execution.

Navigated the Enron bankruptcy and the industry contagion to push the fund's return to top decile

Presented to Pension Consultants our fundamental approach to credit research and fixed income investing. 

Sr. Investment Analyst, 01/1997 to 03/1999
Company Name – City, State

Researched high yield and investment grade domestic and international companies within the energy, electric and gas utilities, chemicals, paper and forest, and building materials sectors.

Led analyst team in collaboration on relative value ideas across sectors.

Contributed to portfolio management for total return and liability management.

Executed Trades and Built sell-side relationships.

Investment Analyst - Private Placement Bonds , 01/1995 to 01/1997
Company Name – City, State
Established new and managed existing lending relationships. Participated in due diligence with borrowers' Sr. Management and crafted loan documents with counsel and presented to CIO and Sr. Management. Grew portfolio $150mn to $1 billion portfolio comprising over 40 issuers.
Project Leader Sr. Investment Systems Analyst , 01/1993 to 01/1995
Company Name – City, State
Assessed the purchase and implemented the installation of private placement pricing software. Provided general IT support to Investments.
Sr. P&L analyst, 01/1991 to 01/1993
Company Name – City, State
Liaised with product line managers and coded system for cost allocations.  Created Quarterly Product Profit & Loss statements.  Contributed to SEC Financial Reporting. 
Cost Analyst, 06/1990 to 06/1991
Company Name – City, State

Budget Analyst, 06/1989 to 06/1990
Company Name – City, State

Education
Master of Science: Finance, 1995
BOSTON COLLEGE Carroll School of Management - City, State
Bachelor of Science: Finance and Accounting, 1989
BENTLEY UNIVERSITY - City, State
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Resume Overview

School Attended

  • BOSTON COLLEGE Carroll School of Management
  • BENTLEY UNIVERSITY

Job Titles Held:

  • Director - Portfolio Manager/Senior Bond Analyst
  • Executive Director - Desk Credit Analyst
  • Director - Portfolio Management
  • Director - Credit Trading Desk Analyst
  • Director - Sr. Fixed Income Utility Analyst
  • Sr. Vice President, Corporate Bond Analyst
  • Sr. Investment Analyst
  • Investment Analyst - Private Placement Bonds
  • Project Leader Sr. Investment Systems Analyst
  • Sr. P&L analyst
  • Cost Analyst
  • Budget Analyst

Degrees

  • Master of Science : Finance , 1995
    Bachelor of Science : Finance and Accounting , 1989

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