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fixed income portfolio manager resume example with 15+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Executive Profile
Seasoned attorney with solid and demonstrated experience in complex litigation and corporate transactions practice.  Accomplished fixed income portfolio manager with a consistent and proven track record of exceeding client expectations and outperforming strategy benchmark.
Core Accomplishments

As an attorney, I successfully managed both business and individual clients to achieve consistently positive results.  I have a demonstrated ability to persuasively negotiate complex issues with sometimes challenging parties to achieve the desired outcome.  As a fixed income portfolio manager, I outperformed the benchmark for the strategy I managed every quarter for more than four years and helped affiliate advisors find creative fixed income solutions to meet client needs.

Skill Highlights
  • Unique ability to decisively identify solutions to complex problems
  • Outstanding analytical and communication skills
  • Series 65 license
  • Experienced in effective oral and written advocacy
  • Strong negotiator & mediator
  • Licensed to practice law in Idaho, Oregon & Washington
Professional Experience
02/2012 to 05/2016 Fixed Income Portfolio Manager Marsh & Mclennan Companies, Inc. | Norfolk, VA, Managed municipal bond strategy with assets in excess of $250 million.  Responsible for performance reporting, cash management, direct client interface for 300 separately-managed accounts, prospective client presentations and portfolio analysis, evaluation of economic data relevant to fixed income markets, research municipal bond funding documents to determine suitability for the strategy.  Successfully counseled with affiliate advisors to create fixed income portfolios to meet a variety of client investment goals.  Made presentations on fixed income strategy to individuals and groups to assist them make solid investment decisions. Collaborated with other members of the Investment Strategy Committee to develop and implement core investment strategies.
2007 to 02/2012 Attorney Production Resource Group | Dallas, TX,

Managing partner in a boutique law firm with emphasis in commercial litigation and business transactions/estate planning.  Engaged in a variety of litigation focused primarily in business and real estate matters. Successfully assisted individual and business clients find creative legal solutions involving business formation/dissolution, contracts, real estate buy/sell, mergers & acquisitions, business valuation and employment.

08/2004 to 2007 Attorney Securian Financial | Saint Paul, MN,

Litigation specialist representing large, self-insured employers in defense of complex workers' compensation matters in the State of Washington.  Handled all aspects of workers' compensation defense litigation from case analysis, strategy development, discovery, motion practice, depositions, trial and appellate work.

01/2001 to 08/2004 Attorney Securian Financial | Macon, GA, Litigation specialist representing large, self-insured employers in defense of complex workers' compensation matters in the State of Washington.  Handled all aspects of workers' compensation defense litigation from case analysis, strategy development, discovery, motion practice, depositions, trial and appellate work.
Education
Expected in 1999 to to Juris Doctorate | Northwestern School of Law at Lewis & Clark College, Portland, Oregon GPA:
Expected in 1995 to to Bachelor of Business Administration | Finance Idaho State University, Pocatello, Idaho GPA:

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Resume Overview

School Attended

  • Northwestern School of Law at Lewis & Clark College
  • Idaho State University

Job Titles Held:

  • Fixed Income Portfolio Manager
  • Attorney
  • Attorney
  • Attorney

Degrees

  • Juris Doctorate
  • Bachelor of Business Administration

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