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Additional Finance Resume Samples
Bond Trader Resume Samples
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0-5 years of experience
Traded sovereign debt and foreign currencies (forex averaging $10 million daily) for 18 global fixed income, core-plus, high yield, and international equity accounts with net worth of over $8 billion.
- Recommended sector allocation and re-balanced portfolios by maintaining and refining target duration, yield curve positions, country weights, and FX exposure.
- Advised and consulted with portfolio managers on global interest rate, hedging and FX positioning strategies.
- Analyzed G10 and emerging market economies, interest rates, yield curves, and currencies.
- Monitored various trading levels and spread relationships to make recommendations for tactical opportunities.
10+ years of experience
Responsible for the day-to-day management of a high-volume Swap Desk for a leading market maker.
- Provided leadership, guidance, and direction to 12 Traders; optimized performance through training and coaching.
- Instrumental in increasing market share and positioning company as the #1 market maker in the U.S. and London.
- Executed yield curve swaps and provided the most competitive pricing on the street.
- Achieved a substantial increase in revenue and a reduction in expenses by personally managing out-trade risk.
- Calculated and minimized risk through extensive market analysis and effective execution.
- Contributed to the profitable growth of the firm through the acquisition of new broker-dealer and retail accounts.
6-10 years of experience
Responsible for maintaining an adequate supply of tax-free securities through trading, underwriting, pricing and marketing of individual municipal bond securities for various geographic regions as assigned.
- Selected to train advisors on benefits of bonds for client portfolios. Taught concepts such as bond laddering, tax equivalent yields, ascending yield curves, etc.
- Provided bid-side market for clients wishing to liquidate municipal bonds.
- Developed annual business plan using responsibility-based management guidelines.
- Cultivated strong relationships with advisors by delivering a high level of service, prompt bid execution, and obtaining bonds to meet client needs. Spoke regularly at client meetings throughout the Midwest.
- Managed inventory for Midwest region ranging from $2-$10 million daily for salesforce that grew from 700 to 2,750+ in 10 years. Developed competitive bidding strategy that increased product availability in states where supply was low. Made market in high quality bonds throughout yield curve.
0-5 years of experience
Opened a new department, trained and supervised employees to meet objectives.
- Initiated additional training, improved customer services and minimized workloads.
- Spearheaded project to transfer accounts from one clearing firm to another.
- Consolidated report process with a reduction of 75% utilizing only necessary material.
- Researched and reported information resulting in savings of 10% to the firm.
- Employee of the year in calendar year 1999 and 2001.
0-5 years of experience
- Traded $400M in government bonds on a monthly basis, consistently obtaining top 20% in profitability for entire firm
- Researched domestic fixed-income market to evaluate risk and return between different instruments and different markets
- Analyzed US indices- e.g., unemployment rate, Michigan Consumer Sentiment Index, and ISM Index- to determine what interest rate for government bonds firm should bid at in order to generate profits
- Presided over daily economic data updates to inform CEO and President
- Assisted company to sign ISDA Master Agreement with Citibank Taiwan
0-5 years of experience
Hired to open up and manage the Pacific Northwest trading desk. Personally handled key relationships involving trades worth up to $1 million in municipal bonds.
- Succeeded in prospecting for and acquiring 30 new accounts, representing over $2 million in new revenue.
- Designed and instituted a comprehensive database platform to track territory client base.
- Established and grew the “junk” bid-wanted segment for the West Coast trading office.
10+ years of experience
Progressed from role of assistant trader to securities lending collateral manager in less than three years
- Managed overnight and short-date funding of firm’s $15B of US Treasuries by negotiating best possible interest rates
- Took an active client liaison role with regard to execution of client asset management mandates, providing responsive customer service and promoting company brand
- Adhered to all federal and state regulations and firm policies related to business activities in order to protect firm and maintain compliance
- Serviced and deepened relationships while adhering to highly professional and ethical standards as set forth by management and regulatory entities
- Provided guidance to junior staff in order to improve efficiency and productivity of the firm and to pass on institutional knowledge which in turn helped to grow the business
- Received authorization to direct discretionary deployment of $4B of US Treasury duration in less than 6 years
0-5 years of experience
- Co-managed a convertible book of $25-50MM in leveraged outright and hedged risk.
- Traded listed and OTC convertible bonds and mandatory convertibles.
- Acted as principal, provided market color and price transparency to clients in 300+ names, from busted convertibles to deep in the money securities.
- Conducted horizon and relative value analysis on securities from an outright perspective for clients
- Modeled out relative richness / cheapness to theoretical for the desk’s positioning.
6-10 years of experience
Bought and sold municipal securities to maintain daily trading inventory for distribution through a broad institutional and retail sales force.
- Underwrote negotiated and competitive bond sales.
- Prepared credit analysis and marketing sheet on upcoming bond issues for sales force.
- Developed and maintained an extensive dealer account base.
- Created and implemented a risk management system for all fixed income products.
- Marketed and distributed fixed income products through sales force.
- Traded Repo for general collateral needs and covering of short positions.
0-5 years of experience
- Integral member of a team that started a high frequency equity desk that grossed $4 million in its first nine months of existence
- Performed detailed valuation analysis to improve market-making algorithms
- Traded U.S. equities, bond ETF’s, and U.S. Treasury Futures
- Developed, tested, ran, and optimized market-making algorithms in U.S. equity markets
- Enhanced trading platform to maximize the speed and efficiency of order entry and program execution
- Analyzed bond market data for arbitrage opportunities between bond ETF’s and U.S. Treasury Futures
0-5 years of experience
Expanded and further developed the client base and total volumes in the Banks/Financial Yankee space.
- Built a pricing/run distribution excel-based model that consolidated all the underlying bonds within the Yankee and Domestic space.
- Evaluated relative value within the front-end of the curve and presented profitable trade ideas to clients.
- Generated over $1Million of PNL in less than seven months.
0-5 years of experience
- Traded and actively managed a total return proprietary inventory of tax exempt municipal bond odd-lots amounting to over 70+ line items with daily capital commitments of 7mm+ in long positions
- Generated over $50k+ on average monthly PnL giving 8% total return in a municipal market that was down -2.5%
- Bid 200+ items a day in order to create a liquid portfolio through quick turnover
- Specialized in trading investment grade municipal odd-lots in any state or issue type throughout the curve in pieces of 25m-750m
- Monitored bid spreads, ratings, block trades, and market news for accurate yield analysis of odd lot bonds
- Maintained relationships with broker dealers and buy-side accounts in order to generate outlets for sourcing and selling bonds
0-5 years of experience
Provided recommendations on investment grade and high yield fixed income securities.
- Analyzed markets and evaluated the following industries auto, auto parts, retail, chemical, paper, and steel.
- Executed trades on securities within coverage area.
- Performed financial statement analysis and submitted status reports to the portfolio manager.
- Spent first three months on municipal bond desk as a Trader Assistant.
0-5 years of experience
- Executed trades for $5BN+ fixed income and equity portfolio
- Conducted analysis using Kynex, Bloomberg, and proprietary models to identify relative value with respect to an issue’s credit, volatility, technical, and event-driven characteristics
- Performed company analysis utilizing financial statements, SEC filings, earnings presentations, and sell-side research
- Deepened relationships with sell-side firms and prime brokers improving executions, minimizing financing costs, and managing securities lending risks
- Developed and maintained a database of daily price quotes for the entire convertible universe
0-5 years of experience
Helped maintain active inventory of tax-exempt bonds and warrants for retail and institutional clients
- Developed tax-exempt portfolio analysis for retail clients
- Researched and developed reports on credit quality for tax-exempt bonds and warrants
- Created swap ideas for individual and institutional accounts
- Developed and marketed focus items for sales team daily
- Presented research analysis and sales ideas for retail and institutional sales force