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Vice President, Fixed Income Resume


Bloomberg (AIM),, Derivative Solutions, Bond Edge, Yieldbook, Barclay's Point, MG Hedge, Financial CAD, Morningstar, FactSet, SQL, Visual Basic, Microsoft Office Suite



Vice President, Fixed Income


  • Conduct quantitative and qualitative credit analysis on corporate, municipal and structured securities
  • Execute trades on corporate, municipal and agency Confidential securities;
  • Analyze Confidential (private debt/private equity) funds, assessing the investment managers strategy, historical performance and investment thesis;
  • Monitor performance of the corporate and municipal portfolios, elevating issues to senior management when applicable.

Confidential, Baltimore, MD

Assistant Vice President, Portfolio Manager


  • Portfolio Manager for 6 fixed income portfolios and 5 equity portfolios inclusive of ALM, liquidity and credit concentrations
  • Primary trader for both the fixed income portfolios across all asset classes and sectors
  • Executed futures NDF and swap transactions (interest rate, total return) for hedging purposes, primarily in US and Asian markets
  • Performed fundamental research (equity, fixed income) on 6 sectors in both the public (inclusive of 144a securities) and private placement markets
  • Designed, developed and implemented new equity, interest rate, foreign exchange and volatility hedging programs for variable and equity indexed annuity lines of business
  • Negotiated Confidential and Credit Support (CSA) agreements for US and Bermuda based entities
  • Led effort to in - source asset management process from external managers in 2010, concluding project in 100 days from inception to first executed trade

Confidential, Boston, MA



  • Maintained and monitored hedge programs for over $8 billion of variable annuity policies (interest rate, equity)
  • Validated investment analytics (WAL, duration, convexity, etc.) for externally managed $2 billion fixed income portfolio
  • Managed relationships with outside managers and custodians
  • Developed and implemented new operational procedures for derivative instruments

Confidential, Albany, NY

Markets Analyst


  • Executed fixed income (Corporates, RMBS, ABS and CD) and derivative trades for multiple portfolios
  • Underwrote investment grade corporate debt (financials and insurance), MBS, CMO, ABS, Confidential and CDO investments on relative value and risk adjusted basis
  • Implemented guidelines, procedures and strategies for interest rate derivatives hedging program
  • Negotiated Confidential and Credit Support (CSA) agreements Created accounting policy for derivative activities under FAS 133
  • Analyzed characteristics of investments (duration, VaR, credit risk) for appropriateness in portfolio, overall fit in the given book of business and compliance with Confidential Guidelines

Confidential, Boston, MA

Investment Analyst


  • Managed two S&P 500 and one Dow Jones Industrials equity indexed books
  • Executed, reported, and documented derivative (OTC options and index futures) trades for over $2 billion of in - force policies
  • Assisted in pricing, structuring, execution and managing risk of large (50 million plus) institutional deals using fixed income and credit derivatives
  • Analyzed market risk exposures of derivative and fixed income portfolios and associated liabilities and dynamically hedged risks
  • Evaluated all new investment vehicles and derivatives with respect to total portfolio risk profile
  • Implemented collateral management system with 15 counterparties

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