Investment Grade Resume Samples

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B Kshlerin

Bennett

Kshlerin

517 Kohler Flat

New York

+1 (555) 805 5624

517 Kohler Flat

New York

Phone

p +1 (555) 805 5624

Experience Experience

Dallas, TX

Investment Grade Analyst

Dallas, TX

Turcotte-Paucek

Dallas, TX

Investment Grade Analyst

The successful candidate will be expected to source primary and secondary investment ideas within their sector coverage using a bottom-up fundamental investment approach
The analyst will be expected to evaluate management, understand a firm’s competitive position, evaluate the quality of its assets, deal structure and covenant analysis
Provide detailed financial models and written company reports, and monitor consistently assigned sectors on an ongoing basis
Hard-working, diligent
Collaborate with other research team members to produce industry outlooks that influence and inform tactical and strategic investment opportunities across the entire investment portfolio
Concise written and verbal communication on investment recommendations to portfolio managers, director of research, and research team members
Assist in evaluating private capital transactions within your sector coverage responsibility

Dallas, TX

Investment Grade Financials Trader

Dallas, TX

Dach, Tremblay and Gislason

Dallas, TX

Investment Grade Financials Trader

Instigating and distributing secondary trading opportunities for the desk in the Corporate Bond business
Performing Credit Analysis and Cash Flow Modelling of potential or existing portfolios
Managing internal parties and the internal approval process and documentation for the portfolio
Analysing market structure and the opportunities and threats there-in
Managing financial risk and non-financial risks
Interacting with Clients, Sales and Internal counterparties in other Trading, Coverage and Structuring functions to increase market transparency and generate new business
Interacting with Regulators

present

Boston, MA

CIB Investment Grade Senior Banker

Boston, MA

Sanford LLC

present

Boston, MA

CIB Investment Grade Senior Banker

present

Work with other groups within the Mizuho Financial Group around the world as part of Global Relationship Management and Business Development
Introduce, coordinate and work with product specialists to generate cross sell across the Mizuho Global platform of products
High-level marketing and business development capabilities for the origination of banking, securities and advisory business
Proven Relationship Management abilities
Manage strategic banking relationships within the Energy sector
) Management Responsibilities
Manage and coordinate the execution of transactions, from inception to closing

Education Education

Bachelor’s Degree in Integrity

Kean University

Bachelor’s Degree in Integrity

Skills Skills

Extensive corporate finance product knowledge including credit, capital markets and derivatives as well as other financial products and services
Relevant industry/sector knowledge; experienced in the Midstream sector
Strong credit, analytical, quantitative, problem-solving and decision making skills
Work with other groups within the Mizuho Financial Group around the world as part of Global Relationship Management and Business Development
Proven Relationship Management abilities
) Management Responsibilities
Manage and coordinate the execution of transactions, from inception to closing
Superior written and oral communication skills (including presentation skills) and negotiating abilities
Participate in civic and community affairs as a representative of the Mizuho Financial Group
5 or more years of Corporate and Investment banking experience including as a Global Relationship Manager (or equivalent.)

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Investment Grade Credit Analyst, Insurance Resume Examples & Samples

Real-time communication of fundamental credit views and investment recommendations
Acting as in-house Insurance sector expert and fundamental “thought leader”
Creation and maintenance of Excel-based financial analysis and projections
Provision of ad hoc briefing and research to portfolio managers
Presentation of sector views and opinions both internally and at client meetings
Participation in a variety of daily, weekly and monthly investment team meetings
Previous Senior Analyst/Director-level experience in a top-tier credit research environment
Detailed knowledge of European Insurance sector and issuers
Detailed knowledge of sector regulatory frameworks for European Insurance businesses
Thorough understanding of ratings agency methodology
Strong corporate credit background (including bond technicals, documentation, CDS)
Up-to-date Investment Grade relative value knowledge and keen commercial awareness
Self-driven desire for expertise, thirst for sector knowledge and keen attention to detail
Intellectual curiosity for new products or businesses to analyse and strong commercial acumen
Willingness to work in a strong team-oriented environment
Fluency in English required. Fluency in a second European language preferred
Professional qualification in accountancy, commercial banking or CFA preferred

IBD, Financing Group, Investment Grade Resume Examples & Samples

Bachelor’s Degree required, relevant banking or capital markets experience preferred
A keen, long-term interest in investment banking and the financial markets. Specific experience in a capital markets role at a major banking firm is advantageous, but not a requirement
Strong analytical orientation, with experience performing financial valuation analysis in Excel or similar tools
Demonstrated interest in finance, companies, transactions and financial markets
Exceptional communication skills, both verbal and written
Strong technical abilities

Investment Grade Resume Examples & Samples

Requires excellent interpersonal and communication skills
High attention to detail
Ability to maintain high standards despite pressing deadlines
Ability to solve problems quickly and efficiently
Strong knowledge of general business, corporate and government cultures
Ability to handle highly sensitive, confidential and non-routine information
Self-starter with excellent anticipation skills; problem solving; follow up
Demonstrated dependability and sense of urgency about getting results
Demonstrates high degree of integrity and confidentiality
Strong organizational skills
Comfortable working with people at all organizational levels
Comfortable working in a sometimes hectic, high pressure environment
Ability to display a consistent, professional degree of communication
Ability to work well under pressure, adapt to unexpected events, and prioritize and multi- task in a deadline driven environment
Must be able to prioritize a variety of time-sensitive tasks
Must have excellent judgment; independent thinker and resourceful
Strong proficiency in MS Word, Excel, PowerPoint and Outlook
Team player with a positive attitude
Highest degree of integrity, professionalism, diplomacy and discretion required
Prefer 3+ years of experience

Senior Trader Investment Grade Resume Examples & Samples

Executes the purchases and sales of Investment Grade Corporate (cash and CDS/CDX) and U.S. Treasury securities as authorized by Portfolio Managers and/or Senior Traders while achieving best execution
Contributes market color and spread movements for credit positions across all sectors, maturities, and subordinations daily, communicating with multiple Portfolio Managers, Research Analysts, and Senior Traders
Keeps Head of Trading and/or Senior Management informed of market events, credit events, data, and flows. Understands how flows in one asset class may impact spreads in other asset classes
Understands TIAA investment goals, divergent portfolio mandates, and is able to identify and present clear and concise relative value ideas, potential trading opportunities, and direct bids and offers to the appropriate portfolio managers
Able to develop back-up skills in Taxable and Tax-Exempt Municipal Bond space
Builds and maintains strong business relationships with existing I-Bank Sales, Trading, and Syndicate desks
Attend industry conferences and broker-dealer events to enhance skills, trading relationships, and build/maintain an industry network for the benefit of projecting a positive image of TIAA-CREF
Develops relationships with TIAA research analysts to further develop an understanding of structures and underlying sector dynamics
Works independently and is able to manage multiple tasks on the trading desk simultaneously in a highly efficient manner in a sometimes stressful & fast-paced environment
Works with back office, middle office, compliance, and IT groups on trade and settlement issues
Minimum of 5+ years of previous trading experience working with Investment Grade Corporate Securities on either the buy-side or the sell-side with solid knowledge of Investment Grade Markets
Bachelor's Degree is required
Ability to work independently to assess facts and make quick decisions and express a sound market view within a dynamic environment and achieve best execution in all trading cycles
Superior skillset using Bloomberg, other electronic trading platforms (TradeWeb and MarketAxess), and has strong familiarity of Bloomberg AIM or an applicable order management system, in addition to strong spreadsheet skills (Microsoft Excel, Bloomberg API)
Strong knowledge of trading protocols and procedures associated with applicable market(s) from both buy-side and sell-side perspectives
Strong negotiation, communication, and interpersonal skills. Able to build and maintain business relationships across differing levels throughout an organization
Masters degree and/or CFA preferred
Team oriented individuals with ability to work well with teammates remotely

Investment Grade Credit Specialist Resume Examples & Samples

Monitor corporate credits for quarterly/semi-annual earnings announcements, news flow, rating changes etc. and the timely communication of any material effects on company valuations. Appropriate documentation will be kept for each credit
The incumbent will collaborate with an existing analyst team, and will do own credit analysis to add value from security selection
Input into determining cross region relative value and identifying opportunities to add value to all mandates that have the ability to allocate funds to US dollar investment grade securities
Develop portfolio management reports that are used within the Corporate Bond group in making investment decisions
Assist in monitoring a list of approved Money Market credits
Build and maintain relationships with sell-side brokers, including analysts and traders
Work closely with the Canadian investment grade team and the High Yield team
Assist with the marketing of funds through presentations, conference calls and quarterly performance write-ups
Discuss annual reviews at Credit Review meetings as needed along with members of the Corporate Bond team and will be a member the Corporate Bond Strategy Committee
CFA charter holder
Relevant university degree
Combines solid economic reasoning, including an understanding of global macro and geopolitics, with the ability to work with statistics and modelling to form judgements
Experience managing fixed income portfolios on a value added basis with emphasis on the U.S. dollar investment grade market
Experience evaluating corporate credits with emphasis on the U.S. dollar investment grade market
Experience using derivatives especially as related to credit default swaps and interest rate swaps
Excellent working knowledge of Excel/Visual Basic

Investment Grade Credit Analyst Resume Examples & Samples

Evaluate and monitor the credit quality characteristics of a large portfolio of investment grade corporate issuers
Work in close collaboration with portfolio managers, traders, and other credit research analysts to provide thorough credit opinions and actionable trading recommendations
Assist portfolio managers in forming and implementing their investment strategies
Contribute to all formal reports and processes (internal ratings, recommendation lists, watch lists, etc.) that enable the efficient and transparent oversight of the asset class
Represent Credit Research in meetings with issuers, interface with TIAA-CREF’s Risk Management Team, and support TIAA-CREF goals and values
Bachelor's degree required. MBA or CFA preferred
At least 8 years of related corporate credit research experience with some of that time spent in a total return environment
Broad-based knowledge of numerous credit sectors in the investment grade marketplace
Strong quantitative, analytical, critical thinking, communication, presentation, and financial modeling abilities. Detailed knowledge and ability with Excel, PowerPoint
Ability to collaboratively share ideas and insights with portfolio managers, traders, and fellow analysts

Investment Grade Salesperson Resume Examples & Samples

Provide back-up coverage and support across the sales team
Work with the senior sales team to develop and maintain client relationships with their assigned client list
Maximize the amount of profitable business their accounts do with RBC
Develop the necessary skill set to pick up coverage of accounts
Learn about all aspects of the clients business and uncover revenue generating ideas
Market RBC’s new issues and research capabilities
Continually prospect for new accounts that do not have a relationship with RBC
Introduce their accounts to other RBC capabilities beyond the fixed income and currencies business
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly
University diploma
Knowledge of Fixed Income products including Investment Grade, Credit, High Yield, Rates & Money Markets

CIB Investment Grade Senior Banker Resume Examples & Samples

) General
Manage strategic banking relationships within the Energy sector
Evaluate the corporate financing requirements of an existing portfolio of Energy companies across the US and deliver the products of the Mizuho Financial Group to this client base. Develop, structure, propose and negotiate financing and non-credit transactions for existing and prospective customers
Be the primary Mizuho contact for existing and prospective Energy industry client relationships. Maintain relationships and contacts for marketing as well as ongoing due diligence requirements to support the CFD Relationship Management Group
Introduce, coordinate and work with product specialists to generate cross sell across the Mizuho Global platform of products
Formulate business strategy for the Energy sector in line with Mizuho Financial Group’s global business objectives. Perform research on industry as part of the development and implementation of a comprehensive marketing plan
Analyze the credit standing of existing and proposed clients in advance of marketing efforts and on an ongoing basis
Manage client relationships globally to expand the global Mizuho franchise, including a particular emphasis on Securities products, M&A, and expanding business with Mizuho in Japan
Report client comments, requirements and feedback to senior management
) Administrative
Design and preparation of marketing materials and oversight of the preparation of these materials by junior staff for both credit and non-credit products
Undertake required compliance training and testing
) Policy
Understand Mizuho policies and procedures including portfolio objectives and lending guidelines
Adhere to legal and regulatory guidelines in promoting bank’s products and services
) Technical Skills
High-level marketing and business development capabilities for the origination of banking, securities and advisory business
Proven Relationship Management abilities
Superior written and oral communication skills (including presentation skills) and negotiating abilities
Relevant industry/sector knowledge; experienced in the Midstream sector
) Management Responsibilities
Manage and coordinate the execution of transactions, from inception to closing
Work with other groups within the Mizuho Financial Group around the world as part of Global Relationship Management and Business Development
Must be able to take a Leadership role and function professionally as a team player
Participate in civic and community affairs as a representative of the Mizuho Financial Group
Undergraduate or MBA degree in finance, business, or accounting required
NASD Series 7 and 63 Securities license preferred
5 or more years of Corporate and Investment banking experience including as a Global Relationship Manager (or equivalent.)
Strong existing relationships in the Energy sector highly preferable. Specific areas of focus will be: Downstream, Oilfield Services, Integrated, and Midstream
Excel, Word and PowerPoint
Superior oral/written communication skills
Experience originating, negotiating and leading transactions
Extensive corporate finance product knowledge including credit, capital markets and derivatives as well as other financial products and services

Director Corporate Finance Investment Grade Banker Development Resume Examples & Samples

10+ years of experience in capital markets
5 years of investment banking/corporate finance experience or direct interaction in a business development role with corporate CFOs / treasury staff
Demonstrated record of professional achievement
Detailed understanding of the debt capital markets (bonds and loans) and the roles of other key market participants
University Degree, preferably in a business-related discipline
Strong marketing and interpersonal skills are a pre-requisite with a successful track record of developing commercial relationship and opportunities
Highly developed communication and presentation skills, verbal and written, with a proven track record to persuade and negotiate effectively
Able to work independently within a strategic framework while maintaining high work standards and demonstrating excellent attention to detail
Team-oriented, with ability to effectively build relationships both externally and internally
Proficient with PowerPoint, Excel and experience with Bloomberg and/or other financial data platforms
Other professional or business qualification

Investment Grade Credit Portfolio Manager Resume Examples & Samples

At least 3 years of experience in the credit markets
Strong fixed income knowledge and analytical skills
Team player with excellent communication skills
Keen attention to detail, organizational skills and ability to multi-task
Proficient with Microsoft Excel, Bloomberg
Series 7 and 66 Registration

Investment Grade Corporate Bond Trader Resume Examples & Samples

Under appropriate direction, responsible for executing purchases and sales of investment grade corporate securities as authorized by Portfolio Managers and/or the Head of Trading
Assist Portfolio Managers in the daily surveillance of institutional fixed income accounts, appropriately communicating key activity relative to account guidelines and parameters
Provide market-related insight that helps Portfolio Managers identify relative value opportunities for the accounts
Act as point person for credit trading for a team of Portfolio Managers overseeing Institutional, Insurance, and Retail Investment Grade Credit based portfolios. Primary point of contact with Wall Street counterparties – aggregating axes, collecting and disseminating market color, and executing trades
Will be expected to know various client guidelines and restrictions and utilize pre-trade compliance checks
Will interact with research partners and other internal constituents on a regular basis
Will be expected to become a regular participant in conversations around portfolio construction
Minimum of 3-5 years’ experience trading investment grade bond credits, preferably trading for a buy-side firm
Inquisitive mind interested in all aspects of the fixed income markets, primarily credit investing
Self-motivated team player with strong verbal communication skills
Strong problem solving skills, analytical framework and computer skills with a demonstrated proficiency in Microsoft Excel, Bloomberg, MarketAxess, etc
Comfortable interacting with and taking direction from senior investment professionals
Able to multi task/prioritize in a fast pace environment
CFA

Investment Grade Credit Analyst Resume Examples & Samples

Strong academic credentials. A Bachelors level degree is required and a post-graduate degree or professional qualification (e.g. CFA) is preferred
A minimum of 5-10 years of credit research experience on either the buy side or the sell side. Experience of following more than one industry in credit markets would be advantageous
Strong analytical and communication skills (both written and oral)
Comfort dealing with uncertainty and risk, and ability to make investment decisions that are supported by rigorous analysis and communicated with strong conviction
Strong understanding of investment concepts, coupled with intellectual curiosity
High level of initiative and experience developing and implementing value added investment recommendations; and
Ability to work effectively in a small, collaborative team, while also communicating and interacting with a larger group of investment professionals

Investment Grade Credit Research Associate Resume Examples & Samples

Assisting in the creation and maintenance of detailed financial models and industry databases to aid in analyzing existing and prospective investments
Maintaining integrity of issuer data and analyses, and comparative valuation tools
Conducting analyses of financial results with the credit analyst
Monitoring and listening to relevant news, announcements, and conference calls
Attending internal and external investment meetings; and
Contributing to research agenda of coverage area and to written research and maintenance reports on companies
A minimum of 1–3 years of research experience on either the buy side or the sell side
Demonstrated interest in and passion for investing in fixed income; a strong desire to analyze investment opportunities in credit is required
An undergraduate degree with a strong academic record; progress towards completion of the CFA is a plus
Strong analytical and communication skills (both written and oral)
Demonstrated analytical capability and financial modeling skills
Proven organizational and time management skills as well as ability to work well under pressure
Strict attention to detail and strong work ethic
Curiosity and a capacity for differentiated thinking; and
Ability to take risk, try new things, and bring a broad, differentiated perspective

Investment Grade Bond Team-corporate Debt Platform Resume Examples & Samples

To provide support to senior Investment Grade Bond team-members in the origination and execution of bond issues
To provide relevant market updates and pricing to clients in a prompt and appropriate manner
To assist in the preparation of pitch-books to ensure they are fit for purpose and for presentation to clients –and specific to client requirements
To coordinate client visits and to attend as/when required
To work closely with important internal stakeholders such as syndicate, coverage and derivative teams, as well as IG Loan colleagues within CDP
Manage the new issue process (as required) through documentation, due diligence, marketing and execution
To assist with internal management requests for information or ad hoc projects
Strong analytical and technical skill set
Strong team player – cooperates and communicates at all levels
An exceptional academic and professional record
A proven track record of corporate bond deal experience is essential (ideally including USD transactions)
Fluency in English is a prerequisite
Excellent organisational skills
Hard working, creative and ability to work autonomously at times
Innovation: Thinks laterally to identify other sources of useful information and sees ways around obstacles and barriers

Investment Grade Analyst Resume Examples & Samples

The successful candidate will be expected to source primary and secondary investment ideas within their sector coverage using a bottom-up fundamental investment approach
The analyst will be expected to evaluate management, understand a firm’s competitive position, evaluate the quality of its assets, deal structure and covenant analysis
Provide detailed financial models and written company reports, and monitor consistently assigned sectors on an ongoing basis
Identify relative value among companies under coverage and across sectors within a total return environment
Concise written and verbal communication on investment recommendations to portfolio managers, director of research, and research team members
The candidate will be able to identify and continuously evaluate the technical, macroeconomic, political and regulatory factors that influence the security and company valuations within their sectors
Collaborate with other research team members to produce industry outlooks that influence and inform tactical and strategic investment opportunities across the entire investment portfolio
Assist in evaluating private capital transactions within your sector coverage responsibility
Applicants should have a minimum of 3-5 years of relevant investment experience
Experience in a total return investing environment
MBA (or equivalent) preferred
Self-motivated resourceful
Excellent communication skills with a demonstrable capacity to articulate investment insights
Understanding of relative value/risk return trade off over a credit cycle

VP Investment Grade Credit Salesperson Resume Examples & Samples

Covering large institutional money managers for flow credit product including: IG corporate bonds, CDS, CDX and CDX Index options
Working with syndicate on the distribution and marketing of IG, HY and EM related new issues to the real money client base
Interacting with and providing feedback / color to the trading desk regarding daily axes and customer flows
In addition to the IG cash product, knowledge of and ability to market other credit related products including: CLOs, Bespoke CDS tranches / portfolios, FTD baskets, and par / distressed loans
Travel to customer offices/events to deepen relationships by providing access to trading, research and strategy related personnel
Bachelor’s Degree in Finance or related Field
5 – 10 years IG sales and trading experience
Proven track record of success penetrating credit accounts for a variety of credit products
Strong communication skills, including capacity to present trade ideas to internal and external clients
Strong attention to detail and interpersonal skills
Candidate must
Strong existing relationships across a variety of institutional accounts in the fixed income / credit space
Series 7 and 63

Senior Investment Grade Credit Analyst Resume Examples & Samples

Assume primary research coverage of investment-grade corporate issuers across a variety of corporate sectors
Execute rigorous credit analysis leading to selection of securities that outperform benchmarks
Present succinct recommendations with conviction to our investment team. An interest in portfolio management and risk management as well as fixed income analytics is preferred
Proven industry knowledge and experience
Interest in portfolio management and risk management as well as fixed income analytics is preferred
A Bachelor’s degree and a strong undergraduate academic record is a requirement
An MBA, CFA or other relevant degree or accreditation (or demonstrated progress towards completion) is preferred
Your competencies

Investment Grade Senior Municipal Credit Research Analyst Resume Examples & Samples

Contributes to strategic decision making by providing outlooks and actionable recommendations for investment in assigned sector (s)
Develops and maintains productive relationships with portfolio managers, investment banks, issuers, rating agencies and fellow analysts
Graduate degree (finance, economics, public policy/government, political science) or an equivalent combination of training and experience
A minimum eight years progressive analytical experience in the financial industry. Five years of research experience preferred
Proven track record of consistently adding value to investment portfolios through accurate credit opinions and investment recommendations

Investment Grade Financials Trader Resume Examples & Samples

Instigating and distributing secondary trading opportunities for the desk in the Corporate Bond business
Performing Credit Analysis and Cash Flow Modelling of potential or existing portfolios
Running Risk / Return analysis based upon regulatory and internal requirements
Managing internal parties and the internal approval process and documentation for the portfolio
Interacting with Clients, Sales and Internal counterparties in other Trading, Coverage and Structuring functions to increase market transparency and generate new business
Interacting with Regulators
A deep understanding of the IG Bond business
Prior experience of corporate credit analysis / financial modelling
A clear understanding of up-coming changes to Market Structure and potential impact
Superior communication skills (written and verbal) with strict attention to detail
A keen interest in Financial Markets and Investment products
Financial knowledge and experience with a Masters in Business Administration (MBA) or Chartered Financial Analyst CFA qualification (or equivalent qualification / work experience) (beneficial)
Proficient in Microsoft Word, Excel and Powerpoint

UK Investment Grade Credit Sales Resume Examples & Samples

Providing active day-to-day sales coverage and developing long-term relationships with clients
Working closely with research and trading to deliver the Deutsche Bank franchise to clients
Identifying and developing new client business and opportunities for cross sell into other product areas
Experience in IG Credit Sales at a major Bank or other relevant market experience and established senior relationships with leading clients
An understanding of macro Credit markets and a strong sense of how macroeconomic developments, be they slow moving or instantaneous impact on client strategies
A deep knowledge of the products traded including investment grade and high yield bonds as well as over the counter derivatives including credit default swaps
The ability to generate effective trade ideas for the client base and monetise relationships
A track record of delivering revenue growth
The ability to work with sales, trading and research
Superior personal communication and interaction skills in order to develop new relationships quickly, manage multiple stakeholders internally as well as meet client needs
An ability to develop the wider franchise beyond your client base
Comfortable in a dynamic and fast paced environment
A market professional

Fixed Income Investment Grade Resume Examples & Samples

Work closely with portfolio managers, research analysts, traders to create and maintain model portfolios by strategy
Work with Portfolios managers and traders to help design and implement current views
Responsible for driving process for day to day portfolio monitoring and rebalancing
Developing new analytics that support portfolio construction and performance monitoring
Portfolio analysis using existing portfolio construction tools as well as creating new tools
Automation of generation of regular portfolio monitoring reporting, and attribution
Quantitative knowledge and or experience of portfolio construction techniques and risk management
Strong knowledge and understanding of Fixed Income and credit markets
Experience with developing tools and processes to organise and implement trading strategies
Programming experience not essential but desirable
Highly motivated with strong academic background
Strong analytical and communication skills
Ability to work independently within a team structure
Flexibility, ability to learn quickly

Markets Investment Grade Credit Sector Specialist Financials Assoc Resume Examples & Samples

Will cover a subset of the financial space as a lead analyst, which may include US Banks, Insurance and Specialty Finance - with secondary coverage in the remaining sectors. Will support multiple traders across cash and CDS products
Analyst will focus on generating market commentary, relative value trade ideas and producing internally-disseminated content to keep sales/trading apprised of market moving news and views
Monitor and evaluate desk risk positions and opine on positioning on a real time basis
Participate in weekly sales meetings to update IG sales/trading on market news and current sector views
Conduct company due diligence, some of which may be related to new issuance in the market
Develop and maintain regular client communication, which may include periodic travel
Attend company/industry presentations as part of diligence process
A minimum of 3-5 years of experience in the Finance Sector, understanding of sector trends/themes/drivers, regulatory/political backdrop
Credit experience preferred, but not required
Excel/financial modelling skills, relative value analysis, bond market technicals, financial statement analysis
Bachelor’s degree in finance, economics, mathematics, engineering or a related field required
Strong written/verbal communication, ability to multi-task and prioritize tasks
Ability/desire to work in a face-paced/trading environment
Ability to work in an entrepreneurial fashion and able to be nimble in go-to-market strategy

Investment Grade Credit Middle Office Sales Assistant Resume Examples & Samples

Work with the sales desk to support and provide oversight of operational components of various asset classes
Create relationships across multiple areas of the firm including trading desks, operations, technology, legal, and compliance departments
Complete KYC requests for new clients and remediate documentation deficiencies for existing clients
Respond to ad hoc client requests
Keep abreast of regulatory change and ensure that processes are continually reviewed and improved
Engage with various business partners to resolve trade flow issues and discrepancies
2-5 years of Finance, Trading, Middle Office, Operations, or Project Management experience
Ability to multitask and reprioritize as needed in a high volume time-sensitive environment
Ability to absorb and learn from constructive criticism as an opportunity for growth
Series 7 and 63 certifications a plus
Familiarity with credit products (High Yield & Investment Grade) including derivatives
Highly organized with attention to detail and excellent independent follow-through