svp fixed income trader resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
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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
SVP Fixed Income Trader, 07/1997 to 06/2013 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.
Senior MBS Trader, 5/93 to 8/97 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.
Assistant Vice President, 01/1989 to 02/1993 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.
Securities Trader, 07/1982 to 01/1989 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
B.A: Economics, Expected in May 1982 to UNIVERSITY OF RICHMOND Richmond VA - , GPA:
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