Fixed Income Trader Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Innovative and detail-oriented Fixed Income professional successful at improving operations, impacting business growth and enhancing profits.
  • High level of accuracy
  • Strong customer relations
  • Extensive knowledge of FINRA & MSRB regulations
  • Strong interpersonal skills
  • Separately Managed Accounts
  • Platform Management
  • Presentation Skills
  • Fixed Income portfolio management
  • Bloomberg knowledge 
  • Customer-oriented
  • Fixed Income best practices and due diligence
  • Strategic Planning
Work History
Fixed Income Trader, 08/2003 to 01/2012
Royal Bank Of Canada Dallas, ,
  • Traded Corporate, Municipal, Mortgage Backed securities, Agencies, Treasuries and CDs.
  • Assisted affluent clients and high tier producers with fixed income strategies and portfolios (bond swaps, bond ladders, barbell ladders and TEY analysis).
  • Collaborated with the compliance department to adhere to FINRA & MSRB regulations.
  • Trained five new hires during department orientations during my tenure at JP Morgan
  • Educated Financial Consultants on Fixed Income products & trading technics.
  • Reported economic trends on the yields and bi-weekly Estate Feature corporate bonds to 350 financial consultants.
Director of Fixed Income Desk & Unified Choice Managed Accounts, 02/2012 to Current
1st Global Capital Corp City, ,
  • Managed a team of 6 traders in the fixed income & UC advisory desk.
  • Leaded the team in the operational management of Fixed Income managed accounts with third party managers like RNC Genter and GW&K.
  • The advisory team rebalanced, harvested, raised cash and assured that the separately managed accounts were implemented accorded to the IPS.
  • Assessed client's financial suitability to develop customized fixed income portfolios.
  • Reconciled fixed income trade blotters, MSRB & FINRA monthly report cards and prepared for annual FINRA annual audits.
  • Reported monthly fixed income statistics and score cards to senior management.
  • Leaded weekly market meetings with the Capital Markets team on economic topics affecting the fixed income markets.
Sr. Advisor of Capital Markets, 01/2015 to Current
1st Global Capital Corp. City, ,
  • Manage Fixed Income desk including daily blotters, monthly FINRA & MSRB report cards and monthly fixed income revenue reports.
  • Assist in the management of $35 million of Fixed Income portfolios. (short-term high yield strategy & short to intermediate investment grade taxable and tax-free strategy).
  • Provide consistent market updates to advisors and lead biweekly market focus meetings for the company.
  • Create content for monthly articles on relevant market topics and make fixed income presentations at wealth management meetings.
  • Work with the Sr. Director of Capital Markets on strategic initiatives to ensure all team members are consistently adding value to advisors and institutional investors.
  • Collaborate with the compliance department to eliminate procedural errors and fixed income violations to the WSPs and departmental P&Ps.
BBA: Finance, Expected in 1998
Universidad Externado de Colombia - Colombia,
BBA: International Relations, Expected in 1998
Universidad Externado de Colombia - Colombia,
  • 4, 7, 24, 53, 63 and 66 FINRA certifications
  • Currently working on the CAIA designation(Certified Alternative Investments)
  • English Certification (ESL) Albany University


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Resume Overview

School Attended
  • Universidad Externado de Colombia
  • Universidad Externado de Colombia
Job Titles Held:
  • Fixed Income Trader
  • Director of Fixed Income Desk & Unified Choice Managed Accounts
  • Sr. Advisor of Capital Markets
  • BBA
  • BBA

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