LiveCareer-Resume
JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Executive Profile

Thirty one years experience in the Investment industry including trading, sales, and management.

Skill Highlights
  • Leadership/communication skills
  • Product development
  • Product line expansion
  • New product delivery
  • Market research and analysis
  • Bloomberg
  • Tradeweb
  • Knight Bondpoint
  • Market Access
  • E-speed
  • FINRA Series 24
Professional Experience
07/1997 to 06/2013 SVP Fixed Income Trader Caliber Home Loans, Inc. | Coral Gables, FL,
  • Responsible for trading all short-term fixed income securities.
  • Lead Trader for short corporate debt, both investment and non-investment grade.
  • Traded other short-term products including U.S.Government and Agencies, CP, CD's, Time Deposits, Repurchase Agreements, Fed Funds, and Auction Rate Securities.
  • Worked with Public and Corporate Finance areas in structuring, pricing, and trading new debt issuance both public and private, including a two billion portfolio of tax exempt Tender Option Bonds marketed as synthetic floating rate notes.
  • Traded MBS, CMO's and other structured product while working on the MBS desk.
  • Daily interaction with both Primary Dealers and U.S. Federal Agencies.
  • Provided extensive product knowledge and support to 45 institutional salespeople as well as the firm's retail broker network.
5/93 to 8/97 Senior MBS Trader Jefferies Financial Group Inc. | Houston, ,
  • Executed investor and dealer oriented buy and sell transactions in fixed rate and adjustable rate MBS, CMBS, and CMO's.
  • Advised bank portfolios on purchases and sales of all mortgage related products as well as alternative asset funding sources.
  • Acted as primary trading desk contact for depository institutions task force in the marketing of firm swap and hold funding initiatives.
  • Created and established markets for new product types such as Fannie Mae DUS bonds, FHA/VA Title I loans, and other non-traditional forms of MBS.
  • Advised clients on trading and hedging strategies for optimal pipeline management including forward sales, agency and coupon swap and roll techniques.
  • Marketed early funding options including gestation and security repurchase agreement programs.
01/1989 to 02/1993 Assistant Vice President NATIONSBANC CAPITAL MARKETS | City, STATE,
  • In depth knowledge of fixed income markets with particular emphasis in U.S.
  • Government, Agency, and Mortgage Backed Securities.
  • Advised clients on most profitable way to invest both operating and investment capital.
  • Primary function was to provide investments, including U.S.
  • Government, Mortgage Backed, Corporate and Municipal Bonds as well as Private Placement securities and Money Market Instruments to larger bank clients.
  • Conducted educational and sales seminars and meetings with key bank personnel and departments.
  • First salesperson in newly established Nashville Corporate Sales Office responsible for management, distribution and sales of fixed income investment products to over 200 corporate clients.
  • Responsible for all corporate investment sales and investment banking product distribution for state of Tennessee.
07/1982 to 01/1989 Securities Trader GIT INVESTMENT SERVICES, INC | City, STATE,
  • Responsible for execution and settlement of stock, bond, option and mutual fund orders on behalf of brokerage clients.
  • In depth knowledge of equity and fixed income markets.
  • Responsible for marketing, implementation and servicing of program providing brokerage services to over sixty banks and savings and loans.
  • Established program to market mutual fund and unit investment trust products to bank clients.
  • Responsible for reorganization and direction of sales and support staff of sixteen, managing in excess of thirty thousand investment accounts.
  • Developed and maintained computer assisted programs used in calculating and presenting investment product performance.
Education
Expected in May 1982 B.A | Economics UNIVERSITY OF RICHMOND Richmond VA, , GPA:

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Resume Overview

School Attended

  • UNIVERSITY OF RICHMOND Richmond VA

Job Titles Held:

  • SVP Fixed Income Trader
  • Senior MBS Trader
  • Assistant Vice President
  • Securities Trader

Degrees

  • B.A

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